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 |
|---|---|---|---|---|---|
| Stratos Wealth Partners, LTD. | 60,474 | $9.87M | 0.26% | −3,199−5.0% | Reduced |
| Sand Hill Global Advisors, LLC | 60,703 | $9.90M | 0.53% | +190+0.3% | Added |
| Peddock Capital Advisors, LLC | 60,756 | $9.91M | 3.44% | +281+0.5% | Added |
| Sowell Financial Services LLC | 60,814 | $9.92M | 0.77% | −24,867−29.0% | Reduced |
| TD Private Client Wealth LLC | 60,864 | $9.93M | 0.45% | +11,803+24.1% | Added |
| Perigon Wealth Management, LLC | 60,917 | $9.94M | 0.56% | +1,411+2.4% | Added |
| TCW Group Inc | 60,944 | $9.94M | 0.13% | −85,342−58.3% | Reduced |
| Northern Oak Wealth Management Inc | 60,980 | $9.95M | 1.19% | +8,286+15.7% | Added |
| EagleClaw Capital Managment, LLC | 61,247 | $9.99M | 2.36% | +11,646+23.5% | Added |
| Optiver Holding B.V. | 61,248 | $9.99M | 0.46% | +61,248 | New |
| Strategy Asset Managers LLC | 61,322 | $10.0M | 2.44% | +7,020+12.9% | Added |
| Ameritas Investment Partners, Inc. | 61,341 | $10.0M | 0.40% | −4,162−6.4% | Reduced |
| Stokes Family Office, LLC | 61,757 | $10.1M | 1.26% | −354−0.6% | Reduced |
| Integrated Advisors Network LLC | 62,035 | $10.1M | 0.61% | −2,032−3.2% | Reduced |
| Flputnam Investment Management Co | 62,046 | $10.1M | 0.33% | +11,953+23.9% | Added |
| Tokio Marine Asset Management Co Ltd | 62,183 | $10.1M | 0.71% | +3,676+6.3% | Added |
| Foundations Investment Advisors, LLC | 62,571 | $10.2M | 0.36% | +4,437+7.6% | Added |
| FourThought Financial Partners, LLC | 62,749 | $10.2M | 1.40% | +869+1.4% | Added |
| Biondo Investment Advisors, LLC | 62,801 | $10.2M | 2.07% | +206+0.3% | Added |
| Stamos Capital Partners, L.P. | 62,820 | $10.2M | 2.64% | +8,320+15.3% | Added |
| Managed Asset Portfolios, LLC | 62,879 | $10.3M | 1.56% | +10,645+20.4% | Added |
| Visionary Wealth Advisors | 63,125 | $10.3M | 0.87% | −48−0.1% | Reduced |
| Balentine LLC | 63,257 | $10.3M | 0.35% | +3,581+6.0% | Added |
| Live Oak Private Wealth LLC | 63,267 | $10.3M | 2.13% | −791−1.2% | Reduced |
| WealthPlan Investment Management, LLC | 63,268 | $10.3M | 1.78% | −53,228−45.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 63,299 | $10.3M | 0.85% | −1,237−1.9% | Reduced |
| Capital International Inc | 63,352 | $10.3M | 0.21% | −29,222−31.6% | Reduced |
| Hendley & Co Inc | 63,673 | $10.4M | 4.66% | +10,781+20.4% | Added |
| American National Bank | 64,454 | $10.5M | 1.94% | +4,805+8.1% | Added |
| Patten & Patten Inc | 64,733 | $10.6M | 0.93% | +5,803+9.8% | Added |
| CBOE Vest Financial, LLC | 64,857 | $10.6M | 1.44% | +12,067+22.9% | Added |
| Hennessy Advisors Inc | 64,975 | $10.6M | 0.78% | −2,400−3.6% | Reduced |
| Montgomery Investment Management Inc | 65,717 | $10.7M | 3.79% | −100.0% | Reduced |
| Neville Rodie & Shaw Inc | 66,044 | $10.8M | 0.98% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 66,201 | $10.8M | 1.55% | +6,226+10.4% | Added |
| Allied Investment Advisors, LLC | 66,563 | $10.9M | 3.36% | −944−1.4% | Reduced |
| Moody Lynn & Lieberson, LLC | 66,649 | $10.9M | 0.98% | −31,526−32.1% | Reduced |
| Edmond de Rothschild Holding S.A. | 66,863 | $10.9M | 0.25% | −38,270−36.4% | Reduced |
| Sawtooth Solutions, LLC | 67,105 | $10.9M | 0.29% | +36,453+118.9% | Added |
| Bard Financial Services, Inc. | 67,120 | $11.0M | 0.88% | +175+0.3% | Added |
| Dean Investment Associates, LLC | 67,448 | $11.0M | 1.76% | +1,335+2.0% | Added |
| Pittenger & Anderson Inc | 67,498 | $11.0M | 0.57% | +4,435+7.0% | Added |
| Richard Bernstein Advisors LLC | 67,524 | $11.0M | 0.23% | 00.0% | Unchanged |
| Caldwell Trust Co | 67,671 | $11.0M | 1.53% | +240.0% | Added |
| BTC Capital Management, Inc. | 67,784 | $11.1M | 1.27% | −18,773−21.7% | Reduced |
| ARS Wealth Advisors Group, LLC | 67,764 | $11.1M | 2.04% | −5,696−7.8% | Reduced |
| NBT Bank N A | 67,923 | $11.1M | 1.62% | −851−1.2% | Reduced |
| Means Investment Co., Inc. | 67,981 | $11.1M | 1.95% | −1,314−1.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 68,210 | $11.1M | 0.47% | +16,805+32.7% | Added |
