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 |
|---|---|---|---|---|---|
| Arden Trust Co | 24,543 | $4.00M | 0.72% | −992−3.9% | Reduced |
| Wafra Inc. | 24,530 | $4.00M | 0.14% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 24,452 | $3.99M | 2.21% | +177+0.7% | Added |
| Davidson Trust Co | 24,417 | $3.98M | 3.07% | +17,967+278.6% | Added |
| Investmark Advisory Group LLC | 24,371 | $3.98M | 2.92% | +1,033+4.4% | Added |
| Lake Street Advisors Group, LLC | 24,293 | $3.96M | 0.24% | +720+3.1% | Added |
| Fundamentun, LLC | 24,292 | $3.96M | 0.67% | +451+1.9% | Added |
| Independent Wealth Network Inc. | 24,245 | $3.96M | 2.53% | +213+0.9% | Added |
| Independent Financial Group, LLC | 24,228 | $3.95M | 0.32% | +2,405+11.0% | Added |
| Chase Investment Counsel Corp | 24,151 | $3.94M | 2.18% | +93+0.4% | Added |
| Reik & Co., LLC | 24,088 | $3.93M | 1.16% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 24,062 | $3.93M | 0.20% | −2,329−8.8% | Reduced |
| Little House Capital LLC | 24,035 | $3.92M | 1.85% | +3,743+18.4% | Added |
| VeraBank, N.A. | 24,032 | $3.92M | 1.83% | −631−2.6% | Reduced |
| West Family Investments, Inc. | 24,000 | $3.92M | 1.55% | −4,436−15.6% | Reduced |
| Asset Dedication, LLC | 23,920 | $3.91M | 0.36% | −1,682−6.6% | Reduced |
| Boltwood Capital Management | 23,944 | $3.91M | 1.46% | +244+1.0% | Added |
| Nwam LLC | 23,941 | $3.91M | 0.40% | −2,335−8.9% | Reduced |
| Signaturefd, LLC | 23,899 | $3.90M | 0.11% | +2,009+9.2% | Added |
| Davis R M Inc | 23,883 | $3.90M | 0.10% | +800+3.5% | Added |
| PEAK6 Investments LLC | 23,790 | $3.88M | 0.25% | −4,237−15.1% | Reduced |
| Cornerstone Wealth Group, LLC | 23,783 | $3.88M | 0.69% | −813−3.3% | Reduced |
| Douglass Winthrop Advisors, LLC | 23,768 | $3.88M | 0.10% | +1,065+4.7% | Added |
| Sage Investment Advisers LLC | 23,759 | $3.88M | 5.18% | −33−0.1% | Reduced |
| Hudson Value Partners, LLC | 23,758 | $3.88M | 2.21% | +164+0.7% | Added |
| MidWestOne Financial Group, Inc. | 23,747 | $3.87M | 0.88% | +4,983+26.6% | Added |
| Warren Averett Asset Management, LLC | 23,660 | $3.86M | 0.20% | +4,388+22.8% | Added |
| Bell & Brown Wealth Advisors, LLC | 23,647 | $3.86M | 2.06% | −158−0.7% | Reduced |
| Builder Investment Group Inc | 23,600 | $3.85M | 1.68% | −1,145−4.6% | Reduced |
| Proequities, Inc. | 23,479 | $3.83M | 0.30% | +934+4.1% | Added |
| Moloney Securities Asset Management, LLC | 23,479 | $3.83M | 0.71% | −3,764−13.8% | Reduced |
| Legacy Advisors, LLC | 23,408 | $3.82M | 0.70% | +2,991+14.6% | Added |
| FLC Capital Advisors | 23,303 | $3.80M | 1.16% | −130−0.6% | Reduced |
| Mission Creek Capital Partners, Inc. | 23,217 | $3.79M | 1.29% | +809+3.6% | Added |
| Signature Wealth Management Group | 23,200 | $3.79M | 1.80% | −81−0.3% | Reduced |
| Greatmark Investment Partners, Inc. | 23,110 | $3.77M | 0.67% | −35−0.2% | Reduced |
| Cigna Investments Inc | 23,088 | $3.77M | 0.75% | −531−2.2% | Reduced |
| Wright Investors Service Inc | 23,071 | $3.76M | 1.07% | −373−1.6% | Reduced |
| Bridge Creek Capital Management LLC | 23,027 | $3.76M | 1.41% | −190−0.8% | Reduced |
| Arlington Financial Advisors, LLC | 22,951 | $3.74M | 1.44% | −2,334−9.2% | Reduced |
| Checchi Capital Advisers, LLC | 22,918 | $3.74M | 0.36% | −87−0.4% | Reduced |
| Diligent Investors, LLC | 22,857 | $3.73M | 1.15% | +2,195+10.6% | Added |
| RKL Wealth Management LLC | 22,842 | $3.73M | 0.47% | −703−3.0% | Reduced |
| Capital Investment Advisory Services, LLC | 22,829 | $3.72M | 0.44% | −610−2.6% | Reduced |
| Flagship Harbor Advisors, LLC | 22,739 | $3.71M | 0.35% | +56+0.2% | Added |
| TTP Investments, Inc. | 22,730 | $3.71M | 2.99% | +3,480+18.1% | Added |
| Brookmont Capital Management | 22,728 | $3.71M | 2.33% | +71+0.3% | Added |
| EHP Funds Inc. | 22,700 | $3.70M | 0.81% | −3,900−14.7% | Reduced |
| Kinloch Capital, LLC | 22,677 | $3.70M | 2.16% | −5,020−18.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 22,658 | $3.70M | 0.04% | −45,541−66.8% | Reduced |
