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
- 3,272
- +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
- 1,468 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 | 4,311 | $298.0B |
| Q4 2025 | 3,993 | $223.3B |
| Q3 2025 | 3,802 | $225.3B |
| Q2 2025 | 3,707 | $189.0B |
| Q1 2025 | 3,825 | $222.9B |
| Q4 2024 | 3,764 | $194.0B |
| Q3 2024 | 3,487 | $198.0B |
| Q2 2024 | 3,510 | $214.0B |
| Q1 2024 | 3,522 | $212.7B |
| Q4 2023 | 3,477 | $200.3B |
| Q3 2023 | 3,338 | $222.6B |
| Q2 2023 | 3,285 | $205.0B |
| Q1 2023 | 3,272 | $217.1B |
| Q4 2022 | 3,288 | $243.6B |
| Q3 2022 | 3,056 | $195.7B |
| Q2 2022 | 3,060 | $198.4B |
| Q1 2022 | 3,070 | $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 |
|---|---|---|---|---|---|
| Telemus Capital, LLC | 35,917 | $5.86M | 0.52% | +21,729+153.2% | Added |
| Narwhal Capital Management | 35,725 | $5.83M | 0.73% | −63−0.2% | Reduced |
| Founders Capital Management | 35,711 | $5.83M | 4.46% | +137+0.4% | Added |
| Aigen Investment Management, LP | 35,653 | $5.82M | 0.80% | +35,653 | New |
| Edgestream Partners, L.P. | 35,621 | $5.81M | 0.64% | +25,179+241.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 35,371 | $5.77M | 0.60% | −268−0.8% | Reduced |
| Beverly Hills Private Wealth, LLC | 35,356 | $5.77M | 1.79% | +6,528+22.6% | Added |
| GQG Partners LLC | 35,275 | $5.76M | 0.02% | +3,763+11.9% | Added |
| Sandhill Capital Partners LLC | 35,249 | $5.75M | 0.55% | −924−2.6% | Reduced |
| Ameritas Advisory Services, LLC | 34,425 | $5.75M | 0.29% | −6,862−16.6% | Reduced |
| Cincinnati Financial Corp | 35,139 | $5.73M | 0.14% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 34,888 | $5.69M | 1.64% | +34,888 | New |
| Stratos Wealth Advisors, LLC | 34,828 | $5.68M | 0.44% | +58+0.2% | Added |
| Eagle Capital Management, LLC | 34,757 | $5.67M | 3.70% | −373−1.1% | Reduced |
| TRUE Private Wealth Advisors | 34,748 | $5.67M | 0.84% | +660+1.9% | Added |
| Fulton Bank, N.A. | 34,650 | $5.65M | 0.30% | +1,620+4.9% | Added |
| Perkins Coie Trust Co | 34,594 | $5.64M | 1.69% | +2,509+7.8% | Added |
| Garland Capital Management Inc | 34,416 | $5.62M | 3.82% | −202−0.6% | Reduced |
| Private Trust Co NA | 34,416 | $5.62M | 0.77% | +2,327+7.3% | Added |
| Imprint Wealth LLC | 34,572 | $5.61M | 3.69% | +34,572 | New |
| Opus Investment Management Inc | 34,400 | $5.61M | 2.03% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 34,364 | $5.61M | 0.67% | −520−1.5% | Reduced |
| Financial Advocates Investment Management | 34,313 | $5.60M | 0.43% | −1,870−5.2% | Reduced |
| Harbour Capital Advisors, LLC | 34,301 | $5.60M | 1.69% | −2,500−6.8% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 34,210 | $5.58M | 4.20% | +9,019+35.8% | Added |
| Destination Wealth Management | 34,184 | $5.58M | 0.21% | +851+2.6% | Added |
