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 |
|---|---|---|---|---|---|
| Sutton Wealth Advisors Inc. | 14,204 | $2.24M | 1.08% | +526+3.8% | Added |
| Curbstone Financial Management Corp | 14,206 | $2.24M | 0.53% | −540−3.7% | Reduced |
| Hunter Associates Investment Management LLC | 14,251 | $2.24M | 0.44% | −524−3.5% | Reduced |
| CTC Alternative Strategies, Ltd. | 14,250 | $2.24M | 2.79% | +14,250 | New |
| Lodestar Private Asset Management LLC | 14,284 | $2.25M | 0.38% | −1,181−7.6% | Reduced |
| Herbst Group, LLC | 14,300 | $2.25M | 1.55% | −339−2.3% | Reduced |
| Schechter Investment Advisors, LLC | 14,328 | $2.25M | 0.20% | −233−1.6% | Reduced |
| Berkeley Capital Partners, LLC | 14,333 | $2.26M | 0.80% | +1,661+13.1% | Added |
| Winslow Asset Management Inc | 14,375 | $2.26M | 0.49% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 14,431 | $2.27M | 0.46% | +339+2.4% | Added |
| New Hampshire Trust | 14,441 | $2.27M | 0.59% | +214+1.5% | Added |
| Chemung Canal Trust Co | 14,451 | $2.27M | 0.49% | −115−0.8% | Reduced |
| Keudell/Morrison Wealth Management | 14,453 | $2.27M | 0.66% | +322+2.3% | Added |
| Somerset Trust Co | 14,485 | $2.28M | 0.98% | −436−2.9% | Reduced |
| Sterling Investment Advisors, Ltd. | 14,530 | $2.29M | 0.76% | +66+0.5% | Added |
| Monarch Capital Management Inc | 14,537 | $2.29M | 0.69% | −214−1.5% | Reduced |
| Bull Street Advisors, LLC | 14,542 | $2.29M | 1.17% | −58−0.4% | Reduced |
| Hendershot Investments Inc. | 14,549 | $2.29M | 0.37% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 14,565 | $2.29M | 1.12% | −159−1.1% | Reduced |
| American Investment Services, Inc. | 14,591 | $2.30M | 0.47% | −52,612−78.3% | Reduced |
| Insigneo Advisory Services, LLC | 14,605 | $2.30M | 0.44% | +4,482+44.3% | Added |
| Smith Chas P & Associates Pa Cpas | 14,632 | $2.30M | 0.15% | −380−2.5% | Reduced |
| Kiley Juergens Wealth Management, LLC | 14,636 | $2.30M | 0.79% | +316+2.2% | Added |
| Solidarilty Wealth, LLC | 14,659 | $2.31M | 0.95% | −6,000−29.0% | Reduced |
| Oakworth Capital, Inc. | 14,663 | $2.31M | 0.20% | −737−4.8% | Reduced |
| Portside Wealth Group, LLC | 14,701 | $2.31M | 0.43% | +14,701 | New |
| Karpas Strategies, LLC | 14,746 | $2.32M | 0.78% | +47+0.3% | Added |
| ICA Group Wealth Management, LLC | 14,749 | $2.32M | 0.58% | −11,325−43.4% | Reduced |
| Te Ahumairangi Investment Management Ltd | 14,800 | $2.33M | 0.32% | +14,800 | New |
| Cassaday & Co Wealth Management LLC | 14,823 | $2.33M | 0.09% | +86+0.6% | Added |
| Systematic Alpha Investments, LLC | 14,854 | $2.34M | 0.11% | 00.0% | Unchanged |
| Page Arthur B | 14,872 | $2.34M | 2.22% | −219−1.5% | Reduced |
| Atomi Financial Group, Inc. | 14,872 | $2.34M | 1.07% | +350+2.4% | Added |
| Capital Advisors Wealth Management, LLC | 14,878 | $2.34M | 0.60% | +579+4.0% | Added |
| Sompo Asset Management Co., Ltd. | 14,880 | $2.34M | 0.44% | +1,320+9.7% | Added |
| Pavion Blue Capital, LLC | 14,892 | $2.34M | 1.37% | −853−5.4% | Reduced |
| EHP Funds Inc. | 14,900 | $2.34M | 0.67% | −7,800−34.4% | Reduced |
| Cyndeo Wealth Partners, LLC | 14,935 | $2.35M | 0.25% | −2,638−15.0% | Reduced |
| Siemens Fonds Invest GmbH | 15,026 | $2.35M | 0.23% | −123−0.8% | Reduced |
| Consolidated Investment Group LLC | 15,000 | $2.36M | 0.42% | 00.0% | Unchanged |
| Granby Capital Management, LLC | 15,000 | $2.36M | 2.13% | 00.0% | Unchanged |
| Ally Financial Inc. | 15,000 | $2.36M | 0.33% | +15,000 | New |
| Arbor Trust Wealth Advisors, LLC | 15,063 | $2.37M | 1.51% | +244+1.6% | Added |
| Private Harbour Investment Management & Counsel, LLC | 15,064 | $2.37M | 2.65% | −223−1.5% | Reduced |
| Pecaut & Co. | 15,076 | $2.37M | 1.00% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 15,183 | $2.39M | 0.32% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 15,197 | $2.39M | 1.15% | −100−0.7% | Reduced |
| Eads & Heald Wealth Management | 15,205 | $2.39M | 1.18% | −506−3.2% | Reduced |
| Geneva Partners, LLC | 15,217 | $2.39M | 1.56% | −6,342−29.4% | Reduced |
