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 |
|---|---|---|---|---|---|
| Investment Partners, Ltd. | 8,036 | $1.26M | 0.66% | −559−6.5% | Reduced |
| Matrix Trust Co | 8,065 | $1.27M | 0.33% | +444+5.8% | Added |
| Catalyst Financial Partners LLC | 8,077 | $1.27M | 0.45% | +1,087+15.6% | Added |
| Monticello Wealth Management, LLC | 8,139 | $1.28M | 0.13% | −154−1.9% | Reduced |
| St. Johns Investment Management Company, LLC | 8,144 | $1.28M | 0.70% | +454+5.9% | Added |
| Proficio Capital Partners LLC | 8,177 | $1.29M | 0.18% | −827−9.2% | Reduced |
| MBL Wealth, LLC | 8,187 | $1.29M | 0.18% | +319+4.1% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 8,193 | $1.29M | 0.03% | +8,193 | New |
| RFP Financial Group LLC | 8,213 | $1.29M | 0.53% | +7,059+611.7% | Added |
| Joseph Group Capital Management | 8,214 | $1.29M | 1.09% | +733+9.8% | Added |
| Enterprise Financial Services Corp | 8,226 | $1.29M | 0.82% | −4,058−33.0% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 8,247 | $1.30M | 0.60% | +4,071+97.5% | Added |
| ABLE Financial Group, LLC | 8,254 | $1.30M | 0.67% | +625+8.2% | Added |
| Calton & Associates, Inc. | 8,254 | $1.30M | 0.61% | −344−4.0% | Reduced |
| Bedel Financial Consulting, Inc. | 8,269 | $1.30M | 0.27% | +73+0.9% | Added |
| Citizens & Northern Corp | 8,274 | $1.30M | 0.49% | −157−1.9% | Reduced |
| WMS Partners, LLC | 8,282 | $1.30M | 0.10% | −118−1.4% | Reduced |
| Tradewinds, LLC. | 8,297 | $1.31M | 0.77% | +146+1.8% | Added |
| Castellan Group, LLC | 8,300 | $1.31M | 0.83% | +618+8.0% | Added |
| Paragon Capital Management LLC | 8,302 | $1.31M | 0.75% | −118−1.4% | Reduced |
| BEAM Asset Management, LLC | 8,318 | $1.31M | 0.91% | +673+8.8% | Added |
| Valley Brook Capital Group | 8,325 | $1.31M | 1.21% | 00.0% | Unchanged |
| S.A. Mason LLC | 8,032 | $1.31M | 0.95% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 8,341 | $1.31M | 0.35% | −1,055−11.2% | Reduced |
| Cadent Capital Advisors, LLC | 8,360 | $1.32M | 0.82% | +197+2.4% | Added |
| Walker Asset Management, LLC | 8,363 | $1.32M | 1.09% | −20−0.2% | Reduced |
| Oak Harbor Wealth Partners, LLC | 8,376 | $1.32M | 0.45% | −22−0.3% | Reduced |
| Sandbox Financial Partners, LLC | 8,381 | $1.32M | 0.69% | +186+2.3% | Added |
| Argent Advisors, Inc. | 8,384 | $1.32M | 0.60% | −1,760−17.4% | Reduced |
| CFO4Life Group, LLC | 8,387 | $1.32M | 0.28% | +860+11.4% | Added |
| DRW Securities, LLC | 8,400 | $1.32M | 0.10% | −23,326−73.5% | Reduced |
| New England Research & Management, Inc. | 8,400 | $1.32M | 0.77% | +975+13.1% | Added |
| Fortitude Advisory Group L.L.C. | 8,403 | $1.32M | 0.98% | −188−2.2% | Reduced |
| Curi Capital | 8,412 | $1.32M | 0.18% | +144+1.7% | Added |
| Palisade Capital Management LLC | 8,412 | $1.32M | 0.04% | +100+1.2% | Added |
| MONECO Advisors, LLC | 8,431 | $1.33M | 0.36% | +558+7.1% | Added |
| Amarillo National Bank | 8,436 | $1.33M | 0.26% | −25−0.3% | Reduced |
| MCF Advisors LLC | 8,445 | $1.33M | 0.12% | +911+12.1% | Added |
| JGP Wealth Management, LLC | 8,481 | $1.33M | 0.22% | −168−1.9% | Reduced |
| K2 Principal Fund, L.P. | 8,482 | $1.33M | 0.42% | +8,482 | New |
| Ledge Wealth Management, Inc. | 8,483 | $1.33M | 0.64% | −412−4.6% | Reduced |
| Thrive Wealth Management, LLC | 8,489 | $1.34M | 0.35% | −475−5.3% | Reduced |
| Warther Private Wealth, LLC | 8,505 | $1.34M | 0.91% | −182−2.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 8,554 | $1.35M | 0.17% | +1,510+21.4% | Added |
| Solitude Financial Services | 8,570 | $1.35M | 0.76% | +493+6.1% | Added |
| Timber Creek Capital Management LLC | 8,610 | $1.35M | 0.47% | +6+0.1% | Added |
| Gradient Capital Advisors, LLC | 8,612 | $1.36M | 0.54% | −317−3.6% | Reduced |
| Retirement Planning Co of New England, Inc. | 8,650 | $1.36M | 0.78% | +195+2.3% | Added |
| Benchmark Investment Advisors LLC | 8,656 | $1.36M | 1.26% | −440−4.8% | Reduced |
