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 | 4,311 | $298.0B |
| Q4 2025 | 3,993 | $223.3B |
| Q3 2025 | 3,802 | $225.3B |
| Q2 2025 | 3,707 | $189.0B |
| Q1 2025 | 3,825 | $222.9B |
| Q4 2024 | 3,764 | $194.0B |
| Q3 2024 | 3,487 | $198.0B |
| Q2 2024 | 3,510 | $214.0B |
| Q1 2024 | 3,522 | $212.7B |
| Q4 2023 | 3,477 | $200.3B |
| Q3 2023 | 3,338 | $222.6B |
| Q2 2023 | 3,285 | $205.0B |
| Q1 2023 | 3,272 | $217.1B |
| Q4 2022 | 3,288 | $243.6B |
| Q3 2022 | 3,056 | $195.7B |
| Q2 2022 | 3,060 | $198.4B |
| Q1 2022 | 3,070 | $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 |
|---|---|---|---|---|---|
| Excalibur Management Corp | 16,258 | $2.56M | 1.30% | +711+4.6% | Added |
| Symmetry Investments LP | 16,262 | $2.56M | 0.74% | +16,262 | New |
| Schonfeld Strategic Advisors LLC | 16,288 | $2.56M | 0.02% | −6,370−28.1% | Reduced |
| Adirondack Trust Co | 15,690 | $2.57M | 1.20% | −35−0.2% | Reduced |
| CoreFirst Bank & Trust | 16,413 | $2.58M | 1.82% | −225−1.4% | Reduced |
| Arrow Financial Corp | 16,413 | $2.58M | 0.31% | −311−1.9% | Reduced |
| Private Capital Management, LLC | 16,435 | $2.59M | 0.31% | +16,435 | New |
| Resurgent Financial Advisors LLC | 16,447 | $2.59M | 1.72% | +179+1.1% | Added |
| Family Management Corp | 16,453 | $2.59M | 0.57% | −612−3.6% | Reduced |
| Raab & Moskowitz Asset Management LLC | 16,458 | $2.59M | 0.89% | +131+0.8% | Added |
| CFM Wealth Partners LLC | 16,511 | $2.60M | 0.63% | −366−2.2% | Reduced |
| Private Capital Advisors, Inc. | 16,603 | $2.61M | 0.43% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 16,601 | $2.61M | 0.30% | +16,601 | New |
| AdvisorNet Financial, Inc | 16,630 | $2.62M | 0.22% | −12−0.1% | Reduced |
| Trifecta Capital Advisors, LLC | 16,641 | $2.62M | 0.84% | +1,115+7.2% | Added |
| Finer Wealth Management, Inc. | 16,658 | $2.62M | 2.05% | −141−0.8% | Reduced |
| LMR Partners LLP | 16,672 | $2.62M | 0.06% | −118,578−87.7% | Reduced |
| Navellier & Associates Inc | 16,683 | $2.63M | 0.51% | −23−0.1% | Reduced |
| GM Advisory Group, Inc. | 16,685 | $2.63M | 0.22% | +3,133+23.1% | Added |
| WealthTrust Axiom LLC | 16,710 | $2.63M | 0.87% | −249−1.5% | Reduced |
| Coastal Investment Advisors, Inc. | 16,758 | $2.64M | 0.58% | −2,086−11.1% | Reduced |
| Jeppson Wealth Management, LLC | 16,760 | $2.64M | 1.15% | −2,685−13.8% | Reduced |
| Sterling Investment Management, Inc. | 16,764 | $2.64M | 2.09% | −243−1.4% | Reduced |
| Washington Trust Bank | 16,786 | $2.64M | 0.27% | +394+2.4% | Added |
| Northstar Asset Management LLC | 16,788 | $2.64M | 0.73% | −100−0.6% | Reduced |
| Bank of Stockton | 16,828 | $2.65M | 0.91% | +61+0.4% | Added |
| Wimmer Associates 1, LLC | 16,887 | $2.66M | 1.60% | −50−0.3% | Reduced |
| Cipher Capital LP | 16,887 | $2.66M | 0.45% | +14,621+645.2% | Added |
