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 |
|---|---|---|---|---|---|
| Saranac Partners Ltd | 9,341 | $1.47M | 0.79% | +515+5.8% | Added |
| Heritage Wealth Advisors | 9,341 | $1.47M | 0.08% | −65−0.7% | Reduced |
| Seelaus Asset Management LLC | 9,342 | $1.47M | 1.16% | −1,563−14.3% | Reduced |
| Tradition Wealth Management, LLC | 9,395 | $1.48M | 0.17% | −55−0.6% | Reduced |
| Front Street Capital Management, Inc. | 9,407 | $1.48M | 0.31% | +14+0.1% | Added |
| Farmers Trust Co | 9,423 | $1.48M | 0.32% | −327−3.4% | Reduced |
| Hubbell Strickland Wealth Management, LLC | 9,424 | $1.48M | 0.86% | −141−1.5% | Reduced |
| Adviser Investments LLC | 9,431 | $1.48M | 0.03% | −448−4.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 9,475 | $1.49M | 0.67% | +222+2.4% | Added |
| Fiera Capital Corp | 9,476 | $1.49M | 0.00% | 00.0% | Unchanged |
| Chicago Capital, LLC | 9,487 | $1.49M | 0.07% | −233−2.4% | Reduced |
| PYA Waltman Capital, LLC | 9,111 | $1.49M | 0.64% | +4,667+105.0% | Added |
| Silverlake Wealth Management LLC | 9,512 | $1.50M | 0.83% | −153−1.6% | Reduced |
| AFS Financial Group, LLC | 9,526 | $1.50M | 0.97% | +32+0.3% | Added |
| Menard Financial Group LLC | 9,556 | $1.50M | 3.09% | −428−4.3% | Reduced |
| Atlas Private Wealth Advisors | 9,564 | $1.50M | 0.30% | +5,128+115.6% | Added |
| Baker Tilly Wealth Management, LLC | 9,583 | $1.51M | 0.16% | −459−4.6% | Reduced |
| TrinityPoint Wealth, LLC | 9,606 | $1.51M | 0.29% | +1,095+12.9% | Added |
| Front Row Advisors LLC | 9,629 | $1.51M | 0.67% | −300−3.0% | Reduced |
| Etesian Wealth Advisors, Inc. | 9,636 | $1.52M | 0.99% | −258−2.6% | Reduced |
| Nilsine Partners, LLC | 9,641 | $1.52M | 0.22% | +154+1.6% | Added |
| Virtue Capital Management, LLC | 9,725 | $1.52M | 0.26% | +194+2.0% | Added |
| Wellington Shields & Co., LLC | 9,725 | $1.53M | 0.36% | −2,883−22.9% | Reduced |
| Tompkins Financial Corp | 9,729 | $1.53M | 0.24% | 00.0% | Unchanged |
| Park Place Capital Corp | 9,729 | $1.53M | 0.43% | +1,241+14.6% | Added |
| Canal Capital Management, LLC | 9,757 | $1.54M | 0.31% | +1,504+18.2% | Added |
| Traphagen Investment Advisors LLC | 9,757 | $1.54M | 0.20% | +4,422+82.9% | Added |
| Legacy Bridge, LLC | 9,758 | $1.54M | 1.02% | +280+3.0% | Added |
| Prudent Man Advisors, LLC | 9,763 | $1.54M | 0.58% | −160−1.6% | Reduced |
| Ignite Planners, LLC | 9,969 | $1.54M | 0.59% | −85−0.8% | Reduced |
| KG&L Capital Management,LLC | 9,794 | $1.54M | 0.74% | +42+0.4% | Added |
| Doheny Asset Management | 9,804 | $1.54M | 1.32% | −50−0.5% | Reduced |
| Advisory Alpha, LLC | 9,850 | $1.55M | 0.08% | +864+9.6% | Added |
| WBH Advisory Inc | 9,853 | $1.55M | 0.18% | −448−4.3% | Reduced |
| Townsend & Associates, Inc | 9,554 | $1.55M | 0.40% | −402−4.0% | Reduced |
| Covenant Asset Management, LLC | 9,938 | $1.56M | 0.46% | +341+3.6% | Added |
| Lodestone Wealth Management LLC | 9,962 | $1.57M | 1.08% | −1,641,320−99.4% | Reduced |
| Ausdal Financial Partners, Inc. | 10,000 | $1.57M | 0.22% | −39−0.4% | Reduced |
| Barbara Oil Co. | 10,000 | $1.57M | 0.72% | 00.0% | Unchanged |
| WT Wealth Management | 10,003 | $1.57M | 0.65% | +10,003 | New |
| Parkside Financial Bank & Trust | 10,026 | $1.58M | 0.37% | +1,062+11.8% | Added |
| SeaBridge Investment Advisors LLC | 10,028 | $1.58M | 0.52% | +3,465+52.8% | Added |
| Ethic Inc. | 10,043 | $1.58M | 0.06% | −665−6.2% | Reduced |
| Benedetti & Gucer, Inc. | 10,061 | $1.58M | 0.81% | +6,017+148.8% | Added |
| FRG Family Wealth Advisors LLC | 10,061 | $1.58M | 0.35% | +177+1.8% | Added |
| Kozak & Associates, Inc. | 10,108 | $1.59M | 0.64% | +20.0% | Added |
| TCM Advisors, LLC | – | $1.59M | 0.68% | – | – |
| Harvest Portfolios Group Inc. | 10,103 | $1.59M | 0.07% | +389+4.0% | Added |
| Raleigh Capital Management Inc. | 10,124 | $1.59M | 0.79% | +2,453+32.0% | Added |
| Beaumont Financial Advisors, LLC | 10,131 | $1.59M | 0.15% | +280+2.8% | Added |
