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 |
|---|---|---|---|---|---|
| Trilogy Capital Inc. | 1,559 | $254.4K | 0.02% | −170−9.8% | Reduced |
| Collaborative Wealth Managment Inc. | 1,561 | $254.7K | 0.16% | −121−7.2% | Reduced |
| Ferguson Shapiro LLC | 1,562 | $254.8K | 0.22% | +7+0.5% | Added |
| Atlas Capital Advisors LLC | 1,563 | $255.0K | 0.04% | 00.0% | Unchanged |
| Paradiem, LLC | 1,567 | $255.7K | 0.08% | 00.0% | Unchanged |
| Walker Financial Services, Inc. | 1,567 | $255.7K | 0.26% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 1,572 | $256.0K | 0.03% | +1,572 | New |
| SNS Financial Group, LLC | 1,573 | $256.6K | 0.03% | −20−1.3% | Reduced |
| Alta Wealth Advisors LLC | 1,574 | $256.9K | 0.16% | +101+6.9% | Added |
| Constitution Capital LLC | 1,576 | $257.1K | 0.16% | +200+14.5% | Added |
| Davy Global Fund Management Ltd | 1,578 | $257.5K | 0.05% | −27,378−94.6% | Reduced |
| True Wealth Design, LLC | 1,581 | $257.9K | 0.11% | +801+102.7% | Added |
| McCarthy Asset Management, Inc. | 1,581 | $258.0K | 0.18% | −28−1.7% | Reduced |
| BCM Advisors, LLC | 1,543 | $258.1K | 0.07% | 00.0% | Unchanged |
| Raub Brock Capital Management LP | 1,582 | $258.2K | 0.05% | +6+0.4% | Added |
| Sequent Asset Management, LLC | 1,587 | $259.0K | 0.29% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 1,592 | $259.8K | 0.05% | −4,078−71.9% | Reduced |
| AIMZ Investment Advisors, LLC | 1,593 | $260.0K | 0.12% | −165−9.4% | Reduced |
| Rooted Wealth Advisors, Inc. | 1,507 | $260.0K | 0.19% | +1,507 | New |
| Dakota Community Bank & Trust NA | 1,594 | $260.1K | 1.61% | −325−16.9% | Reduced |
| Liberty Capital Management, Inc. | 1,595 | $260.2K | 0.09% | −30−1.8% | Reduced |
| Stone Point Wealth LLC | 1,596 | $260.4K | 0.12% | −225−12.4% | Reduced |
| Acas, LLC | 1,598 | $260.8K | 0.37% | +21+1.3% | Added |
| Nebula Research & Development LLC | 1,600 | $261.1K | 0.46% | +1,600 | New |
| One Charles Private Wealth Services, LLC | 1,601 | $261.2K | 0.16% | +36+2.3% | Added |
| Westshore Wealth, LLC | 1,615 | $263.6K | 0.14% | +13+0.8% | Added |
| Prentice Wealth Management LLC | 1,620 | $264.3K | 0.13% | +226+16.2% | Added |
| Lane & Associates LLC | 1,621 | $264.4K | 0.24% | −497−23.5% | Reduced |
| Trinity Financial Advisors LLC | 1,623 | $264.8K | 0.16% | +107+7.1% | Added |
| Stonehearth Capital Management, LLC | 1,623 | $264.8K | 0.14% | −36−2.2% | Reduced |
| Hilton Capital Management, LLC | 1,477 | $265.1K | 0.03% | 00.0% | Unchanged |
| Bluesphere Advisors, LLC | 1,629 | $265.8K | 0.22% | +55+3.5% | Added |
| Circle Wealth Management, LLC | 1,630 | $266.0K | 0.04% | −2−0.1% | Reduced |
| Family Investment Center, Inc. | 1,630 | $266.0K | 0.18% | −60−3.6% | Reduced |
| ForthRight Wealth Management, LLC | 1,632 | $266.3K | 0.12% | +179+12.3% | Added |
| EdgeRock Capital LLC | 1,635 | $267.0K | 0.14% | −170−9.4% | Reduced |
| Investment Advisory Group, LLC | 1,644 | $268.2K | 0.15% | 00.0% | Unchanged |
| First Wilshire Securities Management Inc | 1,650 | $269.0K | 0.09% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 1,651 | $269.4K | 0.21% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1,652 | $269.5K | 0.04% | +288+21.1% | Added |
| Phoenix Wealth Advisors | 1,653 | $269.7K | 0.17% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 1,654 | $270.0K | 0.05% | 00.0% | Unchanged |
| Saturna Capital CORP | 1,656 | $270.2K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 1,658 | $270.6K | 0.03% | +1,658 | New |
| Aldebaran Financial Inc. | 1,663 | $271.3K | 0.37% | −1,830−52.4% | Reduced |
| Burns Matteson Capital Management, LLC | 1,665 | $271.7K | 0.17% | −25−1.5% | Reduced |
| Capital Wealth Alliance, LLC | 1,669 | $272.3K | 0.22% | +11+0.7% | Added |
| Triton Wealth Management, PLLC | 1,737 | $272.3K | 0.17% | −57−3.2% | Reduced |
| Focused Wealth Management, Inc | 1,673 | $272.9K | 0.06% | +17+1.0% | Added |
| Montis Financial, LLC | 1,673 | $273.0K | 0.21% | +3+0.2% | Added |