| Cohen Capital Management, Inc. | 16,908 | $2.66M | 0.52% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 16,920 | $2.66M | 0.18% | −95−0.6% | Reduced |
| Richelieu Gestion PLC | 16,966 | $2.67M | 2.22% | +3,063+22.0% | Added |
| Quadrant Private Wealth Management, LLC | 16,969 | $2.67M | 0.77% | +547+3.3% | Added |
| LVW Advisors, LLC | 16,986 | $2.67M | 0.54% | −2,557−13.1% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 16,792 | $2.68M | 1.18% | +180+1.1% | Added |
| Harbour Investments, Inc. | 17,065 | $2.69M | 0.13% | +153+0.9% | Added |
| South Street Advisors LLC | 17,130 | $2.70M | 0.53% | 00.0% | Unchanged |
| Wilkinson Global Asset Management LLC | 17,132 | $2.70M | 0.21% | 00.0% | Unchanged |
| Columbia Trust Co 01012016 | 17,150 | $2.70M | 1.51% | −209−1.2% | Reduced |
| Shufro Rose & Co LLC | 17,233 | $2.71M | 0.25% | −54−0.3% | Reduced |
| Clear Harbor Asset Management, LLC | 17,248 | $2.71M | 0.27% | +3,196+22.7% | Added |
| Greenwood Capital Associates LLC | 17,296 | $2.72M | 0.38% | +228+1.3% | Added |
| Mount Lucas Management LP | 17,318 | $2.72M | 0.98% | −2,527−12.7% | Reduced |
| Fiduciary Group LLC | 17,342 | $2.73M | 0.34% | +29+0.2% | Added |
| Smith, Moore & Co. | 17,355 | $2.73M | 0.35% | +941+5.7% | Added |
| Fort Point Capital Partners LLC | 17,401 | $2.74M | 0.41% | +14+0.1% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 17,412 | $2.74M | 0.56% | +160+0.9% | Added |
| Syntal Capital Partners, LLC | 17,478 | $2.75M | 1.10% | +438+2.6% | Added |
| Accurate Wealth Management, LLC | 17,931 | $2.75M | 0.86% | +2,249+14.3% | Added |
| Leelyn Smith, LLC | 17,532 | $2.76M | 0.67% | −956−5.2% | Reduced |
| Burney Co | 17,533 | $2.76M | 0.13% | +194+1.1% | Added |
| HCR Wealth Advisors | 17,576 | $2.77M | 0.51% | −144−0.8% | Reduced |
| Duality Advisers, LP | 17,607 | $2.77M | 0.35% | +17,607 | New |
| Trustco Bank Corp N Y | 17,624 | $2.77M | 2.98% | −585−3.2% | Reduced |
| Marcum Wealth, LLC | 17,632 | $2.77M | 0.33% | +946+5.7% | Added |
| KLCM Advisors, Inc. | 17,675 | $2.78M | 0.54% | +8,973+103.1% | Added |
| LS Investment Advisors, LLC | 17,682 | $2.78M | 0.49% | −714−3.9% | Reduced |
| Benin Management CORP | 17,685 | $2.78M | 1.00% | +732+4.3% | Added |
| Quadrant Capital Group LLC | 17,696 | $2.78M | 0.28% | −2,012−10.2% | Reduced |
| Capital Asset Advisory Services LLC | 18,132 | $2.78M | 0.19% | +759+4.4% | Added |
| IMA Wealth, Inc. | 17,708 | $2.79M | 0.72% | +438+2.5% | Added |
| Wealth Alliance Advisory Group, LLC | 17,709 | $2.79M | 0.98% | +228+1.3% | Added |
| United Capital Management of KS, Inc. | 17,721 | $2.79M | 0.89% | +867+5.1% | Added |
| Studio Investment Management LLC | 17,745 | $2.79M | 0.78% | +1,712+10.7% | Added |
| CNB Bank | 17,749 | $2.79M | 1.64% | −1,004−5.4% | Reduced |