| Cox Capital Mgt LLC | 10,134 | $1.59M | 1.18% | +228+2.3% | Added |
| Dumont & Blake Investment Advisors LLC | 10,139 | $1.59M | 0.52% | −228−2.2% | Reduced |
| Maven Securities LTD | 10,137 | $1.60M | 0.23% | +4,845+91.6% | Added |
| Bourgeon Capital Management LLC | 10,150 | $1.60M | 0.37% | +199+2.0% | Added |
| Eudaimonia Advisors LLC | 10,152 | $1.60M | 1.07% | −331−3.2% | Reduced |
| Dover Advisors, LLC | 10,173 | $1.60M | 1.42% | −469−4.4% | Reduced |
| Lakeview Capital Partners, LLC | 10,188 | $1.60M | 0.30% | +4,327+73.8% | Added |
| Clough Capital Partners L P | 10,200 | $1.60M | 0.16% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 10,217 | $1.61M | 0.62% | +643+6.7% | Added |
| Keating Investment Counselors Inc | 10,220 | $1.61M | 0.58% | 00.0% | Unchanged |
| Miller Investment Management, LP | 10,220 | $1.61M | 0.25% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 10,242 | $1.61M | 0.72% | +47+0.5% | Added |
| D.B. Root & Company, LLC | 10,257 | $1.61M | 0.61% | +152+1.5% | Added |
| Cape Investment Advisory, Inc. | 10,275 | $1.62M | 0.90% | +135+1.3% | Added |
| Shulman DeMeo Asset Management LLC | 10,288 | $1.62M | 0.48% | −387−3.6% | Reduced |
| Aspen Investment Management Inc | 10,296 | $1.62M | 0.96% | −98−0.9% | Reduced |
| Marco Investment Management LLC | 10,300 | $1.62M | 0.18% | +78+0.8% | Added |
| Naviter Wealth, LLC | 10,311 | $1.62M | 0.41% | +1,189+13.0% | Added |
| InTrack Investment Management Inc | 10,324 | $1.62M | 1.33% | +1,201+13.2% | Added |
| Cornercap Investment Counsel Inc | 10,327 | $1.62M | 0.28% | −794−7.1% | Reduced |
| Mraz, Amerine & Associates, Inc. | 10,338 | $1.63M | 0.38% | −325−3.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 10,404 | $1.64M | 0.17% | +9,128+715.4% | Added |
| Signet Investment Advisory Group, Inc. | 10,408 | $1.64M | 1.08% | +21+0.2% | Added |
| Wealth Management Associates, Inc. | 10,420 | $1.64M | 0.93% | −125−1.2% | Reduced |
| Proquility Private Wealth Partners, LLC | 10,425 | $1.64M | 0.64% | +20+0.2% | Added |
| BBR Partners, LLC | 10,437 | $1.64M | 0.18% | +8+0.1% | Added |
| Redhawk Wealth Advisors, Inc. | 10,438 | $1.64M | 0.50% | −783−7.0% | Reduced |
| Garner Asset Management Corp | 10,448 | $1.64M | 0.95% | −2,577−19.8% | Reduced |
| PSI Advisors, LLC | 10,459 | $1.65M | 0.72% | +1,918+22.5% | Added |
| Cunning Capital Partners, LP | 0 | $1.65M | 1.04% | −10,495−100.0% | Reduced |
| Pensionmark Financial Group, LLC | 10,520 | $1.66M | 0.32% | +1,257+13.6% | Added |
| Beck Mack & Oliver LLC | 10,522 | $1.66M | 0.04% | 00.0% | Unchanged |
| Mechanics Financial Corp | 10,539 | $1.66M | 0.90% | +405+4.0% | Added |
| Baker Ellis Asset Management LLC | 10,567 | $1.66M | 0.28% | +240+2.3% | Added |
| Eaton Financial Holdings Company, LLC | 10,571 | $1.66M | 1.25% | −30−0.3% | Reduced |
| RBA Wealth Management, LLC | 10,572 | $1.66M | 0.78% | −12−0.1% | Reduced |
| Sawyer & Company, Inc | 10,574 | $1.66M | 0.76% | +206+2.0% | Added |
| Traverso Chambers Private Wealth Management, LLC | 10,577 | $1.66M | 0.44% | −33−0.3% | Reduced |
| Apriem Advisors | 10,578 | $1.66M | 0.25% | +493+4.9% | Added |
| Garrison Point Advisors, LLC | 10,621 | $1.67M | 1.20% | +40.0% | Added |
| CWA Asset Management Group, LLC | 10,638 | $1.67M | 0.12% | +170+1.6% | Added |
| Guardian Capital LP | 10,654 | $1.68M | 0.05% | +1,118+11.7% | Added |
| Ostrum Asset Management | 10,680 | $1.68M | 0.14% | +21+0.2% | Added |
| Archer Investment Corp | 10,692 | $1.68M | 0.60% | −948−8.1% | Reduced |
| Nexus Investment Management ULC | 10,700 | $1.68M | 0.18% | −2,650−19.9% | Reduced |
| Aries Wealth Management | 10,740 | $1.69M | 0.66% | −110−1.0% | Reduced |
| Roanoke Asset Management Corp | 10,749 | $1.69M | 0.67% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 10,785 | $1.70M | 0.59% | +50.0% | Added |
| Keystone Financial Group | 10,789 | $1.70M | 0.29% | +10,789 | New |
| Old Second National Bank of Aurora | 10,834 | $1.70M | 0.49% | −172−1.6% | Reduced |