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 |
|---|---|---|---|---|---|
| Madison Wealth Management | 37,110 | $5.84M | 1.18% | −394−1.1% | Reduced |
| Parcion Private Wealth LLC | 37,232 | $5.86M | 0.59% | +1,147+3.2% | Added |
| Fulton Bank, N.A. | 37,256 | $5.86M | 0.29% | +2,606+7.5% | Added |
| Ridgecrest Wealth Partners, LLC | 37,358 | $5.88M | 3.89% | −183−0.5% | Reduced |
| TCTC Holdings, LLC | 37,457 | $5.89M | 0.24% | +309+0.8% | Added |
| Principle Wealth Partners LLC | 37,489 | $5.90M | 0.59% | +160.0% | Added |
| Polaris Wealth Advisory Group, LLC | 37,558 | $5.91M | 0.45% | −3,741−9.1% | Reduced |
| Moreno Evelyn V | 37,682 | $5.93M | 1.27% | −2,068−5.2% | Reduced |
| Patton Albertson Miller Group, LLC | 37,703 | $5.93M | 1.15% | −1,707−4.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 37,849 | $5.96M | 0.75% | +3,711+10.9% | Added |
| Close Asset Management Ltd | 38,016 | $5.98M | 0.28% | +69+0.2% | Added |
| Haverford Financial Services, Inc. | 38,116 | $6.00M | 1.79% | +637+1.7% | Added |
| DuPont Capital Management Corp | 38,307 | $6.03M | 0.30% | +5,931+18.3% | Added |
| Laffer Tengler Investments | 38,331 | $6.03M | 1.60% | +5,007+15.0% | Added |
| Woodstock Corp | 38,335 | $6.03M | 0.71% | +1,542+4.2% | Added |
| Monte Financial Group, LLC | 38,405 | $6.04M | 2.95% | +590+1.6% | Added |
| Windle Wealth, LLC | 38,508 | $6.06M | 4.37% | +495+1.3% | Added |
| Greylin Investment Mangement Inc | 38,615 | $6.08M | 1.10% | +295+0.8% | Added |
| Hartford Financial Management Inc. | 38,782 | $6.10M | 1.51% | +384+1.0% | Added |
| WoodTrust Financial Corp | 38,890 | $6.12M | 1.13% | +786+2.1% | Added |
| Sandy Spring Bank | 38,983 | $6.13M | 0.33% | −169−0.4% | Reduced |
| Community Bank & Trust, Waco, Texas | 38,981 | $6.13M | 1.84% | −267−0.7% | Reduced |
| Resources Investment Advisors, LLC. | 39,047 | $6.14M | 0.14% | −213−0.5% | Reduced |
| Hollow Brook Wealth Management LLC | 39,082 | $6.15M | 2.66% | −665−1.7% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 39,200 | $6.17M | 0.42% | −3,680−8.6% | Reduced |
| Thoroughbred Financial Services, LLC | 39,210 | $6.17M | 0.81% | +105+0.3% | Added |
| Morse Asset Management, Inc | 39,380 | $6.20M | 1.88% | +518+1.3% | Added |
| Evergreen Capital Management LLC | 39,388 | $6.20M | 0.26% | +2,436+6.6% | Added |
| Integrated Advisors Network LLC | 39,392 | $6.20M | 0.36% | −22,643−36.5% | Reduced |
| Polar Asset Management Partners Inc. | 39,423 | $6.20M | 0.12% | +39,423 | New |
| Wetherby Asset Management Inc | 39,429 | $6.20M | 0.33% | −1,732−4.2% | Reduced |
| DFPG Investments, LLC | 40,164 | $6.21M | 0.56% | +1,466+3.8% | Added |
| Capital City Trust Co | 39,503 | $6.22M | 1.93% | +273+0.7% | Added |
| Pictet North America Advisors SA | 39,626 | $6.24M | 0.86% | +705+1.8% | Added |
| Stonebridge Capital Management Inc | 39,647 | $6.24M | 2.91% | −2,413−5.7% | Reduced |
| Kovack Advisors, Inc. | 39,658 | $6.24M | 0.80% | +1,147+3.0% | Added |
| Martin Capital Partners, LLC | 39,683 | $6.24M | 2.54% | −658−1.6% | Reduced |
| Capital Analysts, LLC | 39,819 | $6.27M | 0.35% | −2,361−5.6% | Reduced |
| Moody National Bank Trust Division | 39,892 | $6.28M | 0.43% | +320+0.8% | Added |
| XML Financial, LLC | 40,222 | $6.33M | 0.73% | +1,082+2.8% | Added |
| Bragg Financial Advisors, Inc | 40,329 | $6.35M | 0.35% | +93+0.2% | Added |
| Beacon Investment Advisory Services, Inc. | 40,351 | $6.35M | 0.29% | −101−0.2% | Reduced |
| Putnam Investments LLC | 40,579 | $6.39M | 0.01% | −501−1.2% | Reduced |
| City Holding Co | 40,616 | $6.39M | 1.10% | +168+0.4% | Added |
| Plimoth Trust Co LLC | 40,616 | $6.39M | 1.91% | +694+1.7% | Added |
| Trustmark National Bank Trust Department | 40,849 | $6.43M | 0.60% | −1,230−2.9% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 40,886 | $6.43M | 1.72% | +190+0.5% | Added |
| Valeo Financial Advisors, LLC | 59,142 | $6.45M | 0.29% | +4,547+8.3% | Added |
| S&CO Inc | 41,149 | $6.47M | 0.52% | −586−1.4% | Reduced |
