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 |
|---|---|---|---|---|---|
| Hengehold Capital Management LLC | 31,504 | $5.14M | 0.71% | −722−2.2% | Reduced |
| Mairs & Power Inc | 31,550 | $5.15M | 0.06% | −3,619−10.3% | Reduced |
| DRW Securities, LLC | 31,726 | $5.18M | 0.76% | +23,704+295.5% | Added |
| Nikko Asset Management Americas, Inc. | 30,630 | $5.20M | 0.06% | −3,225−9.5% | Reduced |
| Red Door Wealth Management, LLC | 31,934 | $5.21M | 1.63% | +184+0.6% | Added |
| Financial Partners Group, LLC | 31,940 | $5.21M | 2.73% | +414+1.3% | Added |
| Citizens Business Bank | 30,694 | $5.21M | 1.20% | −1,251−3.9% | Reduced |
| Sunbelt Securities, Inc. | 32,112 | $5.21M | 0.84% | +4,490+16.3% | Added |
| Resonant Capital Advisors, LLC | 31,979 | $5.22M | 0.59% | −787−2.4% | Reduced |
| Cutler Group LP | 32,092 | $5.24M | 0.82% | −25,109−43.9% | Reduced |
| Trivant Custom Portfolio Group, LLC | 32,093 | $5.24M | 3.74% | +32,093 | New |
| White Pine Investment CO | 32,134 | $5.24M | 1.88% | +133+0.4% | Added |
| Anchor Investment Management, LLC | 32,164 | $5.25M | 0.71% | +971+3.1% | Added |
| Spring Capital Management, LLC | 32,283 | $5.27M | 4.24% | −26−0.1% | Reduced |
| DuPont Capital Management Corp | 32,376 | $5.28M | 0.25% | +260+0.8% | Added |
| Columbia Asset Management | 32,393 | $5.29M | 1.20% | +737+2.3% | Added |
| Intrust Bank NA | 32,402 | $5.29M | 0.68% | +1,091+3.5% | Added |
| Trinity Legacy Partners, LLC | 32,408 | $5.29M | 1.99% | +428+1.3% | Added |
| Salem Investment Counselors Inc | 32,437 | $5.29M | 0.21% | −376−1.1% | Reduced |
| Inscription Capital, LLC | 32,442 | $5.29M | 1.40% | +555+1.7% | Added |
| Aldebaran Capital, LLC | 32,495 | $5.30M | 5.41% | +6,804+26.5% | Added |
| Investment Management of Virginia LLC | 32,555 | $5.31M | 1.01% | −70−0.2% | Reduced |
| Camden National Bank | 32,631 | $5.32M | 1.08% | +558+1.7% | Added |
| Penobscot Investment Management Company, Inc. | 32,674 | $5.33M | 0.93% | +2,160+7.1% | Added |
| River Wealth Advisors LLC | 32,858 | $5.36M | 0.98% | +880+2.8% | Added |
| Equitable Holdings, Inc. | 32,866 | $5.36M | 0.09% | +4,453+15.7% | Added |
| Employees Retirement System of Texas | 32,920 | $5.37M | 0.08% | −325,057−90.8% | Reduced |
| J.W. Cole Advisors, Inc. | 32,960 | $5.38M | 0.38% | +2,116+6.9% | Added |
| Colonial Trust Co | 33,178 | $5.41M | 1.38% | −758−2.2% | Reduced |
| Concentric Wealth Management, LLC | 33,291 | $5.43M | 1.80% | +124+0.4% | Added |
| Principal Street Partners, LLC | 33,295 | $5.43M | 1.37% | −199−0.6% | Reduced |
| Veriti Management LLC | 33,320 | $5.44M | 0.65% | +641+2.0% | Added |
| Laffer Tengler Investments | 33,324 | $5.44M | 1.47% | +5,051+17.9% | Added |
| Oliver Luxxe Assets LLC | 33,440 | $5.46M | 1.44% | −5,572−14.3% | Reduced |
| Pekin Hardy Strauss, Inc. | 33,510 | $5.47M | 0.85% | +146+0.4% | Added |
| Man Group plc | – | $5.47M | 0.02% | – | – |
| Strategic Advisors LLC | 33,688 | $5.50M | 1.11% | +1,607+5.0% | Added |
| Institutional & Family Asset Management, LLC | 33,693 | $5.50M | 0.91% | −531−1.6% | Reduced |
| Journey Advisory Group, LLC | 33,759 | $5.51M | 0.87% | −369−1.1% | Reduced |
| Fort Sheridan Advisors LLC | 33,828 | $5.52M | 1.40% | +2,970+9.6% | Added |
| Koshinski Asset Management, Inc. | 33,878 | $5.53M | 0.54% | −1,857−5.2% | Reduced |
| Hilltop Holdings Inc. | 33,961 | $5.54M | 0.75% | −15,191−30.9% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 33,981 | $5.54M | 1.94% | −3,894−10.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 34,138 | $5.57M | 0.93% | +695+2.1% | Added |
| Destination Wealth Management | 34,184 | $5.58M | 0.21% | +851+2.6% | Added |
| R.H. Dinel Investment Counsel, Inc. | 34,210 | $5.58M | 4.20% | +9,019+35.8% | Added |
| Harbour Capital Advisors, LLC | 34,301 | $5.60M | 1.69% | −2,500−6.8% | Reduced |
| Financial Advocates Investment Management | 34,313 | $5.60M | 0.43% | −1,870−5.2% | Reduced |
| Jacobi Capital Management LLC | 34,364 | $5.61M | 0.67% | −520−1.5% | Reduced |
