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
- 3,273
- +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
- 1,469 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 | 4,312 | $298.0B |
| Q4 2025 | 3,994 | $223.3B |
| Q3 2025 | 3,803 | $225.3B |
| Q2 2025 | 3,708 | $189.0B |
| Q1 2025 | 3,826 | $222.9B |
| Q4 2024 | 3,765 | $194.0B |
| Q3 2024 | 3,488 | $198.0B |
| Q2 2024 | 3,511 | $214.0B |
| Q1 2024 | 3,523 | $212.7B |
| Q4 2023 | 3,478 | $200.3B |
| Q3 2023 | 3,339 | $222.6B |
| Q2 2023 | 3,286 | $205.0B |
| Q1 2023 | 3,273 | $217.1B |
| Q4 2022 | 3,289 | $243.6B |
| Q3 2022 | 3,057 | $195.7B |
| Q2 2022 | 3,060 | $198.4B |
| Q1 2022 | 3,071 | $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 |
|---|---|---|---|---|---|
| Canvas Wealth Advisors, LLC | 1,274 | $212.7K | 0.09% | −134−9.5% | Reduced |
| O'Brien Wealth Partners LLC | 1,309 | $213.6K | 0.07% | −47−3.5% | Reduced |
| Semus Wealth Partners LLC | 1,310 | $213.7K | 0.23% | +52+4.1% | Added |
| TFB Advisors LLC | 1,315 | $214.6K | 0.16% | −85−6.1% | Reduced |
| Empirical Asset Management, LLC | 1,327 | $216.4K | 0.21% | −8,461−86.4% | Reduced |
| Optas, LLC | 1,329 | $216.8K | 0.08% | +160+13.7% | Added |
| Accretive Wealth Partners, LLC | 1,332 | $217.3K | 0.14% | +1,332 | New |
| GFG Capital, LLC | 1,216 | $217.7K | 0.05% | +3+0.2% | Added |
| Vigilare Wealth Management | 1,338 | $218.3K | 0.12% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 1,339 | $218.4K | 0.22% | −63−4.5% | Reduced |
| McIlrath & Eck, LLC | 1,340 | $218.6K | 0.05% | +55+4.3% | Added |
| Tarbox Family Office, Inc. | 1,342 | $219.0K | 0.04% | −9−0.7% | Reduced |
| Aquire Wealth Advisors, LLC | 1,342 | $219.0K | 0.10% | 00.0% | Unchanged |
| Invst, LLC | 1,313 | $219.3K | 0.03% | −4,401−77.0% | Reduced |
| Slocum, Gordon & Co LLP | 1,347 | $219.8K | 0.18% | 00.0% | Unchanged |
| Granite Bay Wealth Management, LLC | 1,346 | $220.0K | 0.15% | −13−1.0% | Reduced |
| Armstrong Henry H Associates Inc | 1,350 | $220.3K | 0.03% | 00.0% | Unchanged |
| Motive Wealth Advisors | 1,353 | $220.8K | 0.24% | −321−19.2% | Reduced |
| Fenimore Asset Management Inc | 1,354 | $220.9K | 0.01% | +2+0.1% | Added |
| Cahaba Wealth Management, Inc. | 1,354 | $221.0K | 0.03% | +26+2.0% | Added |
| Authentikos Wealth Advisory, LLC | 1,232 | $221.1K | 0.22% | +1,232 | New |
| MRP Capital Investments, LLC | 1,358 | $221.6K | 0.24% | −298−18.0% | Reduced |
| Arcus Capital Partners, LLC | 1,362 | $222.3K | 0.08% | −4−0.3% | Reduced |
| Fulcrum Equity Management | 1,366 | $222.8K | 0.21% | +1,366 | New |
| Northstar Group, Inc. | 1,365 | $222.9K | 0.06% | −120−8.1% | Reduced |
| Pegasus Partners Ltd. | 1,368 | $223.2K | 0.04% | −313−18.6% | Reduced |
| Retirement Income Solutions, Inc | 1,369 | $223.4K | 0.07% | +1,369 | New |
| Parisi Gray Wealth Management | 1,375 | $224.4K | 0.14% | +59+4.5% | Added |