| GFS Advisors, LLC | 17,759 | $2.79M | 0.62% | −294−1.6% | Reduced |
| Strategic Blueprint, LLC | 17,769 | $2.80M | 0.27% | +190+1.1% | Added |
| Atlantic Trust, LLC | 17,479 | $2.80M | 0.90% | −59−0.3% | Reduced |
| Perpetual Ltd | 17,795 | $2.80M | 0.02% | −3,142−15.0% | Reduced |
| Cooper Financial Group | 17,797 | $2.80M | 0.69% | +5,863+49.1% | Added |
| McMillion Capital Management Inc | 17,922 | $2.82M | 2.51% | −399−2.2% | Reduced |
| First Citizens Bank & Trust Co | 17,957 | $2.83M | 0.05% | −450−2.4% | Reduced |
| Peoples Financial Services Corp. | 18,053 | $2.84M | 1.27% | −405−2.2% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 18,054 | $2.84M | 0.63% | +2,236+14.1% | Added |
| Aspiriant, LLC | 18,117 | $2.85M | 0.14% | −504−2.7% | Reduced |
| apricus wealth, LLC | 18,590 | $2.85M | 2.51% | +1,085+6.2% | Added |
| West Oak Capital, LLC | 18,166 | $2.86M | 1.39% | −772−4.1% | Reduced |
| Mystic Asset Management, Inc. | 18,187 | $2.86M | 1.53% | −49−0.3% | Reduced |
| Bangor Savings Bank | 18,188 | $2.86M | 0.32% | +515+2.9% | Added |
| Hudock, Inc. | 18,190 | $2.86M | 0.68% | +357+2.0% | Added |
| Cohen Investment Advisors LLC | 18,196 | $2.86M | 2.30% | −1,503−7.6% | Reduced |
| Providence Capital Advisors, LLC | 18,218 | $2.87M | 0.73% | +240+1.3% | Added |
| Albion Financial Group | 18,230 | $2.87M | 0.25% | +1,101+6.4% | Added |
| Summit Global Investments | 18,280 | $2.88M | 0.19% | −27,419−60.0% | Reduced |
| Golden State Equity Partners | 18,289 | $2.88M | 0.81% | +10,585+137.4% | Added |
| GSB Wealth Management, LLC | 18,296 | $2.88M | 0.94% | +1,808+11.0% | Added |
| Berkshire Bank | 18,310 | $2.88M | 0.80% | −164−0.9% | Reduced |
| Laidlaw Wealth Management LLC | 18,323 | $2.88M | 0.56% | −368−2.0% | Reduced |
| Aptus Capital Advisors, LLC | 18,326 | $2.88M | 0.08% | +262+1.5% | Added |
| Founders Financial Alliance, LLC | 18,328 | $2.88M | 1.14% | +5,209+39.7% | Added |
| Financial Sense Advisors, Inc. | 18,373 | $2.89M | 1.32% | −918−4.8% | Reduced |
| Chesapeake Wealth Management | 18,382 | $2.89M | 1.14% | −221−1.2% | Reduced |
| Armstrong Shaw Associates Inc | 18,409 | $2.90M | 2.95% | −1,983−9.7% | Reduced |
| Arbor Capital Management Inc | 18,477 | $2.90M | 2.25% | +209+1.1% | Added |
| Grey Street Capital, LLC | 18,481 | $2.91M | 1.54% | +8,301+81.5% | Added |
| Boyd Watterson Asset Management LLC | 18,543 | $2.92M | 1.16% | −655−3.4% | Reduced |
| Anson Funds Management LP | 18,552 | $2.92M | 0.88% | +18,552 | New |
| Pitcairn Co | 18,568 | $2.92M | 0.25% | −507−2.7% | Reduced |
| Patron Partners Advisors, LLC | 18,585 | $2.92M | 2.07% | +138+0.7% | Added |
| Empire Financial Management Company, LLC | 18,624 | $2.93M | 1.17% | −1,169−5.9% | Reduced |
| BDO Wealth Advisors, LLC | 18,684 | $2.94M | 0.34% | +96+0.5% | Added |