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, 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 | 4,143 | $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, 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 |
|---|---|---|---|---|---|
| Verity Asset Management, Inc. | 3,992 | $628.2K | 0.47% | −5,274−56.9% | Reduced |
| Sterling Group Wealth Management, LLC | 3,995 | $628.6K | 0.54% | +16+0.4% | Added |
| Reaves W H & Co Inc | 4,000 | $629.0K | 0.02% | +2,000+100.0% | Added |
| Boit C F David | 4,000 | $629.4K | 0.42% | 00.0% | Unchanged |
| Kenfarb & Co. | 4,000 | $629.4K | 0.55% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 4,002 | $629.6K | 0.34% | +5+0.1% | Added |
| Helen Stephens Group, LLC | 4,005 | $630.2K | 0.32% | +155+4.0% | Added |
| Birchcreek Wealth Management, LLC | 4,022 | $632.9K | 0.44% | 00.0% | Unchanged |
| Vaughan & Co Securities, Inc. | 4,023 | $633.0K | 0.45% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 4,040 | $635.8K | 0.11% | −675−14.3% | Reduced |
| Atticus Wealth Management, LLC | 4,045 | $636.5K | 0.23% | −106−2.6% | Reduced |
| Beacon Capital Management, LLC | 4,057 | $638.4K | 0.17% | +62+1.6% | Added |
| RDA Financial Network | 4,059 | $638.7K | 0.27% | +33+0.8% | Added |
| Ritter Daniher Financial Advisory LLC | 4,067 | $640.0K | 0.27% | +43+1.1% | Added |
| Allegheny Financial Group LTD | 4,070 | $640.4K | 0.30% | −3,619−47.1% | Reduced |
| Clarity Wealth Advisors, LLC | 4,073 | $641.0K | 0.29% | +34+0.8% | Added |
| Howard Capital Management Group, LLC | 4,078 | $641.7K | 0.06% | −234−5.4% | Reduced |
| Trellis Advisors, LLC | 4,082 | $642.3K | 0.29% | −92−2.2% | Reduced |
| Beacon Investment Advisors LLC | 4,082 | $642.4K | 0.44% | +14+0.3% | Added |
| SMH Capital Advisors Inc | 4,099 | $645.0K | 1.40% | −65−1.6% | Reduced |
| Professional Advisory Services Inc | 4,100 | $645.0K | 0.10% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 4,100 | $645.1K | 0.03% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 4,103 | $645.7K | 0.58% | −95−2.3% | Reduced |
| Ten Capital Wealth Advisors, LLC | 4,121 | $648.0K | 0.19% | +397+10.7% | Added |
| Dechtman Wealth Management, LLC | 4,120 | $648.3K | 0.19% | +4,120 | New |
| Advisor OS, LLC | 4,125 | $649.0K | 0.11% | +2,277+123.2% | Added |
| Key Client Fiduciary Advisors, LLC | 4,127 | $649.4K | 0.38% | +20.0% | Added |
| Eclectic Associates Inc | 4,129 | $649.7K | 0.32% | −16−0.4% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 4,160 | $650.0K | 0.33% | −700−14.4% | Reduced |
| Cladis Investment Advisory, LLC | 4,135 | $650.6K | 0.57% | 00.0% | Unchanged |
| Agate Pass Investment Management, LLC | 4,137 | $651.0K | 0.39% | −25−0.6% | Reduced |
| Pointe Capital Management LLC | 4,164 | $655.2K | 0.49% | +122+3.0% | Added |
| Accredited Investors Inc. | 4,170 | $656.2K | 0.05% | −670−13.8% | Reduced |
| Successful Portfolios LLC | 4,173 | $656.7K | 0.57% | −1,430−25.5% | Reduced |
| V-Square Quantitative Management LLC | 4,176 | $657.1K | 0.48% | +4,176 | New |
| Prosperity Financial Group, Inc. | 4,192 | $659.6K | 0.58% | +317+8.2% | Added |
| Act Wealth Management, LLC | 4,192 | $659.6K | 0.37% | +10+0.2% | Added |
| Clark Financial Services Group Inc | 4,198 | $660.5K | 0.89% | −9−0.2% | Reduced |
| Cedrus LLC | 4,202 | $661.2K | 0.47% | +20+0.5% | Added |
| Northern Capital Management, Inc. | 4,216 | $663.4K | 0.50% | 00.0% | Unchanged |
| Shilanski & Associates, Inc. | 4,217 | $663.5K | 0.27% | −13−0.3% | Reduced |
| Fortis Group Advisors, LLC | 4,218 | $663.7K | 0.18% | +20.0% | Added |
| Altiora Financial Group, LLC | 4,230 | $665.6K | 0.29% | +10.0% | Added |
| Charter Oak Capital Management, LLC | 4,232 | $665.9K | 0.09% | +118+2.9% | Added |
| Wagner Wealth Management, LLC | 4,236 | $666.5K | 0.25% | −333−7.3% | Reduced |
| Smart Money Group LLC | 4,236 | $666.5K | 0.32% | +516+13.9% | Added |
| Hanson & Doremus Investment Management | 4,237 | $667.0K | 0.14% | −87−2.0% | Reduced |
