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 |
|---|---|---|---|---|---|
| Owen LaRue, LLC | 19,890 | $3.42M | 3.70% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 20,944 | $3.42M | 0.46% | −551−2.6% | Reduced |
| Perpetual Ltd | 20,937 | $3.42M | 0.03% | +20,937 | New |
| Benjamin Edwards Inc | 20,910 | $3.41M | 0.83% | +2,313+12.4% | Added |
| Lantz Financial LLC | 20,904 | $3.41M | 1.42% | +3,725+21.7% | Added |
| Patten Group, Inc. | 20,901 | $3.41M | 1.02% | +286+1.4% | Added |
| SYSTM Wealth Solutions LLC | 20,838 | $3.40M | 0.52% | −2,165−9.4% | Reduced |
| Wealthsource Partners, LLC | 20,830 | $3.40M | 0.23% | −279−1.3% | Reduced |
| Shoker Investment Counsel, Inc. | 20,824 | $3.40M | 1.48% | −32−0.2% | Reduced |
| Monetary Management Group Inc | 20,813 | $3.40M | 1.00% | −125−0.6% | Reduced |
| Brick & Kyle, Associates | 20,810 | $3.40M | 1.94% | +70+0.3% | Added |
| Continuum Advisory, LLC | 20,759 | $3.39M | 0.57% | +422+2.1% | Added |
| Cubist Systematic Strategies, LLC | 20,744 | $3.38M | 0.03% | −36,413−63.7% | Reduced |
| Solidarilty Wealth, LLC | 20,659 | $3.37M | 1.53% | +20,659 | New |
| Vectors Research Management, LLC | 20,633 | $3.37M | 0.87% | +569+2.8% | Added |
| Soltis Investment Advisors LLC | 20,512 | $3.35M | 0.43% | +2,262+12.4% | Added |
| Hutchinson Capital Management | 20,487 | $3.34M | 0.87% | +20.0% | Added |
| Philadelphia Trust Co | 20,472 | $3.34M | 0.34% | +75+0.4% | Added |
| Advisor Resource Council | 19,747 | $3.34M | 0.84% | +1,220+6.6% | Added |
| Fairview Capital Investment Management, LLC | 20,468 | $3.34M | 0.22% | −200−1.0% | Reduced |
| Armstrong Shaw Associates Inc | 20,392 | $3.33M | 3.27% | −473−2.3% | Reduced |
| Allen Capital Group, LLC | 20,368 | $3.32M | 0.63% | +17,210+545.0% | Added |
| Acropolis Investment Management, LLC | 20,316 | $3.31M | 0.27% | +396+2.0% | Added |
| Altrius Capital Management Inc | 20,268 | $3.31M | 1.01% | +286+1.4% | Added |
| Horst & Graben Wealth Management LLC | 20,255 | $3.31M | 0.82% | +23+0.1% | Added |
| Roundview Capital LLC | 20,176 | $3.29M | 0.34% | +570+2.9% | Added |
| Banco de Sabadell, S.A | 20,152 | $3.29M | 2.74% | +144+0.7% | Added |
| Capricorn Fund Managers Ltd | 20,141 | $3.29M | 1.00% | −58−0.3% | Reduced |
| Sippican Capital Advisors | 20,122 | $3.28M | 3.14% | −124−0.6% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $3.28M | 3.07% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 20,087 | $3.28M | 0.43% | +24+0.1% | Added |
| Dorsey & Whitney Trust CO LLC | 20,046 | $3.27M | 0.30% | −1,100−5.2% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 20,014 | $3.27M | 0.05% | 00.0% | Unchanged |
| United Fire Group Inc | 20,000 | $3.26M | 2.05% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 20,000 | $3.26M | 0.40% | +20,000 | New |
| Miracle Mile Advisors, LLC | 19,980 | $3.26M | 0.11% | +60+0.3% | Added |
| WP Advisors, LLC | 19,957 | $3.26M | 1.34% | −24−0.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 19,900 | $3.25M | 0.50% | −11,500−36.6% | Reduced |
| Middleton & Co Inc | 19,897 | $3.25M | 0.47% | −110−0.5% | Reduced |
| Investment Advisory Services Inc | 19,878 | $3.24M | 1.60% | +1,460+7.9% | Added |
| Mount Lucas Management LP | 19,845 | $3.24M | 1.10% | +928+4.9% | Added |
| WD Rutherford LLC | 19,844 | $3.24M | 2.28% | −50−0.3% | Reduced |
| SFMG, LLC | 19,796 | $3.23M | 0.35% | −1,092−5.2% | Reduced |
| Empire Financial Management Company, LLC | 19,793 | $3.23M | 1.32% | +19,793 | New |
| Waldron Private Wealth LLC | 19,779 | $3.23M | 0.16% | +905+4.8% | Added |
| Harbor Investment Advisory, LLC | 19,764 | $3.22M | 0.48% | −355−1.8% | Reduced |
| 180 Wealth Advisors, LLC | 19,724 | $3.22M | 0.75% | +261+1.3% | Added |
| Csenge Advisory Group | 19,711 | $3.22M | 0.23% | −838−4.1% | Reduced |
| Quadrant Capital Group LLC | 19,708 | $3.22M | 0.33% | +623+3.3% | Added |
| HNP Capital LLC | 19,706 | $3.22M | 0.90% | +456+2.4% | Added |
