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 |
|---|---|---|---|---|---|
| Summit Wealth Partners, LLC | 2,087 | $340.6K | 0.09% | 00.0% | Unchanged |
| AAFMAA Wealth Management & Trust LLC | 2,089 | $340.8K | 0.27% | +58+2.9% | Added |
| MV Capital Management, Inc. | 2,092 | $341.3K | 0.05% | +130+6.6% | Added |
| Powell Investment Advisors, LLC | 2,100 | $342.7K | 0.19% | +12+0.6% | Added |
| US Asset Management LLC | 2,104 | $343.0K | 0.35% | −19−0.9% | Reduced |
| IVC Wealth Advisors LLC | 2,107 | $343.8K | 0.24% | −15−0.7% | Reduced |
| Arbor Investment Advisors, LLC | 2,109 | $344.0K | 0.06% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 2,118 | $345.2K | 0.18% | +53+2.6% | Added |
| PAX Financial Group, LLC | 2,116 | $345.2K | 0.08% | +236+12.6% | Added |
| Wooster Corthell Wealth Management, Inc. | 2,117 | $345.4K | 0.09% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 2,060 | $347.0K | 0.01% | −84−3.9% | Reduced |
| Sonata Capital Group Inc | 2,128 | $347.0K | 0.19% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 2,136 | $348.5K | 0.08% | −10.0% | Reduced |
| Broadleaf Partners, LLC | 2,143 | $349.7K | 0.12% | 00.0% | Unchanged |
| Punch & Associates Investment Management, Inc. | 2,144 | $349.8K | 0.02% | +5+0.2% | Added |
| Heron Financial Group, LLC | 2,149 | $350.7K | 0.19% | −2−0.1% | Reduced |
| Diker Management LLC | 2,156 | $351.8K | 0.37% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 2,158 | $352.1K | 0.11% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 2,162 | $352.7K | 0.28% | +305+16.4% | Added |
| Watershed Private Wealth LLC | 2,163 | $353.0K | 0.24% | +10.0% | Added |
| Solstein Capital, LLC | 2,168 | $353.7K | 0.31% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 2,169 | $353.8K | 0.05% | +91+4.4% | Added |
| Lakeside Advisors, INC. | 2,169 | $353.8K | 0.27% | 00.0% | Unchanged |
| ShoreHaven Wealth Partners, LLC | 2,171 | $354.3K | 0.25% | +8+0.4% | Added |
| Nadler Financial Group, Inc. | 2,172 | $354.4K | 0.06% | −77−3.4% | Reduced |
| BCS Wealth Management | 2,173 | $355.0K | 0.16% | −2,445−52.9% | Reduced |
| Alliance Wealth Advisors, LLC | 2,181 | $355.8K | 0.27% | −69−3.1% | Reduced |
| Geller Advisors LLC | 2,182 | $356.0K | 0.05% | +845+63.2% | Added |
| Eukles Asset Management | 2,196 | $358.3K | 0.19% | +88+4.2% | Added |
| Financial Perspectives, Inc | 2,199 | $358.8K | 0.17% | +2+0.1% | Added |
| Fractal Investments LLC | 2,200 | $359.0K | 0.08% | 00.0% | Unchanged |
| Meridian Financial, LLC | 2,209 | $360.5K | 0.35% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 2,213 | $361.1K | 0.33% | +360+19.4% | Added |
| Wharton Business Group, LLC | 2,219 | $362.0K | 0.02% | 00.0% | Unchanged |
| GEM Asset Management, LLC | 2,228 | $363.5K | 0.29% | −1,084−32.7% | Reduced |
| Montz Harcus Wealth Management LLC | 2,230 | $363.8K | 0.34% | +10+0.5% | Added |
| GeoWealth Management, LLC | 2,229 | $364.0K | 0.04% | −281−11.2% | Reduced |
| Archvest Wealth Advisors, Inc. | 2,236 | $364.8K | 0.32% | −922−29.2% | Reduced |
| Palisades Hudson Asset Management, L.P. | 2,234 | $365.0K | 0.20% | −177−7.3% | Reduced |
| SRB Corp | 2,242 | $365.8K | 0.02% | +2,242 | New |
| Bell Investment Advisors, Inc | 2,245 | $366.3K | 0.09% | +47+2.1% | Added |
| Triune Financial Partners, LLC | 2,246 | $366.4K | 0.16% | +21+0.9% | Added |
| Silicon Hills Wealth Management, LLC | 2,251 | $367.3K | 0.22% | +5+0.2% | Added |
| Summitry LLC | 2,254 | $367.8K | 0.02% | +145+6.9% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 2,255 | $367.9K | 0.12% | 00.0% | Unchanged |
| IMS Capital Management | 2,256 | $368.1K | 0.22% | +2+0.1% | Added |
| Cipher Capital LP | 2,266 | $369.7K | 0.07% | +2,266 | New |
| Bowman & Co S.C. | 2,280 | $372.0K | 0.27% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 2,281 | $372.2K | 0.21% | +2,281 | New |