| Chesapeake Asset Management LLC | 8,669 | $1.36M | 1.23% | +278+3.3% | Added |
| Hexagon Capital Partners LLC | 8,683 | $1.37M | 0.36% | +697+8.7% | Added |
| Sweet Financial Partners, LLC | 8,696 | $1.37M | 0.36% | −469−5.1% | Reduced |
| Cypress Wealth Services, LLC | 8,941 | $1.37M | 0.36% | +238+2.7% | Added |
| LifePro Asset Management | 8,725 | $1.37M | 1.06% | −608−6.5% | Reduced |
| Searle & Co. | 8,401 | $1.37M | 0.43% | −20.0% | Reduced |
| Hodges Capital Management Inc. | 7,410 | $1.38M | 0.08% | +166+2.3% | Added |
| Aveo Capital Partners, LLC | 8,757 | $1.38M | 0.17% | +536+6.5% | Added |
| Schmidt P J Investment Management Inc | 8,483 | $1.38M | 0.27% | +66+0.8% | Added |
| Jmac Enterprises LLC | 8,773 | $1.38M | 0.34% | +2,331+36.2% | Added |
| Red Spruce Capital, LLC | 8,790 | $1.38M | 0.74% | +113+1.3% | Added |
| Boston Research & Management Inc | 8,808 | $1.39M | 0.39% | −65−0.7% | Reduced |
| Concord Asset Management, LLC | 8,822 | $1.39M | 0.49% | +1,987+29.1% | Added |
| CVA Family Office, LLC | 8,829 | $1.39M | 0.29% | +20+0.2% | Added |
| Fishman Jay A Ltd | 8,838 | $1.39M | 0.17% | −475−5.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 8,839 | $1.39M | 0.26% | +1,019+13.0% | Added |
| Wells Trecaso Financial Group, LLC | 8,854 | $1.39M | 0.60% | −59−0.7% | Reduced |
| Firestone Capital Management | 9,094 | $1.40M | 0.45% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 8,873 | $1.40M | 0.56% | +172+2.0% | Added |
| Pacific Sage Partners, LLC | 8,879 | $1.40M | 0.41% | +10.0% | Added |
| StrategIQ Financial Group, LLC | 8,897 | $1.40M | 0.16% | +207+2.4% | Added |
| Relative Value Partners Group, LLC | 8,906 | $1.40M | 0.09% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 8,914 | $1.40M | 1.41% | +243+2.8% | Added |
| 3Chopt Investment Partners, LLC | 8,959 | $1.41M | 0.71% | +95+1.1% | Added |
| Needham Investment Management LLC | 9,000 | $1.42M | 0.23% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 9,023 | $1.42M | 0.16% | +89+1.0% | Added |
| Sawgrass Asset Management LLC | 9,072 | $1.43M | 0.18% | −102−1.1% | Reduced |
| Archford Capital Strategies, LLC | 8,834 | $1.43M | 0.27% | +1,410+19.0% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 9,322 | $1.43M | 0.76% | +11+0.1% | Added |
| Moseley Investment Management Inc | 9,101 | $1.43M | 0.84% | +792+9.5% | Added |
| Adalta Capital Management LLC | 9,118 | $1.44M | 0.96% | 00.0% | Unchanged |
| Claro Advisors LLC | 9,135 | $1.44M | 0.36% | +582+6.8% | Added |
| BOS Asset Management, LLC | 9,188 | $1.45M | 1.12% | +272+3.1% | Added |
| Plante Moran Financial Advisors, LLC | 9,191 | $1.45M | 0.17% | +172+1.9% | Added |
| Hamilton Capital, LLC | 9,198 | $1.45M | 0.10% | +4,900+114.0% | Added |
| Rice Partnership, LLC | 9,202 | $1.45M | 0.40% | +319+3.6% | Added |
| Gilbert & Cook, Inc. | 9,221 | $1.45M | 0.23% | +1,625+21.4% | Added |
| Midwest Professional Planners, LTD. | 9,225 | $1.45M | 0.64% | +1,732+23.1% | Added |
| Wintrust Investments LLC | 9,229 | $1.45M | 0.15% | −94−1.0% | Reduced |
| Harrell Investment Partners, LLC | 9,228 | $1.45M | 0.49% | +15+0.2% | Added |
| Transamerica Financial Advisors, Inc. | 9,228 | $1.45M | 0.19% | +516+5.9% | Added |
| Access Financial Services, Inc. | 9,253 | $1.46M | 0.85% | +329+3.7% | Added |
| Dividend Assets Capital, LLC | 9,275 | $1.46M | 0.30% | +1,153+14.2% | Added |
| Blue Fin Capital, Inc. | 9,275 | $1.46M | 0.42% | +129+1.4% | Added |
| Plancorp, LLC | 9,275 | $1.46M | 0.08% | +91+1.0% | Added |
| Cravens & Co Advisors, LLC | 9,276 | $1.46M | 1.34% | +216+2.4% | Added |
| EPG Wealth Management LLC | 9,278 | $1.46M | 0.43% | +504+5.7% | Added |
| McKinley Capital Management LLC /Delaware | 9,285 | $1.46M | 0.20% | −88−0.9% | Reduced |
| Bessemer Securities LLC | 9,285 | $1.46M | 0.97% | −1,200−11.4% | Reduced |
| Emfo, LLC | 9,304 | $1.46M | 1.33% | 00.0% | Unchanged |
| McDaniel Terry & Co | 9,316 | $1.47M | 0.15% | +371+4.1% | Added |