Chevron Corp
CVX- Exchange
- NYSE
- Industry
- Petroleum Refining
- SEC CIK
- 0000093410
In the last 90 days, Chevron Corp insiders filed 0 open-market purchases and 6 sales; 4,143 institutions reported holding it in 13F filings for Q2 2026, worth $243.4B in total; 4 superinvestors hold it, including Berkshire Hathaway and Semper Augustus.
13F holders, Q1 2023
Institutional positions in Chevron Corp as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 3,272
- +54 vs. Q4 2022
- Shares held
- 1.34B
- −11.0M (−0.8%) vs. Q4 2022
- Total value
- $217.1B
- −$25.9B (−10.7%) vs. Q4 2022
- New holders
- 189
- 1,468 more added
- Sold out
- 135
- 1,280 more reduced
70 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CVX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,143 | $243.4B |
| Q1 2026 | 4,311 | $298.0B |
| Q4 2025 | 3,993 | $223.3B |
| Q3 2025 | 3,802 | $225.3B |
| Q2 2025 | 3,707 | $189.0B |
| Q1 2025 | 3,825 | $222.9B |
| Q4 2024 | 3,764 | $194.0B |
| Q3 2024 | 3,487 | $198.0B |
| Q2 2024 | 3,510 | $214.0B |
| Q1 2024 | 3,522 | $212.7B |
| Q4 2023 | 3,477 | $200.3B |
| Q3 2023 | 3,338 | $222.6B |
| Q2 2023 | 3,285 | $205.0B |
| Q1 2023 | 3,272 | $217.1B |
| Q4 2022 | 3,288 | $243.6B |
| Q3 2022 | 3,056 | $195.7B |
| Q2 2022 | 3,060 | $198.4B |
| Q1 2022 | 3,070 | $223.8B |
| Q4 2021 | 2,904 | $152.3B |
| Q3 2021 | 2,578 | $130.0B |
| Q2 2021 | 2,587 | $135.0B |
| Q1 2021 | 2,575 | $135.6B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Chevron Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| USS Investment Management Ltd | 25,800 | $4.21M | 0.06% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 25,835 | $4.22M | 1.94% | +146+0.6% | Added |
| Old Mission Investment Co LLC | 25,868 | $4.22M | 1.65% | +517+2.0% | Added |
| NTV Asset Management LLC | 25,906 | $4.23M | 0.79% | +280+1.1% | Added |
| Stanley-Laman Group, Ltd. | 26,008 | $4.24M | 0.76% | −4,076−13.5% | Reduced |
| Lee Johnson Capital Management, LLC | 26,008 | $4.24M | 4.38% | +10,988+73.2% | Added |
| SlateStone Wealth, LLC | 26,020 | $4.25M | 0.88% | +201+0.8% | Added |
| Financial Advisory Service, Inc. | 26,050 | $4.25M | 0.46% | −2,596−9.1% | Reduced |
| ICA Group Wealth Management, LLC | 26,074 | $4.25M | 1.01% | −10.0% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 26,152 | $4.27M | 1.28% | +795+3.1% | Added |
| Laurel Wealth Advisors LLC | 26,194 | $4.27M | 0.91% | +933+3.7% | Added |
| Ahrens Investment Partners LLC | 26,245 | $4.28M | 2.12% | −2,155−7.6% | Reduced |
| Warren Street Wealth Advisors, LLC | 26,286 | $4.29M | 3.05% | +2,482+10.4% | Added |
| Engineers Gate Manager LP | 26,377 | $4.30M | 0.18% | +26,377 | New |
| Montecito Bank & Trust | 26,383 | $4.30M | 1.03% | −156−0.6% | Reduced |
| IHT Wealth Management, LLC | 26,486 | $4.32M | 0.25% | +2,875+12.2% | Added |
| Peoples Bank | 26,506 | $4.32M | 2.76% | −262−1.0% | Reduced |
| Commerzbank Aktiengesellschaft | 26,635 | $4.35M | 0.23% | −14,721−35.6% | Reduced |
| Wealthcare Advisory Partners LLC | 26,767 | $4.37M | 0.19% | −1,165−4.2% | Reduced |
| Butensky & Cohen Financial Security, Inc | 26,780 | $4.37M | 1.58% | −92−0.3% | Reduced |
