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 |
|---|---|---|---|---|---|
| IHT Wealth Management, LLC | 30,535 | $4.80M | 0.25% | +4,049+15.3% | Added |
| Employees Retirement System of Texas | 30,560 | $4.81M | 0.07% | −2,360−7.2% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 30,702 | $4.83M | 1.33% | +4,550+17.4% | Added |
| Change Path, LLC | 30,747 | $4.84M | 0.23% | +437+1.4% | Added |
| Veriti Management LLC | 30,898 | $4.86M | 0.54% | −2,422−7.3% | Reduced |
| Financial & Tax Architects, LLC | 30,953 | $4.87M | 1.50% | +1,143+3.8% | Added |
| J.W. Cole Advisors, Inc. | 30,966 | $4.87M | 0.35% | −1,994−6.0% | Reduced |
| Commerzbank Aktiengesellschaft | 31,017 | $4.88M | 0.24% | +4,382+16.5% | Added |
| Verition Fund Management LLC | 31,143 | $4.90M | 0.08% | +16,688+115.4% | Added |
| Peak Asset Management, LLC | 31,160 | $4.90M | 1.13% | +354+1.1% | Added |
| Hengehold Capital Management LLC | 31,161 | $4.90M | 0.65% | −343−1.1% | Reduced |
| Sunbelt Securities, Inc. | 31,166 | $4.90M | 0.71% | −946−2.9% | Reduced |
| Azzad Asset Management Inc | 31,216 | $4.91M | 0.66% | −46−0.1% | Reduced |
| Avantax Planning Partners, Inc. | 31,219 | $4.91M | 0.20% | −67−0.2% | Reduced |
| Modera Wealth Management, LLC | 31,227 | $4.91M | 0.09% | +22,974+278.4% | Added |
| Spring Capital Management, LLC | 31,321 | $4.93M | 3.86% | −962−3.0% | Reduced |
| Intrust Bank NA | 31,667 | $4.98M | 0.60% | −735−2.3% | Reduced |
| Salem Investment Counselors Inc | 31,851 | $5.01M | 0.18% | −586−1.8% | Reduced |
| Principal Street Partners, LLC | 31,888 | $5.02M | 1.19% | −1,407−4.2% | Reduced |
| RFG Advisory, LLC | 31,890 | $5.02M | 0.22% | +1,089+3.5% | Added |
| Forum Financial Management, LP | 31,909 | $5.02M | 0.11% | +2,143+7.2% | Added |
| Camden National Bank | 31,914 | $5.02M | 0.98% | −717−2.2% | Reduced |
| Heritage Trust Co | 31,917 | $5.02M | 0.73% | +1,342+4.4% | Added |
| Nikko Asset Management Americas, Inc. | 31,997 | $5.03M | 0.05% | +1,367+4.5% | Added |
| Tower Research Capital LLC (TRC) | 32,046 | $5.04M | 0.17% | −42,276−56.9% | Reduced |
| Inscription Capital, LLC | 32,207 | $5.07M | 1.58% | −235−0.7% | Reduced |
| Aldebaran Capital, LLC | 32,411 | $5.10M | 5.24% | −84−0.3% | Reduced |
| White Pine Investment CO | 32,640 | $5.14M | 1.77% | +506+1.6% | Added |
| Citizens Financial Group Inc | 32,663 | $5.14M | 0.19% | −3,754−10.3% | Reduced |
| Penobscot Investment Management Company, Inc. | 32,694 | $5.14M | 0.85% | +20+0.1% | Added |
| Trivant Custom Portfolio Group, LLC | 32,746 | $5.15M | 3.63% | +653+2.0% | Added |
| Institutional & Family Asset Management, LLC | 32,860 | $5.17M | 0.84% | −833−2.5% | Reduced |
| Columbia Asset Management | 32,871 | $5.17M | 1.11% | +478+1.5% | Added |
| Colonial Trust Co | 32,967 | $5.19M | 1.24% | −211−0.6% | Reduced |
| River Wealth Advisors LLC | 33,056 | $5.20M | 0.88% | +198+0.6% | Added |
| Destination Wealth Management | 33,095 | $5.21M | 0.19% | −1,089−3.2% | Reduced |
| WealthPlan Investment Management, LLC | 33,099 | $5.21M | 1.55% | −30,169−47.7% | Reduced |
| Trinity Legacy Partners, LLC | 33,154 | $5.22M | 1.82% | +746+2.3% | Added |
| Concentric Wealth Management, LLC | 33,206 | $5.23M | 1.66% | −85−0.3% | Reduced |
| Oliver Luxxe Assets LLC | 33,228 | $5.23M | 1.30% | −212−0.6% | Reduced |
| Retirement Group, LLC | 33,355 | $5.25M | 2.19% | +2,282+7.3% | Added |
| Resonant Capital Advisors, LLC | 33,534 | $5.28M | 0.57% | +1,555+4.9% | Added |
| Pekin Hardy Strauss, Inc. | 33,613 | $5.29M | 0.83% | +103+0.3% | Added |
| Sumitomo Life Insurance Co | 33,759 | $5.31M | 0.23% | −3,264−8.8% | Reduced |
| Beach Investment Counsel Inc | 33,801 | $5.32M | 0.63% | −20,868−38.2% | Reduced |
| TCG Advisory Services, LLC | 33,953 | $5.34M | 0.91% | +9,365+38.1% | Added |
| Stratos Wealth Advisors, LLC | 34,044 | $5.36M | 0.38% | −784−2.3% | Reduced |
| Sandhill Capital Partners LLC | 34,116 | $5.37M | 0.49% | −1,133−3.2% | Reduced |
| Imprint Wealth LLC | 34,011 | $5.38M | 3.39% | −561−1.6% | Reduced |
