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 |
|---|---|---|---|---|---|
| Well Done, LLC | 2,977 | $485.7K | 0.11% | −175−5.6% | Reduced |
| HBW Advisory Services LLC | 2,975 | $486.0K | 0.12% | −366−11.0% | Reduced |
| Princeton Capital Management LLC | 2,982 | $486.5K | 0.21% | −388−11.5% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 2,983 | $486.7K | 0.29% | −176−5.6% | Reduced |
| Wealth Architects, LLC | 2,990 | $487.8K | 0.09% | +156+5.5% | Added |
| Wela Strategies, Inc. | 2,993 | $488.3K | 0.26% | +521+21.1% | Added |
| Ashford Capital Management Inc | 2,996 | $488.8K | 0.07% | +326+12.2% | Added |
| Cabot Wealth Management Inc | 2,999 | $489.0K | 0.08% | +31+1.0% | Added |
| SPC Financial, Inc. | 2,998 | $489.2K | 0.06% | −8,553−74.0% | Reduced |
| Ocean Capital Management, LLC | 3,000 | $489.5K | 0.25% | 00.0% | Unchanged |
| Shay Capital LLC | 3,000 | $489.5K | 0.20% | +3,000 | New |
| Windsor Advisory Group, LLC | 3,000 | $489.5K | 1.17% | −324−9.7% | Reduced |
| Total Clarity Wealth Management, Inc. | 3,001 | $489.6K | 0.27% | −509−14.5% | Reduced |
| UMA Financial Services, Inc. | 2,888 | $492.8K | 0.13% | +2+0.1% | Added |
| TSFG, LLC | 3,021 | $493.0K | 0.18% | +5+0.2% | Added |
| Jag Capital Management, LLC | 3,027 | $493.9K | 0.06% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 3,027 | $494.0K | 0.29% | +51+1.7% | Added |
| King Wealth | 3,040 | $496.0K | 0.11% | +187+6.6% | Added |
| General Partner, Inc. | 2,994 | $496.2K | 0.44% | +79+2.7% | Added |
| Chemistry Wealth Management LLC | 3,042 | $496.3K | 0.17% | +19+0.6% | Added |
| Vista Capital Partners, Inc. | 3,050 | $497.6K | 0.07% | +286+10.3% | Added |
| BetterWealth, LLC | 3,061 | $499.4K | 0.20% | −40−1.3% | Reduced |
| Total Investment Management Inc | 3,063 | $499.8K | 0.10% | +8+0.3% | Added |
| American Trust | 3,083 | $503.0K | 0.04% | +131+4.4% | Added |
| XY Capital Ltd | 3,085 | $503.3K | 0.43% | +3,085 | New |
| Rede Wealth, LLC | 3,086 | $503.6K | 0.26% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 3,090 | $504.2K | 0.15% | +191+6.6% | Added |
| Disciplined Investments, LLC | 3,092 | $504.5K | 0.21% | +40+1.3% | Added |
| One Wealth Advisors, LLC | 3,099 | $505.6K | 0.12% | +334+12.1% | Added |
| Aj Wealth Strategies, LLC | 3,104 | $506.4K | 0.03% | +12+0.4% | Added |
| Redwood Financial Network Corp | 3,110 | $507.5K | 0.52% | +17+0.5% | Added |
| Sugarloaf Wealth Management, LLC | 3,113 | $508.0K | 0.12% | −314−9.2% | Reduced |
| Private Capital Management LLC | 3,119 | $508.9K | 0.15% | +422+15.6% | Added |
| Creative Financial Designs Inc | 3,132 | $510.9K | 0.07% | −1,085−25.7% | Reduced |
| Trail Ridge Investment Advisors, LLC | 3,140 | $512.3K | 0.33% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 3,146 | $513.3K | 0.31% | 00.0% | Unchanged |
| Valley National Advisers Inc | 3,007 | $516.0K | 0.09% | −68−2.2% | Reduced |
| Vance Wealth, Inc. | 3,164 | $516.3K | 0.28% | +558+21.4% | Added |
| RWM Asset Management, LLC | 3,170 | $517.2K | 0.11% | +718+29.3% | Added |
| KRS Capital Management, LLC | 3,179 | $518.6K | 0.58% | +1,300+69.2% | Added |
| Revolve Wealth Partners, LLC | 3,180 | $518.8K | 0.13% | −81−2.5% | Reduced |
| Accel Wealth Management | 3,186 | $519.8K | 0.21% | +79+2.5% | Added |
| JTC Employer Solutions Trusteee Ltd | 3,186 | $520.0K | 0.06% | 00.0% | Unchanged |
| Stillwater Investment Management, LLC | 3,188 | $520.2K | 0.14% | +30+0.9% | Added |
| Mason & Associates Inc | 3,193 | $521.0K | 0.16% | +8+0.3% | Added |
| Berger Financial Group, Inc | 3,198 | $521.7K | 0.06% | +189+6.3% | Added |
| Purus Wealth Management, LLC | 3,202 | $522.4K | 0.41% | +27+0.9% | Added |
| WESCAP Management Group, Inc. | 3,207 | $523.3K | 0.18% | −31−1.0% | Reduced |
| Lingohr & Partner Asset Management GmbH | 3,220 | $525.0K | 1.34% | +720+28.8% | Added |
| MinichMacGregor Wealth Management, LLC | 3,223 | $525.9K | 0.17% | −47−1.4% | Reduced |
