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 |
|---|---|---|---|---|---|
| First National Bank & Trust Co of Newtown | 29,557 | $4.82M | 1.07% | −116−0.4% | Reduced |
| Thompson Investment Management, Inc. | 29,491 | $4.81M | 0.81% | +275+0.9% | Added |
| Aull & Monroe Investment Management Corp | 29,477 | $4.81M | 2.45% | −300−1.0% | Reduced |
| Brooks, Moore & Associates, Inc. | 29,364 | $4.79M | 3.44% | +970+3.4% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 29,361 | $4.79M | 2.40% | +1,272+4.5% | Added |
| Mission Wealth Management, LP | 29,181 | $4.76M | 0.20% | +2,412+9.0% | Added |
| Ballentine Partners, LLC | 29,138 | $4.75M | 0.12% | +6,902+31.0% | Added |
| Yarbrough Capital, LLC | 29,107 | $4.75M | 0.39% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 29,081 | $4.74M | 0.66% | +167+0.6% | Added |
| McGinn Investment Management, Inc. | 29,012 | $4.73M | 3.60% | −8,364−22.4% | Reduced |
| Hudson Valley Investment Advisors Inc | 28,965 | $4.73M | 0.66% | +5,511+23.5% | Added |
| TCI Wealth Advisors, Inc. | 28,944 | $4.72M | 0.61% | +193+0.7% | Added |
| Murphy Pohlad Asset Management LLC | 28,757 | $4.69M | 1.94% | −3,215−10.1% | Reduced |
| Nations Financial Group Inc, | 28,662 | $4.68M | 0.49% | −16,109−36.0% | Reduced |
| Gateway Advisory, LLC | 28,556 | $4.66M | 1.04% | +24,571+616.6% | Added |
| Fairfield, Bush & Co. | 28,506 | $4.65M | 1.64% | −412−1.4% | Reduced |
| Segment Wealth Management, LLC | 28,454 | $4.64M | 0.53% | −1,028−3.5% | Reduced |
| Good Life Advisors, LLC | 28,443 | $4.64M | 0.59% | +408+1.5% | Added |
| Crescent Sterling, Ltd. | 28,329 | $4.62M | 4.49% | +1,709+6.4% | Added |
| Transcend Wealth Collective, LLC | 28,152 | $4.59M | 0.48% | +489+1.8% | Added |
| Huber Capital Management LLC | 28,100 | $4.58M | 1.13% | −8,300−22.8% | Reduced |
| Moneta Group Investment Advisors LLC | 28,049 | $4.58M | 0.11% | +3,040+12.2% | Added |
| Duncker Streett & Co Inc | 27,995 | $4.57M | 1.09% | −594−2.1% | Reduced |
| Capital Planning Advisors, LLC | 27,994 | $4.57M | 0.97% | −657−2.3% | Reduced |
| Lee Danner & Bass Inc | 27,967 | $4.56M | 0.42% | −851−3.0% | Reduced |
| Wills Financial Group, Inc. | 27,955 | $4.56M | 2.46% | +1,150+4.3% | Added |
| Pinkerton Retirement Specialists, LLC | 27,950 | $4.56M | 0.85% | +5,676+25.5% | Added |
| NEIRG Wealth Management, LLC | 27,905 | $4.55M | 0.79% | −452−1.6% | Reduced |
| Sittner & Nelson, LLC | 27,869 | $4.55M | 2.61% | −110−0.4% | Reduced |
| Canada Pension Plan Investment Board | 27,831 | $4.54M | 0.01% | −13,192−32.2% | Reduced |
| Headinvest, LLC | 27,829 | $4.54M | 1.00% | −513−1.8% | Reduced |
| Orleans Capital Management Corp | 27,731 | $4.52M | 3.34% | +25+0.1% | Added |
| MTM Investment Management, LLC | 27,629 | $4.51M | 2.31% | +188+0.7% | Added |
| Bradley Mark J. | 27,414 | $4.47M | 3.24% | +1,765+6.9% | Added |
| Buffington Mohr McNeal | 27,342 | $4.46M | 1.02% | −395−1.4% | Reduced |
| Arvest Trust Co N A | 27,210 | $4.44M | 0.28% | +2,030+8.1% | Added |
| Lynch Asset Management, Inc. | 27,150 | $4.43M | 3.18% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 27,135 | $4.43M | 1.25% | −446−1.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 27,054 | $4.41M | 0.30% | +216+0.8% | Added |
| Bath Savings Trust Co | 27,052 | $4.41M | 0.54% | +170+0.6% | Added |
| Mill Capital Management, LLC | 27,032 | $4.41M | 0.45% | −1,454−5.1% | Reduced |
| Keystone Financial Planning, Inc. | 27,009 | $4.41M | 1.50% | −512−1.9% | Reduced |
| Pacific Global Investment Management CO | 26,986 | $4.40M | 0.96% | −484−1.8% | Reduced |
| Radnor Capital Management, LLC | 26,958 | $4.40M | 1.16% | +6,230+30.1% | Added |
| Exeter Financial, LLC | 26,121 | $4.40M | 2.20% | −562−2.1% | Reduced |
| Eisler Capital (UK) Ltd. | 26,917 | $4.39M | 0.38% | +26,917 | New |
| StoneX Group Inc. | 26,906 | $4.39M | 0.48% | +2,243+9.1% | Added |
| Ritholtz Wealth Management | 26,888 | $4.39M | 0.22% | +41+0.2% | Added |
| Kidder Stephen W | 26,886 | $4.39M | 1.53% | +857+3.3% | Added |