| Harbour Capital Advisors, LLC | 34,234 | $5.38M | 1.59% | −67−0.2% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 34,210 | $5.38M | 3.77% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 34,265 | $5.39M | 0.52% | −1,106−3.1% | Reduced |
| Community Bank, N.A. | 34,322 | $5.40M | 0.71% | −1,626−4.5% | Reduced |
| Madden Securities Corp | 34,338 | $5.40M | 2.76% | −2,964−7.9% | Reduced |
| Garland Capital Management Inc | 34,391 | $5.41M | 3.64% | −25−0.1% | Reduced |
| Opus Investment Management Inc | 34,400 | $5.41M | 1.94% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 34,426 | $5.42M | 1.78% | −2,493−6.8% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 34,494 | $5.43M | 1.78% | +513+1.5% | Added |
| TRUE Private Wealth Advisors | 34,505 | $5.43M | 0.80% | −243−0.7% | Reduced |
| Compagnie Lombard Odier SCmA | 34,526 | $5.43M | 0.15% | −14,237−29.2% | Reduced |
| Eagle Capital Management, LLC | 34,538 | $5.43M | 3.04% | −219−0.6% | Reduced |
| Soltis Investment Advisors LLC | 34,586 | $5.44M | 0.63% | +14,074+68.6% | Added |
| Fort Sheridan Advisors LLC | 34,657 | $5.45M | 1.24% | +829+2.5% | Added |
| Avidian Wealth Solutions, LLC | 34,690 | $5.46M | 0.36% | −18,785−35.1% | Reduced |
| Harbor Capital Advisors, Inc. | 34,888 | $5.49M | 1.10% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 34,902 | $5.49M | 0.33% | −3,570−9.3% | Reduced |
| Mattern Wealth Management LLC | 34,919 | $5.49M | 1.60% | +4,631+15.3% | Added |
| Jacobi Capital Management LLC | 34,952 | $5.50M | 0.62% | +588+1.7% | Added |
| Red Door Wealth Management, LLC | 34,998 | $5.51M | 1.22% | +3,064+9.6% | Added |
| CoreCap Advisors, LLC | 35,134 | $5.53M | 0.39% | +35,134 | New |
| Cincinnati Financial Corp | 35,139 | $5.53M | 0.13% | 00.0% | Unchanged |
| GQG Partners LLC | 35,275 | $5.55M | 0.01% | 00.0% | Unchanged |
| South Dakota Investment Council | 35,374 | $5.57M | 0.12% | −2,761−7.2% | Reduced |
| Founders Capital Management | 35,412 | $5.57M | 4.05% | −299−0.8% | Reduced |
| Strategic Advisors LLC | 35,572 | $5.60M | 1.07% | +1,884+5.6% | Added |
| Clearstead Advisors, LLC | 35,624 | $5.61M | 0.34% | +5,062+16.6% | Added |
| Nelson Capital Management, LLC | 35,646 | $5.61M | 1.45% | −875−2.4% | Reduced |
| Wealthspire Advisors, LLC | 35,716 | $5.62M | 0.09% | −976−2.7% | Reduced |
| Bayesian Capital Management, LP | 35,730 | $5.62M | 0.60% | +15,730+78.6% | Added |
| Narwhal Capital Management | 35,732 | $5.62M | 0.66% | +70.0% | Added |
| Sound View Wealth Advisors Group, LLC | 35,902 | $5.65M | 0.74% | −907−2.5% | Reduced |
| Horizon Investments, LLC | 36,030 | $5.67M | 0.16% | −3,763−9.5% | Reduced |
| Telemus Capital, LLC | 36,080 | $5.68M | 0.48% | +163+0.5% | Added |
| Compass Wealth Management LLC | 36,110 | $5.68M | 1.72% | −39−0.1% | Reduced |
| Private Trust Co NA | 36,133 | $5.69M | 0.72% | +1,717+5.0% | Added |
| Geneos Wealth Management Inc. | 36,142 | $5.69M | 0.30% | +5,367+17.4% | Added |
| Intrua Financial, LLC | 36,284 | $5.71M | 1.02% | +4,707+14.9% | Added |
| Physicians Financial Services, Inc. | 36,329 | $5.72M | 2.24% | +180.0% | Added |
| Dana Investment Advisors, Inc. | 36,344 | $5.72M | 0.28% | −579−1.6% | Reduced |
| Perkins Coie Trust Co | 36,383 | $5.72M | 1.63% | +1,789+5.2% | Added |
| Chesley Taft & Associates LLC | 36,452 | $5.74M | 0.35% | −1,127−3.0% | Reduced |
| IronBridge Private Wealth, LLC | 36,541 | $5.75M | 3.23% | +6,461+21.5% | Added |
| Somerville Kurt F | 36,662 | $5.77M | 1.10% | −6,441−14.9% | Reduced |
| Ergoteles LLC | 36,762 | $5.78M | 0.28% | +36,762 | New |
| McDonald Partners LLC | 36,787 | $5.79M | 1.77% | +183+0.5% | Added |
| Papp L Roy & Associates | 36,807 | $5.79M | 0.74% | −370−1.0% | Reduced |
| Anchor Investment Management, LLC | 36,940 | $5.81M | 0.74% | +4,776+14.8% | Added |
| Chicago Trust Co NA | 37,006 | $5.82M | 1.40% | +713+2.0% | Added |
| Schulhoff & Co Inc | 37,022 | $5.83M | 2.71% | −169−0.5% | Reduced |
| Innovis Asset Management LLC | 37,048 | $5.83M | 2.15% | −306−0.8% | Reduced |