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 |
|---|---|---|---|---|---|
| Chesley Taft & Associates LLC | 37,579 | $6.13M | 0.40% | −3,449−8.4% | Reduced |
| Monte Financial Group, LLC | 37,815 | $6.17M | 3.26% | −301−0.8% | Reduced |
| Belpointe Asset Management LLC | 37,836 | $6.17M | 0.33% | −1,405−3.6% | Reduced |
| We Are One Seven, LLC | 37,927 | $6.19M | 0.39% | +13,395+54.6% | Added |
| Close Asset Management Ltd | 37,947 | $6.19M | 0.31% | +2,655+7.5% | Added |
| Windle Wealth, LLC | 38,013 | $6.20M | 4.60% | −201−0.5% | Reduced |
| WoodTrust Financial Corp | 38,104 | $6.22M | 1.21% | +155+0.4% | Added |
| South Dakota Investment Council | 38,135 | $6.22M | 0.13% | 00.0% | Unchanged |
| Bailard, Inc. | 38,241 | $6.24M | 0.22% | +14,486+61.0% | Added |
| Greylin Investment Mangement Inc | 38,320 | $6.25M | 1.14% | +923+2.5% | Added |
| Hartford Financial Management Inc. | 38,398 | $6.27M | 1.62% | −355−0.9% | Reduced |
| Quantinno Capital Management LP | 38,467 | $6.28M | 0.42% | −1,039−2.6% | Reduced |
| Gladstone Institutional Advisory LLC | 38,472 | $6.28M | 0.41% | −4,725−10.9% | Reduced |
| Kovack Advisors, Inc. | 38,511 | $6.28M | 0.86% | +3,178+9.0% | Added |
| Paradigm Asset Management Co LLC | 38,528 | $6.29M | 1.73% | −50−0.1% | Reduced |
| EverSource Wealth Advisors, LLC | 38,545 | $6.29M | 0.78% | +1,391+3.7% | Added |
| DFPG Investments, LLC | 38,698 | $6.31M | 0.68% | +7,781+25.2% | Added |
| Morse Asset Management, Inc | 38,862 | $6.34M | 2.14% | +726+1.9% | Added |
| Cary Street Partner Investment Advisory LLC | 38,878 | $6.34M | 0.46% | +45+0.1% | Added |
| Wolverine Asset Management LLC | 38,884 | $6.34M | 0.11% | +38,884 | New |
| Pictet North America Advisors SA | 38,921 | $6.35M | 1.03% | +17,541+82.0% | Added |
| Thoroughbred Financial Services, LLC | 39,105 | $6.38M | 0.94% | +661+1.7% | Added |
| XML Financial, LLC | 39,140 | $6.39M | 0.78% | +385+1.0% | Added |
| Sandy Spring Bank | 39,152 | $6.39M | 0.36% | −24−0.1% | Reduced |
| Capital City Trust Co | 39,230 | $6.40M | 2.04% | +848+2.2% | Added |
| Community Bank & Trust, Waco, Texas | 39,248 | $6.40M | 2.04% | −944−2.3% | Reduced |
| Resources Investment Advisors, LLC. | 39,260 | $6.41M | 0.15% | −64−0.2% | Reduced |
| Graham Capital Management, L.P. | 39,396 | $6.43M | 0.23% | +39,396 | New |
| Patton Albertson Miller Group, LLC | 39,410 | $6.43M | 1.18% | −186−0.5% | Reduced |
| Sonora Investment Management Group, LLC | 39,485 | $6.44M | 0.56% | +981+2.5% | Added |
| Moody National Bank Trust Division | 39,572 | $6.46M | 0.55% | −43−0.1% | Reduced |
| Portman Square Capital LLP | 39,706 | $6.48M | 1.63% | +39,706 | New |
| Hollow Brook Wealth Management LLC | 39,747 | $6.49M | 3.07% | +2,335+6.2% | Added |
| Moreno Evelyn V | 39,750 | $6.49M | 1.47% | +1,250+3.2% | Added |
| Horizon Investments, LLC | 39,793 | $6.49M | 0.19% | +750+1.9% | Added |
| Plimoth Trust Co LLC | 39,922 | $6.51M | 2.02% | +861+2.2% | Added |
| Bragg Financial Advisors, Inc | 40,236 | $6.56M | 0.39% | −47−0.1% | Reduced |
| Martin Capital Partners, LLC | 40,341 | $6.58M | 2.74% | +636+1.6% | Added |
| City Holding Co | 40,448 | $6.60M | 1.19% | +734+1.8% | Added |
| Beacon Investment Advisory Services, Inc. | 40,452 | $6.60M | 0.32% | −32−0.1% | Reduced |
| Abbrea Capital, LLC | 40,635 | $6.63M | 1.13% | +224+0.6% | Added |
| Rodgers Brothers Inc. | 40,675 | $6.64M | 1.27% | −458−1.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 40,696 | $6.64M | 1.84% | +217+0.5% | Added |
| Buckingham Strategic Wealth, LLC | 37,160 | $6.67M | 0.12% | 00.0% | Unchanged |
| Putnam Investments LLC | 41,080 | $6.70M | 0.01% | +2,453+6.4% | Added |
| FineMark National Bank & Trust | 41,149 | $6.71M | 0.29% | −527−1.3% | Reduced |
| Wetherby Asset Management Inc | 41,161 | $6.72M | 0.39% | −437−1.1% | Reduced |
| Polaris Wealth Advisory Group, LLC | 41,299 | $6.74M | 0.50% | +36,257+719.1% | Added |
| Boston Financial Mangement LLC | 41,384 | $6.75M | 0.26% | +29,493+248.0% | Added |
