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 |
|---|---|---|---|---|---|
| Meitav Dash Investments Ltd | 1,809 | $295.3K | 0.01% | −3,563−66.3% | Reduced |
| Bank of Nova Scotia Trust Co | 1,811 | $295.5K | 0.03% | −85−4.5% | Reduced |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 1,821 | $297.1K | 0.17% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 1,828 | $298.3K | 0.26% | +319+21.1% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 1,830 | $298.6K | 0.16% | −26−1.4% | Reduced |
| Fiduciary Planning LLC | 1,834 | $299.3K | 0.14% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,845 | $301.0K | 0.09% | +372+25.3% | Added |
| Regis Acquisition Inc. | 1,844 | $301.0K | 0.14% | +1,844 | New |
| Advisor OS, LLC | 1,848 | $301.5K | 0.07% | −61−3.2% | Reduced |
| Sterling Financial Planning, Inc. | 1,864 | $304.1K | 0.17% | 00.0% | Unchanged |
| Alpha Financial Partners, LLC | 1,866 | $304.4K | 0.34% | −373−16.7% | Reduced |
| Meridian Wealth Partners, LLC | 1,867 | $304.5K | 0.07% | +46+2.5% | Added |
| Axiom Investors LLC | 1,880 | $306.7K | 0.01% | −2,660−58.6% | Reduced |
| Creative Capital Management Investments LLC | 1,880 | $306.7K | 0.22% | +809+75.5% | Added |
| Phocas Financial Corp. | 1,883 | $307.2K | 0.04% | −760−28.8% | Reduced |
| Ade, LLC | 1,884 | $307.4K | 0.22% | 00.0% | Unchanged |
| Callan Capital, LLC | 1,888 | $308.0K | 0.04% | +326+20.9% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 1,889 | $308.2K | 0.08% | +308+19.5% | Added |
| Mezzasalma Advisors, LLC | 1,895 | $309.2K | 0.22% | −20−1.0% | Reduced |
| Sunburst Financial Group, LLC | 1,896 | $309.3K | 0.11% | +3+0.2% | Added |
| AllSquare Wealth Management LLC | 1,898 | $309.7K | 0.20% | 00.0% | Unchanged |
| True Capital Management | 1,900 | $309.9K | 0.21% | +374+24.5% | Added |
| Falcon Wealth Planning | 1,901 | $310.2K | 0.08% | −44−2.3% | Reduced |
| Carr Financial Group Corp | 1,905 | $310.8K | 0.14% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 1,906 | $311.0K | 0.06% | +78+4.3% | Added |
| Live Oak Investment Partners | – | $311.6K | 0.27% | – | – |
| Boothbay Fund Management, LLC | 1,914 | $312.3K | 0.01% | −2,009−51.2% | Reduced |
| Riverview Trust Co | 1,921 | $313.4K | 0.29% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 1,923 | $313.8K | 0.20% | +1,923 | New |
| Spinnaker Investment Group, LLC | 1,931 | $315.1K | 0.11% | −64−3.2% | Reduced |
| Sara-Bay Financial | 1,931 | $315.1K | 0.16% | 00.0% | Unchanged |
| Summit Wealth & Retirement Planning, Inc. | 1,932 | $315.2K | 0.12% | −544−22.0% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 1,932 | $315.3K | 0.04% | +48+2.5% | Added |
| Luts & Greenleigh Group, Inc | 1,940 | $316.6K | 0.40% | −90−4.4% | Reduced |
| KFG Wealth Management, LLC | 1,840 | $316.6K | 0.22% | +6+0.3% | Added |
| Bigelow Investment Advisors, LLC | 1,944 | $317.2K | 0.18% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 1,945 | $317.3K | 0.09% | +450+30.1% | Added |
| Norris Perne & French LLP | 1,954 | $318.8K | 0.03% | −384−16.4% | Reduced |
| Kendall Capital Management | 1,953 | $319.0K | 0.15% | +11+0.6% | Added |
| True Link Financial Advisors, LLC | 1,956 | $319.1K | 0.04% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1,958 | $319.5K | 0.16% | +78+4.1% | Added |
| Tilia Fiduciary Partners, Inc. | 1,960 | $319.8K | 0.30% | −29−1.5% | Reduced |
| FSB Premier Wealth Management, Inc. | 1,962 | $320.1K | 0.18% | −73−3.6% | Reduced |
| Compass Financial Group, INC | 1,966 | $320.8K | 0.10% | −11−0.6% | Reduced |
| IAG Wealth Partners, LLC | 1,967 | $320.9K | 0.09% | +557+39.5% | Added |
| Burt Wealth Advisors | 1,974 | $322.1K | 0.10% | +162+8.9% | Added |
| WealthTrust Asset Management, LLC | 1,975 | $322.3K | 0.31% | +15+0.8% | Added |
| Source Financial Advisors LLC | 1,978 | $322.7K | 0.11% | +44+2.3% | Added |
| Fortem Financial Group, LLC | 1,979 | $322.9K | 0.21% | −1,204−37.8% | Reduced |