| Charles Schwab Investment Advisory, Inc. | 1,673 | $273.0K | 0.00% | +131+8.5% | Added |
| EWG Elevate Inc. | 1,673 | $273.0K | 0.12% | +38+2.3% | Added |
| SBB Research Group LLC | 1,676 | $273.5K | 0.39% | +15+0.9% | Added |
| Insight Advisors, LLC | 1,678 | $273.8K | 0.06% | −1,108−39.8% | Reduced |
| H&H Retirement Design & Management INC | 1,592 | $273.9K | 0.17% | +25+1.6% | Added |
| Regal Wealth Group, Inc. | 1,605 | $274.0K | 0.19% | +5+0.3% | Added |
| Keystone Wealth Services, LLC | 1,680 | $274.1K | 0.11% | +21+1.3% | Added |
| Centurion Wealth Management LLC | 1,681 | $274.3K | 0.14% | −80−4.5% | Reduced |
| Lockerman Financial Group, Inc. | 1,686 | $275.1K | 0.76% | −59−3.4% | Reduced |
| Check Capital Management Inc | 1,687 | $275.3K | 0.03% | −10−0.6% | Reduced |
| Seaport Global Advisors, LLC | 1,690 | $275.7K | 0.87% | −833−33.0% | Reduced |
| Revisor Wealth Management LLC | 1,691 | $275.9K | 0.25% | +1,691 | New |
| Bishop & Co Investment Management, LLC | 1,697 | $276.9K | 0.13% | 00.0% | Unchanged |
| Penbrook Management LLC | 1,700 | $277.4K | 0.22% | 00.0% | Unchanged |
| RF&L Wealth Management, LLC | 1,700 | $277.4K | 0.27% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 1,628 | $279.1K | 0.03% | +264+19.4% | Added |
| Mattern Capital Management, LLC | 1,713 | $279.6K | 0.05% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 1,727 | $281.8K | 0.12% | 00.0% | Unchanged |
| Corrigan Financial, Inc. | 1,732 | $282.5K | 0.09% | +3+0.2% | Added |
| Strategic Investment Advisors | 1,733 | $282.7K | 0.05% | −157−8.3% | Reduced |
| Cary Street Partners Asset Management LLC | 1,733 | $282.8K | 0.05% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 1,737 | $283.3K | 0.20% | +43+2.5% | Added |
| Walkner Condon Financial Advisors LLC | 1,744 | $284.4K | 0.08% | +488+38.9% | Added |
| Adamsbrown Wealth Consultants LLC | 1,745 | $284.7K | 0.16% | −464−21.0% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 1,749 | $285.4K | 0.21% | 00.0% | Unchanged |
| Windsor Group LTD | 1,698 | $286.0K | 0.06% | +5+0.3% | Added |
| Provident Investment Management, Inc. | 1,754 | $286.2K | 0.03% | +1,754 | New |
| Oder Investment Management, LLC | 1,755 | $286.3K | 0.33% | −243−12.2% | Reduced |
| Whelan Financial | 1,757 | $286.7K | 0.16% | +100+6.0% | Added |
| Paladin Advisory Group, LLC | 1,757 | $286.7K | 0.24% | +1,757 | New |
| Investors Research Corp | 1,758 | $286.8K | 0.07% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 1,767 | $286.9K | 0.29% | +1,767 | New |
| Acorn Wealth Advisors, LLC | 1,760 | $287.2K | 0.21% | −4−0.2% | Reduced |
| Demars Financial Group, LLC | 1,765 | $288.0K | 0.16% | −100−5.4% | Reduced |
| Wealth Advisors of Iowa, LLC | 1,768 | $288.5K | 0.23% | −38−2.1% | Reduced |
| Cardinal Point Capital Management, ULC | 1,773 | $289.3K | 0.09% | −79−4.3% | Reduced |
| Insight Wealth Partners, LLC | 1,776 | $289.8K | 0.26% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 1,856 | $289.9K | 0.04% | +2+0.1% | Added |
| Coulter & Justus Financial Services, LLC | 1,779 | $290.2K | 0.19% | −145−7.5% | Reduced |
| Long Run Wealth Advisors, LLC | 1,789 | $291.9K | 0.10% | +106+6.3% | Added |
| Aufman Associates Inc | 1,795 | $292.8K | 0.25% | +10+0.6% | Added |
| McLean Asset Management Corp | 1,796 | $293.0K | 0.12% | −185−9.3% | Reduced |
| Transparent Wealth Partners LLC | 1,796 | $293.0K | 0.21% | +16+0.9% | Added |
| Manchester Financial Inc | 1,801 | $293.8K | 0.09% | −199−10.0% | Reduced |
| Ballast, Inc. | 1,805 | $294.5K | 0.12% | +140+8.4% | Added |
| Acorn Financial Advisory Services Inc | 1,807 | $294.8K | 0.06% | +226+14.3% | Added |
| Eagle Harbor Asset Management Inc | 1,808 | $295.0K | 0.40% | +122+7.2% | Added |
| Heritage Investment Group, Inc. | 1,805 | $295.0K | 0.09% | +598+49.5% | Added |
| Planning Alternatives Ltd | 1,809 | $295.1K | 0.06% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 1,809 | $295.3K | 0.14% | +9+0.5% | Added |