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 |
|---|---|---|---|---|---|
| Little House Capital LLC | 21,870 | $3.44M | 1.46% | −2,165−9.0% | Reduced |
| Desjardins Global Asset Management Inc. | 21,928 | $3.45M | 0.40% | +3,269+17.5% | Added |
| Csenge Advisory Group | 21,951 | $3.45M | 0.23% | +2,240+11.4% | Added |
| Guardian Investment Management | 21,962 | $3.46M | 2.98% | −1,268−5.5% | Reduced |
| GTS Securities LLC | 21,976 | $3.46M | 0.11% | +21,976 | New |
| Ruffer LLP | 22,000 | $3.46M | 0.20% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 22,009 | $3.46M | 0.40% | +70.0% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 22,029 | $3.47M | 0.99% | +176+0.8% | Added |
| TTP Investments, Inc. | 22,033 | $3.47M | 2.34% | −697−3.1% | Reduced |
| Norway Savings Bank | 22,078 | $3.47M | 1.89% | +73+0.3% | Added |
| Rehmann Capital Advisory Group | 22,079 | $3.47M | 0.31% | +4,781+27.6% | Added |
| Texas Yale Capital Corp. | 22,177 | $3.49M | 0.16% | −1,885−7.8% | Reduced |
| Gifford Fong Associates | 22,200 | $3.49M | 0.82% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 22,219 | $3.50M | 1.07% | +463+2.1% | Added |
| Kinloch Capital, LLC | 22,352 | $3.52M | 2.10% | −325−1.4% | Reduced |
| Teza Capital Management LLC | 22,352 | $3.52M | 0.57% | +10,566+89.6% | Added |
| XXEC, Inc. | 22,380 | $3.52M | 2.69% | +6,380+39.9% | Added |
| Ropes Wealth Advisors LLC | 22,444 | $3.53M | 0.59% | −2,648−10.6% | Reduced |
| Financial Advisory Partners, LLC | 22,461 | $3.53M | 1.36% | +35+0.2% | Added |
| Leonteq Securities AG | 22,471 | $3.54M | 0.36% | +3,594+19.0% | Added |
| Peregrine Asset Advisers, Inc. | 22,494 | $3.54M | 2.72% | +11,240+99.9% | Added |
| Centerstone Investors, LLC | 22,500 | $3.54M | 3.53% | +22,500 | New |
| True North Advisors, LLC | 22,518 | $3.54M | 1.00% | +1,057+4.9% | Added |
| StrongBox Wealth, LLC | 22,555 | $3.55M | 2.24% | +1,431+6.8% | Added |
| RKL Wealth Management LLC | 22,680 | $3.57M | 0.42% | −162−0.7% | Reduced |
| Fund Management at Engine No. 1 LLC | 22,689 | $3.57M | 0.66% | +1,114+5.2% | Added |
| Brookmont Capital Management | 22,737 | $3.58M | 2.16% | +90.0% | Added |
| Rench Wealth Management, Inc. | 22,800 | $3.59M | 1.57% | +534+2.4% | Added |
| Robertson Stephens Wealth Management, LLC | 22,833 | $3.59M | 0.26% | +648+2.9% | Added |
| Greatmark Investment Partners, Inc. | 22,999 | $3.62M | 0.61% | −111−0.5% | Reduced |
| Arlington Financial Advisors, LLC | 23,020 | $3.62M | 1.32% | +69+0.3% | Added |
| Bridge Creek Capital Management LLC | 23,061 | $3.63M | 1.30% | +34+0.1% | Added |
| Fidelis Capital Partners, LLC | 23,064 | $3.63M | 1.32% | +1,446+6.7% | Added |
| Boltwood Capital Management | 23,104 | $3.64M | 1.31% | −840−3.5% | Reduced |
| Signaturefd, LLC | 23,136 | $3.64M | 0.09% | −763−3.2% | Reduced |
| ML & R Wealth Management LLC | 23,163 | $3.64M | 0.80% | +20,650+821.7% | Added |
| Greenline Partners, LLC | 23,222 | $3.65M | 0.68% | +18,515+393.4% | Added |
| Diligent Investors, LLC | 23,231 | $3.66M | 1.08% | +374+1.6% | Added |
| Centiva Capital, LP | 23,252 | $3.66M | 0.19% | +22,548+3,202.8% | Added |
| FLC Capital Advisors | 23,253 | $3.66M | 1.07% | −50−0.2% | Reduced |
| Wealthcare Advisory Partners LLC | 23,333 | $3.67M | 0.16% | −3,434−12.8% | Reduced |
| Continuum Advisory, LLC | 23,344 | $3.67M | 0.58% | +2,585+12.5% | Added |
| Choate Investment Advisors | 23,473 | $3.69M | 0.15% | +1,569+7.2% | Added |
| Capital Planning Advisors, LLC | 23,476 | $3.69M | 0.75% | −4,518−16.1% | Reduced |
| Baker Avenue Asset Management, LP | 23,489 | $3.70M | 0.19% | −1,264−5.1% | Reduced |
| MidWestOne Financial Group, Inc. | 23,518 | $3.70M | 0.80% | −229−1.0% | Reduced |
| Enterprise Bank & Trust Co | 23,534 | $3.70M | 1.42% | +2,357+11.1% | Added |
| Builder Investment Group Inc | 23,600 | $3.71M | 1.45% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 23,651 | $3.72M | 0.43% | +8,635+57.5% | Added |