| Quad-Cities Investment Group, LLC | 1,377 | $224.7K | 0.16% | 00.0% | Unchanged |
| Custos Family Office, LLC | 1,379 | $225.0K | 0.16% | +1,379 | New |
| Briggs Advisory Group, Inc. | 1,379 | $225.0K | 0.13% | 00.0% | Unchanged |
| Meritas Wealth Management, LLC | 1,379 | $225.0K | 0.18% | +16+1.2% | Added |
| R. W. Roge & Company, Inc. | 1,390 | $226.0K | 0.14% | +100+7.8% | Added |
| Crew Capital Management, Ltd. | 1,387 | $226.3K | 0.32% | +1,387 | New |
| PFS Partners, LLC | 1,394 | $227.4K | 0.22% | +305+28.0% | Added |
| Northwest Investment Counselors, LLC | 1,398 | $228.1K | 0.06% | −700−33.4% | Reduced |
| Sterling Investment Advisors LLC | 1,400 | $228.4K | 0.15% | 00.0% | Unchanged |
| Terril Brothers, Inc. | 1,404 | $229.0K | 0.11% | +236+20.2% | Added |
| AlphaCentric Advisors LLC | 1,404 | $229.1K | 0.16% | −59−4.0% | Reduced |
| AtlasMark Financial, Inc | 1,404 | $229.1K | 0.30% | +1,404 | New |
| Clarus Wealth Advisors | 1,369 | $229.5K | 0.14% | −1,029−42.9% | Reduced |
| Kooman & Associates | 1,410 | $230.1K | 0.12% | −4−0.3% | Reduced |
| First National Bank | 1,412 | $230.4K | 0.20% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 1,412 | $230.4K | 0.09% | +6+0.4% | Added |
| Financial Advisory Corp | 1,417 | $231.0K | 0.11% | −41−2.8% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 1,421 | $231.9K | 0.15% | −47−3.2% | Reduced |
| Financial Planning & Information Services, Inc. | 1,424 | $232.3K | 0.05% | 00.0% | Unchanged |
| Oakwell Private Wealth Management, LLC | 1,425 | $232.5K | 0.11% | +43+3.1% | Added |
| Garde Capital, Inc. | 1,433 | $234.0K | 0.03% | +154+12.0% | Added |
| Diversified Investment Strategies, LLC | 1,436 | $234.2K | 0.17% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 1,533 | $235.3K | 0.05% | +191+14.2% | Added |
| Eagle Strategies LLC | 1,443 | $235.5K | 0.06% | +82+6.0% | Added |
| Campbell & CO Investment Adviser LLC | 1,450 | $236.6K | 0.04% | −2,436−62.7% | Reduced |
| Tiemann Investment Advisors, LLC | 1,450 | $236.6K | 0.13% | −100−6.5% | Reduced |
| Wade Financial Advisory, Inc | 1,453 | $237.1K | 0.10% | 00.0% | Unchanged |
| REDW Wealth LLC | 1,457 | $237.8K | 0.08% | +1,457 | New |
| Braun-Bostich & Associates Inc. | 1,461 | $238.4K | 0.56% | +1,461 | New |
| American Financial Advisors, LLC | 1,461 | $238.4K | 0.04% | +7+0.5% | Added |
| 4J Wealth Management LLC | 1,462 | $238.5K | 0.26% | +10+0.7% | Added |
| First Fiduciary Investment Counsel, Inc. | 1,473 | $240.0K | 0.05% | 00.0% | Unchanged |
| Horan Securities, Inc. | 1,472 | $240.1K | 0.12% | +9+0.6% | Added |
| New Millennium Group LLC | 1,476 | $240.7K | 0.24% | −2,873−66.1% | Reduced |
| American Money Management, LLC | 1,477 | $241.0K | 0.06% | +183+14.1% | Added |
| Aurora Private Wealth, Inc. | 1,476 | $241.0K | 0.26% | −147−9.1% | Reduced |
