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 |
|---|---|---|---|---|---|
| WSFS Capital Management, LLC | 71,518 | $11.7M | 1.22% | +11,841+19.8% | Added |
| Pathstone Family Office, LLC | 71,734 | $11.6M | 0.19% | +14,911+26.2% | Added |
| Two Sigma Investments, LP | 71,000 | $11.6M | 0.03% | +62,700+755.4% | Added |
| ARS Investment Partners, LLC | 70,917 | $11.6M | 1.39% | +1,366+2.0% | Added |
| Dearborn Partners LLC | 70,615 | $11.5M | 0.45% | −227−0.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 70,484 | $11.5M | 0.13% | −294−0.4% | Reduced |
| Calamos Wealth Management LLC | 70,262 | $11.5M | 0.90% | −32,978−31.9% | Reduced |
| Mechanics Bank Trust Department | 69,967 | $11.4M | 1.92% | +823+1.2% | Added |
| Cutler Investment Counsel LLC | 69,952 | $11.4M | 1.77% | +625+0.9% | Added |
| Boston Family Office LLC | 69,899 | $11.4M | 0.91% | +9,638+16.0% | Added |
| Barings LLC | 69,883 | $11.4M | 0.39% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 69,824 | $11.4M | 3.08% | +1,532+2.2% | Added |
| Violich Capital Management, Inc. | 69,810 | $11.4M | 1.94% | −200−0.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 69,639 | $11.4M | 0.30% | +21,649+45.1% | Added |
| Bogart Wealth, LLC | 69,513 | $11.3M | 0.76% | +2,612+3.9% | Added |
| CCM Investment Advisers LLC | 69,462 | $11.3M | 1.60% | −3,743−5.1% | Reduced |
| Leavell Investment Management, Inc. | 69,185 | $11.3M | 0.81% | −1,891−2.7% | Reduced |
| Trust Co of Vermont | 68,874 | $11.2M | 0.78% | +3,457+5.3% | Added |
| HighTower Trust Services, LTA | 69,948 | $11.2M | 1.09% | −4,243−5.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 68,284 | $11.1M | 0.22% | −1,797−2.6% | Reduced |
| Bartlett & Co. LLC | 68,284 | $11.1M | 0.22% | −1,797−2.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 68,210 | $11.1M | 0.47% | +16,805+32.7% | Added |
| Means Investment Co., Inc. | 67,981 | $11.1M | 1.95% | −1,314−1.9% | Reduced |
| NBT Bank N A | 67,923 | $11.1M | 1.62% | −851−1.2% | Reduced |
| ARS Wealth Advisors Group, LLC | 67,764 | $11.1M | 2.04% | −5,696−7.8% | Reduced |
| BTC Capital Management, Inc. | 67,784 | $11.1M | 1.27% | −18,773−21.7% | Reduced |
| Caldwell Trust Co | 67,671 | $11.0M | 1.53% | +240.0% | Added |
| Richard Bernstein Advisors LLC | 67,524 | $11.0M | 0.23% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 67,498 | $11.0M | 0.57% | +4,435+7.0% | Added |
| Dean Investment Associates, LLC | 67,448 | $11.0M | 1.76% | +1,335+2.0% | Added |
| Bard Financial Services, Inc. | 67,120 | $11.0M | 0.88% | +175+0.3% | Added |
| Sawtooth Solutions, LLC | 67,105 | $10.9M | 0.29% | +36,453+118.9% | Added |
| Edmond de Rothschild Holding S.A. | 66,863 | $10.9M | 0.25% | −38,270−36.4% | Reduced |
| Moody Lynn & Lieberson, LLC | 66,649 | $10.9M | 0.98% | −31,526−32.1% | Reduced |
| Allied Investment Advisors, LLC | 66,563 | $10.9M | 3.36% | −944−1.4% | Reduced |
| KMG Fiduciary Partners, LLC | 66,201 | $10.8M | 1.55% | +6,226+10.4% | Added |
| Neville Rodie & Shaw Inc | 66,044 | $10.8M | 0.98% | 00.0% | Unchanged |
| Montgomery Investment Management Inc | 65,717 | $10.7M | 3.79% | −100.0% | Reduced |
| Hennessy Advisors Inc | 64,975 | $10.6M | 0.78% | −2,400−3.6% | Reduced |
| CBOE Vest Financial, LLC | 64,857 | $10.6M | 1.44% | +12,067+22.9% | Added |
| Patten & Patten Inc | 64,733 | $10.6M | 0.93% | +5,803+9.8% | Added |
| American National Bank | 64,454 | $10.5M | 1.94% | +4,805+8.1% | Added |
| Hendley & Co Inc | 63,673 | $10.4M | 4.66% | +10,781+20.4% | Added |
| Capital International Inc | 63,352 | $10.3M | 0.21% | −29,222−31.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 63,299 | $10.3M | 0.85% | −1,237−1.9% | Reduced |
| WealthPlan Investment Management, LLC | 63,268 | $10.3M | 1.78% | −53,228−45.7% | Reduced |
| Live Oak Private Wealth LLC | 63,267 | $10.3M | 2.13% | −791−1.2% | Reduced |
| Balentine LLC | 63,257 | $10.3M | 0.35% | +3,581+6.0% | Added |
| Visionary Wealth Advisors | 63,125 | $10.3M | 0.87% | −48−0.1% | Reduced |
| Managed Asset Portfolios, LLC | 62,879 | $10.3M | 1.56% | +10,645+20.4% | Added |