| Pegasus Asset Management, Inc. | 26,837 | $4.38M | 2.17% | +274+1.0% | Added |
| Butensky & Cohen Financial Security, Inc | 26,780 | $4.37M | 1.58% | −92−0.3% | Reduced |
| Wealthcare Advisory Partners LLC | 26,767 | $4.37M | 0.19% | −1,165−4.2% | Reduced |
| Commerzbank Aktiengesellschaft | 26,635 | $4.35M | 0.23% | −14,721−35.6% | Reduced |
| Peoples Bank | 26,506 | $4.32M | 2.76% | −262−1.0% | Reduced |
| IHT Wealth Management, LLC | 26,486 | $4.32M | 0.25% | +2,875+12.2% | Added |
| Montecito Bank & Trust | 26,383 | $4.30M | 1.03% | −156−0.6% | Reduced |
| Engineers Gate Manager LP | 26,377 | $4.30M | 0.18% | +26,377 | New |
| Warren Street Wealth Advisors, LLC | 26,286 | $4.29M | 3.05% | +2,482+10.4% | Added |
| Ahrens Investment Partners LLC | 26,245 | $4.28M | 2.12% | −2,155−7.6% | Reduced |
| Laurel Wealth Advisors LLC | 26,194 | $4.27M | 0.91% | +933+3.7% | Added |
| Global Wealth Management Investment Advisory, Inc. | 26,152 | $4.27M | 1.28% | +795+3.1% | Added |
| ICA Group Wealth Management, LLC | 26,074 | $4.25M | 1.01% | −10.0% | Reduced |
| Financial Advisory Service, Inc. | 26,050 | $4.25M | 0.46% | −2,596−9.1% | Reduced |
| SlateStone Wealth, LLC | 26,020 | $4.25M | 0.88% | +201+0.8% | Added |
| Stanley-Laman Group, Ltd. | 26,008 | $4.24M | 0.76% | −4,076−13.5% | Reduced |
| Lee Johnson Capital Management, LLC | 26,008 | $4.24M | 4.38% | +10,988+73.2% | Added |
| NTV Asset Management LLC | 25,906 | $4.23M | 0.79% | +280+1.1% | Added |
| Old Mission Investment Co LLC | 25,868 | $4.22M | 1.65% | +517+2.0% | Added |
| Atlas Brown,Inc. | 25,835 | $4.22M | 1.94% | +146+0.6% | Added |
| USS Investment Management Ltd | 25,800 | $4.21M | 0.06% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 25,775 | $4.21M | 0.06% | +24,728+2,361.8% | Added |
| Prio Wealth Limited Partnership | 25,745 | $4.20M | 0.16% | −895−3.4% | Reduced |
| Monument Capital Management | 25,725 | $4.20M | 1.40% | −1,563−5.7% | Reduced |
| Consolidated Planning Corp | 25,712 | $4.20M | 1.09% | +2,202+9.4% | Added |
| Red Cedar Investment Management, LLC | 25,688 | $4.19M | 0.65% | +8,570+50.1% | Added |
| Foster & Motley Inc | 25,676 | $4.19M | 0.34% | −234−0.9% | Reduced |
| Naples Global Advisors, LLC | 25,621 | $4.18M | 0.52% | +706+2.8% | Added |
| Broderick Brian C | 25,607 | $4.18M | 1.17% | −175−0.7% | Reduced |
| Baugh & Associates, LLC | 25,227 | $4.17M | 2.67% | −415−1.6% | Reduced |
| Bill Few Associates, Inc. | 25,538 | $4.17M | 2.31% | −6,896−21.3% | Reduced |
| Ascent Group, LLC | 25,519 | $4.16M | 0.44% | −1,860−6.8% | Reduced |
| Keene & Associates, Inc. | 25,471 | $4.16M | 3.22% | +50.0% | Added |
| QV Investors Inc. | 25,447 | $4.15M | 0.39% | −1,420−5.3% | Reduced |
| Confluence Wealth Services, Inc. | 25,441 | $4.15M | 0.97% | +2,005+8.6% | Added |
| BFSG, LLC | 25,421 | $4.15M | 0.77% | +286+1.1% | Added |
| Van Hulzen Asset Management, LLC | 25,406 | $4.14M | 0.39% | −4,896−16.2% | Reduced |
| Easterly Investment Partners LLC | 25,386 | $4.14M | 0.37% | +8,659+51.8% | Added |
| Marketfield Asset Management LLC | 25,339 | $4.13M | 3.53% | 00.0% | Unchanged |
| Jacobs & Co | 25,247 | $4.12M | 0.51% | −3,162−11.1% | Reduced |
| Summit Financial Wealth Advisors, LLC | 25,222 | $4.12M | 0.98% | −763−2.9% | Reduced |
| PFG Advisors | 25,177 | $4.11M | 0.34% | +6,710+36.3% | Added |
| Auxier Asset Management | 25,119 | $4.10M | 0.71% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 25,092 | $4.09M | 0.74% | +1,154+4.8% | Added |
| Weatherly Asset Management L. P. | 25,025 | $4.08M | 0.53% | −150−0.6% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 22,665 | $4.07M | 1.02% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 24,886 | $4.06M | 0.04% | −1,021−3.9% | Reduced |
| Wahed Invest LLC | 24,812 | $4.05M | 1.75% | −175−0.7% | Reduced |
| Baker Avenue Asset Management, LP | 24,753 | $4.04M | 0.22% | −430−1.7% | Reduced |
| Pring Turner Capital Group Inc | 24,705 | $4.03M | 4.00% | +496+2.0% | Added |
| TCG Advisory Services, LLC | 24,588 | $4.01M | 0.85% | +1,619+7.0% | Added |