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 |
|---|---|---|---|---|---|
| Farmers National Bank | 43,197 | $7.05M | 2.50% | +490+1.1% | Added |
| United Services Automobile Association | 43,179 | $7.05M | 0.23% | −26,811−38.3% | Reduced |
| Somerville Kurt F | 43,103 | $7.03M | 1.28% | −102−0.2% | Reduced |
| Fiduciary Alliance LLC | 43,070 | $7.03M | 1.76% | +2,447+6.0% | Added |
| Cohen Klingenstein LLC | 43,000 | $7.02M | 0.33% | 00.0% | Unchanged |
| Chelsea Counsel Co | 42,909 | $7.00M | 3.40% | +250+0.6% | Added |
| Nippon Life Global Investors Americas, Inc. | 42,880 | $7.00M | 0.45% | −118,380−73.4% | Reduced |
| NewEdge Wealth, LLC | 42,735 | $6.97M | 0.26% | +2,064+5.1% | Added |
| Wallace Advisory Group, LLC | 42,331 | $6.91M | 5.25% | −114−0.3% | Reduced |
| WESPAC Advisors SoCal, LLC | 42,245 | $6.89M | 2.38% | +161+0.4% | Added |
| Capital Analysts, LLC | 42,180 | $6.88M | 0.39% | +1,773+4.4% | Added |
| Trustmark National Bank Trust Department | 42,079 | $6.87M | 0.62% | −21,341−33.7% | Reduced |
| Stonebridge Capital Management Inc | 42,060 | $6.86M | 3.30% | −2,802−6.2% | Reduced |
| Ibex Wealth Advisors | 42,019 | $6.86M | 1.78% | −22,360−34.7% | Reduced |
| Covington Investment Advisors Inc. | 41,940 | $6.84M | 1.50% | +7,810+22.9% | Added |
| Dudley Capital Management, LLC | 41,861 | $6.83M | 4.80% | +455+1.1% | Added |
| Bank of Hawaii | 41,847 | $6.83M | 0.40% | −740−1.7% | Reduced |
| Silvia McColl Wealth Management, LLC | 41,797 | $6.82M | 6.76% | +83+0.2% | Added |
| S&CO Inc | 41,735 | $6.81M | 0.58% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 43,224 | $6.78M | 0.36% | +11,301+35.4% | Added |
| Hourglass Capital, LLC | 41,518 | $6.77M | 2.45% | −550−1.3% | Reduced |
| Boston Financial Mangement LLC | 41,384 | $6.75M | 0.26% | +29,493+248.0% | Added |
| Polaris Wealth Advisory Group, LLC | 41,299 | $6.74M | 0.50% | +36,257+719.1% | Added |
| Wetherby Asset Management Inc | 41,161 | $6.72M | 0.39% | −437−1.1% | Reduced |
| FineMark National Bank & Trust | 41,149 | $6.71M | 0.29% | −527−1.3% | Reduced |
| Putnam Investments LLC | 41,080 | $6.70M | 0.01% | +2,453+6.4% | Added |
| Buckingham Strategic Wealth, LLC | 37,160 | $6.67M | 0.12% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 40,696 | $6.64M | 1.84% | +217+0.5% | Added |
| Rodgers Brothers Inc. | 40,675 | $6.64M | 1.27% | −458−1.1% | Reduced |
| Abbrea Capital, LLC | 40,635 | $6.63M | 1.13% | +224+0.6% | Added |
| Beacon Investment Advisory Services, Inc. | 40,452 | $6.60M | 0.32% | −32−0.1% | Reduced |
| City Holding Co | 40,448 | $6.60M | 1.19% | +734+1.8% | Added |
| Martin Capital Partners, LLC | 40,341 | $6.58M | 2.74% | +636+1.6% | Added |
| Bragg Financial Advisors, Inc | 40,236 | $6.56M | 0.39% | −47−0.1% | Reduced |
| Plimoth Trust Co LLC | 39,922 | $6.51M | 2.02% | +861+2.2% | Added |
| Horizon Investments, LLC | 39,793 | $6.49M | 0.19% | +750+1.9% | Added |
| Moreno Evelyn V | 39,750 | $6.49M | 1.47% | +1,250+3.2% | Added |
| Hollow Brook Wealth Management LLC | 39,747 | $6.49M | 3.07% | +2,335+6.2% | Added |
| Portman Square Capital LLP | 39,706 | $6.48M | 1.63% | +39,706 | New |
| Moody National Bank Trust Division | 39,572 | $6.46M | 0.55% | −43−0.1% | Reduced |
| Sonora Investment Management Group, LLC | 39,485 | $6.44M | 0.56% | +981+2.5% | Added |
| Patton Albertson Miller Group, LLC | 39,410 | $6.43M | 1.18% | −186−0.5% | Reduced |
| Graham Capital Management, L.P. | 39,396 | $6.43M | 0.23% | +39,396 | New |
| Resources Investment Advisors, LLC. | 39,260 | $6.41M | 0.15% | −64−0.2% | Reduced |
| Community Bank & Trust, Waco, Texas | 39,248 | $6.40M | 2.04% | −944−2.3% | Reduced |
| Capital City Trust Co | 39,230 | $6.40M | 2.04% | +848+2.2% | Added |
| Sandy Spring Bank | 39,152 | $6.39M | 0.36% | −24−0.1% | Reduced |
| XML Financial, LLC | 39,140 | $6.39M | 0.78% | +385+1.0% | Added |
| Thoroughbred Financial Services, LLC | 39,105 | $6.38M | 0.94% | +661+1.7% | Added |
| Pictet North America Advisors SA | 38,921 | $6.35M | 1.03% | +17,541+82.0% | Added |