| Diamant Asset Management, Inc. | 4,246 | $668.1K | 0.51% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 4,247 | $668.3K | 0.56% | +10+0.2% | Added |
| First National Bank Sioux Falls | 4,247 | $668.3K | 0.42% | 00.0% | Unchanged |
| Overbrook Management Corp | 4,254 | $669.4K | 0.16% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 4,256 | $669.7K | 0.42% | −744−14.9% | Reduced |
| Univest Financial Corp | 4,259 | $670.1K | 0.20% | 00.0% | Unchanged |
| Cowa, LLC | 4,260 | $670.3K | 0.44% | −15,644−78.6% | Reduced |
| Deseret Mutual Benefit Administrators | 4,261 | $670.5K | 0.26% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 4,266 | $671.3K | 0.55% | +10+0.2% | Added |
| Cherry Creek Investment Advisors, Inc. | 4,269 | $671.8K | 0.45% | +118+2.8% | Added |
| Cornerstone Capital, Inc. | 4,281 | $673.6K | 0.08% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 4,282 | $673.7K | 0.14% | +369+9.4% | Added |
| Derbend Asset Management | 4,287 | $674.6K | 0.46% | +144+3.5% | Added |
| Holocene Advisors, LP | 4,288 | $674.7K | 0.00% | +4,288 | New |
| Headlands Technologies LLC | 4,291 | $675.2K | 0.22% | −4,104−48.9% | Reduced |
| Guidance Capital, Inc | 4,116 | $675.6K | 0.29% | +4,116 | New |
| Nova R Wealth, Inc. | 4,294 | $675.7K | 0.45% | −99−2.3% | Reduced |
| Opal Wealth Advisors, LLC | 4,294 | $675.7K | 0.34% | +1,360+46.4% | Added |
| Aaron Wealth Advisors | 4,299 | $676.4K | 0.09% | −14−0.3% | Reduced |
| Stiles Financial Services Inc | 4,307 | $677.7K | 0.34% | +56+1.3% | Added |
| Connecticut Wealth Management, LLC | 4,312 | $678.5K | 0.05% | +802+22.8% | Added |
| Nichols & Pratt Advisers LLP | 4,313 | $678.7K | 0.05% | +285+7.1% | Added |
| Biechele Royce Advisors | 4,313 | $679.0K | 0.24% | +45+1.1% | Added |
| Dempze Nancy E | 4,317 | $679.3K | 0.58% | +769+21.7% | Added |
| SRN Advisors, LLC | 4,318 | $679.4K | 0.60% | −130−2.9% | Reduced |
| Advisory Resource Group | 4,327 | $680.9K | 0.19% | +3+0.1% | Added |
| American Trust | 4,333 | $681.8K | 0.05% | +1,250+40.5% | Added |
| Latitude Advisors, LLC | 4,333 | $681.8K | 0.47% | +985+29.4% | Added |
| Crestmont Private Wealth LLC | 4,334 | $682.0K | 0.40% | 00.0% | Unchanged |
| Addison Advisors LLC | 4,340 | $682.9K | 0.34% | −13−0.3% | Reduced |
| Sterling Financial Group, Inc. | 4,356 | $685.4K | 0.45% | −23−0.5% | Reduced |
| Moss Adams Wealth Advisors LLC | 4,369 | $687.4K | 0.22% | +132+3.1% | Added |
| Harbor Advisors LLC | 4,372 | $687.9K | 0.15% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 4,370 | $688.0K | 0.36% | −111,400−96.2% | Reduced |
| Tortoise Investment Management, LLC | 4,376 | $688.6K | 0.10% | +630+16.8% | Added |
| Wescott Financial Advisory Group, LLC | 4,379 | $689.0K | 0.12% | +2,066+89.3% | Added |
| AF Advisors, Inc. | 4,380 | $689.2K | 0.23% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 4,380 | $689.2K | 0.25% | −44−1.0% | Reduced |
| Northwest Bank & Trust Co | 4,385 | $689.9K | 0.66% | +4,385 | New |
| Callan Family Office, LLC | 4,392 | $691.1K | 0.18% | −2,523−36.5% | Reduced |
| Salomon & Ludwin, LLC | 4,400 | $692.3K | 0.07% | −48−1.1% | Reduced |
| Core Wealth Partners LLC | 4,404 | $693.0K | 0.64% | 00.0% | Unchanged |
| Cercano Management LLC | 4,407 | $693.4K | 0.02% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 4,452 | $695.5K | 0.66% | +403+10.0% | Added |
| McElhenny Sheffield Capital Management, LLC | 4,421 | $695.6K | 0.30% | +39+0.9% | Added |
| Winning Points Advisors, LLC | 4,670 | $696.6K | 1.07% | −1,935−29.3% | Reduced |
| Cottonwood Capital Advisors, LLC | 4,429 | $696.9K | 0.64% | −90−2.0% | Reduced |
| J. L. Bainbridge & Co., Inc. | 4,429 | $696.9K | 0.09% | −10−0.2% | Reduced |
| Hummer Financial Advisory Services Inc | 4,433 | $697.5K | 0.68% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 4,433 | $697.5K | 0.13% | +96+2.2% | Added |
| Bridgeworth, LLC | 4,441 | $698.7K | 0.08% | −351−7.3% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 4,450 | $700.2K | 0.48% | 00.0% | Unchanged |
| KLR Investment Advisors, LLC | 4,451 | $700.4K | 0.58% | +94+2.2% | Added |