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; 4,142 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, Q2 2023
Institutional positions in Chevron Corp as of Jun 30, 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
- 3,286
- +43 vs. Q1 2023
- Shares held
- 1.31B
- −38.1M (−2.8%) vs. Q1 2023
- Total value
- $205.0B
- −$12.0B (−5.5%) vs. Q1 2023
- New holders
- 162
- 1,486 more added
- Sold out
- 119
- 1,271 more reduced
30 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 | 4,142 | $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, Q2 2023
Shares, value and share of portfolio for each institution holding Chevron Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Comerica Bank | 1,304,853 | $42 | 0.00% | +1,304,853 | New |
| First Command Advisory Services, Inc. | 1 | $157 | 0.00% | +1 | New |
| ClariVest Asset Management LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 10 | $1.57K | 0.00% | 00.0% | Unchanged |
| Belmont Capital, LLC | 10 | $1.57K | 0.00% | 00.0% | Unchanged |
| Bishop & Co Investment Management, LLC | 267,072 | $1.70K | 0.08% | +265,375+15,637.9% | Added |
| Gs Investments, Inc. | 21 | $3.30K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 25 | $3.93K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 27 | $4.00K | 0.00% | −46−63.0% | Reduced |
| Horrell Capital Management, Inc. | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 52 | $4.58K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 33 | $5.24K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 38 | $5.98K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 40 | $6.29K | 0.39% | −9−18.4% | Reduced |
| Tower View Investment Management & Research LLC | 46 | $7.00K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 46 | $7.24K | 0.01% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 51 | $8.03K | 0.01% | +51 | New |
| Legend Financial Advisors, Inc. | 53 | $8.34K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 64 | $10.0K | 0.01% | +1+1.6% | Added |
| True Wealth Design, LLC | 67 | $10.6K | 0.00% | −1,514−95.8% | Reduced |
| Morton Brown Family Wealth, LLC | 68 | $10.7K | 0.01% | −15−18.1% | Reduced |
| HWG Holdings LP | 77 | $12.1K | 0.01% | −5,837−98.7% | Reduced |
| Cranbrook Wealth Management, LLC | 87 | $13.7K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 89 | $14.0K | 0.02% | −2−2.2% | Reduced |
| Brown Shipley& Co Ltd | 91 | $14.3K | 0.01% | −141−60.8% | Reduced |
| Richard W. Paul & Associates, LLC | 93 | $14.6K | 0.01% | +34+57.6% | Added |
| Knott David M Jr | 96 | $15.0K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 100 | $15.0K | 0.01% | +100 | New |
| Valley Forge Investment Consultants Inc Adv | 100 | $15.7K | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 100 | $15.7K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 104 | $16.0K | 0.01% | +4+4.0% | Added |
| Byrne Asset Management LLC | 109 | $17.0K | 0.01% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 111 | $17.5K | 0.02% | +1+0.9% | Added |
| Kessler Investment Group, LLC | 125 | $19.7K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 128 | $20.1K | 0.01% | +55+75.3% | Added |
| Sofos Investments, Inc. | 214 | $21.7K | 0.10% | +51+31.3% | Added |
| Halpern Financial, Inc. | 140 | $22.0K | 0.01% | −20−12.5% | Reduced |
| Red Tortoise LLC | 150 | $23.6K | 0.01% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 3,400 | $25.0K | 0.00% | +3,400 | New |
| Options Solutions, LLC | 161 | $25.3K | 0.02% | +161 | New |
| Power Corp of Canada | 169 | $26.6K | 0.00% | +49+40.8% | Added |
| Cyrus J. Lawrence, LLC | 174 | $27.0K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 185 | $29.1K | 0.02% | 00.0% | Unchanged |
| Lipe & Dalton | 197 | $31.0K | 0.02% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 194 | $31.0K | 0.01% | +29+17.6% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 200 | $31.5K | 0.02% | −140−41.2% | Reduced |
