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 |
|---|---|---|---|---|---|
| Carmichael Hill & Associates, Inc. | 4,459 | $701.7K | 0.33% | +251+6.0% | Added |
| Ellis Investment Partners, LLC | 4,463 | $702.2K | 0.17% | −66−1.5% | Reduced |
| King Wealth | 4,468 | $703.0K | 0.14% | +1,428+47.0% | Added |
| Vista Wealth Management Group, LLC | 4,475 | $704.1K | 0.07% | −35−0.8% | Reduced |
| LJI Wealth Management, LLC | 4,489 | $706.3K | 0.21% | +227+5.3% | Added |
| IMS Capital Management | 4,491 | $706.7K | 0.39% | +2,235+99.1% | Added |
| Atlas Private Wealth Management | 4,493 | $706.9K | 0.37% | +62+1.4% | Added |
| Lederer & Associates Investment Counsel | 4,490 | $707.0K | 0.53% | +277+6.6% | Added |
| MKT Advisors LLC | 4,452 | $707.3K | 0.50% | −299−6.3% | Reduced |
| Barry Investment Advisors, LLC | 4,495 | $707.3K | 0.24% | +21+0.5% | Added |
| Clarity Financial LLC | 4,496 | $707.5K | 0.11% | +4,496 | New |
| Michael B. Yongue | 4,505 | $708.9K | 0.66% | −136−2.9% | Reduced |
| Tevis Investment Management | 4,519 | $711.0K | 0.69% | +105+2.4% | Added |
| Sovereign Financial Group, Inc. | 4,523 | $711.6K | 0.23% | +561+14.2% | Added |
| Cassady Schiller Wealth Management, LLC | 4,528 | $712.5K | 0.39% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 4,537 | $713.9K | 0.41% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 4,555 | $716.7K | 0.42% | −358−7.3% | Reduced |
| Blodgett Wealth Advisors, LLC | 4,565 | $718.4K | 0.75% | +900+24.6% | Added |
| Glass Jacobson Investment Advisors llc | 4,572 | $719.4K | 0.33% | +4,572 | New |
| Xcel Wealth Management, LLC | 4,597 | $723.3K | 0.23% | +485+11.8% | Added |
| Rainsberger Wealth Advisors, Inc. | 4,598 | $723.5K | 0.44% | −300−6.1% | Reduced |
| First Capital Advisors Group, LLC. | 4,599 | $723.7K | 0.38% | −10.0% | Reduced |
| Monterey Private Wealth, Inc. | 4,605 | $724.6K | 0.35% | −599−11.5% | Reduced |
| BOK Financial Private Wealth, Inc. | 4,609 | $725.2K | 0.06% | −2,467−34.9% | Reduced |
| Smith Anglin Financial, LLC | 4,613 | $725.8K | 0.09% | +26+0.6% | Added |
| JB Capital LLC | 4,617 | $726.3K | 0.06% | −283−5.8% | Reduced |
| Ballew Advisors, Inc | 4,603 | $727.8K | 0.53% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 4,626 | $727.9K | 0.42% | −155−3.2% | Reduced |
| Syntax Advisors, LLC | 4,626 | $727.9K | 0.59% | −155−3.2% | Reduced |
| Versant Capital Management, Inc | 4,633 | $729.0K | 0.23% | −100−2.1% | Reduced |
| Advus Financial Partners, LLC | 4,642 | $730.3K | 0.28% | −255−5.2% | Reduced |
| Crescent Grove Advisors, LLC | 4,655 | $732.5K | 0.08% | −547−10.5% | Reduced |
| Fortress Wealth Group, LLC | 4,582 | $732.6K | 0.46% | +59+1.3% | Added |
| Institute for Wealth Management, LLC. | 4,659 | $733.1K | 0.13% | −37−0.8% | Reduced |
| Accel Wealth Management | 4,665 | $734.0K | 0.40% | +1,479+46.4% | Added |
| Atwood & Palmer Inc | 4,665 | $734.0K | 0.07% | 00.0% | Unchanged |
| Veracity Capital LLC | 4,670 | $734.7K | 0.31% | −121−2.5% | Reduced |
| WealthShield Partners, LLC | 4,677 | $736.0K | 0.11% | −109−2.3% | Reduced |
| Carderock Capital Management Inc | 4,675 | $736.0K | 0.23% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 4,697 | $739.1K | 0.02% | +794+20.3% | Added |
| Alta Advisers Ltd | 4,700 | $739.5K | 0.42% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 4,704 | $740.2K | 0.09% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 4,711 | $741.3K | 0.05% | +4,520+2,366.5% | Added |
| Paragon Private Wealth Management, LLC | 4,712 | $741.4K | 0.59% | −51−1.1% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 4,721 | $742.8K | 0.01% | −105−2.2% | Reduced |
| Landmark Financial Advisors, LLC | 4,728 | $744.0K | 0.31% | −69−1.4% | Reduced |
| Stony Point Wealth Management Inc. | 4,739 | $745.6K | 0.37% | −50−1.0% | Reduced |
| West Branch Capital LLC | 4,739 | $745.7K | 0.37% | +224+5.0% | Added |
| Eubel Brady & Suttman Asset Management Inc | 4,740 | $746.0K | 0.10% | −22−0.5% | Reduced |