| Hemington Wealth Management | 1,481 | $241.0K | 0.10% | +23+1.6% | Added |
| Blue Barn Wealth, LLC | 1,478 | $241.2K | 0.15% | −169−10.3% | Reduced |
| Acrisure Capital Management, LLC | 1,479 | $241.3K | 0.24% | −496−25.1% | Reduced |
| Van Den Berg Management I, Inc | 1,480 | $241.5K | 0.09% | +5+0.3% | Added |
| Strategic Wealth Designers | 1,486 | $242.4K | 0.04% | +261+21.3% | Added |
| Bordeaux Wealth Advisors LLC | 1,487 | $242.6K | 0.13% | −187−11.2% | Reduced |
| Hoxton Planning & Management, LLC | 1,489 | $242.9K | 0.13% | +86+6.1% | Added |
| Intrepid Capital Management Inc | 1,492 | $243.4K | 0.21% | +22+1.5% | Added |
| Gyroscope Capital Management Group, LLC | 1,496 | $244.1K | 0.06% | +1,496 | New |
| Crown Wealth Group, LLC | 1,503 | $245.2K | 0.21% | −164−9.8% | Reduced |
| Cottage Street Advisors LLC | 1,504 | $245.3K | 0.19% | +1,504 | New |
| Founders Capital Management, LLC | 1,505 | $245.6K | 0.06% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 1,507 | $245.9K | 0.05% | −39,524−96.3% | Reduced |
| Continental Investors Services, Inc. | 1,508 | $246.0K | 0.70% | +1+0.1% | Added |
| Afg Fiduciary Services Limited Partnership | 1,508 | $246.1K | 0.23% | +1+0.1% | Added |
| Vawter Financial, Ltd. | 1,510 | $246.4K | 0.25% | +1,510 | New |
| Echo Street Capital Management LLC | 1,511 | $246.5K | 0.00% | +1,511 | New |
| Coastal Capital Group, Inc. | 1,512 | $246.8K | 0.06% | −89−5.6% | Reduced |
| Bridge Advisory, LLC | 1,512 | $246.8K | 0.10% | −44−2.8% | Reduced |
| O'Rourke & Company, Inc | 1,512 | $247.0K | 0.19% | +200+15.2% | Added |
| Intrinsic Value Partners, LLC | 1,516 | $247.4K | 0.33% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 1,518 | $247.6K | 0.29% | −59−3.7% | Reduced |
| Smith & Howard Wealth Management, LLC | 1,519 | $247.8K | 0.09% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 1,522 | $248.3K | 0.06% | 00.0% | Unchanged |
| Barber Financial Group, Inc. | 1,524 | $248.7K | 0.04% | +11+0.7% | Added |
| Clare Market Investments LLC | 1,529 | $249.5K | 0.10% | +164+12.0% | Added |
| Sharkey, Howes & Javer | 1,536 | $250.6K | 0.05% | −922−37.5% | Reduced |
| Twin Lakes Capital Management, LLC | 1,540 | $251.2K | 0.19% | 00.0% | Unchanged |
| Unique Wealth, LLC | 1,544 | $251.9K | 0.12% | −36−2.3% | Reduced |
| Breakwater Capital Group | 1,548 | $252.6K | 0.11% | +170+12.3% | Added |
| Koss-Olinger Consulting, LLC | 1,549 | $253.0K | 0.03% | +80+5.4% | Added |
| MAS Advisors LLC | 1,554 | $253.6K | 0.25% | +331+27.1% | Added |
| Leverty Financial Group, LLC | 1,555 | $253.7K | 0.20% | 00.0% | Unchanged |
| Parkside Advisors LLC | 1,555 | $253.7K | 0.08% | +40+2.6% | Added |
| Kathmere Capital Management, LLC | 1,556 | $253.9K | 0.04% | +20+1.3% | Added |
| Pathway Financial Advisors LLC | 1,559 | $254.4K | 0.09% | −27−1.7% | Reduced |