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 |
|---|---|---|---|---|---|
| Executive Wealth Management, LLC | 18,150 | $2.96M | 0.33% | +11,820+186.7% | Added |
| Capital Markets Trading UK LLP | 18,076 | $2.95M | 6.44% | +18,076 | New |
| Aptus Capital Advisors, LLC | 18,064 | $2.95M | 0.08% | −38,763−68.2% | Reduced |
| GFS Advisors, LLC | 18,053 | $2.95M | 0.68% | −25−0.1% | Reduced |
| Providence Capital Advisors, LLC | 17,978 | $2.93M | 0.78% | −130−0.7% | Reduced |
| Bridgeway Capital Management, LLC | 17,928 | $2.93M | 0.08% | −11,794−39.7% | Reduced |
| Garrett Investment Advisors LLC | 17,877 | $2.92M | 0.46% | +1,529+9.4% | Added |
| Hudock, Inc. | 17,833 | $2.91M | 0.71% | −2,256−11.2% | Reduced |
| HCR Wealth Advisors | 17,720 | $2.89M | 0.57% | −575−3.1% | Reduced |
| Cornerstone Advisors, LLC | 17,700 | $2.89M | 0.13% | 00.0% | Unchanged |
| Bangor Savings Bank | 17,673 | $2.88M | 0.34% | −426−2.4% | Reduced |
| Meritage Portfolio Management | 17,613 | $2.87M | 0.22% | −12,723−41.9% | Reduced |
| Strategic Blueprint, LLC | 17,579 | $2.87M | 0.30% | +975+5.9% | Added |
| Cyndeo Wealth Partners, LLC | 17,573 | $2.87M | 0.31% | +349+2.0% | Added |
| Atlantic Trust, LLC | 17,538 | $2.86M | 0.91% | +7,477+74.3% | Added |
| apricus wealth, LLC | 17,505 | $2.86M | 2.60% | +435+2.5% | Added |
| Wealth Alliance Advisory Group, LLC | 17,481 | $2.85M | 1.07% | −3,108−15.1% | Reduced |
| Teamwork Financial Advisors, LLC | 17,413 | $2.84M | 0.53% | −20,978−54.6% | Reduced |
| Fort Point Capital Partners LLC | 17,387 | $2.84M | 0.46% | +216+1.3% | Added |
| Capital Asset Advisory Services LLC | 17,373 | $2.83M | 0.21% | +781+4.7% | Added |
| Columbia Trust Co 01012016 | 17,359 | $2.83M | 1.64% | −1,010−5.5% | Reduced |
| Burney Co | 17,339 | $2.83M | 0.14% | +103+0.6% | Added |
| Fiduciary Group LLC | 17,313 | $2.82M | 0.37% | −265−1.5% | Reduced |
| Rehmann Capital Advisory Group | 17,298 | $2.82M | 0.27% | −290−1.6% | Reduced |
| Shufro Rose & Co LLC | 17,287 | $2.82M | 0.26% | −666−3.7% | Reduced |
| IMA Wealth, Inc. | 17,270 | $2.82M | 0.73% | +25+0.1% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 17,252 | $2.81M | 0.61% | −50.0% | Reduced |
| Independence Bank of Kentucky | 17,160 | $2.80M | 1.22% | +50+0.3% | Added |
| Wilkinson Global Asset Management LLC | 17,132 | $2.80M | 0.22% | 00.0% | Unchanged |
| South Street Advisors LLC | 17,130 | $2.79M | 0.57% | +1,500+9.6% | Added |
| Albion Financial Group | 17,129 | $2.79M | 0.26% | −424−2.4% | Reduced |
| Greenwood Capital Associates LLC | 17,068 | $2.78M | 0.40% | +2,739+19.1% | Added |
| Family Management Corp | 17,065 | $2.78M | 0.64% | −758−4.3% | Reduced |
| Syntal Capital Partners, LLC | 17,040 | $2.78M | 1.02% | +457+2.8% | Added |
| Joel Isaacson & Co., LLC | 17,015 | $2.78M | 0.20% | −1,185−6.5% | Reduced |
| Sterling Investment Management, Inc. | 17,007 | $2.77M | 2.21% | −264−1.5% | Reduced |
| WealthTrust Axiom LLC | 16,959 | $2.77M | 0.94% | +107+0.6% | Added |
| Benin Management CORP | 16,953 | $2.77M | 1.05% | +100+0.6% | Added |
| Brighton Jones LLC | 16,934 | $2.76M | 0.16% | +819+5.1% | Added |
| Harbour Investments, Inc. | 16,912 | $2.76M | 0.15% | −281−1.6% | Reduced |
| Cohen Capital Management, Inc. | 16,908 | $2.76M | 0.56% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 16,888 | $2.76M | 0.81% | +1,750+11.6% | Added |
| CFM Wealth Partners LLC | 16,877 | $2.75M | 0.76% | +174+1.0% | Added |
| United Capital Management of KS, Inc. | 16,854 | $2.75M | 1.02% | +16,854 | New |
| Finer Wealth Management, Inc. | 16,799 | $2.74M | 2.32% | +598+3.7% | Added |
| Bank of Stockton | 16,767 | $2.74M | 0.95% | −908−5.1% | Reduced |
| Arrow Financial Corp | 16,724 | $2.73M | 0.36% | −2,334−12.2% | Reduced |
| Navellier & Associates Inc | 16,706 | $2.73M | 0.57% | −692−4.0% | Reduced |
| Marcum Wealth, LLC | 16,686 | $2.72M | 0.34% | +88+0.5% | Added |
| Chicago Partners Investment Group LLC | 15,876 | $2.72M | 0.16% | +409+2.6% | Added |