| Pegasus Asset Management, Inc. | 26,837 | $4.38M | 2.17% | +274+1.0% | Added |
| Kidder Stephen W | 26,886 | $4.39M | 1.53% | +857+3.3% | Added |
| Ritholtz Wealth Management | 26,888 | $4.39M | 0.22% | +41+0.2% | Added |
| StoneX Group Inc. | 26,906 | $4.39M | 0.48% | +2,243+9.1% | Added |
| Eisler Capital (UK) Ltd. | 26,917 | $4.39M | 0.38% | +26,917 | New |
| Exeter Financial, LLC | 26,121 | $4.40M | 2.20% | −562−2.1% | Reduced |
| Radnor Capital Management, LLC | 26,958 | $4.40M | 1.16% | +6,230+30.1% | Added |
| Pacific Global Investment Management CO | 26,986 | $4.40M | 0.96% | −484−1.8% | Reduced |
| Keystone Financial Planning, Inc. | 27,009 | $4.41M | 1.50% | −512−1.9% | Reduced |
| Mill Capital Management, LLC | 27,032 | $4.41M | 0.45% | −1,454−5.1% | Reduced |
| Bath Savings Trust Co | 27,052 | $4.41M | 0.54% | +170+0.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 27,054 | $4.41M | 0.30% | +216+0.8% | Added |
| Benedict Financial Advisors Inc | 27,135 | $4.43M | 1.25% | −446−1.6% | Reduced |
| Lynch Asset Management, Inc. | 27,150 | $4.43M | 3.18% | 00.0% | Unchanged |
| Arvest Trust Co N A | 27,210 | $4.44M | 0.28% | +2,030+8.1% | Added |
| Buffington Mohr McNeal | 27,342 | $4.46M | 1.02% | −395−1.4% | Reduced |
| Bradley Mark J. | 27,414 | $4.47M | 3.24% | +1,765+6.9% | Added |
| MTM Investment Management, LLC | 27,629 | $4.51M | 2.31% | +188+0.7% | Added |
| Orleans Capital Management Corp | 27,731 | $4.52M | 3.34% | +25+0.1% | Added |
| Headinvest, LLC | 27,829 | $4.54M | 1.00% | −513−1.8% | Reduced |
| Canada Pension Plan Investment Board | 27,831 | $4.54M | 0.01% | −13,192−32.2% | Reduced |
| Sittner & Nelson, LLC | 27,869 | $4.55M | 2.61% | −110−0.4% | Reduced |
| NEIRG Wealth Management, LLC | 27,905 | $4.55M | 0.79% | −452−1.6% | Reduced |
| Pinkerton Retirement Specialists, LLC | 27,950 | $4.56M | 0.85% | +5,676+25.5% | Added |
| Wills Financial Group, Inc. | 27,955 | $4.56M | 2.46% | +1,150+4.3% | Added |
| Lee Danner & Bass Inc | 27,967 | $4.56M | 0.42% | −851−3.0% | Reduced |
| Capital Planning Advisors, LLC | 27,994 | $4.57M | 0.97% | −657−2.3% | Reduced |
| Duncker Streett & Co Inc | 27,995 | $4.57M | 1.09% | −594−2.1% | Reduced |
| Moneta Group Investment Advisors LLC | 28,049 | $4.58M | 0.11% | +3,040+12.2% | Added |
| Huber Capital Management LLC | 28,100 | $4.58M | 1.13% | −8,300−22.8% | Reduced |
| Transcend Wealth Collective, LLC | 28,152 | $4.59M | 0.48% | +489+1.8% | Added |
| Crescent Sterling, Ltd. | 28,329 | $4.62M | 4.49% | +1,709+6.4% | Added |
| Good Life Advisors, LLC | 28,443 | $4.64M | 0.59% | +408+1.5% | Added |
| Segment Wealth Management, LLC | 28,454 | $4.64M | 0.53% | −1,028−3.5% | Reduced |
| Fairfield, Bush & Co. | 28,506 | $4.65M | 1.64% | −412−1.4% | Reduced |
| Gateway Advisory, LLC | 28,556 | $4.66M | 1.04% | +24,571+616.6% | Added |
| Nations Financial Group Inc, | 28,662 | $4.68M | 0.49% | −16,109−36.0% | Reduced |
| Murphy Pohlad Asset Management LLC | 28,757 | $4.69M | 1.94% | −3,215−10.1% | Reduced |
| TCI Wealth Advisors, Inc. | 28,944 | $4.72M | 0.61% | +193+0.7% | Added |
| Hudson Valley Investment Advisors Inc | 28,965 | $4.73M | 0.66% | +5,511+23.5% | Added |