| L & S Advisors Inc | 2,285 | $372.8K | 0.05% | −18,900−89.2% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 2,285 | $373.0K | 0.38% | +10+0.4% | Added |
| Wolff Wiese Magana LLC | 2,289 | $373.5K | 0.30% | +28+1.2% | Added |
| Juncture Wealth Strategies, LLC | 2,295 | $374.5K | 0.18% | −455−16.5% | Reduced |
| Eagle Bay Advisors LLC | 2,298 | $374.9K | 0.21% | −599−20.7% | Reduced |
| West Bancorporation Inc | 2,303 | $375.8K | 0.29% | +200+9.5% | Added |
| Sather Financial Group Inc | 2,308 | $376.6K | 0.03% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 2,313 | $377.5K | 0.08% | +909+64.7% | Added |
| AXS Investments LLC | 2,316 | $377.9K | 0.12% | −242−9.5% | Reduced |
| Southern Capital Advisors, LLC | 2,342 | $382.1K | 0.28% | −113−4.6% | Reduced |
| River Street Advisors LLC | 2,346 | $382.8K | 0.38% | +29+1.3% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 2,350 | $383.4K | 0.00% | +1,000+74.1% | Added |
| Concorde Asset Management, LLC | 2,349 | $383.6K | 0.45% | −307−11.6% | Reduced |
| Castleview Partners, LLC | 2,352 | $383.8K | 0.34% | +65+2.8% | Added |
| Childress Capital Advisors, LLC | 2,353 | $383.9K | 0.17% | −4,720−66.7% | Reduced |
| Pettinga Financial Advisors, LLC | 2,354 | $384.1K | 0.12% | +136+6.1% | Added |
| Zimmermann Investment Management & Planning LLC | 2,354 | $384.1K | 0.20% | +338+16.8% | Added |
| Sentinus, LLC | 2,360 | $385.0K | 0.13% | +780+49.4% | Added |
| Johnson Bixby & Associates, LLC | 2,360 | $385.1K | 0.09% | −50−2.1% | Reduced |
| Matisse Capital | 2,365 | $385.9K | 0.25% | +2+0.1% | Added |
| Buck Wealth Strategies, LLC | 2,378 | $388.0K | 0.19% | +2,378 | New |
| Werba Rubin Papier Wealth Management | 2,381 | $388.5K | 0.15% | −732−23.5% | Reduced |
| TAP Consulting, LLC | 2,386 | $389.4K | 0.10% | +7+0.3% | Added |
| Joule Financial, LLC | 2,389 | $389.8K | 0.21% | +260+12.2% | Added |
| Sym Financial Corp | 2,396 | $390.9K | 0.09% | +7+0.3% | Added |
| Midwest Heritage Bank, FSB | 2,400 | $391.6K | 0.32% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 2,403 | $392.1K | 0.20% | +81+3.5% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,406 | $392.5K | 0.06% | +109+4.7% | Added |
| AdvisorShares Investments LLC | 2,414 | $393.9K | 0.12% | −27−1.1% | Reduced |
| McBroom & Associates, LLC | 2,415 | $394.0K | 0.35% | −285−10.6% | Reduced |
| Silverleafe Capital Partners, LLC | 2,415 | $394.1K | 0.25% | +5+0.2% | Added |
| Objective Capital Management, LLC | 2,419 | $394.7K | 0.36% | −99−3.9% | Reduced |
| Select Asset Management & Trust | 2,417 | $395.0K | 0.35% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 2,422 | $395.2K | 0.30% | +864+55.5% | Added |
| SFE Investment Counsel | 2,472 | $395.6K | 0.12% | −55−2.2% | Reduced |
| Wilkins Investment Counsel Inc | 2,435 | $397.0K | 0.10% | −50−2.0% | Reduced |
| Bensler, LLC | 2,436 | $397.4K | 0.08% | +213+9.6% | Added |
| Alan B. Lancz & Associates, Inc. | 2,443 | $398.6K | 0.41% | 00.0% | Unchanged |
| Innova Wealth Partners | 2,458 | $401.0K | 0.35% | +100+4.2% | Added |
| Israel Discount Bank of New York | 2,462 | $401.7K | 0.30% | −222−8.3% | Reduced |
| Lesa Sroufe & Co | 2,465 | $402.0K | 0.41% | 00.0% | Unchanged |
| North Point Portfolio Managers Corp | 2,469 | $402.8K | 0.06% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 2,469 | $402.8K | 0.12% | 00.0% | Unchanged |
| Riverwater Partners LLC | 2,482 | $405.0K | 0.37% | −81−3.2% | Reduced |
| AAFCPAs Wealth Management, LLC | 2,493 | $406.8K | 0.27% | +320+14.7% | Added |
| Drexel Morgan & Co. | 2,500 | $407.9K | 0.10% | 00.0% | Unchanged |
| Brogan Financial, Inc. | 2,502 | $408.3K | 0.35% | −117−4.5% | Reduced |
| Family Firm, Inc. | 2,503 | $408.3K | 0.11% | +34+1.4% | Added |
| JSF Financial, LLC | 2,512 | $409.9K | 0.15% | −13−0.5% | Reduced |
| ML & R Wealth Management LLC | 2,513 | $410.0K | 0.11% | +579+29.9% | Added |
| KC Investment Advisors, LLC | 2,510 | $410.0K | 0.38% | −308−10.9% | Reduced |