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; 4,142 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 | 4,142 | $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 |
|---|---|---|---|---|---|
| Annapolis Financial Services, LLC | 695 | $109.4K | 0.03% | +75+12.1% | Added |
| Investment Research & Advisory Group, Inc. | 703 | $110.6K | 0.06% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 716 | $112.6K | 0.04% | +716 | New |
| Ulland Investment Advisors, LLC | 718 | $113.0K | 0.12% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 729 | $113.1K | 0.08% | +16+2.2% | Added |
| Lowe Wealth Advisors, LLC | 738 | $116.1K | 0.06% | 00.0% | Unchanged |
| Capula Management Ltd | 739 | $116.3K | 0.01% | −3,613−83.0% | Reduced |
| Proffitt & Goodson Inc | 744 | $117.1K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 741 | $118.3K | 0.04% | −106−12.5% | Reduced |
| Foster Dykema Cabot & Co Inc | 759 | $119.0K | 0.01% | +282+59.1% | Added |
| NewSquare Capital LLC | 765 | $120.4K | 0.01% | +570+292.3% | Added |
| Disciplina Capital Management LLC | 792 | $124.7K | 0.02% | +491+163.1% | Added |
| Iron Horse Wealth Management, LLC | 795 | $125.1K | 0.06% | +9+1.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 800 | $125.9K | 0.07% | +200+33.3% | Added |
| HHM Wealth Advisors, LLC | 802 | $126.2K | 0.02% | −84−9.5% | Reduced |
| Norwood Financial Corp | 805 | $126.7K | 0.19% | 00.0% | Unchanged |
| First Personal Financial Services | 814 | $128.1K | 0.03% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 834 | $131.3K | 0.12% | +29+3.6% | Added |
| Financial Freedom, LLC | 836 | $131.5K | 0.09% | +8+1.0% | Added |
| Cedar Mountain Advisors, LLC | 854 | $134.4K | 0.04% | +1+0.1% | Added |
| WR Wealth Planners, LLC | 871 | $137.1K | 0.05% | −39−4.3% | Reduced |
| Earnest Partners LLC | 874 | $137.5K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 882 | $138.8K | 0.06% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 899 | $141.5K | 0.20% | −1−0.1% | Reduced |
| Granite FO LLC | 900 | $141.6K | 0.10% | −1,700−65.4% | Reduced |
| Disciplined Equity Management, Inc. | 900 | $141.6K | 0.12% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 916 | $144.0K | 0.07% | +1+0.1% | Added |
| Westchester Capital Management, Inc. | 932 | $146.7K | 0.04% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 935 | $147.1K | 0.03% | +70+8.1% | Added |
| RE Dickinson Investment Advisors, LLC | 941 | $148.0K | 0.05% | −326−25.7% | Reduced |
| Strengthening Families & Communities, LLC | 974 | $154.0K | 0.07% | +690+243.0% | Added |
| Abound Wealth Management | 982 | $154.5K | 0.06% | +145+17.3% | Added |
| Stuart Chaussee & Associates, Inc. | 1,000 | $157.3K | 0.05% | 00.0% | Unchanged |
| Cove Street Capital, LLC | 1,000 | $157.3K | 0.05% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 1,028 | $162.0K | 0.10% | +350+51.6% | Added |
| Toth Financial Advisory Corp | 1,034 | $162.7K | 0.02% | −17−1.6% | Reduced |
| Hall Laurie J Trustee | 1,029 | $163.0K | 0.06% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 1,044 | $164.3K | 0.02% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 1,061 | $166.0K | 0.02% | +150+16.5% | Added |
| TD Capital Management LLC | 1,081 | $170.1K | 0.02% | 00.0% | Unchanged |
| Westpac Banking Corp | 1,083 | $170.4K | 0.01% | −160,833−99.3% | Reduced |
| Caas Capital Management LP | 1,083 | $170.4K | 0.08% | +1,083 | New |
| PCA Investment Advisory Services Inc. | 1,105 | $173.9K | 0.10% | +1,105 | New |
| Raffa Wealth Management, LLC | 1,107 | $174.2K | 0.06% | +7+0.6% | Added |
| O'Brien Wealth Partners LLC | 1,113 | $175.1K | 0.05% | −196−15.0% | Reduced |
| Creative Capital Management Investments LLC | 1,118 | $175.9K | 0.13% | −762−40.5% | Reduced |
| Aspire Private Capital, LLC | 1,142 | $179.8K | 0.06% | +1+0.1% | Added |
| ZRC Wealth Management, LLC | 1,180 | $185.6K | 0.16% | +2+0.2% | Added |
| Harvest Fund Management Co., Ltd | 1,202 | $189.0K | 0.04% | −795−39.8% | Reduced |
