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 |
|---|---|---|---|---|---|
| LexAurum Advisors, LLC | 3,498 | $570.7K | 0.19% | +12+0.3% | Added |
| Fca Corp | 3,500 | $571.1K | 0.21% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 3,500 | $571.1K | 0.27% | 00.0% | Unchanged |
| Hyperion Partners, LLC | 3,502 | $571.5K | 0.51% | +449+14.7% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 3,504 | $571.6K | 0.15% | +10.0% | Added |
| L.M. Kohn & Company | 3,507 | $572.1K | 0.24% | +73+2.1% | Added |
| Financial Consulate, Inc | 3,507 | $572.2K | 0.20% | +302+9.4% | Added |
| Connecticut Wealth Management, LLC | 3,510 | $572.7K | 0.04% | +221+6.7% | Added |
| RVW Wealth, LLC | 3,516 | $573.7K | 0.07% | −894−20.3% | Reduced |
| Client 1st Advisory Group, LLC | 3,518 | $574.0K | 0.31% | +668+23.4% | Added |
| Aspire Capital Advisors LLC | 3,524 | $575.0K | 0.30% | +12+0.3% | Added |
| MJP Associates Inc | 3,534 | $576.7K | 0.18% | +449+14.6% | Added |
| Spotlight Asset Group, Inc. | 3,329 | $577.0K | 0.57% | +3,329 | New |
| BCJ Capital Management, LLC | 3,547 | $578.7K | 0.05% | +638+21.9% | Added |
| Dempze Nancy E | 3,548 | $578.9K | 0.53% | −285−7.4% | Reduced |
| Tower Wealth Partners, Inc. | 3,549 | $579.1K | 0.48% | +25+0.7% | Added |
| ODonnell Financial Services, LLC | 3,550 | $579.2K | 1.03% | +78+2.2% | Added |
| SRS Capital Advisors, Inc. | 3,551 | $579.3K | 0.08% | +94+2.7% | Added |
| Sloy Dahl & Holst, LLC | 3,552 | $579.5K | 0.13% | +115+3.3% | Added |
| Green Square Capital Advisors LLC | 3,575 | $583.3K | 0.08% | +217+6.5% | Added |
| Provence Wealth Management Group | 3,584 | $584.8K | 0.39% | +637+21.6% | Added |
| Resolute Wealth Strategies, LLC | 3,597 | $587.0K | 0.50% | +3,597 | New |
| Vanguard Capital Wealth Advisors | 3,603 | $588.0K | 0.59% | +1,103+44.1% | Added |
| Grey Fox Wealth Advisors, LLC | 3,604 | $588.0K | 0.35% | −108−2.9% | Reduced |
| Van Leeuwen & Company, LLC | 3,604 | $588.0K | 0.39% | +56+1.6% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 3,605 | $588.2K | 0.09% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 3,453 | $588.8K | 0.60% | −232−6.3% | Reduced |
| First Financial Corp | 3,622 | $591.0K | 0.37% | −16−0.4% | Reduced |
| Carolinas Wealth Consulting LLC | 20,445 | $591.5K | 0.13% | +381+1.9% | Added |
| TCP Asset Management, LLC | 3,629 | $592.1K | 0.33% | −377−9.4% | Reduced |
| Charter Research & Investment Group, Inc. | 3,630 | $592.3K | 0.52% | 00.0% | Unchanged |
| Hartline Investment Corp | 3,631 | $592.4K | 0.12% | +230+6.8% | Added |
| SOL Capital Management CO | 3,634 | $592.9K | 0.10% | 00.0% | Unchanged |
| Carlson Capital Management | 3,641 | $594.0K | 0.04% | −30−0.8% | Reduced |
| LaSalle St. Investment Advisors, LLC | 3,652 | $595.0K | 0.26% | +1,071+41.5% | Added |
| Hohimer Wealth Management, LLC | 3,647 | $595.0K | 0.17% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 3,653 | $596.0K | 0.27% | +1,073+41.6% | Added |
| Blodgett Wealth Advisors, LLC | 3,665 | $598.0K | 0.69% | +34+0.9% | Added |
| JJJ Advisors Inc. | 3,474 | $599.1K | 0.17% | +63+1.8% | Added |
| Astoria Portfolio Advisors LLC. | 3,554 | $600.8K | 0.25% | +1,154+48.1% | Added |
| Vision Capital Management, Inc. | 3,683 | $600.9K | 0.11% | −847−18.7% | Reduced |
| First National Advisers, LLC | 3,692 | $602.0K | 0.68% | +333+9.9% | Added |
| Paragon Capital Management Ltd | 3,694 | $602.9K | 0.14% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 3,708 | $605.0K | 0.14% | +885+31.3% | Added |
| St. Louis Trust Co | 3,709 | $605.2K | 0.12% | 00.0% | Unchanged |
| David R. Rahn & Associates Inc. | 3,713 | $605.8K | 0.31% | −50−1.3% | Reduced |
| Lakewood Asset Management LLC | 3,713 | $605.9K | 0.50% | +2+0.1% | Added |
| Ten Capital Wealth Advisors, LLC | 3,724 | $607.6K | 0.20% | +704+23.3% | Added |
| Glassman Wealth Services | 3,733 | $609.1K | 0.11% | −569−13.2% | Reduced |
| Rice Hall James & Associates, LLC | 3,737 | $609.7K | 0.03% | 00.0% | Unchanged |
