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 |
|---|---|---|---|---|---|
| Green Square Capital Advisors LLC | 5,988 | $942.2K | 0.12% | +2,413+67.5% | Added |
| Defender Capital, LLC. | 6,005 | $943.7K | 0.32% | −995−14.2% | Reduced |
| Weaver Consulting Group | 6,010 | $945.7K | 0.42% | +34+0.6% | Added |
| David Loasby | 6,199 | $947.7K | 0.10% | −395−6.0% | Reduced |
| First Western Trust Bank | 6,033 | $949.3K | 0.05% | −1,877−23.7% | Reduced |
| RW Investment Management LLC | 6,034 | $949.5K | 0.20% | −333−5.2% | Reduced |
| Sound Financial Strategies Group, LLC | 6,035 | $949.6K | 0.69% | +6,035 | New |
| Vishria Bird Financial Group, LLC | 6,035 | $950.0K | 0.56% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 6,040 | $950.0K | 0.30% | +708+13.3% | Added |
| ERn Financial, LLC | 6,039 | $950.2K | 0.20% | +593+10.9% | Added |
| Aberdeen Wealth Management LLC | 6,042 | $950.7K | 0.69% | −10−0.2% | Reduced |
| Everhart Financial Group, Inc. | 6,074 | $955.8K | 0.40% | −169−2.7% | Reduced |
| Forte Capital LLC | 6,080 | $956.7K | 0.14% | −149−2.4% | Reduced |
| Keel Point, LLC | 6,095 | $959.1K | 0.13% | +86+1.4% | Added |
| Cooper/Haims Advisors, LLC | 6,102 | $960.2K | 0.74% | −117−1.9% | Reduced |
| NFP Retirement, Inc. | 6,104 | $960.5K | 0.18% | +200+3.4% | Added |
| Harvest Volatility Management LLC | 6,106 | $960.8K | 0.19% | +78+1.3% | Added |
| Encompass Wealth Advisors, LLC | 6,109 | $961.2K | 0.31% | −13−0.2% | Reduced |
| Thomasville National Bank | 6,112 | $961.7K | 0.09% | +326+5.6% | Added |
| Aspen Wealth Strategies, LLC | 6,130 | $964.6K | 0.73% | +4,056+195.6% | Added |
| Corundum Group, Inc. | 6,139 | $966.0K | 0.48% | −4,394−41.7% | Reduced |
| D'Orazio & Associates, Inc. | 6,140 | $966.1K | 0.23% | +691+12.7% | Added |
| Wealth Quarterback LLC | 6,144 | $966.7K | 0.67% | −8−0.1% | Reduced |
| Legacy Wealth Asset Management, LLC | 6,175 | $971.6K | 0.34% | +374+6.4% | Added |
| City State Bank | 6,180 | $972.0K | 0.52% | −34−0.5% | Reduced |
| Lokken Investment Group LLC | 6,182 | $972.8K | 0.63% | +596+10.7% | Added |
| WestHill Financial Advisors, Inc. | 6,185 | $973.2K | 0.28% | +13+0.2% | Added |
| Waterfront Wealth Inc. | 5,976 | $973.5K | 0.29% | −107−1.8% | Reduced |
| Massachusetts Financial Services Co | 6,221 | $978.9K | 0.00% | +335+5.7% | Added |
| Rock Creek Group, LP | 6,229 | $980.1K | 0.14% | +189+3.1% | Added |
| Sendero Wealth Management, LLC | 6,242 | $982.2K | 0.21% | +6,242 | New |
| Allstate Corp | 6,267 | $986.1K | 0.06% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 6,291 | $990.0K | 0.12% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 6,235 | $990.0K | 0.69% | +326+5.5% | Added |
| Tiff Advisory Services Inc | 6,293 | $990.2K | 0.24% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 6,306 | $992.2K | 0.31% | −2,087−24.9% | Reduced |
| Millennium Capital Advisors, LLC | 6,309 | $992.7K | 0.82% | +39+0.6% | Added |
| GPS Wealth Strategies Group, LLC | 6,317 | $994.0K | 0.19% | −85−1.3% | Reduced |
| DF Dent & Co Inc | 6,321 | $994.6K | 0.01% | +1,310+26.1% | Added |
| Manchester Capital Management LLC | 6,326 | $995.4K | 0.13% | −24−0.4% | Reduced |
| Heartland Bank & Trust Co | 6,327 | $995.6K | 0.78% | −393−5.8% | Reduced |
| Baker Boyer National Bank | 6,338 | $997.3K | 0.37% | +686+12.1% | Added |
| Barrett & Company, Inc. | 6,338 | $997.3K | 0.58% | +150+2.4% | Added |
| MSH Capital Advisors LLC | 6,342 | $997.9K | 0.37% | +3,821+151.6% | Added |
| Mayfair Advisory Group, LLC | 6,477 | $999.0K | 1.00% | +149+2.4% | Added |
| Evoke Wealth, LLC | 6,350 | $999.1K | 0.03% | +401+6.7% | Added |
| Consilium Wealth Advisory, LLC | 6,352 | $999.5K | 0.69% | −621−8.9% | Reduced |
| Voya Financial Advisors, Inc. | 6,399 | $999.8K | 0.12% | +2,260+54.6% | Added |
| Edge Wealth Management LLC | 6,357 | $1.00M | 0.22% | +247+4.0% | Added |
| Sage Mountain Advisors LLC | 6,392 | $1.01M | 0.14% | +89+1.4% | Added |
