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 |
|---|---|---|---|---|---|
| Talisman Wealth Advisors LLC | 5,178 | $814.8K | 1.39% | +21+0.4% | Added |
| Smallwood Wealth Investment Management, LLC | 5,180 | $815.1K | 0.73% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 5,184 | $815.8K | 0.75% | +10.0% | Added |
| Hazlett, Burt & Watson, Inc. | 5,205 | $816.0K | 0.61% | +83+1.6% | Added |
| Summit Financial, LLC | 5,194 | $817.3K | 0.06% | +935+22.0% | Added |
| Leisure Capital Management | 5,200 | $818.2K | 0.45% | −3,080−37.2% | Reduced |
| Klingenstein Fields & Co LP | 5,210 | $819.8K | 0.04% | +14+0.3% | Added |
| JT Stratford LLC | 5,220 | $821.4K | 0.22% | +344+7.1% | Added |
| Simon Quick Advisors, LLC | 5,223 | $821.8K | 0.08% | +22+0.4% | Added |
| WFA Asset Management Corp | 5,233 | $823.4K | 0.49% | −208−3.8% | Reduced |
| FSM Wealth Advisors, LLC | 5,216 | $824.7K | 0.41% | +906+21.0% | Added |
| Total Wealth Planning, LLC | 5,262 | $828.0K | 0.17% | +55+1.1% | Added |
| Armstrong Advisory Group, Inc | 5,268 | $828.9K | 0.09% | +80+1.5% | Added |
| Gemmer Asset Management LLC | 5,279 | $830.7K | 0.11% | +231+4.6% | Added |
| Integral Investment Advisors, Inc. | 5,290 | $832.4K | 0.56% | −58−1.1% | Reduced |
| Bray Capital Advisors | 5,290 | $832.4K | 0.25% | −196−3.6% | Reduced |
| Strategic Financial Concepts, LLC | 5,299 | $833.7K | 0.31% | −162−3.0% | Reduced |
| Integris Wealth Management, LLC | 5,299 | $833.8K | 0.30% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 5,308 | $835.2K | 0.18% | +3+0.1% | Added |
| Kingfisher Capital LLC | 5,328 | $838.0K | 0.22% | +339+6.8% | Added |
| Relyea Zuckerberg Hanson LLC | 5,327 | $838.2K | 0.19% | −677−11.3% | Reduced |
| Angeles Wealth Management, LLC | 5,330 | $838.7K | 0.11% | +342+6.9% | Added |
| Sierra Capital LLC | 5,332 | $839.0K | 0.13% | +214+4.2% | Added |
| CPA Asset Management LLC | 5,334 | $839.4K | 0.60% | +10+0.2% | Added |
| Mosaic Family Wealth Partners, LLC | 5,370 | $844.9K | 0.17% | −95−1.7% | Reduced |
| Galvin, Gaustad & Stein, LLC | 5,372 | $845.3K | 0.08% | −1,751−24.6% | Reduced |
| Financial Management Professionals, Inc. | 5,379 | $846.0K | 0.14% | +93+1.8% | Added |
| Coco Enterprises, LLC | 5,395 | $848.9K | 0.64% | −64−1.2% | Reduced |
| Royal Fund Management, LLC | 5,399 | $849.5K | 0.12% | −6−0.1% | Reduced |
| Regatta Capital Group, LLC | 5,407 | $850.8K | 0.27% | +586+12.2% | Added |
| Virtu Financial LLC | 5,417 | $852.0K | 0.06% | +5,417 | New |
| Wealth Dimensions Group, Ltd. | 5,432 | $854.7K | 0.31% | −124−2.2% | Reduced |
| Strategic Financial Services, Inc, | 5,348 | $854.9K | 0.06% | +225+4.4% | Added |
| Amussen Hunsaker Associates LLC | 5,458 | $858.5K | 0.19% | −5−0.1% | Reduced |
| Kingdom Financial Group LLC. | 5,462 | $859.5K | 0.84% | +5,462 | New |
| Next Level Private LLC | 5,561 | $863.3K | 0.56% | +5,561 | New |
| Oliver Lagore Vanvalin Investment Group | 5,496 | $864.8K | 0.33% | +1,843+50.5% | Added |
| Auxano Advisors, LLC | 5,303 | $865.3K | 0.35% | 00.0% | Unchanged |
| Hardman Johnston Global Advisors LLC | 5,500 | $865.4K | 0.03% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 5,508 | $866.7K | 0.17% | +148+2.8% | Added |
| W Advisors, LLC | 5,514 | $867.7K | 0.68% | 00.0% | Unchanged |
| Fortune 45 LLC | 5,497 | $868.4K | 0.89% | +41+0.8% | Added |
| Kovitz Investment Group Partners, LLC | 5,533 | $870.7K | 0.01% | −1,604−22.5% | Reduced |
| Old Point Trust & Financial Services N A | 5,553 | $873.8K | 0.36% | −675−10.8% | Reduced |
| Tempus Wealth Planning, LLC | 5,554 | $873.9K | 0.39% | −235−4.1% | Reduced |
| Cozad Asset Management Inc | 5,557 | $874.3K | 0.11% | −260−4.5% | Reduced |
| Plan Group Financial, LLC | 5,525 | $876.1K | 0.73% | +5,525 | New |
| Blume Capital Management, Inc. | 5,570 | $876.4K | 0.26% | +249+4.7% | Added |
| IAM Advisory, LLC | 5,570 | $876.4K | 0.30% | +205+3.8% | Added |
| NCM Capital Management, LLC | 5,573 | $876.9K | 0.61% | +3+0.1% | Added |