| Eldridge Investment Advisors, Inc. | 4,750 | $747.0K | 0.24% | +264+5.9% | Added |
| Triad Financial Advisors, Inc. | 4,754 | $748.0K | 0.31% | +4+0.1% | Added |
| HTG Investment Advisors, Inc. | 4,764 | $749.6K | 0.62% | 00.0% | Unchanged |
| Bell Bank | 4,780 | $752.1K | 0.08% | +700+17.2% | Added |
| Fca Corp | 4,784 | $752.8K | 0.28% | +1,284+36.7% | Added |
| Elgethun Capital Management | 4,787 | $753.2K | 0.23% | +31+0.7% | Added |
| Sterneck Capital Management, LLC | 4,791 | $753.9K | 0.46% | +93+2.0% | Added |
| Quent Capital, LLC | 4,795 | $754.5K | 0.12% | −126−2.6% | Reduced |
| MQS Management LLC | 4,802 | $755.6K | 0.51% | +4,802 | New |
| James Hambro & Partners | 4,817 | $757.8K | 0.05% | 00.0% | Unchanged |
| Truadvice, LLC | 4,723 | $759.7K | 0.28% | +100+2.2% | Added |
| HGK Asset Management Inc | 4,828 | $760.0K | 0.24% | −50−1.0% | Reduced |
| Mendel Capital Management LLC | 4,842 | $761.9K | 0.61% | +74+1.6% | Added |
| Moulton Wealth Management, Inc | 4,846 | $762.5K | 1.35% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 4,865 | $765.5K | 0.31% | +4,865 | New |
| Outfitter Financial LLC | 4,900 | $771.0K | 0.69% | 00.0% | Unchanged |
| First National Advisers, LLC | 4,910 | $772.1K | 0.71% | +1,218+33.0% | Added |
| Peak Planning Group, LLC | 4,922 | $774.5K | 0.58% | −4−0.1% | Reduced |
| Lumature Wealth Partners, LLC | 4,928 | $775.4K | 0.46% | +118+2.5% | Added |
| Terra Nova Asset Management LLC | 4,932 | $776.1K | 0.71% | −2,962−37.5% | Reduced |
| L2 Asset Management, LLC | 4,935 | $776.5K | 0.38% | +270+5.8% | Added |
| Morris Retirement Advisors, LLC | 4,943 | $777.7K | 0.54% | +116+2.4% | Added |
| Stephenson National Bank & Trust | 4,945 | $778.1K | 0.42% | +20.0% | Added |
| Oxford Financial Group Ltd | 4,946 | $778.3K | 0.07% | +963+24.2% | Added |
| Claar Advisors LLC | 4,950 | $778.9K | 0.29% | +150+3.1% | Added |
| Avion Wealth | 4,983 | $784.0K | 0.21% | +30+0.6% | Added |
| Larson Financial Group LLC | 4,996 | $786.1K | 0.08% | −664−11.7% | Reduced |
| American Assets Inc | 5,000 | $786.8K | 0.36% | 00.0% | Unchanged |
| Lumina Fund Management LLC | 5,000 | $787.0K | 0.35% | 00.0% | Unchanged |
| Alta Capital Management LLC | 5,007 | $788.0K | 0.05% | +19+0.4% | Added |
| Regent Peak Wealth Advisors LLC | 5,013 | $788.7K | 0.23% | +9+0.2% | Added |
| SkyView Investment Advisors, LLC | 5,011 | $789.0K | 0.20% | +45+0.9% | Added |
| Aletheian Wealth Advisors LLC | 5,032 | $791.8K | 0.54% | +3,773+299.7% | Added |
| Wedgewood Investors Inc | 5,044 | $793.7K | 1.02% | 00.0% | Unchanged |
| WorthPointe, LLC | 5,047 | $794.1K | 0.50% | −767−13.2% | Reduced |
| Guardian Wealth Advisors, LLC | 5,049 | $794.4K | 0.58% | +75+1.5% | Added |
| Kavar Capital Partners Group, LLC | 5,053 | $795.1K | 0.17% | +500+11.0% | Added |
| Kingswood Wealth Advisors, LLC | 5,061 | $796.5K | 0.25% | +5,061 | New |
| Ellenbecker Investment Group | 5,065 | $797.0K | 0.20% | +139+2.8% | Added |
| Jackson, Grant Investment Advisers, Inc. | 5,087 | $800.5K | 0.37% | +26+0.5% | Added |
| Rosenbaum Jay D. | 5,090 | $800.9K | 1.29% | +605+13.5% | Added |
| Ethos Financial Group, LLC | 4,910 | $801.1K | 0.27% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 5,102 | $802.8K | 0.53% | +125+2.5% | Added |
| Avestar Capital, LLC | 5,103 | $803.0K | 0.14% | +432+9.2% | Added |
| Southland Equity Partners LLC | 5,110 | $804.1K | 0.27% | +1,207+30.9% | Added |
| Brandywine Trust Co | 5,129 | $807.0K | 0.18% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 5,137 | $808.3K | 0.29% | −35−0.7% | Reduced |
| Colonial River Wealth Management, LLC | 5,152 | $810.7K | 0.53% | −4,793−48.2% | Reduced |
| Abacus Planning Group, Inc. | 5,163 | $812.4K | 0.20% | +87+1.7% | Added |
| Perennial Advisors, LLC | 5,165 | $812.7K | 0.21% | −10.0% | Reduced |
| Heartwood Wealth Advisors LLC | 5,174 | $814.1K | 0.12% | +231+4.7% | Added |