| Engineers Gate Manager LP | 6,398 | $1.01M | 0.04% | −19,979−75.7% | Reduced |
| Integrated Investment Consultants, LLC | 6,418 | $1.01M | 0.32% | +36+0.6% | Added |
| Alera Investment Advisors, LLC | 6,419 | $1.01M | 0.22% | +1,312+25.7% | Added |
| Vista Investment Management | 6,426 | $1.01M | 0.51% | +412+6.9% | Added |
| L.M. Kohn & Company | 6,430 | $1.01M | 0.38% | +2,923+83.3% | Added |
| Inceptionr LLC | 6,432 | $1.01M | 0.54% | +46+0.7% | Added |
| Cascade Investment Advisors, Inc. | 6,443 | $1.01M | 0.76% | +100+1.6% | Added |
| Viawealth, LLC | 6,455 | $1.02M | 0.76% | −120−1.8% | Reduced |
| Curran Financial Partners, LLC | 6,484 | $1.02M | 0.44% | +232+3.7% | Added |
| Security National Bank | 6,492 | $1.02M | 0.26% | +2,134+49.0% | Added |
| Hoey Investments, Inc | 6,495 | $1.02M | 0.34% | −1,492−18.7% | Reduced |
| DMG Group, LLC | 6,517 | $1.03M | 1.03% | −171−2.6% | Reduced |
| Collective Family Office LLC | 6,522 | $1.03M | 0.40% | +985+17.8% | Added |
| Townsend Asset Management Corp | 6,535 | $1.03M | 0.49% | +16+0.2% | Added |
| MBA Advisors LLC | 6,537 | $1.03M | 0.61% | +30.0% | Added |
| Arcadia Investment Management Corp | 6,539 | $1.03M | 0.21% | −95−1.4% | Reduced |
| Orser Capital Management, LLC | 6,553 | $1.03M | 1.05% | −20−0.3% | Reduced |
| Central Bank & Trust Co | 6,556 | $1.03M | 0.17% | −62−0.9% | Reduced |
| Oarsman Capital, Inc. | 6,563 | $1.03M | 0.45% | −62−0.9% | Reduced |
| Appleton Partners Inc | 6,573 | $1.03M | 0.09% | −35−0.5% | Reduced |
| Monograph Wealth Advisors, LLC | 6,578 | $1.04M | 0.22% | 00.0% | Unchanged |
| AlphaQ Advisors LLC | 6,581 | $1.04M | 0.76% | +470+7.7% | Added |
| Cedar Brook Financial Partners, LLC | 6,584 | $1.04M | 0.25% | +7+0.1% | Added |
| Merriman Wealth Management, LLC | 6,594 | $1.04M | 0.05% | +1,557+30.9% | Added |
| Gryphon Financial Partners LLC | 6,595 | $1.04M | 0.23% | −684−9.4% | Reduced |
| John G Ullman & Associates Inc | 6,604 | $1.04M | 0.16% | +36+0.5% | Added |
| Tanager Wealth Management LLP | 6,606 | $1.04M | 0.22% | +51+0.8% | Added |
| Cambridge Advisors Inc. | 6,608 | $1.04M | 0.27% | +78+1.2% | Added |
| Lineweaver Wealth Advisors, LLC | 6,614 | $1.04M | 0.30% | +164+2.5% | Added |
| Alpha DNA Investment Management LLC | 6,615 | $1.04M | 0.59% | −5,018−43.1% | Reduced |
| Invesco, LLC | 6,618 | $1.04M | 0.51% | +6,618 | New |
| Alhambra Investment Partners LLC | 6,623 | $1.04M | 0.69% | +1,615+32.2% | Added |
| Northwest Quadrant Wealth Management, LLC | 6,632 | $1.04M | 0.29% | +26+0.4% | Added |
| Abbot Financial Management, Inc. | 6,646 | $1.05M | 0.67% | −92−1.4% | Reduced |
| Walter & Keenan Financial Consulting Co | 6,648 | $1.05M | 0.38% | +9+0.1% | Added |
| Reuter James Wealth Management, LLC | 6,659 | $1.05M | 1.26% | +1,561+30.6% | Added |
| Westhampton Capital, LLC | 6,719 | $1.06M | 0.69% | +10.0% | Added |
| Money Concepts Capital Corp | 6,728 | $1.06M | 0.11% | −14,832−68.8% | Reduced |
| Sheets Smith Wealth Management | 6,755 | $1.06M | 0.16% | +13+0.2% | Added |
| Phillips Wealth Planners LLC | 6,776 | $1.07M | 1.40% | +799+13.4% | Added |
| SkyOak Wealth, LLC | 6,780 | $1.07M | 0.30% | +63+0.9% | Added |
| Global Trust Asset Management, LLC | 6,785 | $1.07M | 0.48% | +210+3.2% | Added |
| Rosenberg Matthew Hamilton | 6,787 | $1.07M | 0.36% | −7−0.1% | Reduced |
| American Institute for Advanced Investment Management, LLP | 6,789 | $1.07M | 0.93% | +860+14.5% | Added |
| Charles Carroll Financial Partners, LLC | 6,800 | $1.07M | 1.36% | −100−1.4% | Reduced |
| AlphaStar Capital Management, LLC | 6,808 | $1.07M | 0.12% | +1,002+17.3% | Added |
| E&G Advisors, LP | 6,816 | $1.07M | 0.38% | −10−0.1% | Reduced |
| TLWM | 6,820 | $1.07M | 0.31% | +41+0.6% | Added |
| Aureus Asset Management, LLC | 6,824 | $1.07M | 0.08% | +10.0% | Added |
| Barr E S & Co | 6,854 | $1.08M | 0.08% | 00.0% | Unchanged |