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 | 4,312 | $298.0B |
| Q4 2025 | 3,994 | $223.3B |
| Q3 2025 | 3,803 | $225.3B |
| Q2 2025 | 3,708 | $189.0B |
| Q1 2025 | 3,826 | $222.9B |
| Q4 2024 | 3,765 | $194.0B |
| Q3 2024 | 3,488 | $198.0B |
| Q2 2024 | 3,511 | $214.0B |
| Q1 2024 | 3,523 | $212.7B |
| Q4 2023 | 3,478 | $200.3B |
| Q3 2023 | 3,339 | $222.6B |
| Q2 2023 | 3,286 | $205.0B |
| Q1 2023 | 3,273 | $217.1B |
| Q4 2022 | 3,289 | $243.6B |
| Q3 2022 | 3,057 | $195.7B |
| Q2 2022 | 3,060 | $198.4B |
| Q1 2022 | 3,071 | $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 |
|---|---|---|---|---|---|
| Carnegie Capital Asset Management, LLC | 96,653 | $15.8M | 0.63% | +9,780+11.3% | Added |
| United Asset Strategies, Inc. | 96,652 | $15.8M | 2.08% | +312+0.3% | Added |
| Goelzer Investment Management, Inc. | 96,616 | $15.8M | 1.37% | −3,169−3.2% | Reduced |
| MAI Capital Management | 96,587 | $15.8M | 0.25% | +1,265+1.3% | Added |
| Linscomb & Williams, Inc. | 96,223 | $15.7M | 0.82% | −5,826−5.7% | Reduced |
| Bridges Investment Management Inc | 96,062 | $15.7M | 0.56% | +1,387+1.5% | Added |
| Bryn Mawr Trust Co | 95,143 | $15.5M | 0.69% | −154−0.2% | Reduced |
| Simmons Bank | 94,992 | $15.5M | 1.32% | +3,743+4.1% | Added |
| Prime Capital Investment Advisors, LLC | 94,590 | $15.4M | 0.63% | −55,385−36.9% | Reduced |
| MainStreet Investment Advisors LLC | 94,282 | $15.4M | 1.70% | +3,511+3.9% | Added |
| FDx Advisors, Inc. | 85,524 | $15.4M | 0.67% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 94,072 | $15.3M | 0.61% | +11,149+13.4% | Added |
| Howe & Rusling Inc | 93,805 | $15.3M | 1.82% | +4,194+4.7% | Added |
| Steel Peak Wealth Management LLC | 93,716 | $15.3M | 1.04% | +16,965+22.1% | Added |
| Tower Bridge Advisors | 93,670 | $15.3M | 1.25% | +221+0.2% | Added |
| Franklin Street Advisors Inc | 93,571 | $15.3M | 1.39% | +13,172+16.4% | Added |
| Osher Van de Voorde Investment Management | 93,455 | $15.2M | 4.23% | −195−0.2% | Reduced |
| Burton Enright Welch | 92,811 | $15.1M | 5.77% | −1,198−1.3% | Reduced |
| Applied Finance Capital Management, LLC | 92,760 | $15.1M | 1.88% | +1,386+1.5% | Added |
| Mayflower Financial Advisors, LLC | 92,377 | $15.1M | 1.98% | +264+0.3% | Added |
| Integrated Wealth Concepts LLC | 92,037 | $15.0M | 0.31% | +60,050+187.7% | Added |
| Woodmont Investment Counsel LLC | 91,769 | $15.0M | 1.61% | +2,905+3.3% | Added |
| Beese Fulmer Investment Management, Inc. | 91,568 | $14.9M | 1.71% | +1,076+1.2% | Added |
| PKO Investment Management Joint-Stock Co | 90,923 | $14.8M | 1.96% | +3,700+4.2% | Added |
| Crestwood Advisors Group LLC | 90,892 | $14.8M | 0.49% | −9,068−9.1% | Reduced |
| Two Sigma Advisers, LP | 90,800 | $14.8M | 0.04% | −184,700−67.0% | Reduced |
| Castle Rock Wealth Management, LLC | 92,953 | $14.8M | 5.28% | +533+0.6% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 90,055 | $14.7M | 0.51% | +1,951+2.2% | Added |
