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; 4,142 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
- 3,286
- +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
- 1,271 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 | 4,142 | $243.4B |
| Q1 2026 | 4,312 | $298.0B |
| Q4 2025 | 3,994 | $223.3B |
| Q3 2025 | 3,803 | $225.3B |
| Q2 2025 | 3,708 | $189.0B |
| Q1 2025 | 3,826 | $222.9B |
| Q4 2024 | 3,765 | $194.0B |
| Q3 2024 | 3,488 | $198.0B |
| Q2 2024 | 3,511 | $214.0B |
| Q1 2024 | 3,523 | $212.7B |
| Q4 2023 | 3,478 | $200.3B |
| Q3 2023 | 3,339 | $222.6B |
| Q2 2023 | 3,286 | $205.0B |
| Q1 2023 | 3,273 | $217.1B |
| Q4 2022 | 3,289 | $243.6B |
| Q3 2022 | 3,057 | $195.7B |
| Q2 2022 | 3,060 | $198.4B |
| Q1 2022 | 3,071 | $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 |
|---|---|---|---|---|---|
| Chiron Capital Management, LLC | 1,378 | $216.8K | 0.17% | +100+7.8% | Added |
| Blue Barn Wealth, LLC | 1,382 | $217.5K | 0.14% | −96−6.5% | Reduced |
| Motive Wealth Advisors | 1,382 | $217.5K | 0.23% | +29+2.1% | Added |
| R. W. Roge & Company, Inc. | 1,390 | $218.0K | 0.15% | 00.0% | Unchanged |
| Briggs Advisory Group, Inc. | 1,395 | $219.4K | 0.12% | +16+1.2% | Added |
| Aprio Wealth Management, LLC | 1,395 | $219.6K | 0.06% | +1,395 | New |
| Condor Capital Management | 1,395 | $219.6K | 0.03% | −12,940−90.3% | Reduced |
| VitalStone Financial, LLC | 1,354 | $220.0K | 0.12% | +428+46.2% | Added |
| Sterling Investment Advisors LLC | 1,400 | $220.3K | 0.14% | 00.0% | Unchanged |
| AtlasMark Financial, Inc | 1,404 | $220.9K | 0.27% | 00.0% | Unchanged |
| Hemington Wealth Management | 1,409 | $221.0K | 0.09% | −72−4.9% | Reduced |
| TFC Financial Management | 1,405 | $221.2K | 0.05% | +594+73.2% | Added |
| Avaii Wealth Management, LLC | 1,410 | $221.8K | 0.17% | −418−22.9% | Reduced |
| Cahaba Wealth Management, Inc. | 1,412 | $222.1K | 0.02% | +58+4.3% | Added |
| First National Bank | 1,412 | $222.2K | 0.18% | 00.0% | Unchanged |
| TMD Wealth Management, LLC | 1,417 | $223.0K | 0.06% | +1,417 | New |
| Financial Advisory Corp | 1,417 | $223.0K | 0.10% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 1,419 | $223.3K | 0.08% | +7+0.5% | Added |
| HF Advisory Group, LLC | 1,424 | $224.1K | 0.18% | +163+12.9% | Added |
| Northstar Group, Inc. | 1,424 | $224.2K | 0.05% | +59+4.3% | Added |
| Parisi Gray Wealth Management | 1,375 | $224.4K | 0.10% | 00.0% | Unchanged |
| Meritas Wealth Management, LLC | 1,429 | $224.9K | 0.17% | +50+3.6% | Added |
| Garde Capital, Inc. | 1,433 | $225.0K | 0.02% | 00.0% | Unchanged |
| BCGM Wealth Management, LLC | 1,435 | $225.8K | 0.10% | +1,435 | New |
| Diversified Investment Strategies, LLC | 1,436 | $225.9K | 0.17% | 00.0% | Unchanged |
| Invst, LLC | 1,436 | $225.9K | 0.03% | +123+9.4% | Added |
| Authentikos Wealth Advisory, LLC | 1,442 | $226.9K | 0.21% | +210+17.0% | Added |