| Centerpoint Advisors, LLC | 1,204 | $189.0K | 0.08% | −80−6.2% | Reduced |
| Laraway Financial Inc | 1,241 | $195.3K | 0.19% | 00.0% | Unchanged |
| CKW Financial Group | 1,273 | $200.0K | 0.03% | +2+0.2% | Added |
| Safeguard Financial, LLC | 1,275 | $200.0K | 0.10% | +21+1.7% | Added |
| Grant Street Asset Management, Inc. | 1,271 | $200.1K | 0.08% | +21+1.7% | Added |
| RAM Investment Partners, LLC | 1,272 | $200.1K | 0.08% | +1,272 | New |
| Bellevue Asset Management, LLC | 1,272 | $200.2K | 0.13% | +4+0.3% | Added |
| SC&H Financial Advisors, Inc. | 1,273 | $200.3K | 0.07% | +1,273 | New |
| Hofer & Associates. Inc | 1,275 | $200.6K | 0.19% | −530−29.4% | Reduced |
| Financial Network Wealth Management LLC | 1,271 | $201.0K | 0.09% | 00.0% | Unchanged |
| Arista Wealth Management, LLC | 1,278 | $201.1K | 0.08% | +1+0.1% | Added |
| Petra Financial Advisors Inc | 1,279 | $201.3K | 0.18% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 1,281 | $201.6K | 0.09% | +7+0.5% | Added |
| New Millennium Group LLC | 1,283 | $201.9K | 0.19% | −193−13.1% | Reduced |
| Glassy Mountain Advisors, Inc. | 1,286 | $202.4K | 0.09% | +1,286 | New |
| FSB Premier Wealth Management, Inc. | 1,290 | $203.0K | 0.11% | −672−34.3% | Reduced |
| Cumberland Advisors Inc | 1,290 | $203.0K | 0.09% | 00.0% | Unchanged |
| Red Wave Investments LLC | 1,293 | $203.5K | 0.08% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 1,294 | $203.6K | 0.02% | +130+11.2% | Added |
| Disciplined Growth Investors Inc | 1,295 | $203.8K | 0.00% | 00.0% | Unchanged |
| PCG Wealth Advisors, LLC | 1,295 | $203.9K | 0.13% | +1+0.1% | Added |
| Courage Miller Partners, LLC | 1,299 | $204.4K | 0.09% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 1,299 | $204.4K | 0.12% | +45+3.6% | Added |
| Relaxing Retirement Coach | 1,301 | $204.7K | 0.06% | +9+0.7% | Added |
| Algert Global LLC | 1,307 | $205.7K | 0.01% | +1,307 | New |
| Harbor Advisory Corp | 1,308 | $205.8K | 0.07% | +1,308 | New |
| McIlrath & Eck, LLC | 1,311 | $206.2K | 0.04% | −29−2.2% | Reduced |
| Stonebridge Financial Planning Group, LLC | 1,323 | $208.2K | 0.13% | −600−31.2% | Reduced |
| McGuire Investment Group, LLC | 1,323 | $208.2K | 0.04% | +1,323 | New |
| Integrity Financial Corp | 1,326 | $208.6K | 0.16% | −2,604−66.3% | Reduced |
| Westwood Management Corp | 1,336 | $210.0K | 0.03% | −2,156−61.7% | Reduced |
| Tarbox Family Office, Inc. | 1,336 | $210.2K | 0.04% | −6−0.4% | Reduced |
| Empirical Asset Management, LLC | 1,336 | $210.3K | 0.19% | +9+0.7% | Added |
| Vigilare Wealth Management | 1,338 | $210.5K | 0.12% | 00.0% | Unchanged |
| Aquire Wealth Advisors, LLC | 1,342 | $211.2K | 0.08% | 00.0% | Unchanged |
| Sterling Manor Financial, LLC | 1,343 | $211.3K | 0.18% | −1,269−48.6% | Reduced |
| AlphaCentric Advisors LLC | 1,343 | $211.3K | 0.12% | −61−4.3% | Reduced |
| Slocum, Gordon & Co LLP | 1,347 | $211.9K | 0.18% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 1,349 | $212.3K | 0.13% | +17+1.3% | Added |
| Tiemann Investment Advisors, LLC | 1,350 | $212.4K | 0.11% | −100−6.9% | Reduced |
| BlackDiamond Wealth Management Inc. | 1,310 | $213.0K | 0.18% | +1,310 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 1,355 | $213.1K | 0.12% | −66−4.6% | Reduced |
| Fenimore Asset Management Inc | 1,355 | $213.2K | 0.01% | +1+0.1% | Added |
| MRP Capital Investments, LLC | 1,358 | $213.7K | 0.21% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 1,363 | $214.4K | 0.06% | +1+0.1% | Added |
| Armstrong Henry H Associates Inc | 1,367 | $215.1K | 0.02% | +17+1.3% | Added |
| Pegasus Partners Ltd. | 1,368 | $215.3K | 0.03% | 00.0% | Unchanged |
| PFS Partners, LLC | 1,370 | $215.5K | 0.18% | −24−1.7% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,373 | $216.0K | 0.01% | +1,373 | New |
| Parkside Advisors LLC | 1,373 | $216.1K | 0.07% | −182−11.7% | Reduced |
| Quad-Cities Investment Group, LLC | 1,377 | $216.7K | 0.14% | 00.0% | Unchanged |