| CTC LLC | 89,722 | $14.6M | 0.46% | +89,722 | New |
| Prudential PLC | 89,238 | $14.6M | 0.17% | −987−1.1% | Reduced |
| Cohen & Steers, Inc. | 89,129 | $14.5M | 0.03% | +50,064+128.2% | Added |
| Richard C. Young & CO., LTD. | 89,010 | $14.5M | 2.00% | −454−0.5% | Reduced |
| Palisade Asset Management, LLC | 88,478 | $14.4M | 1.77% | −463−0.5% | Reduced |
| Kingsview Wealth Management, LLC | 88,074 | $14.4M | 0.60% | −125−0.1% | Reduced |
| Talbot Financial, LLC | 87,705 | $14.3M | 2.66% | +1,008+1.2% | Added |
| Estabrook Capital Management | 87,477 | $14.3M | 2.48% | −267−0.3% | Reduced |
| Winton Group Ltd | 87,157 | $14.2M | 0.87% | +67,648+346.8% | Added |
| CSM Advisors, LLC | 87,141 | $14.2M | 1.23% | +6,550+8.1% | Added |
| Jarislowsky, Fraser Ltd | 87,086 | $14.2M | 0.09% | −2,048−2.3% | Reduced |
| Parsons Capital Management Inc | 86,712 | $14.1M | 1.14% | +2,874+3.4% | Added |
| Maple Capital Management, Inc. | 86,393 | $14.1M | 1.72% | +3,243+3.9% | Added |
| Fort Pitt Capital Group, LLC | 85,612 | $14.0M | 0.54% | +5,110+6.3% | Added |
| RMB Capital Management, LLC | 84,777 | $13.8M | 0.48% | +13,827+19.5% | Added |
| Annex Advisory Services, LLC | 84,442 | $13.8M | 0.74% | +1,260+1.5% | Added |
| Azimuth Capital Investment Management LLC | 84,110 | $13.7M | 0.68% | −29,461−25.9% | Reduced |
| First American Bank | 83,844 | $13.7M | 1.25% | −761−0.9% | Reduced |
| Cheviot Value Management, LLC | 83,695 | $13.7M | 3.29% | +2,454+3.0% | Added |
| Exchange Traded Concepts, LLC | 83,715 | $13.7M | 0.37% | +7,970+10.5% | Added |
| Miramar Capital, LLC | 83,482 | $13.6M | 3.50% | +26,613+46.8% | Added |
| Eagle Global Advisors LLC | 83,056 | $13.6M | 0.91% | −328−0.4% | Reduced |
| First Financial Bank - Trust Division | 83,012 | $13.5M | 1.45% | −6,529−7.3% | Reduced |
| New Mexico Educational Retirement Board | 82,316 | $13.4M | 0.68% | −2,600−3.1% | Reduced |
| Gotham Asset Management, LLC | 82,219 | $13.4M | 0.33% | +5,544+7.2% | Added |
| General American Investors Co Inc | 81,991 | $13.4M | 1.27% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 81,572 | $13.3M | 2.80% | +81+0.1% | Added |
| Nicholas Investment Partners, LP | 81,350 | $13.3M | 1.01% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 81,167 | $13.2M | 1.59% | +73,911+1,018.6% | Added |
| Burns J W & Co Inc | 81,033 | $13.2M | 2.25% | +1,409+1.8% | Added |
| Metropolitan Life Insurance Co | 79,568 | $13.0M | 0.67% | −19,148−19.4% | Reduced |
| South State Corp. | 79,420 | $13.0M | 1.20% | −74−0.1% | Reduced |
| Northeast Financial Consultants Inc | 79,364 | $12.9M | 0.83% | +220.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 79,081 | $12.9M | 0.67% | −43,726−35.6% | Reduced |
| Park Avenue Securities LLC | 78,932 | $12.9M | 0.22% | +4,163+5.6% | Added |
| Atlantic Union Bankshares Corp | 78,737 | $12.8M | 1.34% | −5,677−6.7% | Reduced |