| Transatlantique Private Wealth LLC | 1,981 | $323.2K | 0.18% | −561−22.1% | Reduced |
| Quantum Private Wealth, LLC | 1,983 | $323.5K | 0.18% | 00.0% | Unchanged |
| Hofer & Associates. Inc | 1,805 | $324.0K | 0.32% | 00.0% | Unchanged |
| Financial Strategies Group, Inc. | 1,986 | $324.1K | 0.12% | +11+0.6% | Added |
| Ellsworth Advisors, LLC | 1,989 | $324.6K | 0.11% | +18+0.9% | Added |
| Jacobsen Capital Management | 1,991 | $324.9K | 0.17% | +1,991 | New |
| Biltmore Family Office, LLC | 1,993 | $325.1K | 0.07% | −1,508−43.1% | Reduced |
| Unionview, LLC | 1,993 | $325.1K | 0.30% | +10+0.5% | Added |
| Leo H. Evart, Inc. | 1,993 | $325.2K | 0.47% | 00.0% | Unchanged |
| Etfidea, LLC | 1,995 | $325.5K | 0.14% | −19−0.9% | Reduced |
| Texas Capital Bancshares Inc | 1,997 | $325.8K | 0.20% | +75+3.9% | Added |
| Harvest Fund Management Co., Ltd | 1,997 | $326.0K | 0.07% | −4,690−70.1% | Reduced |
| Reaves W H & Co Inc | 2,000 | $326.0K | 0.01% | +2,000 | New |
| Slow Capital, Inc. | 2,000 | $326.3K | 0.06% | −702−26.0% | Reduced |
| Shayne & Co., LLC | 2,000 | $326.3K | 0.18% | 00.0% | Unchanged |
| Colony Family Offices, LLC | 2,000 | $326.3K | 0.13% | +2,000 | New |
| Landaas & Co | 2,005 | $327.0K | 0.16% | 00.0% | Unchanged |
| Straight Path Wealth Management | 2,007 | $327.5K | 0.26% | +7+0.4% | Added |
| Patriot Investment Management Inc. | 2,007 | $327.5K | 0.03% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 2,008 | $327.6K | 0.14% | +3+0.1% | Added |
| Curated Wealth Partners LLC | 2,012 | $328.3K | 0.07% | +504+33.4% | Added |
| Claris Advisors, LLC | 2,012 | $328.3K | 0.24% | −140−6.5% | Reduced |
| Emerald Advisors, LLC | 2,013 | $328.5K | 0.08% | −9−0.4% | Reduced |
| Blackston Financial Advisory Group, LLC | 2,017 | $329.0K | 0.25% | +96+5.0% | Added |
| United Community Bank | 2,019 | $329.4K | 0.31% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 2,019 | $329.5K | 0.04% | +345+20.6% | Added |
| Aspen Grove Capital, LLC | 2,025 | $330.4K | 0.14% | −1,060−34.4% | Reduced |
| Shepherd Financial Partners LLC | 2,027 | $330.5K | 0.06% | +347+20.7% | Added |
| Instrumental Wealth, LLC | 2,108 | $330.7K | 0.44% | +2,108 | New |
| Abacus Wealth Partners, LLC | 2,065 | $330.9K | 0.11% | +76+3.8% | Added |
| Northwest Capital Management Inc | 2,029 | $331.0K | 0.16% | −223−9.9% | Reduced |
| Levin Capital Strategies, L.P. | 2,029 | $331.1K | 0.04% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 1,962 | $331.9K | 0.24% | +1+0.1% | Added |
| Single Point Partners, LLC | 2,038 | $332.0K | 0.07% | +2,038 | New |
| LWMG, LLC | 2,036 | $332.2K | 0.10% | +72+3.7% | Added |
| Signet Financial Management, LLC | 2,050 | $334.5K | 0.06% | −404−16.5% | Reduced |
| Laird Norton Trust Company, LLC | 2,053 | $335.0K | 0.04% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 2,055 | $335.3K | 0.02% | 00.0% | Unchanged |
| S&T Bank | 2,065 | $337.0K | 0.06% | +26+1.3% | Added |
| MB, Levis & Associates, LLC | 2,069 | $337.6K | 0.23% | +74+3.7% | Added |
| Park Edge Advisors, LLC | 2,072 | $338.1K | 0.13% | −661−24.2% | Reduced |
| RS Crum Inc. | 2,072 | $338.1K | 0.13% | 00.0% | Unchanged |
| O'Dell Group, LLC | 2,074 | $338.4K | 0.11% | −20−1.0% | Reduced |
| Almanack Investment Partners, LLC. | 2,074 | $338.4K | 0.07% | +4+0.2% | Added |
| Aspen Wealth Strategies, LLC | 2,074 | $338.4K | 0.26% | +117+6.0% | Added |
| Mma Asset Management LLC | 2,076 | $338.7K | 0.24% | +51+2.5% | Added |
| Northcape Wealth Management, LLC | 2,076 | $338.7K | 0.12% | +2,076 | New |
| Isthmus Partners, LLC | 2,077 | $338.9K | 0.05% | 00.0% | Unchanged |
| Von Berge Wealth Management Group, LLC | 1,995 | $339.1K | 0.30% | +40+2.0% | Added |
| Fortis Capital Advisors, LLC | 2,081 | $339.6K | 0.18% | −391−15.8% | Reduced |
| Community Bank of Raymore | 2,087 | $340.5K | 0.13% | 00.0% | Unchanged |