| Wolverine Asset Management LLC | 38,884 | $6.34M | 0.11% | +38,884 | New |
| Cary Street Partner Investment Advisory LLC | 38,878 | $6.34M | 0.46% | +45+0.1% | Added |
| Morse Asset Management, Inc | 38,862 | $6.34M | 2.14% | +726+1.9% | Added |
| DFPG Investments, LLC | 38,698 | $6.31M | 0.68% | +7,781+25.2% | Added |
| EverSource Wealth Advisors, LLC | 38,545 | $6.29M | 0.78% | +1,391+3.7% | Added |
| Paradigm Asset Management Co LLC | 38,528 | $6.29M | 1.73% | −50−0.1% | Reduced |
| Kovack Advisors, Inc. | 38,511 | $6.28M | 0.86% | +3,178+9.0% | Added |
| Gladstone Institutional Advisory LLC | 38,472 | $6.28M | 0.41% | −4,725−10.9% | Reduced |
| Quantinno Capital Management LP | 38,467 | $6.28M | 0.42% | −1,039−2.6% | Reduced |
| Hartford Financial Management Inc. | 38,398 | $6.27M | 1.62% | −355−0.9% | Reduced |
| Greylin Investment Mangement Inc | 38,320 | $6.25M | 1.14% | +923+2.5% | Added |
| Bailard, Inc. | 38,241 | $6.24M | 0.22% | +14,486+61.0% | Added |
| South Dakota Investment Council | 38,135 | $6.22M | 0.13% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 38,104 | $6.22M | 1.21% | +155+0.4% | Added |
| Windle Wealth, LLC | 38,013 | $6.20M | 4.60% | −201−0.5% | Reduced |
| Close Asset Management Ltd | 37,947 | $6.19M | 0.31% | +2,655+7.5% | Added |
| We Are One Seven, LLC | 37,927 | $6.19M | 0.39% | +13,395+54.6% | Added |
| Belpointe Asset Management LLC | 37,836 | $6.17M | 0.33% | −1,405−3.6% | Reduced |
| Monte Financial Group, LLC | 37,815 | $6.17M | 3.26% | −301−0.8% | Reduced |
| Chesley Taft & Associates LLC | 37,579 | $6.13M | 0.40% | −3,449−8.4% | Reduced |
| Ridgecrest Wealth Partners, LLC | 37,541 | $6.13M | 4.36% | −150.0% | Reduced |
| Madison Wealth Management | 37,504 | $6.12M | 1.32% | −233−0.6% | Reduced |
| Haverford Financial Services, Inc. | 37,479 | $6.12M | 1.91% | +37,479 | New |
| Principle Wealth Partners LLC | 37,473 | $6.11M | 0.65% | −2,941−7.3% | Reduced |
| Innovis Asset Management LLC | 37,354 | $6.09M | 2.47% | +225+0.6% | Added |
| Madden Securities Corp | 37,302 | $6.09M | 3.22% | −2,187−5.5% | Reduced |
| ExodusPoint Capital Management, LP | 37,269 | $6.08M | 0.07% | +37,269 | New |
| Schulhoff & Co Inc | 37,191 | $6.07M | 2.82% | +26+0.1% | Added |
| Papp L Roy & Associates | 37,177 | $6.07M | 0.82% | +439+1.2% | Added |
| TCTC Holdings, LLC | 37,148 | $6.06M | 0.24% | +4,897+15.2% | Added |
| Sumitomo Life Insurance Co | 37,023 | $6.04M | 0.51% | −272−0.7% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 37,004 | $6.04M | 2.07% | +2,362+6.8% | Added |
| Evergreen Capital Management LLC | 36,952 | $6.03M | 0.27% | −166−0.4% | Reduced |
| Dana Investment Advisors, Inc. | 36,923 | $6.02M | 0.31% | −127−0.3% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 36,919 | $6.02M | 1.91% | −820−2.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 36,809 | $6.01M | 0.82% | −1,354−3.5% | Reduced |
| Woodstock Corp | 36,793 | $6.00M | 0.77% | −36−0.1% | Reduced |
| Carlson Capital L P | 36,700 | $5.99M | 0.56% | +36,700 | New |
| Wealthspire Advisors, LLC | 36,692 | $5.99M | 0.10% | +951+2.7% | Added |
| McDonald Partners LLC | 36,604 | $5.97M | 1.93% | +1,564+4.5% | Added |
| Nelson Capital Management, LLC | 36,521 | $5.96M | 1.69% | −5,181−12.4% | Reduced |
| Valeo Financial Advisors, LLC | 54,595 | $5.94M | 0.29% | +428+0.8% | Added |
| Citizens Financial Group Inc | 36,417 | $5.94M | 0.22% | +137+0.4% | Added |
| Physicians Financial Services, Inc. | 36,311 | $5.92M | 2.51% | +100+0.3% | Added |
| Chicago Trust Co NA | 36,293 | $5.92M | 1.49% | −40.0% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 36,239 | $5.91M | 1.39% | +6,588+22.2% | Added |
| Compass Wealth Management LLC | 36,149 | $5.90M | 1.87% | −528−1.4% | Reduced |
| Parcion Private Wealth LLC | 36,085 | $5.89M | 0.62% | +2,905+8.8% | Added |
| Spinnaker Trust | 35,979 | $5.87M | 0.44% | +7,409+25.9% | Added |
| Community Bank, N.A. | 35,948 | $5.87M | 0.79% | +227+0.6% | Added |