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 |
|---|---|---|---|---|---|
| Tru Independence Asset Management 2, LLC | 2,515 | $410.4K | 0.41% | +2,515 | New |
| MSH Capital Advisors LLC | 2,521 | $411.3K | 0.18% | +85+3.5% | Added |
| Gateway Wealth Partners, LLC | 2,523 | $411.7K | 0.06% | −284−10.1% | Reduced |
| WFA of San Diego, LLC | 2,525 | $412.0K | 0.43% | +88+3.6% | Added |
| Altfest L J & Co Inc | 2,524 | $412.0K | 0.06% | −637−20.2% | Reduced |
| Rocky Mountain Advisers, LLC | 2,527 | $412.0K | 0.22% | 00.0% | Unchanged |
| Alliance Wealth Management Group | 2,526 | $412.1K | 0.14% | 00.0% | Unchanged |
| Towercrest Capital Management | 2,526 | $412.1K | 0.09% | 00.0% | Unchanged |
| Archetype Wealth Partners | 2,528 | $413.0K | 0.08% | −189−7.0% | Reduced |
| Quantum Financial Advisors, LLC | 2,532 | $413.1K | 0.13% | 00.0% | Unchanged |
| McRae Capital Management Inc | 2,539 | $414.2K | 0.12% | +5+0.2% | Added |
| New England Capital Financial Advisors LLC | 2,546 | $415.5K | 0.29% | +2+0.1% | Added |
| Sound Income Strategies, LLC | 2,549 | $415.9K | 0.05% | −541−17.5% | Reduced |
| WESPAC Advisors, LLC | 2,556 | $417.1K | 0.39% | −2,113−45.3% | Reduced |
| Aft, Forsyth & Company, Inc. | 2,559 | $417.5K | 0.32% | +150+6.2% | Added |
| Silicon Valley Capital Partners | 2,572 | $419.7K | 0.09% | +603+30.6% | Added |
| NWF Advisory Services Inc. | 2,671 | $420.3K | 0.10% | +2,671 | New |
| Worth Financial Advisory Group, LLC | 2,580 | $421.0K | 0.40% | −192−6.9% | Reduced |
| Roman Butler Fullerton & Co | 2,494 | $421.5K | 0.21% | +35+1.4% | Added |
| NWK Group, Inc. | 2,585 | $421.8K | 0.27% | 00.0% | Unchanged |
| Lee Financial Co | 2,588 | $422.2K | 0.07% | +151+6.2% | Added |
| Armbruster Capital Management, Inc. | 2,591 | $422.7K | 0.11% | 00.0% | Unchanged |
| MMBG Investment Advisors Co. | 2,600 | $424.2K | 0.05% | 00.0% | Unchanged |
| Kennedy Investment Group | 2,605 | $425.0K | 0.26% | +267+11.4% | Added |
| Advance Capital Management, Inc. | 2,612 | $426.1K | 0.08% | −875−25.1% | Reduced |
| Sterling Manor Financial, LLC | 2,612 | $426.2K | 0.41% | +50+2.0% | Added |
| Richwood Investment Advisors, LLC | 2,613 | $426.5K | 0.43% | −121−4.4% | Reduced |
| Silvant Capital Management LLC | 2,615 | $426.7K | 0.03% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 2,625 | $428.3K | 0.21% | +89+3.5% | Added |
| Palumbo Wealth Management LLC | 2,630 | $429.1K | 0.29% | +23+0.9% | Added |
| Private Wealth Advisors | 2,631 | $429.2K | 0.18% | −41−1.5% | Reduced |
| Tranquility Partners, LLC | 2,640 | $430.7K | 0.21% | +293+12.5% | Added |
| Fusion Capital, LLC | 2,641 | $431.0K | 0.25% | −609−18.7% | Reduced |
| Howard Financial Services, Ltd. | 2,650 | $432.4K | 0.11% | +96+3.8% | Added |
| Midwest Financial Group LLC | 2,657 | $434.0K | 0.40% | +2,657 | New |
| Twin Focus Capital Partners, LLC | 2,661 | $434.2K | 0.09% | −119−4.3% | Reduced |
| Carmel Capital Partners, LLC | 2,661 | $434.2K | 0.26% | +57+2.2% | Added |
| Holistic Financial Partners | 2,666 | $435.0K | 0.34% | +259+10.8% | Added |
| Stillwater Capital Advisors, LLC | 2,669 | $435.5K | 0.08% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 2,674 | $436.3K | 0.13% | +2,674 | New |
| West Coast Financial LLC | 2,680 | $437.3K | 0.07% | −140−5.0% | Reduced |
| Malaga Cove Capital, LLC | 2,681 | $437.4K | 0.22% | +677+33.8% | Added |
| Granite FO LLC | 2,600 | $438.3K | 0.27% | +2,600 | New |
| Pacific Wealth Strategies Group, Inc. | 2,690 | $438.9K | 0.50% | +2,690 | New |
| Greenspring Advisors, LLC | 2,691 | $439.1K | 0.10% | −2,235−45.4% | Reduced |
| Princeton Global Asset Management LLC | 2,696 | $439.8K | 0.13% | +1,913+244.3% | Added |
| Royal Capital Wealth Management, LLC | 2,696 | $440.0K | 0.44% | +229+9.3% | Added |
| ASB Consultores, LLC | 2,698 | $440.2K | 0.18% | −221−7.6% | Reduced |