| Procyon Private Wealth Partners, LLC | 34,138 | $5.57M | 0.93% | +695+2.1% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 33,981 | $5.54M | 1.94% | −3,894−10.3% | Reduced |
| Hilltop Holdings Inc. | 33,961 | $5.54M | 0.75% | −15,191−30.9% | Reduced |
| Koshinski Asset Management, Inc. | 33,878 | $5.53M | 0.54% | −1,857−5.2% | Reduced |
| Fort Sheridan Advisors LLC | 33,828 | $5.52M | 1.40% | +2,970+9.6% | Added |
| Journey Advisory Group, LLC | 33,759 | $5.51M | 0.87% | −369−1.1% | Reduced |
| Institutional & Family Asset Management, LLC | 33,693 | $5.50M | 0.91% | −531−1.6% | Reduced |
| Strategic Advisors LLC | 33,688 | $5.50M | 1.11% | +1,607+5.0% | Added |
| Man Group plc | – | $5.47M | 0.02% | – | – |
| Pekin Hardy Strauss, Inc. | 33,510 | $5.47M | 0.85% | +146+0.4% | Added |
| Oliver Luxxe Assets LLC | 33,440 | $5.46M | 1.44% | −5,572−14.3% | Reduced |
| Laffer Tengler Investments | 33,324 | $5.44M | 1.47% | +5,051+17.9% | Added |
| Veriti Management LLC | 33,320 | $5.44M | 0.65% | +641+2.0% | Added |
| Principal Street Partners, LLC | 33,295 | $5.43M | 1.37% | −199−0.6% | Reduced |
| Concentric Wealth Management, LLC | 33,291 | $5.43M | 1.80% | +124+0.4% | Added |
| Colonial Trust Co | 33,178 | $5.41M | 1.38% | −758−2.2% | Reduced |
| J.W. Cole Advisors, Inc. | 32,960 | $5.38M | 0.38% | +2,116+6.9% | Added |
| Employees Retirement System of Texas | 32,920 | $5.37M | 0.08% | −325,057−90.8% | Reduced |
| Equitable Holdings, Inc. | 32,866 | $5.36M | 0.09% | +4,453+15.7% | Added |
| River Wealth Advisors LLC | 32,858 | $5.36M | 0.98% | +880+2.8% | Added |
| Penobscot Investment Management Company, Inc. | 32,674 | $5.33M | 0.93% | +2,160+7.1% | Added |
| Camden National Bank | 32,631 | $5.32M | 1.08% | +558+1.7% | Added |
| Investment Management of Virginia LLC | 32,555 | $5.31M | 1.01% | −70−0.2% | Reduced |
| Aldebaran Capital, LLC | 32,495 | $5.30M | 5.41% | +6,804+26.5% | Added |
| Inscription Capital, LLC | 32,442 | $5.29M | 1.40% | +555+1.7% | Added |
| Salem Investment Counselors Inc | 32,437 | $5.29M | 0.21% | −376−1.1% | Reduced |
| Trinity Legacy Partners, LLC | 32,408 | $5.29M | 1.99% | +428+1.3% | Added |
| Intrust Bank NA | 32,402 | $5.29M | 0.68% | +1,091+3.5% | Added |
| Columbia Asset Management | 32,393 | $5.29M | 1.20% | +737+2.3% | Added |
| DuPont Capital Management Corp | 32,376 | $5.28M | 0.25% | +260+0.8% | Added |
| Spring Capital Management, LLC | 32,283 | $5.27M | 4.24% | −26−0.1% | Reduced |
| Anchor Investment Management, LLC | 32,164 | $5.25M | 0.71% | +971+3.1% | Added |
| White Pine Investment CO | 32,134 | $5.24M | 1.88% | +133+0.4% | Added |
| Trivant Custom Portfolio Group, LLC | 32,093 | $5.24M | 3.74% | +32,093 | New |
| Cutler Group LP | 32,092 | $5.24M | 0.82% | −25,109−43.9% | Reduced |
| Resonant Capital Advisors, LLC | 31,979 | $5.22M | 0.59% | −787−2.4% | Reduced |
| Sunbelt Securities, Inc. | 32,112 | $5.21M | 0.84% | +4,490+16.3% | Added |
