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 |
|---|---|---|---|---|---|
| Lawson Kroeker Investment Management Inc | 45,990 | $7.50M | 1.68% | +13,346+40.9% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 46,220 | $7.54M | 3.73% | −4,317−8.5% | Reduced |
| Diversified Trust Co | 46,359 | $7.56M | 0.29% | +882+1.9% | Added |
| Fruth Investment Management | 46,420 | $7.57M | 2.19% | −100−0.2% | Reduced |
| Farther Finance Advisors, LLC | 46,415 | $7.57M | 2.22% | +1,976+4.4% | Added |
| Rowland & Co Investment Counsel | 46,821 | $7.64M | 1.86% | +686+1.5% | Added |
| Advanced Asset Management Advisors Inc | 46,887 | $7.65M | 1.86% | +10.0% | Added |
| Regal Investment Advisors LLC | 46,912 | $7.65M | 0.68% | +4,017+9.4% | Added |
| Graves-Light Private Wealth Management, Inc. | 46,931 | $7.66M | 1.19% | −691−1.5% | Reduced |
| Freestone Capital Holdings, LLC | 47,029 | $7.67M | 0.34% | +230+0.5% | Added |
| Amica Mutual Insurance Co | 47,095 | $7.68M | 0.86% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 47,188 | $7.70M | 0.93% | −4,043−7.9% | Reduced |
| Pettyjohn, Wood & White, Inc | 47,203 | $7.70M | 1.88% | −186−0.4% | Reduced |
| Sequoia Financial Advisors, LLC | 47,483 | $7.75M | 0.17% | −43,783−48.0% | Reduced |
| Refined Wealth Management | 47,730 | $7.79M | 6.88% | −6,963−12.7% | Reduced |
| Cape Cod Five Cents Savings Bank | 47,751 | $7.79M | 0.85% | +2,314+5.1% | Added |
| Courier Capital LLC | 47,777 | $7.80M | 0.86% | −1,867−3.8% | Reduced |
| C2C Wealth Management, LLC | 46,076 | $7.82M | 1.26% | +355+0.8% | Added |
| Culbertson A N & Co Inc | 48,065 | $7.84M | 1.60% | +764+1.6% | Added |
| Ipswich Investment Management Co., Inc. | 48,106 | $7.85M | 2.15% | +1,096+2.3% | Added |
| Cresset Asset Management, LLC | 48,215 | $7.87M | 0.16% | −7,620−13.6% | Reduced |
| Nicholas Company, Inc. | 48,355 | $7.89M | 0.16% | 00.0% | Unchanged |
| Vestcor Inc | 48,483 | $7.91M | 0.29% | −168−0.3% | Reduced |
| Great Valley Advisor Group, Inc. | 48,481 | $7.91M | 0.37% | −13,527−21.8% | Reduced |
| Legacy Private Trust Co. | 48,758 | $7.96M | 0.68% | −702−1.4% | Reduced |
| Compagnie Lombard Odier SCmA | 48,763 | $7.96M | 0.20% | −12,220−20.0% | Reduced |
| Alberta Investment Management Corp | 49,100 | $8.01M | 0.08% | −48,838−49.9% | Reduced |
| Channing Capital Management, LLC | 49,135 | $8.02M | 0.26% | −15,650−24.2% | Reduced |
| Walleye Trading LLC | 49,239 | $8.03M | 0.29% | −210,591−81.0% | Reduced |
| New England Asset Management Inc | 49,420 | $8.06M | 1.20% | −4,379,845−98.9% | Reduced |
| Dynamic Advisor Solutions LLC | 49,842 | $8.13M | 0.48% | +2,623+5.6% | Added |
| First Manhattan Co | 50,043 | $8.17M | 0.03% | −135−0.3% | Reduced |
| BKD Wealth Advisors, LLC | 50,226 | $8.19M | 0.27% | +1,730+3.6% | Added |
| Greenleaf Trust | 50,278 | $8.20M | 0.09% | +6,394+14.6% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 50,525 | $8.24M | 0.96% | −916−1.8% | Reduced |
| Advocate Group LLC | 50,580 | $8.25M | 1.80% | −2,430−4.6% | Reduced |
| Lynch & Associates | 50,729 | $8.28M | 2.17% | −681−1.3% | Reduced |
| Valicenti Advisory Services Inc | 51,001 | $8.32M | 2.77% | +4,980+10.8% | Added |
| 1st Source Bank | 51,068 | $8.33M | 0.55% | −332−0.6% | Reduced |
| First Long Island Investors, LLC | 51,134 | $8.34M | 0.85% | +18,539+56.9% | Added |
| Ashton Thomas Private Wealth, LLC | 51,373 | $8.38M | 0.73% | +2,009+4.1% | Added |
| Merit Financial Group, LLC | 51,538 | $8.41M | 0.31% | +3,342+6.9% | Added |
| Skba Capital Management LLC | 51,550 | $8.41M | 1.57% | −800−1.5% | Reduced |
| Novare Capital Management LLC | 51,644 | $8.43M | 0.96% | +2,307+4.7% | Added |
| Alerus Financial NA | 51,681 | $8.43M | 0.75% | +30,810+147.6% | Added |
| Citizens National Bank Trust Department | 51,738 | $8.44M | 2.34% | −425−0.8% | Reduced |
| Empirical Finance, LLC | 51,865 | $8.46M | 0.79% | +2,104+4.2% | Added |
| Banco Santander, S.A. | 52,225 | $8.52M | 0.13% | −36,257−41.0% | Reduced |
| Montag A & Associates Inc | 52,343 | $8.54M | 0.56% | −1,067−2.0% | Reduced |