| Kelly Lawrence W & Associates Inc | 22,552 | $3.68M | 1.00% | +35+0.2% | Added |
| Financial Advisory Partners, LLC | 22,426 | $3.66M | 1.45% | +3,365+17.7% | Added |
| Liberty Wealth Management LLC | 22,289 | $3.66M | 0.75% | +22,289 | New |
| Selway Asset Management | 22,360 | $3.65M | 1.75% | +50+0.2% | Added |
| Eudaimonia Partners, LLC | 22,345 | $3.65M | 0.88% | −8,832−28.3% | Reduced |
| Rench Wealth Management, Inc. | 22,266 | $3.63M | 1.74% | −40−0.2% | Reduced |
| Pathway Financial Advisers, LLC | 22,223 | $3.63M | 1.46% | −3,494−13.6% | Reduced |
| Gifford Fong Associates | 22,200 | $3.62M | 0.95% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 22,185 | $3.62M | 0.29% | +779+3.6% | Added |
| Clarus Group, Inc. | 22,163 | $3.62M | 3.39% | −421−1.9% | Reduced |
| Westfield Capital Management Co LP | 22,077 | $3.60M | 0.03% | +22,077 | New |
| Webster Bank, N. A. | 22,050 | $3.60M | 0.47% | −482−2.1% | Reduced |
| IFP Advisors, Inc | 33,898 | $3.60M | 0.17% | −21,511−38.8% | Reduced |
| Norway Savings Bank | 22,005 | $3.59M | 1.81% | −307−1.4% | Reduced |
| Arkadios Wealth Advisors | 22,002 | $3.59M | 0.43% | +5,229+31.2% | Added |
| Ruffer LLP | 22,000 | $3.59M | 0.12% | 00.0% | Unchanged |
| Choate Investment Advisors | 21,904 | $3.57M | 0.17% | +7,885+56.2% | Added |
| White Pine Capital LLC | 21,866 | $3.57M | 1.39% | −789−3.5% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 21,853 | $3.57M | 1.08% | −3,145−12.6% | Reduced |
| Money Concepts Capital Corp | 21,560 | $3.56M | 0.20% | −11,198−34.2% | Reduced |
| Beaton Management Co. Inc. | 21,801 | $3.56M | 2.40% | −160−0.7% | Reduced |
| Herold Advisors, Inc. | 21,756 | $3.55M | 1.23% | +657+3.1% | Added |
| Global Financial Private Client, LLC | 20,758 | $3.53M | 1.82% | +1,243+6.4% | Added |
| Parsec Financial Management, Inc. | 21,596 | $3.52M | 0.15% | +326+1.5% | Added |
| Whalerock Point Partners, LLC | 21,582 | $3.52M | 1.31% | +405+1.9% | Added |
| Bank of New Hampshire | 21,581 | $3.52M | 1.06% | +205+1.0% | Added |
| Fund Management at Engine No. 1 LLC | 21,575 | $3.52M | 0.71% | +1,991+10.2% | Added |
| Bank Ozk | 21,562 | $3.52M | 1.74% | −790−3.5% | Reduced |
| Geneva Partners, LLC | 21,559 | $3.52M | 3.01% | −5,889−21.5% | Reduced |
| True North Advisors, LLC | 21,461 | $3.50M | 1.04% | +640+3.1% | Added |
| Mather Group, LLC. | 21,420 | $3.49M | 0.06% | +5,209+32.1% | Added |
| M Holdings Securities, Inc. | 21,417 | $3.49M | 0.36% | −6,393−23.0% | Reduced |
| Cutter & CO Brokerage, Inc. | 21,406 | $3.49M | 1.09% | −234−1.1% | Reduced |
| GHP Investment Advisors, Inc. | 21,351 | $3.48M | 0.22% | −1,070−4.8% | Reduced |
| G&S Capital LLC | 21,324 | $3.48M | 1.54% | +402+1.9% | Added |
| Coerente Capital Management | 21,319 | $3.48M | 0.78% | −270−1.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 21,309 | $3.48M | 1.08% | −398−1.8% | Reduced |
| LCNB Corp | 21,241 | $3.47M | 1.57% | −1,423−6.3% | Reduced |
| Fidelis Capital Partners, LLC | 21,618 | $3.46M | 1.47% | +7,663+54.9% | Added |
| Threadgill Financial, LLC | 21,208 | $3.46M | 4.23% | +3,700+21.1% | Added |
| Enterprise Bank & Trust Co | 21,177 | $3.46M | 1.49% | +1,230+6.2% | Added |
| Smithfield Trust Co | 21,171 | $3.46M | 0.22% | +684+3.3% | Added |
| StrongBox Wealth, LLC | 21,124 | $3.45M | 2.31% | +4,970+30.8% | Added |
| Advisors Management Group Inc | 21,097 | $3.44M | 1.10% | −188−0.9% | Reduced |
| Massachusetts Wealth Management | 21,082 | $3.44M | 3.55% | −1,950−8.5% | Reduced |
| CAPROCK Group, Inc. | 21,075 | $3.44M | 0.27% | +9,031+75.0% | Added |
| McKinley Carter Wealth Services, Inc. | 21,074 | $3.44M | 0.27% | +1,072+5.4% | Added |
| YHB Investment Advisors, Inc. | 21,069 | $3.44M | 0.34% | +768+3.8% | Added |
| RB Capital Management, LLC | 21,063 | $3.44M | 1.12% | +831+4.1% | Added |
| DT Investment Partners, LLC | 20,536 | $3.43M | 0.42% | +496+2.5% | Added |