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
- 3,285
- +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
- 1,270 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 |
|---|---|---|---|---|---|
| Alaethes Wealth LLC | 12,241 | $1.93M | 1.06% | +319+2.7% | Added |
| Paradigm Financial Partners, LLC | 12,261 | $1.93M | 0.52% | +319+2.7% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 12,310 | $1.94M | 1.21% | −65−0.5% | Reduced |
| BerganKDV Wealth Management, LLC | 12,343 | $1.94M | 0.19% | −627−4.8% | Reduced |
| Mountain Capital Investment Advisors, Inc | 12,014 | $1.94M | 0.73% | −3,165−20.9% | Reduced |
| Main Street Financial Solutions, LLC | 12,366 | $1.95M | 0.26% | +31+0.3% | Added |
| Convergence Investment Partners, LLC | 12,377 | $1.95M | 1.12% | −309−2.4% | Reduced |
| Ironwood Investment Counsel, LLC | 12,386 | $1.95M | 0.44% | −3,246−20.8% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 12,392 | $1.95M | 0.49% | −607−4.7% | Reduced |
| Stableford Capital II LLC | 12,143 | $1.95M | 0.86% | +12,143 | New |
| Kistler-Tiffany Companies, LLC | 12,431 | $1.96M | 0.32% | +148+1.2% | Added |
| Weik Capital Management | 12,447 | $1.96M | 0.93% | +10+0.1% | Added |
| Knuff & Co LLC | 12,449 | $1.96M | 0.73% | 00.0% | Unchanged |
| Smithbridge Asset Management Inc | 12,453 | $1.96M | 0.46% | +701+6.0% | Added |
| Delta Asset Management LLC | 12,458 | $1.96M | 0.19% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 12,478 | $1.96M | 0.74% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 12,476 | $1.96M | 0.53% | +60+0.5% | Added |
| Godshalk Welsh Capital Management, Inc. | 12,488 | $1.96M | 1.35% | −200−1.6% | Reduced |
| Greenfield Savings Bank | 12,507 | $1.97M | 1.33% | −97−0.8% | Reduced |
| Miller Howard Investments Inc | 12,517 | $1.97M | 0.07% | +101+0.8% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 12,569 | $1.97M | 0.07% | +1,275+11.3% | Added |
| TBH Global Asset Management, LLC | 12,485 | $1.97M | 0.39% | +83+0.7% | Added |
| Onyx Bridge Wealth Group LLC | 12,541 | $1.97M | 0.47% | +299+2.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12,621 | $1.99M | 0.48% | −56−0.4% | Reduced |
| Cascade Investment Group, Inc. | 12,648 | $1.99M | 1.82% | −27−0.2% | Reduced |
| Connolly Sarah T. | 12,679 | $2.00M | 1.21% | −43−0.3% | Reduced |
| Providence Wealth Advisors, LLC | 12,766 | $2.00M | 2.21% | −459−3.5% | Reduced |
| Ascent Wealth Partners, LLC | 12,712 | $2.00M | 0.35% | +785+6.6% | Added |
| Titleist Asset Management, LLC | 12,731 | $2.00M | 0.39% | −1,589−11.1% | Reduced |
| Taurus Asset Management, LLC | 12,748 | $2.01M | 0.23% | −216−1.7% | Reduced |
| Longfellow Investment Management Co LLC | 12,758 | $2.01M | 0.46% | +519+4.2% | Added |
| TCWP LLC | 12,785 | $2.01M | 0.43% | −3,385−20.9% | Reduced |
| Sargent Investment Group, LLC | 12,849 | $2.02M | 0.49% | +4,461+53.2% | Added |
| Lindbrook Capital, LLC | 12,861 | $2.02M | 0.22% | +55+0.4% | Added |
| Notis-McConarty Edward | 12,880 | $2.03M | 0.77% | −260−2.0% | Reduced |
| Regency Capital Management Inc. | 12,890 | $2.03M | 1.76% | +12,890 | New |
| Mendel Money Management | 12,940 | $2.04M | 1.05% | −1,522−10.5% | Reduced |
| Hayek Kallen Investment Management | 12,959 | $2.04M | 0.87% | +279+2.2% | Added |
| CWS Financial Advisors, LLC | 12,964 | $2.04M | 0.77% | +244+1.9% | Added |
| International Assets Investment Management, LLC | 12,992 | $2.04M | 0.28% | −1,206−8.5% | Reduced |
| UniSuper Management Pty Ltd | 13,000 | $2.05M | 0.02% | +13,000 | New |
| Magnus Financial Group LLC | 13,007 | $2.05M | 0.29% | +132+1.0% | Added |
| TrueWealth Advisors, LLC | 13,026 | $2.05M | 0.84% | −56−0.4% | Reduced |
| Home Federal Bank of Tennessee | 13,035 | $2.05M | 0.73% | −280−2.1% | Reduced |
| Cypress Asset Management Inc | 12,661 | $2.05M | 0.66% | −20.0% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 13,055 | $2.05M | 0.02% | −1,125−7.9% | Reduced |
| Centric Wealth Management | 13,247 | $2.06M | 0.82% | +3,128+30.9% | Added |
| Summit Financial Group Inc | 13,097 | $2.06M | 0.80% | −15−0.1% | Reduced |