| AdvisorNet Financial, Inc | 16,642 | $2.72M | 0.25% | +1,843+12.5% | Added |
| CoreFirst Bank & Trust | 16,638 | $2.71M | 1.98% | −400−2.3% | Reduced |
| Private Capital Advisors, Inc. | 16,603 | $2.71M | 0.51% | −19−0.1% | Reduced |
| Redwood Investment Management, LLC | 16,494 | $2.69M | 0.29% | +5,842+54.8% | Added |
| GSB Wealth Management, LLC | 16,488 | $2.69M | 0.88% | −4,642−22.0% | Reduced |
| Certified Advisory Corp | 16,466 | $2.69M | 0.48% | +585+3.7% | Added |
| Quadrant Private Wealth Management, LLC | 16,422 | $2.68M | 0.84% | +180+1.1% | Added |
| Smith, Moore & Co. | 16,414 | $2.68M | 0.36% | +1,086+7.1% | Added |
| Daymark Wealth Partners, LLC | 16,412 | $2.68M | 0.36% | +5,739+53.8% | Added |
| Washington Trust Bank | 16,392 | $2.67M | 0.29% | −207−1.2% | Reduced |
| First United Bank Trust | 16,340 | $2.67M | 1.25% | +209+1.3% | Added |
| Woodard & Co Asset Management Group Inc | 16,330 | $2.66M | 0.93% | +492+3.1% | Added |
| Raab & Moskowitz Asset Management LLC | 16,327 | $2.66M | 0.97% | +212+1.3% | Added |
| Wimmer Associates 1, LLC | 16,937 | $2.66M | 1.70% | −153−0.9% | Reduced |
| Centaurus Financial, Inc. | 16,312 | $2.66M | 0.21% | +1,142+7.5% | Added |
| Resurgent Financial Advisors LLC | 16,268 | $2.65M | 1.79% | −247−1.5% | Reduced |
| Accurate Wealth Management, LLC | 15,682 | $2.64M | 0.91% | +4,454+39.7% | Added |
| TCWP LLC | 16,170 | $2.64M | 0.50% | −490−2.9% | Reduced |
| Van Cleef Asset Management,Inc | 16,162 | $2.64M | 0.41% | −99−0.6% | Reduced |
| Edmp, Inc. | 16,146 | $2.63M | 2.64% | −289−1.8% | Reduced |
| Triangle Securities Wealth Management | 16,135 | $2.63M | 0.94% | −463−2.8% | Reduced |
| Hedeker Wealth, LLC | 16,133 | $2.63M | 0.94% | +713+4.6% | Added |
| Cohen Lawrence B | 16,116 | $2.63M | 1.77% | +1,707+11.8% | Added |
| Birch Hill Investment Advisors LLC | 16,092 | $2.63M | 0.16% | −280−1.7% | Reduced |
| Nicholas Hoffman & Company, LLC. | 16,087 | $2.62M | 0.24% | −538−3.2% | Reduced |
| Valmark Advisers, Inc. | 16,082 | $2.62M | 0.06% | +761+5.0% | Added |
| Studio Investment Management LLC | 16,033 | $2.62M | 0.79% | −816−4.8% | Reduced |
| Private Portfolio Partners LLC | 16,022 | $2.61M | 0.71% | −637−3.8% | Reduced |
| Mountain Capital Investment Advisors, Inc | 15,179 | $2.61M | 1.15% | +654+4.5% | Added |
| Iat Reinsurance Co Ltd. | 16,000 | $2.61M | 0.53% | 00.0% | Unchanged |
| XXEC, Inc. | 16,000 | $2.61M | 2.08% | +16,000 | New |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 16,612 | $2.61M | 1.19% | −615−3.6% | Reduced |
| Beck Bode, LLC | 15,986 | $2.61M | 0.64% | −25,911−61.8% | Reduced |
| Field & Main Bank | 15,959 | $2.60M | 1.55% | +128+0.8% | Added |
| Trust Co of Oklahoma | 15,945 | $2.60M | 1.02% | −78−0.5% | Reduced |
| Evanson Asset Management, LLC | 15,901 | $2.59M | 0.27% | −14−0.1% | Reduced |
| Delta Investment Management, LLC | 15,885 | $2.59M | 0.74% | +392+2.5% | Added |
| Charles Schwab Trust Co | 15,871 | $2.59M | 0.31% | −1,331−7.7% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 15,818 | $2.58M | 0.62% | −883−5.3% | Reduced |
| Nvest Financial, LLC | 15,803 | $2.58M | 2.68% | +454+3.0% | Added |
| CX Institutional | 15,210 | $2.58M | 0.14% | −67−0.4% | Reduced |
| Saxon Interests, Inc. | 15,754 | $2.57M | 1.45% | −1,435−8.3% | Reduced |
| Pavion Blue Capital, LLC | 15,745 | $2.57M | 1.58% | −2,325−12.9% | Reduced |
| Adirondack Trust Co | 15,725 | $2.57M | 1.30% | −201−1.3% | Reduced |
| Eads & Heald Wealth Management | 15,711 | $2.56M | 1.27% | +410+2.7% | Added |
| LGT Financial Advisors LLC | 15,682 | $2.56M | 4.76% | +2,511+19.1% | Added |
| Insight Inv LLC | 15,675 | $2.56M | 2.76% | +185+1.2% | Added |
| Delta Financial Advisors LLC | 15,653 | $2.55M | 1.23% | −211−1.3% | Reduced |
| Ironwood Investment Counsel, LLC | 15,632 | $2.55M | 0.61% | +1,021+7.0% | Added |
| Mitchell Capital Management Co | 15,629 | $2.55M | 0.63% | −13,737−46.8% | Reduced |