| Black Swift Group, LLC | 49,850 | $8.54M | 2.98% | +35,000+235.7% | Added |
| Banque Cantonale Vaudoise | 52,560 | $8.58M | 0.42% | −1,190−2.2% | Reduced |
| Capital International Sarl | 52,928 | $8.64M | 0.44% | +52,928 | New |
| Bleakley Financial Group, LLC | 53,210 | $8.68M | 0.29% | +8,786+19.8% | Added |
| Terry L. Blaker | 53,336 | $8.70M | 0.77% | −1,889−3.4% | Reduced |
| Mirador Capital Partners LP | 53,399 | $8.71M | 2.06% | −471−0.9% | Reduced |
| Avidian Wealth Solutions, LLC | 53,475 | $8.73M | 0.48% | +1,724+3.3% | Added |
| LaFleur & Godfrey LLC | 53,899 | $8.79M | 1.44% | +7,812+17.0% | Added |
| Adell Harriman & Carpenter Inc | 53,953 | $8.80M | 0.95% | +6,755+14.3% | Added |
| Stockman Wealth Management, Inc. | 53,957 | $8.80M | 1.97% | +205+0.4% | Added |
| Baxter Bros Inc | 54,016 | $8.81M | 1.39% | +1,560+3.0% | Added |
| Brookstone Capital Management | 51,971 | $8.88M | 0.17% | −73,415−58.6% | Reduced |
| Beach Investment Counsel Inc | 54,669 | $8.92M | 1.19% | −43,066−44.1% | Reduced |
| Nomura Holdings Inc | 54,769 | $8.94M | 0.09% | −81,680−59.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 54,902 | $8.96M | 0.55% | −6,114−10.0% | Reduced |
| Erste Asset Management GmbH | 55,193 | $8.96M | 0.17% | −5,731−9.4% | Reduced |
| LMG Wealth Partners, LLC | 55,129 | $8.99M | 2.91% | +1,118+2.1% | Added |
| Centre Asset Management, LLC | 55,452 | $9.05M | 2.19% | −6,445−10.4% | Reduced |
| Woodward Diversified Capital, LLC | 55,676 | $9.08M | 7.14% | −250.0% | Reduced |
| Sky Investment Group LLC | 55,907 | $9.12M | 2.08% | −444−0.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 55,919 | $9.12M | 0.23% | +163+0.3% | Added |
| Wealth Advisory Solutions, LLC | 55,930 | $9.13M | 2.43% | −15,246−21.4% | Reduced |
| Iowa State Bank | 56,178 | $9.17M | 2.30% | −2,433−4.2% | Reduced |
| Grassi Investment Management | 56,396 | $9.20M | 1.14% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 56,587 | $9.23M | 0.59% | +18,925+50.2% | Added |
| Symmetry Partners, LLC | 56,588 | $9.23M | 0.51% | +8,468+17.6% | Added |
| Sigma Planning Corp | 56,799 | $9.27M | 0.31% | +75+0.1% | Added |
| WealthPLAN Partners, LLC | 56,902 | $9.28M | 1.06% | −59,818−51.2% | Reduced |
| Axxcess Wealth Management, LLC | 56,949 | $9.29M | 0.73% | +3,609+6.8% | Added |
| Advisor Partners II, LLC | 57,013 | $9.30M | 0.51% | +288+0.5% | Added |
| Assetmark, Inc | 57,057 | $9.31M | 0.04% | +20,577+56.4% | Added |
| Birmingham Capital Management Co Inc | 57,379 | $9.36M | 3.74% | −1,024−1.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 57,405 | $9.37M | 0.10% | +4,556+8.6% | Added |
| Canandaigua National Bank & Trust Co | 57,818 | $9.43M | 1.59% | +57,818 | New |
| Trust Co of Toledo NA | 57,840 | $9.44M | 1.68% | +1,948+3.5% | Added |
| First Nebraska Trust Co | 58,242 | $9.50M | 1.20% | −857−1.5% | Reduced |
| Cadinha & Co LLC | 58,363 | $9.52M | 2.62% | −37,971−39.4% | Reduced |
| Sepio Capital, LP | 58,546 | $9.55M | 0.88% | −1,005−1.7% | Reduced |
| LVM Capital Management Ltd | 58,618 | $9.56M | 1.33% | +4,060+7.4% | Added |
| HFG Wealth Management, LLC | 58,840 | $9.60M | 1.99% | +58,840 | New |
| Petredis Investment Advisors LLC | 58,845 | $9.60M | 1.50% | +950+1.6% | Added |
| Fagan Associates, Inc. | 58,949 | $9.62M | 2.39% | −30−0.1% | Reduced |
| Engrave Wealth Partners LLC | 56,966 | $9.63M | 3.25% | +5,427+10.5% | Added |
| Cypress Capital Group | 59,092 | $9.64M | 1.48% | +6,640+12.7% | Added |
| Intact Investment Management Inc. | 59,400 | $9.69M | 0.40% | +3,500+6.3% | Added |
| Snowden Capital Advisors LLC | 59,815 | $9.76M | 0.38% | +7,530+14.4% | Added |
| Meridian Investment Counsel Inc. | 59,994 | $9.79M | 3.72% | 00.0% | Unchanged |
| National Mutual Insurance Federation of Agricultural Cooperatives | 60,000 | $9.79M | 0.12% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 60,029 | $9.79M | 1.33% | +1,160+2.0% | Added |
| RSM US Wealth Management LLC | 60,059 | $9.80M | 0.35% | +50,734+544.1% | Added |
| Pioneer Trust Bank N A | 60,245 | $9.83M | 2.89% | +430+0.7% | Added |