| BSW Wealth Partners | 3,738 | $609.8K | 0.12% | +101+2.8% | Added |
| Ruggaard & Associates LLC | 3,743 | $610.7K | 0.38% | +3,743 | New |
| Greenwich Wealth Management LLC | 3,744 | $611.0K | 0.07% | +10.0% | Added |
| Great Diamond Partners, LLC | 3,745 | $611.0K | 0.18% | +191+5.4% | Added |
| Tortoise Investment Management, LLC | 3,746 | $611.2K | 0.10% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 3,748 | $611.5K | 0.18% | +370+11.0% | Added |
| Capstone Financial Advisors, Inc. | 3,753 | $612.3K | 0.05% | +29+0.8% | Added |
| Crumly & Associates Inc. | 3,756 | $612.8K | 0.27% | +505+15.5% | Added |
| Meixler Investment Management, Ltd. | 3,758 | $613.2K | 0.60% | −15−0.4% | Reduced |
| Round Rock Advisors, LLC | 3,761 | $613.6K | 0.24% | −24−0.6% | Reduced |
| Bernardo Wealth Planning LLC | 3,774 | $615.9K | 0.26% | −36−0.9% | Reduced |
| Alpha Family Trust | 3,780 | $616.7K | 0.49% | +275+7.8% | Added |
| Affinity Capital Advisors, LLC | 3,791 | $618.6K | 0.19% | +38+1.0% | Added |
| Matthew Goff Investment Advisor, LLC | 3,793 | $618.9K | 0.15% | +753+24.8% | Added |
| Gerber Kawasaki Wealth & Investment Management | 3,812 | $622.0K | 0.05% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 2,872 | $623.7K | 0.38% | −2,722−48.7% | Reduced |
| Lebenthal Global Advisors, LLC | 3,826 | $624.2K | 0.19% | −159−4.0% | Reduced |
| Root Financial Partners, LLC | 3,832 | $625.2K | 0.45% | +3,832 | New |
| Smart Money Group LLC | 3,720 | $627.1K | 0.31% | −102−2.7% | Reduced |
| Helen Stephens Group, LLC | 3,850 | $628.1K | 0.33% | +526+15.8% | Added |
| WNY Asset Management, LLC | 3,851 | $628.3K | 0.15% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 3,853 | $629.0K | 0.11% | +732+23.5% | Added |
| Zullo Investment Group, Inc. | 3,855 | $629.1K | 0.39% | +115+3.1% | Added |
| Maryland Capital Advisors Inc. | 3,856 | $629.1K | 0.56% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 3,857 | $629.3K | 0.49% | −132−3.3% | Reduced |
| Pictet Bank & Trust Ltd | 3,860 | $629.8K | 0.44% | 00.0% | Unchanged |
| Golden Green, Inc. | 3,861 | $630.0K | 0.74% | −85−2.2% | Reduced |
| New Jersey Better Educational Savings Trust | 3,861 | $630.0K | 1.70% | 00.0% | Unchanged |
| Renasant Bank | 3,871 | $631.6K | 0.49% | +37+1.0% | Added |
| Costello Asset Management, INC | 3,873 | $631.9K | 0.65% | −160−4.0% | Reduced |
| Prosperity Financial Group, Inc. | 3,875 | $632.2K | 0.64% | +40+1.0% | Added |
| Roberts Glore & Co Inc | 3,892 | $635.0K | 0.21% | −263−6.3% | Reduced |
| Southland Equity Partners LLC | 3,903 | $636.8K | 0.25% | +253+6.9% | Added |
| Mill Creek Capital Advisors, LLC | 3,903 | $636.8K | 0.02% | −90−2.3% | Reduced |
| First National Bank of Hutchinson | 3,909 | $637.8K | 0.51% | −1,581−28.8% | Reduced |
| Octavia Wealth Advisors, LLC | 3,913 | $638.5K | 0.14% | −78−2.0% | Reduced |
| Sterling Investment Counsel, LLC | 3,923 | $640.1K | 0.38% | +50+1.3% | Added |
| Horan Capital Advisors, LLC. | 3,925 | $640.4K | 0.26% | −5−0.1% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 3,929 | $641.1K | 0.23% | −102−2.5% | Reduced |
| Elite Wealth Management, Inc. | 3,929 | $641.1K | 0.28% | 00.0% | Unchanged |
| Integrity Financial Corp | 3,930 | $641.2K | 0.53% | +2,708+221.6% | Added |
| Capital Square, LLC | 3,826 | $641.5K | 0.59% | +158+4.3% | Added |
| Red Lighthouse Investment Management, LLC | 3,935 | $642.0K | 0.31% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 3,940 | $643.0K | 0.05% | −163−4.0% | Reduced |
| JNBA Financial Advisors | 3,942 | $643.2K | 0.08% | −37−0.9% | Reduced |
| Dorchester Wealth Management Co | 3,950 | $644.5K | 0.13% | 00.0% | Unchanged |
| Kades & Cheifetz LLC | 3,950 | $644.6K | 0.51% | −82−2.0% | Reduced |
| Sovereign Financial Group, Inc. | 3,962 | $646.5K | 0.24% | +9+0.2% | Added |
| Icapital Wealth LLC | 3,963 | $646.6K | 0.44% | +1,145+40.6% | Added |
| Sweeney & Michel, LLC | 4,157 | $647.6K | 0.35% | +4,157 | New |