| Opus Investment Management Inc | 34,400 | $5.61M | 2.03% | 00.0% | Unchanged |
| Imprint Wealth LLC | 34,572 | $5.61M | 3.69% | +34,572 | New |
| Private Trust Co NA | 34,416 | $5.62M | 0.77% | +2,327+7.3% | Added |
| Garland Capital Management Inc | 34,416 | $5.62M | 3.82% | −202−0.6% | Reduced |
| Perkins Coie Trust Co | 34,594 | $5.64M | 1.69% | +2,509+7.8% | Added |
| Fulton Bank, N.A. | 34,650 | $5.65M | 0.30% | +1,620+4.9% | Added |
| TRUE Private Wealth Advisors | 34,748 | $5.67M | 0.84% | +660+1.9% | Added |
| Eagle Capital Management, LLC | 34,757 | $5.67M | 3.70% | −373−1.1% | Reduced |
| Stratos Wealth Advisors, LLC | 34,828 | $5.68M | 0.44% | +58+0.2% | Added |
| Harbor Capital Advisors, Inc. | 34,888 | $5.69M | 1.64% | +34,888 | New |
| Cincinnati Financial Corp | 35,139 | $5.73M | 0.14% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 34,425 | $5.75M | 0.29% | −6,862−16.6% | Reduced |
| Sandhill Capital Partners LLC | 35,249 | $5.75M | 0.55% | −924−2.6% | Reduced |
| GQG Partners LLC | 35,275 | $5.76M | 0.02% | +3,763+11.9% | Added |
| Beverly Hills Private Wealth, LLC | 35,356 | $5.77M | 1.79% | +6,528+22.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 35,371 | $5.77M | 0.60% | −268−0.8% | Reduced |
| Edgestream Partners, L.P. | 35,621 | $5.81M | 0.64% | +25,179+241.1% | Added |
| Aigen Investment Management, LP | 35,653 | $5.82M | 0.80% | +35,653 | New |
| Founders Capital Management | 35,711 | $5.83M | 4.46% | +137+0.4% | Added |
| Narwhal Capital Management | 35,725 | $5.83M | 0.73% | −63−0.2% | Reduced |
| Telemus Capital, LLC | 35,917 | $5.86M | 0.52% | +21,729+153.2% | Added |
| Community Bank, N.A. | 35,948 | $5.87M | 0.79% | +227+0.6% | Added |
| Spinnaker Trust | 35,979 | $5.87M | 0.44% | +7,409+25.9% | Added |
| Parcion Private Wealth LLC | 36,085 | $5.89M | 0.62% | +2,905+8.8% | Added |
| Compass Wealth Management LLC | 36,149 | $5.90M | 1.87% | −528−1.4% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 36,239 | $5.91M | 1.39% | +6,588+22.2% | Added |
| Chicago Trust Co NA | 36,293 | $5.92M | 1.49% | −40.0% | Reduced |
| Physicians Financial Services, Inc. | 36,311 | $5.92M | 2.51% | +100+0.3% | Added |
| Citizens Financial Group Inc | 36,417 | $5.94M | 0.22% | +137+0.4% | Added |
| Valeo Financial Advisors, LLC | 54,595 | $5.94M | 0.29% | +428+0.8% | Added |
| Nelson Capital Management, LLC | 36,521 | $5.96M | 1.69% | −5,181−12.4% | Reduced |
| McDonald Partners LLC | 36,604 | $5.97M | 1.93% | +1,564+4.5% | Added |
| Wealthspire Advisors, LLC | 36,692 | $5.99M | 0.10% | +951+2.7% | Added |
| Carlson Capital L P | 36,700 | $5.99M | 0.56% | +36,700 | New |
| Woodstock Corp | 36,793 | $6.00M | 0.77% | −36−0.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 36,809 | $6.01M | 0.82% | −1,354−3.5% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 36,919 | $6.02M | 1.91% | −820−2.2% | Reduced |
| Dana Investment Advisors, Inc. | 36,923 | $6.02M | 0.31% | −127−0.3% | Reduced |
| Evergreen Capital Management LLC | 36,952 | $6.03M | 0.27% | −166−0.4% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 37,004 | $6.04M | 2.07% | +2,362+6.8% | Added |
| Sumitomo Life Insurance Co | 37,023 | $6.04M | 0.51% | −272−0.7% | Reduced |
| TCTC Holdings, LLC | 37,148 | $6.06M | 0.24% | +4,897+15.2% | Added |
| Papp L Roy & Associates | 37,177 | $6.07M | 0.82% | +439+1.2% | Added |
| Schulhoff & Co Inc | 37,191 | $6.07M | 2.82% | +26+0.1% | Added |
| ExodusPoint Capital Management, LP | 37,269 | $6.08M | 0.07% | +37,269 | New |
| Madden Securities Corp | 37,302 | $6.09M | 3.22% | −2,187−5.5% | Reduced |
| Innovis Asset Management LLC | 37,354 | $6.09M | 2.47% | +225+0.6% | Added |
| Principle Wealth Partners LLC | 37,473 | $6.11M | 0.65% | −2,941−7.3% | Reduced |
| Haverford Financial Services, Inc. | 37,479 | $6.12M | 1.91% | +37,479 | New |
| Madison Wealth Management | 37,504 | $6.12M | 1.32% | −233−0.6% | Reduced |
| Ridgecrest Wealth Partners, LLC | 37,541 | $6.13M | 4.36% | −150.0% | Reduced |