| HBK Sorce Advisory LLC | 41,235 | $6.49M | 0.27% | −2,589−5.9% | Reduced |
| Abbrea Capital, LLC | 41,540 | $6.54M | 1.01% | +905+2.2% | Added |
| Buckingham Strategic Wealth, LLC | 41,612 | $6.55M | 0.09% | +4,452+12.0% | Added |
| Level Four Advisory Services, LLC | 41,770 | $6.57M | 0.39% | −2,206−5.0% | Reduced |
| Silvia McColl Wealth Management, LLC | 41,800 | $6.58M | 6.10% | +30.0% | Added |
| Dudley Capital Management, LLC | 42,276 | $6.65M | 4.47% | +415+1.0% | Added |
| Cary Street Partner Investment Advisory LLC | 42,315 | $6.66M | 0.43% | +3,437+8.8% | Added |
| FineMark National Bank & Trust | 42,335 | $6.66M | 0.27% | +1,186+2.9% | Added |
| Pictet & Cie (Europe) SA | 42,356 | $6.66M | 0.23% | −2,247−5.0% | Reduced |
| Erste Asset Management GmbH | 42,898 | $6.71M | 0.12% | −12,295−22.3% | Reduced |
| First Manhattan Co | 42,722 | $6.72M | 0.02% | −7,321−14.6% | Reduced |
| Citizens Business Bank | 41,563 | $6.74M | 1.50% | +10,869+35.4% | Added |
| AMG National Trust Bank | 42,835 | $6.74M | 0.22% | −975−2.2% | Reduced |
| United Services Automobile Association | 42,891 | $6.75M | 0.19% | −288−0.7% | Reduced |
| EverSource Wealth Advisors, LLC | 42,914 | $6.75M | 0.74% | +4,369+11.3% | Added |
| NewEdge Wealth, LLC | 42,958 | $6.76M | 0.23% | +223+0.5% | Added |
| Cohen Klingenstein LLC | 43,000 | $6.77M | 0.29% | 00.0% | Unchanged |
| Hourglass Capital, LLC | 43,034 | $6.77M | 2.36% | +1,516+3.7% | Added |
| Rodgers Brothers Inc. | 43,064 | $6.78M | 1.19% | +2,389+5.9% | Added |
| Bank of Hawaii | 43,305 | $6.81M | 0.38% | +1,458+3.5% | Added |
| Twin Capital Management Inc | 43,306 | $6.81M | 0.89% | −1,927−4.3% | Reduced |
| Rockland Trust Co | 43,327 | $6.82M | 0.41% | −1,969−4.3% | Reduced |
| Alaska Permanent Fund Corp | 43,331 | $6.82M | 0.13% | +43,331 | New |
| Sonora Investment Management Group, LLC | 43,373 | $6.82M | 0.57% | +3,888+9.8% | Added |
| Sepio Capital, LP | 43,433 | $6.83M | 0.56% | −15,113−25.8% | Reduced |
| Boston Financial Mangement LLC | 43,532 | $6.85M | 0.25% | +2,148+5.2% | Added |
| Coastline Trust Co | 43,563 | $6.85M | 0.96% | −32,079−42.4% | Reduced |
| Inlet Private Wealth, LLC | 43,637 | $6.87M | 1.73% | +225+0.5% | Added |
| Puzo Michael J | 43,655 | $6.87M | 2.17% | +120.0% | Added |
| Hamel Associates, Inc. | 43,806 | $6.89M | 2.41% | +275+0.6% | Added |
| BancorpSouth Bank | 43,854 | $6.90M | 0.60% | −1,090−2.4% | Reduced |
| Wallace Advisory Group, LLC | 42,331 | $6.91M | 5.25% | 00.0% | Unchanged |
| Chelsea Counsel Co | 43,929 | $6.91M | 3.40% | +1,020+2.4% | Added |
| Credit Agricole S A | 43,966 | $6.92M | 0.22% | +35,441+415.7% | Added |
| Asset Planning Services Inc | 43,970 | $6.92M | 4.26% | +150+0.3% | Added |
| Global Retirement Partners, LLC | 43,975 | $6.92M | 0.34% | +751+1.7% | Added |
| Vinva Investment Management Ltd | 44,324 | $6.93M | 0.61% | +35,688+413.2% | Added |
| ProVise Management Group, LLC | 44,029 | $6.93M | 0.63% | +29,985+213.5% | Added |
| Coldstream Capital Management Inc | 44,059 | $6.93M | 0.22% | −1,259−2.8% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 44,130 | $6.94M | 3.45% | −2,090−4.5% | Reduced |
| Essex Financial Services, Inc. | 44,318 | $6.97M | 0.79% | −60,153−57.6% | Reduced |
| Farmers National Bank | 44,484 | $7.00M | 2.39% | +1,287+3.0% | Added |
| Mark Stevens | 44,923 | $7.07M | 0.91% | +100+0.2% | Added |
| Schnieders Capital Management LLC | 44,956 | $7.07M | 1.48% | +1,012+2.3% | Added |
| Brown Brothers Harriman & Co | 44,968 | $7.08M | 0.06% | −220.0% | Reduced |
| Fred Alger Management, LLC | 45,067 | $7.09M | 0.04% | +982+2.2% | Added |
| C2C Wealth Management, LLC | 46,406 | $7.14M | 0.94% | +330+0.7% | Added |
| Two Sigma Advisers, LP | 45,500 | $7.16M | 0.02% | −45,300−49.9% | Reduced |
| Insight Folios Inc | 45,583 | $7.17M | 3.01% | +1,729+3.9% | Added |
| Marathon Capital Management | 45,625 | $7.18M | 1.77% | +27,185+147.4% | Added |
| Wolverine Asset Management LLC | 45,700 | $7.19M | 0.14% | +6,816+17.5% | Added |