| Stamos Capital Partners, L.P. | 62,820 | $10.2M | 2.64% | +8,320+15.3% | Added |
| Biondo Investment Advisors, LLC | 62,801 | $10.2M | 2.07% | +206+0.3% | Added |
| FourThought Financial Partners, LLC | 62,749 | $10.2M | 1.40% | +869+1.4% | Added |
| Foundations Investment Advisors, LLC | 62,571 | $10.2M | 0.36% | +4,437+7.6% | Added |
| Tokio Marine Asset Management Co Ltd | 62,183 | $10.1M | 0.71% | +3,676+6.3% | Added |
| Flputnam Investment Management Co | 62,046 | $10.1M | 0.33% | +11,953+23.9% | Added |
| Integrated Advisors Network LLC | 62,035 | $10.1M | 0.61% | −2,032−3.2% | Reduced |
| Stokes Family Office, LLC | 61,757 | $10.1M | 1.26% | −354−0.6% | Reduced |
| Ameritas Investment Partners, Inc. | 61,341 | $10.0M | 0.40% | −4,162−6.4% | Reduced |
| Strategy Asset Managers LLC | 61,322 | $10.0M | 2.44% | +7,020+12.9% | Added |
| Optiver Holding B.V. | 61,248 | $9.99M | 0.46% | +61,248 | New |
| EagleClaw Capital Managment, LLC | 61,247 | $9.99M | 2.36% | +11,646+23.5% | Added |
| Northern Oak Wealth Management Inc | 60,980 | $9.95M | 1.19% | +8,286+15.7% | Added |
| TCW Group Inc | 60,944 | $9.94M | 0.13% | −85,342−58.3% | Reduced |
| Perigon Wealth Management, LLC | 60,917 | $9.94M | 0.56% | +1,411+2.4% | Added |
| TD Private Client Wealth LLC | 60,864 | $9.93M | 0.45% | +11,803+24.1% | Added |
| Sowell Financial Services LLC | 60,814 | $9.92M | 0.77% | −24,867−29.0% | Reduced |
| Peddock Capital Advisors, LLC | 60,756 | $9.91M | 3.44% | +281+0.5% | Added |
| Sand Hill Global Advisors, LLC | 60,703 | $9.90M | 0.53% | +190+0.3% | Added |
| Stratos Wealth Partners, LTD. | 60,474 | $9.87M | 0.26% | −3,199−5.0% | Reduced |
| Pioneer Trust Bank N A | 60,245 | $9.83M | 2.89% | +430+0.7% | Added |
| RSM US Wealth Management LLC | 60,059 | $9.80M | 0.35% | +50,734+544.1% | Added |
| SeaCrest Wealth Management, LLC | 60,029 | $9.79M | 1.33% | +1,160+2.0% | Added |
| National Mutual Insurance Federation of Agricultural Cooperatives | 60,000 | $9.79M | 0.12% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 59,994 | $9.79M | 3.72% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 59,815 | $9.76M | 0.38% | +7,530+14.4% | Added |
| Intact Investment Management Inc. | 59,400 | $9.69M | 0.40% | +3,500+6.3% | Added |
| Cypress Capital Group | 59,092 | $9.64M | 1.48% | +6,640+12.7% | Added |
| Engrave Wealth Partners LLC | 56,966 | $9.63M | 3.25% | +5,427+10.5% | Added |
| Fagan Associates, Inc. | 58,949 | $9.62M | 2.39% | −30−0.1% | Reduced |
| Petredis Investment Advisors LLC | 58,845 | $9.60M | 1.50% | +950+1.6% | Added |
| HFG Wealth Management, LLC | 58,840 | $9.60M | 1.99% | +58,840 | New |
| LVM Capital Management Ltd | 58,618 | $9.56M | 1.33% | +4,060+7.4% | Added |
| Sepio Capital, LP | 58,546 | $9.55M | 0.88% | −1,005−1.7% | Reduced |
| Cadinha & Co LLC | 58,363 | $9.52M | 2.62% | −37,971−39.4% | Reduced |
| First Nebraska Trust Co | 58,242 | $9.50M | 1.20% | −857−1.5% | Reduced |
| Trust Co of Toledo NA | 57,840 | $9.44M | 1.68% | +1,948+3.5% | Added |
| Canandaigua National Bank & Trust Co | 57,818 | $9.43M | 1.59% | +57,818 | New |
| Federation des caisses Desjardins du Quebec | 57,405 | $9.37M | 0.10% | +4,556+8.6% | Added |
| Birmingham Capital Management Co Inc | 57,379 | $9.36M | 3.74% | −1,024−1.8% | Reduced |
| Assetmark, Inc | 57,057 | $9.31M | 0.04% | +20,577+56.4% | Added |
| Advisor Partners II, LLC | 57,013 | $9.30M | 0.51% | +288+0.5% | Added |
| Axxcess Wealth Management, LLC | 56,949 | $9.29M | 0.73% | +3,609+6.8% | Added |
| WealthPLAN Partners, LLC | 56,902 | $9.28M | 1.06% | −59,818−51.2% | Reduced |
| Sigma Planning Corp | 56,799 | $9.27M | 0.31% | +75+0.1% | Added |
| Symmetry Partners, LLC | 56,588 | $9.23M | 0.51% | +8,468+17.6% | Added |
| Metis Global Partners, LLC | 56,587 | $9.23M | 0.59% | +18,925+50.2% | Added |
| Grassi Investment Management | 56,396 | $9.20M | 1.14% | 00.0% | Unchanged |
| Iowa State Bank | 56,178 | $9.17M | 2.30% | −2,433−4.2% | Reduced |
| Wealth Advisory Solutions, LLC | 55,930 | $9.13M | 2.43% | −15,246−21.4% | Reduced |