| Park Circle Co | 200 | $31.5K | 0.03% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 201 | $31.6K | 0.01% | −53−20.9% | Reduced |
| Western Pacific Wealth Management, LP | 205 | $32.3K | 0.02% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 220 | $33.0K | 0.02% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 220 | $34.6K | 0.01% | +16+7.8% | Added |
| Avondale Wealth Management | 220 | $34.6K | 0.03% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 222 | $35.0K | 0.01% | 00.0% | Unchanged |
| JDM Financial Group LLC | 232 | $36.5K | 0.03% | 00.0% | Unchanged |
| Operose Advisors LLC | 234 | $36.8K | 0.02% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 250 | $39.3K | 0.02% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 253 | $39.8K | 0.02% | 00.0% | Unchanged |
| NVWM, LLC | 254 | $40.0K | 0.01% | +2+0.8% | Added |
| Global Wealth Strategies & Associates | 256 | $40.3K | 0.02% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 275 | $43.0K | 0.03% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 286 | $45.0K | 0.03% | +200+232.6% | Added |
| 25 LLC | 296 | $46.7K | 0.03% | −1−0.3% | Reduced |
| DecisionPoint Financial, LLC | 304 | $47.8K | 0.02% | 00.0% | Unchanged |
| Hoese & Co LLP | 318 | $50.0K | 0.05% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 320 | $50.4K | 0.05% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 320 | $50.4K | 0.11% | +320 | New |
| Robinswood Financial LLC | 320 | $50.5K | 0.02% | +320 | New |
| Newton One Investments LLC | 328 | $51.6K | 0.03% | +3+0.9% | Added |
| VisionPoint Advisory Group, LLC | 335 | $52.7K | 0.02% | +335 | New |
| Highline Wealth Partners LLC | 336 | $52.9K | 0.03% | +7+2.1% | Added |
| Riggs Asset Managment Co. Inc. | 371 | $58.4K | 0.02% | +44+13.5% | Added |
| Tobam | 385 | $61.0K | 0.00% | +154+66.7% | Added |
| Rational Advisors LLC | 388 | $61.1K | 0.01% | −12−3.0% | Reduced |
| Bromfield Sneider Wealth Advisors | 390 | $61.4K | 0.05% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 400 | $62.9K | 0.04% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 426 | $67.0K | 0.04% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 432 | $68.0K | 0.05% | +4+0.9% | Added |
| Steward Financial Group LLC | 469 | $73.0K | 0.02% | +469 | New |
| Tfo-TDC, LLC | 466 | $73.3K | 0.02% | +204+77.9% | Added |
| Stephens Consulting, LLC | 476 | $74.9K | 0.03% | −25−5.0% | Reduced |
| Disciplined Investments, LLC | 486 | $76.5K | 0.04% | −2,606−84.3% | Reduced |
| Goodman Advisory Group, LLC | 499 | $78.5K | 0.03% | 00.0% | Unchanged |
| Roffman Miller Associates Inc | 515 | $81.0K | 0.01% | +515 | New |
| Level Financial Advisors, Inc. | 530 | $83.4K | 0.05% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 538 | $84.6K | 0.11% | +1+0.2% | Added |
| Hillsdale Investment Management Inc. | 545 | $85.8K | 0.01% | +280+105.7% | Added |
| Blue Bell Private Wealth Management, LLC | 550 | $86.5K | 0.02% | +412+298.6% | Added |
| SJS Investment Consulting Inc. | 565 | $88.9K | 0.02% | +13+2.4% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 581 | $91.0K | 0.00% | −4,430−88.4% | Reduced |
| GW&K Investment Management, LLC | 580 | $91.0K | 0.00% | +568+4,733.3% | Added |
| GoalVest Advisory LLC | 581 | $91.4K | 0.05% | +143+32.6% | Added |
| FSC Wealth Advisors, LLC | 596 | $93.7K | 0.08% | +3+0.5% | Added |
| Coston, McIsaac & Partners | 604 | $95.0K | 0.03% | +1+0.2% | Added |
| Cherry Tree Wealth Management, LLC | 625 | $98.3K | 0.03% | +625 | New |
| Macroview Investment Management LLC | 628 | $98.8K | 0.15% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 631 | $99.3K | 0.02% | −117−15.6% | Reduced |
| Rise Advisors, LLC | 636 | $100.1K | 0.08% | −7−1.1% | Reduced |
| Nordwand Advisors, LLC | 643 | $101.2K | 0.02% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 645 | $101.5K | 0.04% | −198−23.5% | Reduced |
| Tradewinds Capital Management, LLC | 656 | $103.3K | 0.03% | −8−1.2% | Reduced |