| Cohen Investment Advisors LLC | 19,699 | $3.21M | 2.54% | −369−1.8% | Reduced |
| Botty Investors LLC | 19,610 | $3.20M | 1.39% | 00.0% | Unchanged |
| Granite Investment Partners, LLC | 19,602 | $3.20M | 0.13% | 00.0% | Unchanged |
| LVW Advisors, LLC | 19,543 | $3.19M | 0.64% | −166−0.8% | Reduced |
| BNC Wealth Management, LLC | 19,504 | $3.18M | 1.78% | +6,703+52.4% | Added |
| Clarius Group, LLC | 19,475 | $3.18M | 0.27% | −1,290−6.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 19,464 | $3.18M | 0.04% | −29,313−60.1% | Reduced |
| Duff & Phelps Investment Management Co | 19,463 | $3.18M | 0.04% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 19,456 | $3.17M | 0.94% | −179−0.9% | Reduced |
| Jeppson Wealth Management, LLC | 19,445 | $3.17M | 1.38% | −1,305−6.3% | Reduced |
| Chapin Davis, Inc. | 19,406 | $3.17M | 1.64% | +3,202+19.8% | Added |
| Matrix Private Capital Group LLC | 19,356 | $3.16M | 2.19% | −56−0.3% | Reduced |
| Financial Sense Advisors, Inc. | 19,291 | $3.15M | 1.44% | +4,146+27.4% | Added |
| Boyd Watterson Asset Management LLC | 19,198 | $3.13M | 1.27% | +74+0.4% | Added |
| North Star Investment Management Corp. | 19,144 | $3.12M | 0.26% | +802+4.4% | Added |
| Pitcairn Co | 19,075 | $3.11M | 0.29% | +1,652+9.5% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 19,000 | $3.10M | 0.93% | 00.0% | Unchanged |
| West Oak Capital, LLC | 18,938 | $3.09M | 1.57% | −1,285−6.4% | Reduced |
| Cornerstone Wealth Management, LLC | 18,908 | $3.09M | 0.30% | +18,908 | New |
| Sculati Wealth Management, LLC | 18,904 | $3.08M | 1.64% | +736+4.1% | Added |
| Leonteq Securities AG | 18,877 | $3.08M | 0.28% | −505−2.6% | Reduced |
| Coastal Investment Advisors, Inc. | 18,844 | $3.07M | 0.75% | +475+2.6% | Added |
| Arbor Capital Management Inc | 18,268 | $3.07M | 2.49% | +193+1.1% | Added |
| Sit Investment Associates Inc | 18,832 | $3.07M | 0.08% | +1,040+5.8% | Added |
| Verus Capital Partners, LLC | 18,816 | $3.07M | 0.48% | +451+2.5% | Added |
| Old Port Advisors | 18,097 | $3.06M | 1.10% | −63−0.3% | Reduced |
| CNB Bank | 18,753 | $3.06M | 1.86% | +370+2.0% | Added |
| Laidlaw Wealth Management LLC | 18,691 | $3.05M | 0.62% | +956+5.4% | Added |
| Desjardins Global Asset Management Inc. | 18,659 | $3.04M | 0.38% | +6,207+49.8% | Added |
| Gables Capital Management Inc. | 18,630 | $3.04M | 2.12% | 00.0% | Unchanged |
| Aspiriant, LLC | 18,621 | $3.04M | 0.16% | +1,939+11.6% | Added |
| Chesapeake Wealth Management | 18,603 | $3.04M | 1.27% | +156+0.8% | Added |
| BDO Wealth Advisors, LLC | 18,588 | $3.03M | 0.37% | −1,723−8.5% | Reduced |
| Qtron Investments LLC | 18,573 | $3.03M | 0.62% | −3,870−17.2% | Reduced |
| Sigma Investment Counselors Inc | 18,550 | $3.03M | 0.23% | −920−4.7% | Reduced |
| Quantbot Technologies LP | 18,512 | $3.02M | 0.21% | +18,512 | New |
| Leelyn Smith, LLC | 18,488 | $3.02M | 0.77% | −30−0.2% | Reduced |
| Berkshire Bank | 18,474 | $3.01M | 0.90% | +15+0.1% | Added |
| Peoples Financial Services Corp. | 18,458 | $3.01M | 1.41% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 18,447 | $3.01M | 2.22% | −205−1.1% | Reduced |
| Marathon Capital Management | 18,440 | $3.01M | 0.74% | −243−1.3% | Reduced |
| Independent Solutions Wealth Management, LLC | 18,431 | $3.01M | 0.89% | +481+2.7% | Added |
| First Citizens Bank & Trust Co | 18,407 | $3.00M | 0.06% | −1,531−7.7% | Reduced |
| LS Investment Advisors, LLC | 18,396 | $3.00M | 0.56% | −3,740−16.9% | Reduced |
| TFG Advisers LLC | 18,384 | $3.00M | 1.45% | +835+4.8% | Added |
| McMillion Capital Management Inc | 18,321 | $2.99M | 2.82% | −1,484−7.5% | Reduced |
| Pettee Investors, Inc. | 18,315 | $2.99M | 1.43% | +215+1.2% | Added |
| Willis Johnson & Associates, Inc. | 18,274 | $2.98M | 0.35% | +1,524+9.1% | Added |
| Mystic Asset Management, Inc. | 18,236 | $2.98M | 1.64% | +10+0.1% | Added |
| Trustco Bank Corp N Y | 18,209 | $2.97M | 3.26% | −135−0.7% | Reduced |