| Alpha Omega Wealth Management LLC | 78,555 | $12.8M | 2.21% | −761−1.0% | Reduced |
| Mutual Advisors, LLC | 78,378 | $12.8M | 0.52% | +2,189+2.9% | Added |
| Eagle Rock Investment Company, LLC | 77,970 | $12.7M | 2.92% | −1,797−2.3% | Reduced |
| Ieq Capital, LLC | 77,922 | $12.7M | 0.29% | +3,140+4.2% | Added |
| Carret Asset Management, LLC | 77,570 | $12.7M | 1.76% | −2,446−3.1% | Reduced |
| Allworth Financial LP | 77,220 | $12.6M | 0.13% | +2,252+3.0% | Added |
| Fulton Breakefield Broenniman LLC | 76,903 | $12.5M | 1.08% | −257−0.3% | Reduced |
| Boston Private Wealth LLC | 76,761 | $12.5M | 0.18% | −2,603−3.3% | Reduced |
| Buckhead Capital Management LLC | 76,564 | $12.5M | 2.94% | +471+0.6% | Added |
| Guardian Capital Advisors LP | 73,517 | $12.5M | 1.44% | +177+0.2% | Added |
| Crossmark Global Holdings, Inc. | 76,403 | $12.5M | 0.29% | −2,492−3.2% | Reduced |
| Stonebridge Capital Advisors LLC | 75,937 | $12.4M | 1.41% | +1,057+1.4% | Added |
| Coastline Trust Co | 75,642 | $12.3M | 1.83% | +2,772+3.8% | Added |
| Telos Capital Management, Inc. | 74,991 | $12.2M | 1.71% | −3,908−5.0% | Reduced |
| Ingalls & Snyder LLC | 74,807 | $12.2M | 0.63% | +374+0.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 74,392 | $12.1M | 0.53% | +3,093+4.3% | Added |
| Tower Research Capital LLC (TRC) | 74,322 | $12.1M | 0.39% | +17,004+29.7% | Added |
| Connors Investor Services Inc | 74,136 | $12.1M | 1.42% | +806+1.1% | Added |
| Oak Asset Management, LLC | 74,078 | $12.1M | 5.21% | +292+0.4% | Added |
| American Investment Services, Inc. | 67,203 | $12.1M | 2.48% | 00.0% | Unchanged |
| Wade G W & Inc | 73,900 | $12.1M | 0.46% | +20.0% | Added |
| Venture Visionary Partners LLC | 73,742 | $12.0M | 0.76% | +7,362+11.1% | Added |
| Alpine Woods Capital Investors, LLC | 73,400 | $12.0M | 1.81% | −2,962−3.9% | Reduced |
| Southeast Asset Advisors Inc. | 73,308 | $12.0M | 1.79% | −83−0.1% | Reduced |
| James Investment Research Inc | 73,125 | $11.9M | 1.58% | −12,359−14.5% | Reduced |
| Griffin Asset Management, Inc. | 73,074 | $11.9M | 1.67% | +64+0.1% | Added |
| Gluskin Sheff & Assoc Inc | 73,009 | $11.9M | 0.65% | −23,413−24.3% | Reduced |
| Absher Wealth Management, LLC | 72,955 | $11.9M | 2.06% | −219−0.3% | Reduced |
| Tufton Capital Management | 72,647 | $11.9M | 2.56% | −292−0.4% | Reduced |
| Motco | 72,211 | $11.8M | 0.80% | −2,860−3.8% | Reduced |
| Baldwin Brothers Inc | 72,005 | $11.7M | 1.02% | −8,688−10.8% | Reduced |
| Lincoln National Corp | 71,960 | $11.7M | 0.25% | −860−1.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 71,824 | $11.7M | 0.18% | −10,168−12.4% | Reduced |
| Colonial Trust Advisors | 71,716 | $11.7M | 1.37% | −182−0.3% | Reduced |
| Adams Asset Advisors, LLC | 71,610 | $11.7M | 1.56% | −2,206−3.0% | Reduced |
| Willis Investment Counsel | 71,571 | $11.7M | 0.76% | +20,800+41.0% | Added |