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 |
|---|---|---|---|---|---|
| Ascent Group, LLC | 25,240 | $4.03M | 0.44% | −279−1.1% | Reduced |
| Naples Global Advisors, LLC | 25,616 | $4.03M | 0.47% | −50.0% | Reduced |
| Keene & Associates, Inc. | 25,651 | $4.04M | 3.14% | +180+0.7% | Added |
| Wright Investors Service Inc | 25,661 | $4.04M | 1.14% | +2,590+11.2% | Added |
| Red Cedar Investment Management, LLC | 25,688 | $4.04M | 0.61% | 00.0% | Unchanged |
| NTV Asset Management LLC | 25,834 | $4.06M | 0.71% | −72−0.3% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 22,665 | $4.07M | 1.02% | 00.0% | Unchanged |
| Jump Financial, LLC | 25,869 | $4.07M | 0.15% | +13,652+111.7% | Added |
| Weatherly Asset Management L. P. | 25,927 | $4.08M | 0.48% | +902+3.6% | Added |
| Gamco Investors, Inc. Et Al | 26,060 | $4.10M | 0.04% | +1,174+4.7% | Added |
| Benjamin Edwards Inc | 26,072 | $4.10M | 0.95% | +5,162+24.7% | Added |
| Old Mission Investment Co LLC | 26,073 | $4.10M | 1.52% | +205+0.8% | Added |
| Meritage Portfolio Management | 26,077 | $4.10M | 0.29% | +8,464+48.1% | Added |
| Butensky & Cohen Financial Security, Inc | 26,077 | $4.10M | 1.48% | −703−2.6% | Reduced |
| Atlas Brown,Inc. | 26,084 | $4.10M | 1.81% | +249+1.0% | Added |
| Laurel Wealth Advisors LLC | 26,129 | $4.11M | 0.83% | −65−0.2% | Reduced |
| BFSG, LLC | 26,134 | $4.11M | 0.70% | +713+2.8% | Added |
| Van Hulzen Asset Management, LLC | 26,140 | $4.11M | 0.35% | +734+2.9% | Added |
| Mairs & Power Inc | 26,210 | $4.12M | 0.04% | −5,340−16.9% | Reduced |
| Marketfield Asset Management LLC | 26,214 | $4.12M | 3.32% | +875+3.5% | Added |
| PFG Advisors | 26,228 | $4.13M | 0.31% | +1,051+4.2% | Added |
| Monument Capital Management | 26,249 | $4.13M | 1.32% | +524+2.0% | Added |
| Warren Averett Asset Management, LLC | 26,297 | $4.14M | 0.18% | +2,637+11.1% | Added |
| Foster & Motley Inc | 26,296 | $4.14M | 0.32% | +620+2.4% | Added |
| Auxier Asset Management | 26,299 | $4.14M | 0.69% | +1,180+4.7% | Added |
| Asset Dedication, LLC | 26,272 | $4.14M | 0.35% | +2,352+9.8% | Added |
| Peoples Bank | 26,399 | $4.15M | 2.54% | −107−0.4% | Reduced |
| Davis R M Inc | 26,432 | $4.16M | 0.10% | +2,549+10.7% | Added |
| Bill Few Associates, Inc. | 26,437 | $4.16M | 2.15% | +899+3.5% | Added |
| GHP Investment Advisors, Inc. | 25,437 | $4.18M | 0.24% | +4,086+19.1% | Added |
| Lake Street Advisors Group, LLC | 26,748 | $4.21M | 0.23% | +2,455+10.1% | Added |
| Bath Savings Trust Co | 26,751 | $4.21M | 0.49% | −301−1.1% | Reduced |
| Souders Financial Advisors | 26,781 | $4.21M | 0.81% | +16,198+153.1% | Added |
| We Are One Seven, LLC | 26,850 | $4.22M | 0.39% | −11,077−29.2% | Reduced |
| Murphy Pohlad Asset Management LLC | 26,882 | $4.23M | 1.82% | −1,875−6.5% | Reduced |
| CSS LLC | 26,939 | $4.24M | 0.33% | −4,136−13.3% | Reduced |
| Pegasus Asset Management, Inc. | 26,941 | $4.24M | 1.89% | +104+0.4% | Added |
| Consolidated Planning Corp | 27,141 | $4.27M | 0.90% | +1,429+5.6% | Added |
| Lynch Asset Management, Inc. | 27,150 | $4.27M | 2.75% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 27,161 | $4.27M | 0.92% | −181−0.7% | Reduced |
| Benedict Financial Advisors Inc | 27,271 | $4.29M | 1.18% | +136+0.5% | Added |
| Sittner & Nelson, LLC | 27,292 | $4.29M | 2.36% | −577−2.1% | Reduced |
| Pacific Global Investment Management CO | 27,387 | $4.31M | 0.89% | +401+1.5% | Added |
| Lee Danner & Bass Inc | 27,408 | $4.31M | 0.37% | −559−2.0% | Reduced |
| Ritholtz Wealth Management | 27,480 | $4.32M | 0.19% | +592+2.2% | Added |
| Financial Partners Group, LLC | 27,559 | $4.34M | 2.18% | −4,381−13.7% | Reduced |
| Exchange Bank | 27,603 | $4.34M | 4.20% | +27,603 | New |
| MTM Investment Management, LLC | 27,639 | $4.35M | 2.12% | +100.0% | Added |
| Orleans Capital Management Corp | 27,731 | $4.36M | 3.10% | 00.0% | Unchanged |
| Kidder Stephen W | 27,846 | $4.38M | 1.43% | +960+3.6% | Added |