| Montchanin Asset Management, LLC | 15,229 | $2.40M | 2.73% | +40+0.3% | Added |
| Somerset Group LLC | 15,263 | $2.40M | 2.01% | 00.0% | Unchanged |
| Lake Street Financial LLC | 15,282 | $2.40M | 0.42% | +111+0.7% | Added |
| Fortune Financial Advisors, LLC | 15,320 | $2.41M | 1.81% | +15,320 | New |
| Newman Dignan & Sheerar, Inc. | 15,335 | $2.41M | 0.74% | +184+1.2% | Added |
| Pacific Center for Financial Services | 15,340 | $2.41M | 0.79% | −236−1.5% | Reduced |
| Bontempo Ohly Capital Mgmt LLC | 15,341 | $2.41M | 1.18% | −85−0.6% | Reduced |
| O'Brien Greene & Co. Inc | 15,343 | $2.41M | 0.84% | +864+6.0% | Added |
| Chicago Partners Investment Group LLC | 15,129 | $2.42M | 0.13% | −747−4.7% | Reduced |
| Pinnacle Holdings, LLC | 15,358 | $2.42M | 1.08% | +15,358 | New |
| Buckingham Strategic Partners | 15,367 | $2.42M | 0.13% | +2,448+18.9% | Added |
| Venturi Wealth Management, LLC | 15,369 | $2.42M | 0.19% | +2,249+17.1% | Added |
| Charles Schwab Trust Co | 16,078 | $2.42M | 0.29% | +207+1.3% | Added |
| Formidable Asset Management, LLC | 15,425 | $2.43M | 0.53% | +505+3.4% | Added |
| Trust Co of Oklahoma | 15,481 | $2.44M | 0.90% | −464−2.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 15,489 | $2.44M | 0.20% | −4,557−22.7% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 15,500 | $2.44M | 0.12% | +15,500 | New |
| Knollwood Investment Advisory, LLC | 15,540 | $2.45M | 0.82% | +5,825+60.0% | Added |
| Modus Advisors, LLC | 15,572 | $2.45M | 1.05% | +166+1.1% | Added |
| Delta Financial Advisors LLC | 15,594 | $2.45M | 1.08% | −59−0.4% | Reduced |
| Certified Advisory Corp | 15,600 | $2.45M | 0.45% | −866−5.3% | Reduced |
| Marietta Investment Partners LLC | 15,616 | $2.46M | 0.64% | +70+0.5% | Added |
| Mitchell Capital Management Co | 15,673 | $2.47M | 0.56% | +44+0.3% | Added |
| First United Bank Trust | 15,675 | $2.47M | 1.10% | −665−4.1% | Reduced |
| First Command Bank | 15,701 | $2.47M | 0.23% | +7,059+81.7% | Added |
| First Command Financial Services, Inc. | 15,701 | $2.47M | 0.23% | +7,059+81.7% | Added |
| Insight Inv LLC | 15,725 | $2.47M | 2.55% | +50+0.3% | Added |
| Delta Investment Management, LLC | 15,731 | $2.48M | 0.68% | −154−1.0% | Reduced |
| Blue Rock Advisors, LLC | 15,757 | $2.48M | 6.58% | +15,757 | New |
| Liberty One Investment Management, LLC | 15,768 | $2.48M | 0.32% | +325+2.1% | Added |
| Saxon Interests, Inc. | 15,807 | $2.49M | 1.33% | +53+0.3% | Added |
| Triangle Securities Wealth Management | 15,833 | $2.49M | 0.86% | −302−1.9% | Reduced |
| Missouri Trust & Investment Co | 15,865 | $2.50M | 1.41% | +3,909+32.7% | Added |
| Field & Main Bank | 15,929 | $2.51M | 1.40% | −30−0.2% | Reduced |
| Valmark Advisers, Inc. | 15,929 | $2.51M | 0.05% | −153−1.0% | Reduced |
| Evanson Asset Management, LLC | 15,937 | $2.51M | 0.24% | +36+0.2% | Added |
| Hedeker Wealth, LLC | 15,987 | $2.52M | 0.84% | −146−0.9% | Reduced |
| Eqis Capital Management, Inc. | 15,991 | $2.52M | 0.28% | +1,996+14.3% | Added |
| Kinsale Capital Group, Inc. | 15,995 | $2.52M | 1.52% | +6,551+69.4% | Added |
| Iat Reinsurance Co Ltd. | 16,000 | $2.52M | 0.49% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 16,026 | $2.52M | 0.26% | −468−2.8% | Reduced |
| Birch Hill Investment Advisors LLC | 16,082 | $2.53M | 0.15% | −10−0.1% | Reduced |
| Edmp, Inc. | 16,151 | $2.54M | 2.42% | +50.0% | Added |
| Private Portfolio Partners LLC | 16,154 | $2.54M | 0.65% | +132+0.8% | Added |
| Bristlecone Advisors, LLC | 16,162 | $2.54M | 0.26% | +551+3.5% | Added |
| Van Cleef Asset Management,Inc | 16,163 | $2.54M | 0.39% | +10.0% | Added |
| Chilton Capital Management LLC | 16,192 | $2.55M | 0.14% | +622+4.0% | Added |
| Cohen Lawrence B | 16,204 | $2.55M | 1.63% | +88+0.5% | Added |
| CFS Investment Advisory Services, LLC | 16,221 | $2.55M | 0.33% | +16,221 | New |
| Nicholas Hoffman & Company, LLC. | 16,249 | $2.56M | 0.10% | +162+1.0% | Added |
| Woodard & Co Asset Management Group Inc | 16,253 | $2.56M | 0.85% | −77−0.5% | Reduced |