| Citizens Business Bank | 30,694 | $5.21M | 1.20% | −1,251−3.9% | Reduced |
| Financial Partners Group, LLC | 31,940 | $5.21M | 2.73% | +414+1.3% | Added |
| Red Door Wealth Management, LLC | 31,934 | $5.21M | 1.63% | +184+0.6% | Added |
| Nikko Asset Management Americas, Inc. | 30,630 | $5.20M | 0.06% | −3,225−9.5% | Reduced |
| DRW Securities, LLC | 31,726 | $5.18M | 0.76% | +23,704+295.5% | Added |
| Mairs & Power Inc | 31,550 | $5.15M | 0.06% | −3,619−10.3% | Reduced |
| Hengehold Capital Management LLC | 31,504 | $5.14M | 0.71% | −722−2.2% | Reduced |
| Fluent Financial, LLC | 31,328 | $5.11M | 3.50% | +17,943+134.1% | Added |
| Avantax Planning Partners, Inc. | 31,286 | $5.10M | 0.21% | +2,314+8.0% | Added |
| Azzad Asset Management Inc | 31,262 | $5.10M | 0.73% | +275+0.9% | Added |
| Argyle Capital Management Inc. | 31,157 | $5.08M | 1.79% | +1,940+6.6% | Added |
| CSS LLC | 31,075 | $5.07M | 0.38% | 00.0% | Unchanged |
| Retirement Group, LLC | 31,073 | $5.07M | 2.31% | −741−2.3% | Reduced |
| Spire Wealth Management | 31,029 | $5.06M | 0.20% | +4,784+18.2% | Added |
| Brendel Financial Advisors LLC | 30,829 | $5.03M | 3.72% | +30,829 | New |
| Peak Asset Management, LLC | 30,806 | $5.03M | 1.23% | −51−0.2% | Reduced |
| RFG Advisory, LLC | 30,801 | $5.03M | 0.25% | +2,395+8.4% | Added |
| Geneos Wealth Management Inc. | 30,775 | $5.02M | 0.30% | −4,682−13.2% | Reduced |
| Western Wealth Management, LLC | 30,741 | $5.02M | 0.47% | −1,394−4.3% | Reduced |
| Heritage Trust Co | 30,575 | $4.99M | 0.78% | −890−2.8% | Reduced |
| Clearstead Advisors, LLC | 30,562 | $4.99M | 0.36% | −2,826−8.5% | Reduced |
| Comerica Securities,inc. | 30,531 | $4.98M | 0.36% | −2,243−6.8% | Reduced |
| Meeder Advisory Services, Inc. | 30,404 | $4.96M | 0.57% | +1,003+3.4% | Added |
| Intrua Financial, LLC | 31,577 | $4.95M | 1.04% | −127−0.4% | Reduced |
| Change Path, LLC | 30,310 | $4.95M | 0.24% | +1,893+6.7% | Added |
| Mattern Wealth Management LLC | 30,288 | $4.94M | 1.64% | −88−0.3% | Reduced |
| Arete Wealth Advisors, LLC | 30,195 | $4.93M | 0.40% | +2,751+10.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 30,108 | $4.91M | 3.27% | +155+0.5% | Added |
| IronBridge Private Wealth, LLC | 30,080 | $4.91M | 3.14% | +412+1.4% | Added |
| Marble Harbor Investment Counsel, LLC | 30,079 | $4.91M | 0.64% | −37−0.1% | Reduced |
| Equitable Trust Co | 30,065 | $4.91M | 0.39% | +712+2.4% | Added |
| Meridian Wealth Management, LLC | 29,896 | $4.88M | 0.43% | −165−0.5% | Reduced |
| Cobblestone Capital Advisors LLC | 29,887 | $4.88M | 0.36% | −301−1.0% | Reduced |
| Financial & Tax Architects, LLC | 29,810 | $4.86M | 1.60% | +1,790+6.4% | Added |
| Ronald Blue Trust, Inc. | 27,075 | $4.86M | 0.08% | −576−2.1% | Reduced |
| Forum Financial Management, LP | 29,766 | $4.86M | 0.14% | −114−0.4% | Reduced |
| Graypoint LLC | 29,651 | $4.84M | 0.52% | −9,106−23.5% | Reduced |