| Hourglass Capital, LLC | 41,518 | $6.77M | 2.45% | −550−1.3% | Reduced |
| Global Retirement Partners, LLC | 43,224 | $6.78M | 0.36% | +11,301+35.4% | Added |
| S&CO Inc | 41,735 | $6.81M | 0.58% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 41,797 | $6.82M | 6.76% | +83+0.2% | Added |
| Bank of Hawaii | 41,847 | $6.83M | 0.40% | −740−1.7% | Reduced |
| Dudley Capital Management, LLC | 41,861 | $6.83M | 4.80% | +455+1.1% | Added |
| Covington Investment Advisors Inc. | 41,940 | $6.84M | 1.50% | +7,810+22.9% | Added |
| Ibex Wealth Advisors | 42,019 | $6.86M | 1.78% | −22,360−34.7% | Reduced |
| Stonebridge Capital Management Inc | 42,060 | $6.86M | 3.30% | −2,802−6.2% | Reduced |
| Trustmark National Bank Trust Department | 42,079 | $6.87M | 0.62% | −21,341−33.7% | Reduced |
| Capital Analysts, LLC | 42,180 | $6.88M | 0.39% | +1,773+4.4% | Added |
| WESPAC Advisors SoCal, LLC | 42,245 | $6.89M | 2.38% | +161+0.4% | Added |
| Wallace Advisory Group, LLC | 42,331 | $6.91M | 5.25% | −114−0.3% | Reduced |
| NewEdge Wealth, LLC | 42,735 | $6.97M | 0.26% | +2,064+5.1% | Added |
| Nippon Life Global Investors Americas, Inc. | 42,880 | $7.00M | 0.45% | −118,380−73.4% | Reduced |
| Chelsea Counsel Co | 42,909 | $7.00M | 3.40% | +250+0.6% | Added |
| Cohen Klingenstein LLC | 43,000 | $7.02M | 0.33% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 43,070 | $7.03M | 1.76% | +2,447+6.0% | Added |
| Somerville Kurt F | 43,103 | $7.03M | 1.28% | −102−0.2% | Reduced |
| United Services Automobile Association | 43,179 | $7.05M | 0.23% | −26,811−38.3% | Reduced |
| Farmers National Bank | 43,197 | $7.05M | 2.50% | +490+1.1% | Added |
| Stolper Co | 43,261 | $7.06M | 3.03% | +197+0.5% | Added |
| Inlet Private Wealth, LLC | 43,412 | $7.08M | 1.84% | −50−0.1% | Reduced |
| Hamel Associates, Inc. | 43,531 | $7.10M | 2.46% | −175−0.4% | Reduced |
| Puzo Michael J | 43,643 | $7.12M | 2.38% | −1,477−3.3% | Reduced |
| AMG National Trust Bank | 43,810 | $7.15M | 0.25% | +1,107+2.6% | Added |
| Asset Planning Services Inc | 43,820 | $7.15M | 4.53% | −385−0.9% | Reduced |
| HBK Sorce Advisory LLC | 43,824 | $7.15M | 0.32% | −69,082−61.2% | Reduced |
| Insight Folios Inc | 43,854 | $7.16M | 3.17% | +489+1.1% | Added |
| Schnieders Capital Management LLC | 43,944 | $7.17M | 1.61% | −1,282−2.8% | Reduced |
| Level Four Advisory Services, LLC | 43,976 | $7.18M | 0.47% | +5,347+13.8% | Added |
| Fred Alger Management, LLC | 44,085 | $7.19M | 0.04% | +2,172+5.2% | Added |
| Pictet & Cie (Europe) SA | 44,603 | $7.28M | 0.30% | −45,579−50.5% | Reduced |
| Mark Stevens | 44,823 | $7.31M | 0.94% | −4,705−9.5% | Reduced |
| Agf Management Ltd | 44,878 | $7.32M | 0.05% | +24,433+119.5% | Added |
| Shelton Capital Management | 44,909 | $7.33M | 0.31% | +29,909+199.4% | Added |
| BancorpSouth Bank | 44,944 | $7.33M | 0.68% | −1,532−3.3% | Reduced |
| Brown Brothers Harriman & Co | 44,990 | $7.34M | 0.06% | +2,415+5.7% | Added |
| Oak Harvest Investment Services | 45,161 | $7.37M | 1.70% | +4,433+10.9% | Added |
| Twin Capital Management Inc | 45,233 | $7.38M | 1.01% | −6,693−12.9% | Reduced |
| Apollon Wealth Management, LLC | 45,279 | $7.39M | 0.45% | +2,625+6.2% | Added |
| Rockland Trust Co | 45,296 | $7.39M | 0.46% | −1,826−3.9% | Reduced |
| Savant Capital, LLC | 45,301 | $7.39M | 0.14% | +12,196+36.8% | Added |
| Edge Capital Group, LLC | 45,312 | $7.39M | 0.46% | −23,061−33.7% | Reduced |
| Coldstream Capital Management Inc | 45,318 | $7.39M | 0.25% | +755+1.7% | Added |
| Lyell Wealth Management, LP | 45,469 | $7.42M | 1.04% | +2,005+4.6% | Added |
| One Capital Management, LLC | 45,503 | $7.42M | 0.36% | +2,894+6.8% | Added |
| Summit Global Investments | 45,699 | $7.46M | 0.58% | −15,333−25.1% | Reduced |
| Shorepoint Capital Partners LLC | 45,784 | $7.47M | 2.14% | +859+1.9% | Added |
| Grimes & Company, Inc. | 45,846 | $7.48M | 0.31% | +3,475+8.2% | Added |
| First Hawaiian Bank | 45,864 | $7.48M | 0.25% | +2,045+4.7% | Added |