| Koss-Olinger Consulting, LLC | 1,449 | $228.0K | 0.03% | −100−6.5% | Reduced |
| Wade Financial Advisory, Inc | 1,453 | $228.6K | 0.09% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 1,453 | $228.7K | 0.17% | −51−3.4% | Reduced |
| Avalon Trust Co | 1,458 | $229.5K | 0.02% | −200−12.1% | Reduced |
| ForthRight Wealth Management, LLC | 1,462 | $230.0K | 0.10% | −170−10.4% | Reduced |
| American Money Management, LLC | 1,462 | $230.0K | 0.06% | −15−1.0% | Reduced |
| 4J Wealth Management LLC | 1,462 | $230.0K | 0.22% | 00.0% | Unchanged |
| American Financial Advisors, LLC | 1,468 | $231.0K | 0.04% | +7+0.5% | Added |
| Semus Wealth Partners LLC | 1,473 | $231.8K | 0.21% | +163+12.4% | Added |
| Afg Fiduciary Services Limited Partnership | 1,509 | $231.8K | 0.17% | +1+0.1% | Added |
| First Fiduciary Investment Counsel, Inc. | 1,473 | $232.0K | 0.05% | 00.0% | Unchanged |
| Van Den Berg Management I, Inc | 1,480 | $232.9K | 0.08% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 1,480 | $232.9K | 0.09% | +655+79.4% | Added |
| Stonehearth Capital Management, LLC | 1,483 | $233.3K | 0.12% | −140−8.6% | Reduced |
| McCarthy Asset Management, Inc. | 1,485 | $233.7K | 0.16% | −96−6.1% | Reduced |
| Capasso Planning Partners LLC | 1,485 | $233.7K | 0.13% | +206+16.1% | Added |
| REDW Wealth LLC | 1,486 | $233.9K | 0.07% | +29+2.0% | Added |
| Intrepid Capital Management Inc | 1,492 | $234.8K | 0.16% | 00.0% | Unchanged |
| NBW Capital LLC | 1,500 | $236.0K | 0.06% | +267+21.7% | Added |
| Financial Planning & Information Services, Inc. | 1,501 | $236.2K | 0.04% | +77+5.4% | Added |
| Terril Brothers, Inc. | 1,504 | $236.6K | 0.10% | +100+7.1% | Added |
| Founders Capital Management, LLC | 1,505 | $236.8K | 0.05% | 00.0% | Unchanged |
| Genus Capital Management Inc. | 1,506 | $237.0K | 0.03% | +1,506 | New |
| Indie Asset Partners, LLC | 1,508 | $237.2K | 0.26% | −10−0.7% | Reduced |
| Vawter Financial, Ltd. | 1,510 | $237.6K | 0.21% | 00.0% | Unchanged |
| Oakwell Private Wealth Management, LLC | 1,513 | $238.1K | 0.10% | +88+6.2% | Added |
| Intrinsic Value Partners, LLC | 1,516 | $238.5K | 0.30% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 1,522 | $239.5K | 0.06% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 1,523 | $239.7K | 0.06% | −564−27.0% | Reduced |
| Coastal Capital Group, Inc. | 1,527 | $240.2K | 0.05% | +15+1.0% | Added |
| W.H. Cornerstone Investments Inc. | 1,530 | $241.0K | 0.22% | +1,530 | New |
| Sharkey, Howes & Javer | 1,536 | $241.7K | 0.05% | 00.0% | Unchanged |
| Bridge Advisory, LLC | 1,538 | $242.0K | 0.09% | +26+1.7% | Added |
| Collaborative Wealth Managment Inc. | 1,540 | $242.2K | 0.14% | −21−1.3% | Reduced |
| Twin Lakes Capital Management, LLC | 1,540 | $242.3K | 0.17% | 00.0% | Unchanged |
| Blossom Wealth Management | 1,544 | $242.9K | 0.89% | +1,544 | New |