| Lavaca Capital LLC | 5,573 | $876.9K | 0.27% | −3,150−36.1% | Reduced |
| Renaissance Investment Group LLC | 5,574 | $877.1K | 0.23% | −596−9.7% | Reduced |
| BIP Wealth, LLC | 5,577 | $877.5K | 0.07% | −1,178−17.4% | Reduced |
| Signature Wealth Management Partners, LLC | 5,590 | $879.6K | 0.82% | 00.0% | Unchanged |
| Oak Thistle LLC | 5,596 | $880.5K | 0.46% | +5,596 | New |
| Achmea Investment Management B.V. | 5,603 | $882.0K | 0.02% | +1,477+35.8% | Added |
| Edgemoor Investment Advisors, Inc. | 5,611 | $882.9K | 0.10% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 5,627 | $885.4K | 0.09% | 00.0% | Unchanged |
| Highview Capital Management LLC | 5,628 | $885.6K | 0.48% | −960−14.6% | Reduced |
| First Business Financial Services, Inc. | 5,629 | $885.7K | 0.11% | −188−3.2% | Reduced |
| Cornerstone National Bank & Trust Co | 5,635 | $886.7K | 0.51% | −617−9.9% | Reduced |
| Amica Retiree Medical Trust | 5,637 | $887.0K | 0.99% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 5,639 | $887.3K | 0.26% | +1,813+47.4% | Added |
| Copperwynd Financial, LLC | 5,642 | $887.8K | 0.41% | −9,316−62.3% | Reduced |
| Foster Group, Inc. | 5,664 | $891.2K | 0.05% | +537+10.5% | Added |
| Financial Partners Group, Inc | 5,597 | $891.7K | 0.18% | +586+11.7% | Added |
| Samalin Investment Counsel, LLC | 5,676 | $893.2K | 0.48% | +1,500+35.9% | Added |
| Gray Wealth Management Inc. | 5,697 | $896.5K | 0.45% | +162+2.9% | Added |
| Summit X, LLC | 5,700 | $897.2K | 0.22% | +1,052+22.6% | Added |
| Bridgewealth Advisory Group, LLC | 5,703 | $897.5K | 1.46% | +95+1.7% | Added |
| Carson Advisory Inc. | 5,717 | $899.5K | 0.76% | −9−0.2% | Reduced |
| Centennial Wealth Advisory LLC | 5,725 | $900.8K | 0.47% | −1,929−25.2% | Reduced |
| Opus Capital Group, LLC | 5,731 | $902.0K | 0.16% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 5,733 | $902.1K | 0.12% | −820−12.5% | Reduced |
| Private Management Group Inc | 5,753 | $905.2K | 0.04% | +505+9.6% | Added |
| SOA Wealth Advisors, LLC. | 5,755 | $905.5K | 0.21% | +37+0.6% | Added |
| Independent Investors Inc | 5,770 | $907.9K | 0.21% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 5,772 | $908.2K | 0.80% | +19+0.3% | Added |
| Register Financial Advisors LLC | 5,774 | $908.5K | 0.65% | +957+19.9% | Added |
| Prossimo Advisors, LLC | 5,779 | $909.0K | 0.88% | +5,779 | New |
| Tectonic Advisors LLC | 5,784 | $910.0K | 0.11% | −27−0.5% | Reduced |
| Elk River Wealth Management, LLC | 5,792 | $911.4K | 0.20% | −430−6.9% | Reduced |
| Cable Hill Partners, LLC | 5,803 | $913.1K | 0.12% | −47−0.8% | Reduced |
| Beirne Wealth Consulting Services, LLC | 5,805 | $913.4K | 0.73% | 00.0% | Unchanged |
| Shore Point Advisors, LLC | 5,820 | $915.8K | 0.65% | 00.0% | Unchanged |
| Bridgecreek Investment Management, LLC | 5,825 | $916.6K | 0.18% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 5,827 | $916.9K | 0.18% | +78+1.4% | Added |
| Chickasaw Capital Management LLC | 5,837 | $918.0K | 0.05% | 00.0% | Unchanged |
| 626 Financial, LLC | 5,851 | $920.7K | 0.59% | +12+0.2% | Added |
| Morningstar Investment Management LLC | 5,857 | $922.0K | 0.12% | +964+19.7% | Added |
| SAM Advisors, LLC | 5,896 | $927.7K | 0.39% | +6+0.1% | Added |
| Amplius Wealth Advisors, LLC | 5,903 | $928.8K | 0.13% | +319+5.7% | Added |
| Apexium Financial, LP | 5,904 | $929.0K | 0.08% | +539+10.0% | Added |
| Mountain Pacific Investment Advisers Inc | 5,910 | $929.9K | 0.06% | −335−5.4% | Reduced |
| Spouting Rock Asset Management, LLC | 5,919 | $931.4K | 0.34% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 5,927 | $932.6K | 0.32% | −162−2.7% | Reduced |
| Salvus Wealth Management, LLC | 5,936 | $934.0K | 0.72% | +377+6.8% | Added |
| Legacy Wealth Management, LLC | 5,975 | $940.2K | 0.47% | −20−0.3% | Reduced |
| First National Bank of South Miami | 5,978 | $940.6K | 0.76% | −395−6.2% | Reduced |
| Essex Investment Management Co LLC | 5,988 | $942.2K | 0.13% | 00.0% | Unchanged |