| Bartlett & Co. LLC | 68,284 | $11.1M | 0.22% | −1,797−2.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 68,284 | $11.1M | 0.22% | −1,797−2.6% | Reduced |
| HighTower Trust Services, LTA | 69,948 | $11.2M | 1.09% | −4,243−5.7% | Reduced |
| Trust Co of Vermont | 68,874 | $11.2M | 0.78% | +3,457+5.3% | Added |
| Leavell Investment Management, Inc. | 69,185 | $11.3M | 0.81% | −1,891−2.7% | Reduced |
| CCM Investment Advisers LLC | 69,462 | $11.3M | 1.60% | −3,743−5.1% | Reduced |
| Bogart Wealth, LLC | 69,513 | $11.3M | 0.76% | +2,612+3.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 69,639 | $11.4M | 0.30% | +21,649+45.1% | Added |
| Violich Capital Management, Inc. | 69,810 | $11.4M | 1.94% | −200−0.3% | Reduced |
| Morgan Dempsey Capital Management LLC | 69,824 | $11.4M | 3.08% | +1,532+2.2% | Added |
| Barings LLC | 69,883 | $11.4M | 0.39% | 00.0% | Unchanged |
| Boston Family Office LLC | 69,899 | $11.4M | 0.91% | +9,638+16.0% | Added |
| Cutler Investment Counsel LLC | 69,952 | $11.4M | 1.77% | +625+0.9% | Added |
| Mechanics Bank Trust Department | 69,967 | $11.4M | 1.92% | +823+1.2% | Added |
| Calamos Wealth Management LLC | 70,262 | $11.5M | 0.90% | −32,978−31.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 70,484 | $11.5M | 0.13% | −294−0.4% | Reduced |
| Dearborn Partners LLC | 70,615 | $11.5M | 0.45% | −227−0.3% | Reduced |
| ARS Investment Partners, LLC | 70,917 | $11.6M | 1.39% | +1,366+2.0% | Added |
| Two Sigma Investments, LP | 71,000 | $11.6M | 0.03% | +62,700+755.4% | Added |
| Pathstone Family Office, LLC | 71,734 | $11.6M | 0.19% | +14,911+26.2% | Added |
| WSFS Capital Management, LLC | 71,518 | $11.7M | 1.22% | +11,841+19.8% | Added |
| Willis Investment Counsel | 71,571 | $11.7M | 0.76% | +20,800+41.0% | Added |
| Adams Asset Advisors, LLC | 71,610 | $11.7M | 1.56% | −2,206−3.0% | Reduced |
| Colonial Trust Advisors | 71,716 | $11.7M | 1.37% | −182−0.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 71,824 | $11.7M | 0.18% | −10,168−12.4% | Reduced |
| Lincoln National Corp | 71,960 | $11.7M | 0.25% | −860−1.2% | Reduced |
| Baldwin Brothers Inc | 72,005 | $11.7M | 1.02% | −8,688−10.8% | Reduced |
| Motco | 72,211 | $11.8M | 0.80% | −2,860−3.8% | Reduced |
| Tufton Capital Management | 72,647 | $11.9M | 2.56% | −292−0.4% | Reduced |
| Absher Wealth Management, LLC | 72,955 | $11.9M | 2.06% | −219−0.3% | Reduced |
| Gluskin Sheff & Assoc Inc | 73,009 | $11.9M | 0.65% | −23,413−24.3% | Reduced |
| Griffin Asset Management, Inc. | 73,074 | $11.9M | 1.67% | +64+0.1% | Added |
| James Investment Research Inc | 73,125 | $11.9M | 1.58% | −12,359−14.5% | Reduced |
| Southeast Asset Advisors Inc. | 73,308 | $12.0M | 1.79% | −83−0.1% | Reduced |
| Alpine Woods Capital Investors, LLC | 73,400 | $12.0M | 1.81% | −2,962−3.9% | Reduced |
| Venture Visionary Partners LLC | 73,742 | $12.0M | 0.76% | +7,362+11.1% | Added |
| Wade G W & Inc | 73,900 | $12.1M | 0.46% | +20.0% | Added |
| American Investment Services, Inc. | 67,203 | $12.1M | 2.48% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 74,078 | $12.1M | 5.21% | +292+0.4% | Added |
| Connors Investor Services Inc | 74,136 | $12.1M | 1.42% | +806+1.1% | Added |
| Tower Research Capital LLC (TRC) | 74,322 | $12.1M | 0.39% | +17,004+29.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 74,392 | $12.1M | 0.53% | +3,093+4.3% | Added |
| Ingalls & Snyder LLC | 74,807 | $12.2M | 0.63% | +374+0.5% | Added |
| Telos Capital Management, Inc. | 74,991 | $12.2M | 1.71% | −3,908−5.0% | Reduced |
| Coastline Trust Co | 75,642 | $12.3M | 1.83% | +2,772+3.8% | Added |
| Stonebridge Capital Advisors LLC | 75,937 | $12.4M | 1.41% | +1,057+1.4% | Added |
| Crossmark Global Holdings, Inc. | 76,403 | $12.5M | 0.29% | −2,492−3.2% | Reduced |
| Guardian Capital Advisors LP | 73,517 | $12.5M | 1.44% | +177+0.2% | Added |
| Buckhead Capital Management LLC | 76,564 | $12.5M | 2.94% | +471+0.6% | Added |
| Boston Private Wealth LLC | 76,761 | $12.5M | 0.18% | −2,603−3.3% | Reduced |
| Fulton Breakefield Broenniman LLC | 76,903 | $12.5M | 1.08% | −257−0.3% | Reduced |