| BCM Advisors, LLC | 1,543 | $243.0K | 0.07% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 1,545 | $243.1K | 0.12% | −90−5.5% | Reduced |
| Wealthstream Advisors, Inc. | 1,549 | $243.7K | 0.13% | +1,549 | New |
| Smith & Howard Wealth Management, LLC | 1,553 | $244.4K | 0.09% | +34+2.2% | Added |
| Pathway Financial Advisors LLC | 1,562 | $245.8K | 0.08% | +3+0.2% | Added |
| Atlas Capital Advisors LLC | 1,563 | $245.9K | 0.04% | 00.0% | Unchanged |
| Ferguson Shapiro LLC | 1,565 | $246.3K | 0.16% | +3+0.2% | Added |
| Eagle Strategies LLC | 1,565 | $246.3K | 0.06% | +122+8.5% | Added |
| AIMZ Investment Advisors, LLC | 1,566 | $246.5K | 0.11% | −27−1.7% | Reduced |
| SNS Financial Group, LLC | 1,567 | $246.6K | 0.03% | −6−0.4% | Reduced |
| Paradiem, LLC | 1,567 | $246.6K | 0.07% | 00.0% | Unchanged |
| Kooman & Associates | 1,568 | $246.7K | 0.12% | +158+11.2% | Added |
| Unique Wealth, LLC | 1,568 | $246.8K | 0.11% | +24+1.6% | Added |
| Crown Wealth Group, LLC | 1,569 | $246.9K | 0.19% | +66+4.4% | Added |
| BNC Wealth Management, LLC | 1,571 | $247.3K | 0.13% | −17,933−91.9% | Reduced |
| Hilton Capital Management, LLC | 1,573 | $247.5K | 0.03% | +96+6.5% | Added |
| Regal Wealth Group, Inc. | 1,605 | $247.6K | 0.16% | 00.0% | Unchanged |
| Alta Wealth Advisors LLC | 1,575 | $247.9K | 0.15% | +1+0.1% | Added |
| Gilman Hill Asset Management, LLC | 1,577 | $248.1K | 0.05% | +70+4.6% | Added |
| Davy Global Fund Management Ltd | 1,578 | $248.3K | 0.05% | 00.0% | Unchanged |
| Charles Schwab Investment Advisory, Inc. | 1,578 | $248.3K | 0.00% | −95−5.7% | Reduced |
| Perfromance Wealth Partners, LLC | 1,591 | $248.8K | 0.01% | +1,591 | New |
| One Charles Private Wealth Services, LLC | 1,582 | $248.9K | 0.14% | −19−1.2% | Reduced |
| Lane & Associates LLC | 1,582 | $249.0K | 0.20% | −39−2.4% | Reduced |
| Leverty Financial Group, LLC | 1,584 | $249.2K | 0.18% | +29+1.9% | Added |
| Walker Financial Services, Inc. | 1,584 | $249.3K | 0.25% | +17+1.1% | Added |
| Sequent Asset Management, LLC | 1,588 | $249.8K | 0.27% | +1+0.1% | Added |
| XTX Topco Ltd | 1,588 | $249.9K | 0.04% | +1,588 | New |
| Raub Brock Capital Management LP | 1,588 | $249.9K | 0.05% | +6+0.4% | Added |
| Aldebaran Financial Inc. | 1,590 | $250.2K | 0.36% | −73−4.4% | Reduced |
| H&H Retirement Design & Management INC | 1,589 | $250.2K | 0.17% | −3−0.2% | Reduced |
| Second Half Financial Partners, LLC | 1,592 | $250.4K | 0.06% | +1,592 | New |
| Liberty Capital Management, Inc. | 1,595 | $251.0K | 0.08% | 00.0% | Unchanged |
| Stone Point Wealth LLC | 1,596 | $251.1K | 0.10% | 00.0% | Unchanged |
| EWG Elevate Inc. | 1,600 | $251.8K | 0.10% | −73−4.4% | Reduced |
| Westshore Wealth, LLC | 1,602 | $252.1K | 0.13% | −13−0.8% | Reduced |
| Manchester Financial Inc | 1,603 | $252.2K | 0.07% | −198−11.0% | Reduced |