| Basso Capital Management, L.P. | 2,700 | $440.5K | 0.43% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 2,700 | $440.5K | 0.10% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 2,608 | $440.9K | 0.05% | +1,441+123.5% | Added |
| Schubert & Co | 2,704 | $441.2K | 0.39% | −627−18.8% | Reduced |
| Avitas Wealth Management LLC | 2,706 | $441.5K | 0.09% | +2,706 | New |
| Winch Advisory Services, LLC | 2,706 | $442.0K | 0.17% | +85+3.2% | Added |
| Denver Wealth Management, Inc. | 2,710 | $442.2K | 0.31% | +115+4.4% | Added |
| FirstPurpose Wealth LLC | 2,714 | $442.8K | 0.22% | −252−8.5% | Reduced |
| Summit Financial Strategies, Inc. | 2,719 | $443.6K | 0.09% | +10+0.4% | Added |
| Baystate Wealth Management LLC | 2,729 | $445.3K | 0.04% | +180+7.1% | Added |
| Columbus Macro, LLC | 2,669 | $445.4K | 0.17% | +130+5.1% | Added |
| Atwater Malick LLC | 2,755 | $449.5K | 0.21% | −286−9.4% | Reduced |
| McAdam, LLC | 2,775 | $452.7K | 0.04% | +2,775 | New |
| Requisite Capital Management, LLC | 2,775 | $452.8K | 0.14% | −1,150−29.3% | Reduced |
| Financial Insights, Inc. | 2,777 | $453.1K | 0.18% | 00.0% | Unchanged |
| Gibson Capital, LLC | 2,780 | $453.6K | 0.12% | 00.0% | Unchanged |
| Financial Advisors, LLC | 2,786 | $454.5K | 0.12% | 00.0% | Unchanged |
| Covestor Ltd | 2,808 | $458.0K | 0.40% | +224+8.7% | Added |
| Alliance Wealth Advisors, LLC | 2,812 | $458.8K | 0.18% | +9+0.3% | Added |
| Private Ocean, LLC | 2,817 | $459.6K | 0.06% | +49+1.8% | Added |
| Planned Solutions, Inc. | 2,817 | $459.7K | 0.29% | +10.0% | Added |
| LWM Advisory Services, LLC | 2,803 | $460.0K | 0.49% | +64+2.3% | Added |
| TNF LLC | 2,734 | $460.9K | 0.21% | +10.0% | Added |
| LeJeune Puetz Investment Counsel LLC | 2,826 | $461.1K | 0.17% | +48+1.7% | Added |
| Sax Wealth Advisors, LLC | 2,830 | $461.7K | 0.10% | 00.0% | Unchanged |
| XR Securities LLC | 2,836 | $462.7K | 0.66% | +324+12.9% | Added |
| Taylor Hoffman Wealth Management | 2,837 | $462.9K | 0.25% | +462+19.5% | Added |
| Campbell Wealth Management | 2,838 | $463.0K | 0.06% | −9−0.3% | Reduced |
| Legacy Financial Group, Inc. | 2,839 | $463.2K | 0.26% | −85−2.9% | Reduced |
| Truepoint, Inc. | 2,843 | $463.8K | 0.02% | +1,001+54.3% | Added |
| Ssi Investment Management LLC | 2,851 | $465.2K | 0.03% | −738−20.6% | Reduced |
| Pacifica Partners Inc. | 2,797 | $466.9K | 0.28% | −3−0.1% | Reduced |
| Better Money Decisions, LLC | 2,867 | $467.8K | 0.39% | −7−0.2% | Reduced |
| Morton Capital Management LLC | 2,874 | $468.9K | 0.17% | +217+8.2% | Added |
| Frisch Financial Group, Inc. | 2,878 | $470.0K | 0.18% | +551+23.7% | Added |
| Aua Capital Management, LLC | 2,883 | $470.4K | 0.32% | 00.0% | Unchanged |
| Ellerson Group Inc | 2,885 | $470.7K | 0.51% | −472−14.1% | Reduced |
| Yoder Wealth Management, Inc. | 2,890 | $471.5K | 0.39% | +2,890 | New |
| Trust Co | 2,891 | $471.7K | 0.07% | −10.0% | Reduced |
| KWB Wealth | 2,631 | $472.3K | 0.09% | +840+46.9% | Added |
| Interchange Capital Partners, LLC | 2,877 | $473.1K | 0.26% | +999+53.2% | Added |
| Hartford Funds Management Co LLC | 2,902 | $473.6K | 0.05% | +551+23.4% | Added |
| Sunflower Bank, N.A. | 2,925 | $477.2K | 0.11% | +145+5.2% | Added |
| Opal Wealth Advisors, LLC | 2,934 | $478.7K | 0.28% | +822+38.9% | Added |
| Old North State Trust, LLC | 2,940 | $480.0K | 0.33% | −2,988−50.4% | Reduced |
| Rather & Kittrell, Inc. | 2,957 | $482.5K | 0.22% | −277−8.6% | Reduced |
| Western Financial Corp | 2,958 | $482.6K | 0.34% | −1,368−31.6% | Reduced |
| Strategic Investment Solutions, Inc. | 2,962 | $483.4K | 0.09% | +7+0.2% | Added |
| HFR Wealth Management, LLC | 2,968 | $484.0K | 0.14% | −148−4.7% | Reduced |
| Fountainhead AM, LLC | 2,969 | $484.4K | 0.19% | +14+0.5% | Added |
| Gries Financial LLC | 2,970 | $484.6K | 0.14% | −553−15.7% | Reduced |
| Compton Financial Group, LLC | 2,977 | $485.7K | 0.19% | 00.0% | Unchanged |