| Investment Advisory Services Inc | 23,648 | $3.72M | 1.57% | +3,770+19.0% | Added |
| Sage Investment Advisers LLC | 23,690 | $3.73M | 4.98% | −69−0.3% | Reduced |
| Douglass Winthrop Advisors, LLC | 23,768 | $3.74M | 0.09% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 23,769 | $3.74M | 0.33% | +851+3.7% | Added |
| Selway Asset Management | 23,785 | $3.74M | 1.64% | +1,425+6.4% | Added |
| Westfield Capital Management Co LP | 23,792 | $3.74M | 0.02% | +1,715+7.8% | Added |
| Mather Group, LLC. | 23,864 | $3.76M | 0.06% | +2,444+11.4% | Added |
| Koshinski Asset Management, Inc. | 23,872 | $3.76M | 0.40% | −10,006−29.5% | Reduced |
| Zions Bancorporation, N.A. | 23,900 | $3.76M | 0.32% | +10,289+75.6% | Added |
| Capital Investment Advisory Services, LLC | 23,963 | $3.77M | 0.37% | +1,134+5.0% | Added |
| Signature Wealth Management Group | 24,045 | $3.78M | 1.76% | +845+3.6% | Added |
| SYSTM Wealth Solutions LLC | 24,047 | $3.78M | 0.51% | +3,209+15.4% | Added |
| Reik & Co., LLC | 24,088 | $3.79M | 1.04% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 24,137 | $3.80M | 1.22% | +920+4.0% | Added |
| QV Investors Inc. | 24,257 | $3.82M | 0.34% | −1,190−4.7% | Reduced |
| Davidson Trust Co | 24,266 | $3.82M | 2.76% | −151−0.6% | Reduced |
| NEIRG Wealth Management, LLC | 24,306 | $3.82M | 0.71% | −3,599−12.9% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 24,318 | $3.83M | 1.91% | +671+2.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 24,323 | $3.83M | 0.40% | +24,323 | New |
| Chase Investment Counsel Corp | 24,345 | $3.83M | 1.93% | +194+0.8% | Added |
| Portman Square Capital LLP | 24,359 | $3.83M | 0.67% | −15,347−38.7% | Reduced |
| Meridian Wealth Management, LLC | 24,408 | $3.84M | 0.32% | −5,488−18.4% | Reduced |
| Balyasny Asset Management LLC | 24,418 | $3.84M | 0.01% | −89,932−78.6% | Reduced |
| Flagship Harbor Advisors, LLC | 24,485 | $3.85M | 0.32% | +1,746+7.7% | Added |
| Hudson Value Partners, LLC | 24,534 | $3.86M | 1.97% | +776+3.3% | Added |
| Cornerstone Wealth Group, LLC | 24,528 | $3.86M | 0.70% | +745+3.1% | Added |
| Independent Wealth Network Inc. | 24,555 | $3.86M | 2.32% | +310+1.3% | Added |
| Moloney Securities Asset Management, LLC | 24,615 | $3.87M | 0.68% | +1,136+4.8% | Added |
| Thomas Story & Son LLC | 24,679 | $3.88M | 1.77% | +24,679 | New |
| Exeter Financial, LLC | 24,589 | $3.89M | 2.01% | −1,532−5.9% | Reduced |
| Clarus Group, Inc. | 24,776 | $3.90M | 2.84% | +2,613+11.8% | Added |
| Nwam LLC | 24,893 | $3.92M | 0.32% | +952+4.0% | Added |
| Investmark Advisory Group LLC | 24,920 | $3.92M | 2.62% | +549+2.3% | Added |
| Wahed Invest LLC | 24,935 | $3.92M | 1.38% | +123+0.5% | Added |
| Cosner Financial Group, LLC | 24,939 | $3.92M | 3.23% | +24,939 | New |
| Summit Financial Wealth Advisors, LLC | 25,050 | $3.94M | 0.91% | −172−0.7% | Reduced |
| Jacobs & Co | 25,084 | $3.95M | 0.47% | −163−0.6% | Reduced |
| Slagle Financial, LLC | 25,221 | $3.97M | 2.47% | +25,221 | New |
| Confluence Wealth Services, Inc. | 25,265 | $3.98M | 0.85% | −176−0.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 25,290 | $3.98M | 0.26% | −1,764−6.5% | Reduced |
| Prio Wealth Limited Partnership | 25,295 | $3.98M | 0.14% | −450−1.7% | Reduced |
| Cohen & Steers, Inc. | 25,353 | $3.99M | 0.01% | −63,776−71.6% | Reduced |
| SlateStone Wealth, LLC | 25,381 | $3.99M | 0.75% | −639−2.5% | Reduced |
| Easterly Investment Partners LLC | 25,386 | $3.99M | 0.36% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 25,401 | $4.00M | 0.66% | −607−2.3% | Reduced |
| Fundamentun, LLC | 25,419 | $4.00M | 0.61% | +1,127+4.6% | Added |
| Independent Financial Group, LLC | 25,492 | $4.01M | 0.28% | +1,264+5.2% | Added |
| Montecito Bank & Trust | 25,507 | $4.01M | 0.91% | −876−3.3% | Reduced |
| Baugh & Associates, LLC | 25,507 | $4.01M | 2.42% | +280+1.1% | Added |
| Broderick Brian C | 25,512 | $4.01M | 1.06% | −95−0.4% | Reduced |
| Pring Turner Capital Group Inc | 25,519 | $4.02M | 3.68% | +814+3.3% | Added |