| McGinn Investment Management, Inc. | 29,012 | $4.73M | 3.60% | −8,364−22.4% | Reduced |
| Hills Bank & Trust Co | 29,081 | $4.74M | 0.66% | +167+0.6% | Added |
| Yarbrough Capital, LLC | 29,107 | $4.75M | 0.39% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 29,138 | $4.75M | 0.12% | +6,902+31.0% | Added |
| Mission Wealth Management, LP | 29,181 | $4.76M | 0.20% | +2,412+9.0% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 29,361 | $4.79M | 2.40% | +1,272+4.5% | Added |
| Brooks, Moore & Associates, Inc. | 29,364 | $4.79M | 3.44% | +970+3.4% | Added |
| Aull & Monroe Investment Management Corp | 29,477 | $4.81M | 2.45% | −300−1.0% | Reduced |
| Thompson Investment Management, Inc. | 29,491 | $4.81M | 0.81% | +275+0.9% | Added |
| First National Bank & Trust Co of Newtown | 29,557 | $4.82M | 1.07% | −116−0.4% | Reduced |
| Graypoint LLC | 29,651 | $4.84M | 0.52% | −9,106−23.5% | Reduced |
| Forum Financial Management, LP | 29,766 | $4.86M | 0.14% | −114−0.4% | Reduced |
| Ronald Blue Trust, Inc. | 27,075 | $4.86M | 0.08% | −576−2.1% | Reduced |
| Financial & Tax Architects, LLC | 29,810 | $4.86M | 1.60% | +1,790+6.4% | Added |
| Cobblestone Capital Advisors LLC | 29,887 | $4.88M | 0.36% | −301−1.0% | Reduced |
| Meridian Wealth Management, LLC | 29,896 | $4.88M | 0.43% | −165−0.5% | Reduced |
| Equitable Trust Co | 30,065 | $4.91M | 0.39% | +712+2.4% | Added |
| Marble Harbor Investment Counsel, LLC | 30,079 | $4.91M | 0.64% | −37−0.1% | Reduced |
| IronBridge Private Wealth, LLC | 30,080 | $4.91M | 3.14% | +412+1.4% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 30,108 | $4.91M | 3.27% | +155+0.5% | Added |
| Arete Wealth Advisors, LLC | 30,195 | $4.93M | 0.40% | +2,751+10.0% | Added |
| Mattern Wealth Management LLC | 30,288 | $4.94M | 1.64% | −88−0.3% | Reduced |
| Change Path, LLC | 30,310 | $4.95M | 0.24% | +1,893+6.7% | Added |
| Intrua Financial, LLC | 31,577 | $4.95M | 1.04% | −127−0.4% | Reduced |
| Meeder Advisory Services, Inc. | 30,404 | $4.96M | 0.57% | +1,003+3.4% | Added |
| Comerica Securities,inc. | 30,531 | $4.98M | 0.36% | −2,243−6.8% | Reduced |
| Clearstead Advisors, LLC | 30,562 | $4.99M | 0.36% | −2,826−8.5% | Reduced |
| Heritage Trust Co | 30,575 | $4.99M | 0.78% | −890−2.8% | Reduced |
| Western Wealth Management, LLC | 30,741 | $5.02M | 0.47% | −1,394−4.3% | Reduced |
| Geneos Wealth Management Inc. | 30,775 | $5.02M | 0.30% | −4,682−13.2% | Reduced |
| RFG Advisory, LLC | 30,801 | $5.03M | 0.25% | +2,395+8.4% | Added |
| Peak Asset Management, LLC | 30,806 | $5.03M | 1.23% | −51−0.2% | Reduced |
| Brendel Financial Advisors LLC | 30,829 | $5.03M | 3.72% | +30,829 | New |
| Spire Wealth Management | 31,029 | $5.06M | 0.20% | +4,784+18.2% | Added |
| Retirement Group, LLC | 31,073 | $5.07M | 2.31% | −741−2.3% | Reduced |
| CSS LLC | 31,075 | $5.07M | 0.38% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 31,157 | $5.08M | 1.79% | +1,940+6.6% | Added |
| Azzad Asset Management Inc | 31,262 | $5.10M | 0.73% | +275+0.9% | Added |
| Avantax Planning Partners, Inc. | 31,286 | $5.10M | 0.21% | +2,314+8.0% | Added |
| Fluent Financial, LLC | 31,328 | $5.11M | 3.50% | +17,943+134.1% | Added |