| Ameliora Wealth Management Ltd. | 3,244 | $529.3K | 0.31% | +268+9.0% | Added |
| Kahn Brothers Group Inc | 3,248 | $530.0K | 0.08% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 3,263 | $532.4K | 0.61% | +455+16.2% | Added |
| Capital Insight Partners, LLC | 3,266 | $532.9K | 0.13% | +316+10.7% | Added |
| Clear Street Markets LLC | 3,267 | $533.0K | 0.15% | −80,931−96.1% | Reduced |
| Axiom Advisory, LLC | 3,140 | $533.7K | 0.51% | +29+0.9% | Added |
| Financial Synergies Wealth Advisors, Inc. | 3,275 | $534.4K | 0.08% | +490+17.6% | Added |
| Peachtree Investment Partners, LLC | 3,276 | $534.5K | 0.33% | −53−1.6% | Reduced |
| Addison Capital Co | 3,276 | $535.0K | 0.40% | +16+0.5% | Added |
| Zhang Financial LLC | 3,279 | $535.0K | 0.06% | −215−6.2% | Reduced |
| Wrapmanager Inc | 3,284 | $535.8K | 0.16% | −23−0.7% | Reduced |
| Legacy Trust | 3,288 | $536.5K | 0.16% | +1,746+113.2% | Added |
| Lanham O'Dell & Company, Inc. | 3,292 | $537.1K | 0.59% | −369−10.1% | Reduced |
| Contravisory Investment Management, Inc. | 3,302 | $538.8K | 0.15% | −49−1.5% | Reduced |
| Paulson Wealth Management Inc. | 3,303 | $538.9K | 0.24% | +111+3.5% | Added |
| Barnes Pettey Financial Advisors, LLC | 3,312 | $540.4K | 0.52% | +45+1.4% | Added |
| E Fund Management Co., Ltd. | 3,314 | $541.0K | 0.04% | −131−3.8% | Reduced |
| Machina Capital S.A.S. | 3,320 | $541.7K | 0.48% | +3,320 | New |
| State of Wyoming | 3,331 | $543.5K | 0.17% | −70−2.1% | Reduced |
| Rock Point Advisors, LLC | 3,335 | $544.0K | 0.18% | −280−7.7% | Reduced |
| New Republic Capital, LLC | 3,340 | $545.0K | 0.41% | +1,105+49.4% | Added |
| Occidental Asset Management, LLC | 3,347 | $546.1K | 0.14% | +312+10.3% | Added |
| Latitude Advisors, LLC | 3,348 | $546.3K | 0.39% | +362+12.1% | Added |
| Wedge Capital Management L L P | 3,360 | $548.2K | 0.01% | −214−6.0% | Reduced |
| Cambria Investment Management, L.P. | 3,364 | $548.9K | 0.05% | −2,668−44.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 3,369 | $549.6K | 0.29% | +343+11.3% | Added |
| Evermay Wealth Management LLC | 3,373 | $550.3K | 0.11% | +297+9.7% | Added |
| A. D. Beadell Investment Counsel, Inc. | 3,383 | $551.0K | 0.50% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 3,380 | $551.5K | 0.59% | −226−6.3% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 3,383 | $552.0K | 0.48% | +230+7.3% | Added |
| Avant Capital LLC | 3,389 | $552.9K | 0.64% | +24+0.7% | Added |
| Halbert Hargrove Global Advisors, LLC | 3,393 | $553.6K | 0.04% | +117+3.6% | Added |
| Beaird Harris Wealth Management, LLC | 3,402 | $555.1K | 0.10% | −160−4.5% | Reduced |
| Elmwood Wealth Management, Inc. | 3,403 | $555.2K | 0.26% | +10.0% | Added |
| Sage Rhino Capital LLC | 3,410 | $556.4K | 0.16% | −100−2.8% | Reduced |
| Winthrop Advisory Group LLC | 3,418 | $557.7K | 0.10% | +23+0.7% | Added |
| HC Advisors, LLC | 3,435 | $560.5K | 0.35% | +181+5.6% | Added |
| Dash Acquisitions Inc. | 3,454 | $563.6K | 0.26% | +109+3.3% | Added |
| Ironsides Asset Advisors, LLC | 3,455 | $563.7K | 0.26% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 3,460 | $564.5K | 0.05% | −107−3.0% | Reduced |
| Nikulski Financial, Inc. | 3,468 | $565.8K | 0.25% | −65−1.8% | Reduced |
| Intercontinental Wealth Advisors, LLC | 3,471 | $566.4K | 0.14% | +145+4.4% | Added |
| Gallacher Capital Management LLC | 3,480 | $567.8K | 0.34% | +3,480 | New |
| Chatham Capital Group, Inc. | 3,483 | $568.3K | 0.13% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 3,491 | $569.6K | 0.16% | +97+2.9% | Added |
| Riversedge Advisors, LLC | 3,493 | $569.9K | 0.17% | +3,493 | New |
| Accuvest Global Advisors | 3,496 | $570.0K | 0.26% | −16,462−82.5% | Reduced |
| Westwood Management Corp | 3,492 | $570.0K | 0.07% | 00.0% | Unchanged |
| Diversified, LLC | 3,494 | $570.1K | 0.20% | +11+0.3% | Added |
| Catalyst Wealth Management, LLC | 3,494 | $570.1K | 0.53% | +34+1.0% | Added |