| Concord Wealth Partners | 13,156 | $2.07M | 0.45% | +5,504+71.9% | Added |
| Pin Oak Investment Advisors Inc | 13,161 | $2.07M | 2.30% | −131−1.0% | Reduced |
| Wealth Alliance | 13,163 | $2.07M | 0.31% | +1,523+13.1% | Added |
| JFS Wealth Advisors, LLC | 13,165 | $2.07M | 0.19% | −141−1.1% | Reduced |
| Chapman Investment Management, LLC | 13,178 | $2.07M | 1.64% | −417−3.1% | Reduced |
| Candriam Luxembourg S.C.A. | 13,197 | $2.08M | 0.02% | −1,843−12.3% | Reduced |
| Symphony Financial, Ltd. Co. | 13,305 | $2.08M | 0.51% | −40.0% | Reduced |
| Jackson Hole Capital Partners, LLC | 13,208 | $2.08M | 0.57% | 00.0% | Unchanged |
| Washington Trust Co | 13,210 | $2.08M | 0.09% | −1,415−9.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 13,244 | $2.08M | 0.34% | −122−0.9% | Reduced |
| 9258 Wealth Management, LLC | 13,271 | $2.09M | 0.39% | −64−0.5% | Reduced |
| Burke & Herbert Bank & Trust Co | 13,279 | $2.09M | 1.41% | −1,614−10.8% | Reduced |
| DeDora Capital, Inc. | 13,280 | $2.09M | 0.81% | +1,253+10.4% | Added |
| Schear Investment Advisers, LLC | 13,296 | $2.09M | 2.21% | +151+1.1% | Added |
| SageView Advisory Group, LLC | 13,311 | $2.09M | 0.12% | +1,044+8.5% | Added |
| Scott & Selber, Inc. | 13,313 | $2.10M | 0.82% | +154+1.2% | Added |
| Nvest Financial, LLC | 13,348 | $2.10M | 1.84% | −2,455−15.5% | Reduced |
| First City Capital Management, Inc. | 13,363 | $2.10M | 1.24% | −193−1.4% | Reduced |
| Full Sail Capital, LLC | 13,402 | $2.11M | 0.18% | +1,972+17.3% | Added |
| Aft, Forsyth & Sober, LLC | 13,450 | $2.12M | 0.88% | +550+4.3% | Added |
| Martin & Co Inc | 13,475 | $2.12M | 0.54% | −640−4.5% | Reduced |
| FinTrust Capital Advisors, LLC | 12,133 | $2.12M | 0.51% | 00.0% | Unchanged |
| Bedell Frazier Investment Counseling, LLC | 13,503 | $2.12M | 0.62% | −214−1.6% | Reduced |
| Lindenwold Advisors | 13,514 | $2.13M | 1.30% | −1,779−11.6% | Reduced |
| Lafayette Investments, Inc. | 13,517 | $2.13M | 0.56% | −230−1.7% | Reduced |
| Hedges Asset Management LLC | 13,542 | $2.13M | 1.81% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 13,540 | $2.13M | 2.07% | −185−1.3% | Reduced |
| Center for Financial Planning, Inc. | 13,544 | $2.13M | 0.45% | −431−3.1% | Reduced |
| Whitener Capital Management, Inc. | 13,561 | $2.13M | 0.82% | +46+0.3% | Added |
| Settian Capital LP | 13,600 | $2.14M | 1.78% | 00.0% | Unchanged |
| TKG Advisors, LLC | 13,662 | $2.15M | 1.40% | +29+0.2% | Added |
| Cape Ann Savings Bank | 13,686 | $2.15M | 1.43% | −370−2.6% | Reduced |
| Machina Capital S.A.S. | 13,689 | $2.15M | 1.22% | +10,369+312.3% | Added |
| New Potomac Partners, LLC | 13,691 | $2.15M | 1.42% | +8+0.1% | Added |
| Capital Advisory Group Advisory Services, LLC | 13,702 | $2.16M | 1.54% | +1,163+9.3% | Added |
| Nixon Peabody Trust Co | 13,803 | $2.17M | 1.76% | −1,746−11.2% | Reduced |
| Perennial Investment Advisors, LLC | 13,808 | $2.17M | 0.39% | −256−1.8% | Reduced |
| Argonautica Private Wealth Management, Inc | 13,826 | $2.18M | 0.98% | +44+0.3% | Added |
| Ti-Trust, Inc | 13,870 | $2.18M | 2.01% | −60−0.4% | Reduced |
| Harbour Investment Management LLC | 13,894 | $2.19M | 1.15% | −90−0.6% | Reduced |
| Good Life Advisors, LLC | 13,916 | $2.19M | 0.25% | −14,527−51.1% | Reduced |
| CoreCommodity Management, LLC | 13,934 | $2.19M | 0.64% | +6,361+84.0% | Added |
| Teamwork Financial Advisors, LLC | 13,974 | $2.20M | 0.36% | −3,439−19.7% | Reduced |
| Ahl Investment Management, Inc. | 14,009 | $2.20M | 1.96% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 14,033 | $2.21M | 0.12% | −946−6.3% | Reduced |
| NovaPoint Capital, LLC | 14,050 | $2.21M | 0.82% | +413+3.0% | Added |
| CX Institutional | 14,063 | $2.21M | 0.11% | −1,147−7.5% | Reduced |
| CIC Wealth, LLC | 14,125 | $2.22M | 0.77% | −630−4.3% | Reduced |
| Secure Asset Management, LLC | 14,168 | $2.23M | 0.68% | +1,226+9.5% | Added |
| Grove Bank & Trust | 14,176 | $2.23M | 0.45% | +459+3.3% | Added |
| Horizon Kinetics Asset Management LLC | 14,182 | $2.23M | 0.05% | −12−0.1% | Reduced |
| SignalPoint Asset Management, LLC | 14,186 | $2.23M | 0.68% | −110−0.8% | Reduced |