| Nations Financial Group Inc, | 27,873 | $4.39M | 0.43% | −789−2.8% | Reduced |
| Mission Wealth Management, LP | 27,936 | $4.40M | 0.17% | −1,245−4.3% | Reduced |
| Eisler Capital (UK) Ltd. | 27,946 | $4.40M | 0.47% | +1,029+3.8% | Added |
| StoneX Group Inc. | 28,180 | $4.43M | 0.46% | +1,274+4.7% | Added |
| Arvest Trust Co N A | 27,123 | $4.44M | 0.26% | −87−0.3% | Reduced |
| Mill Capital Management, LLC | 28,236 | $4.44M | 0.42% | +1,204+4.5% | Added |
| Keystone Financial Planning, Inc. | 28,256 | $4.45M | 1.49% | +1,247+4.6% | Added |
| Hilltop Holdings Inc. | 28,277 | $4.45M | 0.55% | −5,684−16.7% | Reduced |
| Cobblestone Capital Advisors LLC | 28,277 | $4.45M | 0.31% | −1,610−5.4% | Reduced |
| Financial Advisory Service, Inc. | 28,376 | $4.47M | 0.56% | +2,326+8.9% | Added |
| B.O.S.S. Retirement Advisors, LLC | 28,386 | $4.47M | 0.95% | −7,853−21.7% | Reduced |
| Duncker Streett & Co Inc | 28,440 | $4.48M | 1.00% | +445+1.6% | Added |
| Transcend Wealth Collective, LLC | 28,490 | $4.48M | 0.43% | +338+1.2% | Added |
| WealthPLAN Partners, LLC | 28,547 | $4.49M | 0.64% | −28,355−49.8% | Reduced |
| West Family Investments, Inc. | 28,603 | $4.50M | 1.75% | +4,603+19.2% | Added |
| IFP Advisors, Inc | 42,429 | $4.50M | 0.23% | +8,531+25.2% | Added |
| Headinvest, LLC | 27,427 | $4.50M | 0.97% | −402−1.4% | Reduced |
| Hudson Valley Investment Advisors Inc | 28,623 | $4.50M | 0.61% | −342−1.2% | Reduced |
| Hills Bank & Trust Co | 28,730 | $4.52M | 0.58% | −351−1.2% | Reduced |
| Graypoint LLC | 28,787 | $4.53M | 0.45% | −864−2.9% | Reduced |
| TCI Wealth Advisors, Inc. | 28,848 | $4.54M | 0.58% | −96−0.3% | Reduced |
| McGinn Investment Management, Inc. | 29,005 | $4.56M | 3.30% | −70.0% | Reduced |
| Gateway Advisory, LLC | 29,019 | $4.57M | 0.97% | +463+1.6% | Added |
| Wills Financial Group, Inc. | 29,106 | $4.58M | 2.32% | +1,151+4.1% | Added |
| Yarbrough Capital, LLC | 29,107 | $4.58M | 0.26% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 29,148 | $4.59M | 1.26% | +642+2.3% | Added |
| Segment Wealth Management, LLC | 29,396 | $4.63M | 0.48% | +942+3.3% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 29,454 | $4.63M | 2.27% | +93+0.3% | Added |
| Brooks, Moore & Associates, Inc. | 29,465 | $4.64M | 3.26% | +101+0.3% | Added |
| Aull & Monroe Investment Management Corp | 29,477 | $4.64M | 2.33% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 29,635 | $4.66M | 1.00% | +78+0.3% | Added |
| Thompson Investment Management, Inc. | 29,667 | $4.67M | 0.76% | +176+0.6% | Added |
| Moneta Group Investment Advisors LLC | 29,689 | $4.67M | 0.10% | +1,640+5.8% | Added |
| WESPAC Advisors SoCal, LLC | 29,712 | $4.68M | 1.60% | −12,533−29.7% | Reduced |
| Warren Street Wealth Advisors, LLC | 29,716 | $4.68M | 3.08% | +3,430+13.0% | Added |
| Argyle Capital Management Inc. | 29,722 | $4.68M | 1.69% | −1,435−4.6% | Reduced |
| Spire Wealth Management | 29,767 | $4.68M | 0.17% | −1,262−4.1% | Reduced |
| Equitable Trust Co | 29,803 | $4.69M | 0.36% | −262−0.9% | Reduced |
| Meeder Advisory Services, Inc. | 29,825 | $4.69M | 0.51% | −579−1.9% | Reduced |
| Marble Harbor Investment Counsel, LLC | 29,929 | $4.71M | 0.59% | −150−0.5% | Reduced |
| Eudaimonia Partners, LLC | 29,982 | $4.72M | 1.06% | +7,637+34.2% | Added |
| Arete Wealth Advisors, LLC | 30,075 | $4.73M | 0.42% | −120−0.4% | Reduced |
| Legacy Advisors, LLC | 30,207 | $4.75M | 0.71% | +6,799+29.0% | Added |
| Pinkerton Retirement Specialists, LLC | 30,217 | $4.75M | 0.94% | +2,267+8.1% | Added |
| Comerica Securities,inc. | 30,231 | $4.76M | 0.33% | −300−1.0% | Reduced |
| Western Wealth Management, LLC | 30,244 | $4.76M | 0.41% | −497−1.6% | Reduced |
| Pine Valley Investments Ltd Liability Co | 30,255 | $4.76M | 0.47% | +14,339+90.1% | Added |
| Ballentine Partners, LLC | 30,301 | $4.77M | 0.11% | +1,163+4.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 30,310 | $4.77M | 3.09% | +202+0.7% | Added |
| Crescent Sterling, Ltd. | 30,534 | $4.80M | 4.56% | +2,205+7.8% | Added |