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
- 3,286
- +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 | 4,143 | $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 |
|---|---|---|---|---|---|
| Montis Financial, LLC | 1,604 | $252.4K | 0.17% | −69−4.1% | Reduced |
| Centurion Wealth Management LLC | 1,608 | $253.0K | 0.12% | −73−4.3% | Reduced |
| Blueprint Investment Partners LLC | 1,608 | $253.0K | 0.09% | −3,442−68.2% | Reduced |
| WealthBridge Capital Management, LLC | 1,609 | $253.1K | 0.10% | −6,574−80.3% | Reduced |
| Sterling Financial Planning, Inc. | 1,612 | $253.6K | 0.13% | −252−13.5% | Reduced |
| Corrigan Financial, Inc. | 1,614 | $253.9K | 0.08% | −118−6.8% | Reduced |
| Circle Wealth Management, LLC | 1,615 | $254.1K | 0.03% | −15−0.9% | Reduced |
| O'Rourke & Company, Inc | 1,620 | $255.0K | 0.18% | +108+7.1% | Added |
| Kepos Capital LP | 1,618 | $255.0K | 0.05% | +1,618 | New |
| Trinity Financial Advisors LLC | 1,626 | $255.8K | 0.14% | +3+0.2% | Added |
| Bluesphere Advisors, LLC | 1,629 | $256.3K | 0.18% | 00.0% | Unchanged |
| Heritage Wealth Partners, LLC | 1,631 | $256.6K | 0.15% | +1,631 | New |
| Tranquilli Financial Advisor LLC | 1,631 | $256.6K | 0.18% | +1,631 | New |
| Nalls Sherbakoff Group, LLC | 1,704 | $256.7K | 0.25% | −63−3.6% | Reduced |
| Acas, LLC | 1,632 | $256.7K | 0.35% | +34+2.1% | Added |
| Annandale Capital, LLC | 1,636 | $257.0K | 0.07% | +1,636 | New |
| Miller Wealth Advisors, LLC | 1,634 | $257.1K | 0.17% | −33,424−95.3% | Reduced |
| Brown Wealth Management, LLC | 1,637 | $257.6K | 0.13% | +1,637 | New |
| Castleview Partners, LLC | 1,639 | $257.9K | 0.23% | −713−30.3% | Reduced |
| Landaas & Co | 1,638 | $258.0K | 0.11% | −367−18.3% | Reduced |
| Burns Matteson Capital Management, LLC | 1,645 | $258.8K | 0.16% | −20−1.2% | Reduced |
| Dakota Community Bank & Trust NA | 1,645 | $258.8K | 1.53% | +51+3.2% | Added |
| LaSalle St. Investment Advisors, LLC | 1,651 | $259.0K | 0.11% | −2,001−54.8% | Reduced |
| Column Capital Advisors, LLC | 1,647 | $259.2K | 0.04% | −5−0.3% | Reduced |
| Acorn Financial Advisory Services Inc | 1,649 | $259.4K | 0.05% | −158−8.7% | Reduced |
| Live Oak Investment Partners | – | $259.6K | 0.22% | – | – |
| Omnia Family Wealth, LLC | 1,651 | $259.8K | 0.18% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 1,654 | $260.0K | 0.04% | 00.0% | Unchanged |
| First Wilshire Securities Management Inc | 1,650 | $260.0K | 0.09% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 1,653 | $260.1K | 0.15% | 00.0% | Unchanged |
| Divergent Planning, LLC | 1,655 | $260.4K | 0.14% | −2,500−60.2% | Reduced |
| Cahill Financial Advisors Inc | 1,657 | $260.8K | 0.04% | −8,334−83.4% | Reduced |
| Financial Enhancement Group LLC | 1,633 | $260.8K | 0.05% | +100+6.5% | Added |
| Firethorn Wealth Partners, LLC | 1,665 | $262.0K | 0.20% | +400+31.6% | Added |
| Ballast, Inc. | 1,665 | $262.0K | 0.10% | −140−7.8% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 1,676 | $262.0K | 0.02% | +1,676 | New |
| Columbus Macro, LLC | 1,682 | $262.6K | 0.10% | −987−37.0% | Reduced |
| Infrastructure Capital Advisors, LLC | 1,672 | $263.1K | 0.05% | +80+5.0% | Added |
| Capital Wealth Alliance, LLC | 1,675 | $263.7K | 0.20% | +6+0.4% | Added |
| Biltmore Family Office, LLC | 1,679 | $264.1K | 0.06% | −314−15.8% | Reduced |
| Resource Consulting Group Inc | 1,684 | $265.0K | 0.05% | +1,684 | New |
| Walkner Condon Financial Advisors LLC | 1,686 | $265.2K | 0.07% | −58−3.3% | Reduced |
| Keystone Wealth Services, LLC | 1,687 | $265.4K | 0.10% | +7+0.4% | Added |
| Check Capital Management Inc | 1,687 | $265.4K | 0.02% | 00.0% | Unchanged |
| SBB Research Group LLC | 1,692 | $266.3K | 0.48% | +16+1.0% | Added |
| Strategic Investment Advisors | 1,693 | $266.4K | 0.04% | −40−2.3% | Reduced |
| Penbrook Management LLC | 1,700 | $267.5K | 0.19% | 00.0% | Unchanged |
| RF&L Wealth Management, LLC | 1,700 | $267.5K | 0.24% | 00.0% | Unchanged |
| Summit Wealth & Retirement Planning, Inc. | 1,708 | $268.8K | 0.11% | −224−11.6% | Reduced |
| Truvestments Capital LLC | 1,710 | $269.0K | 0.13% | +985+135.9% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,714 | $269.7K | 0.10% | +1,714 | New |
| Impact Partnership Wealth, LLC | 1,717 | $270.2K | 0.09% | +1,717 | New |
| Heritage Wealth Management, Inc./Texas | 1,719 | $270.4K | 0.24% | +1,719 | New |
| Focused Wealth Management, Inc | 1,725 | $271.4K | 0.05% | +52+3.1% | Added |
| Fortis Capital Advisors, LLC | 1,725 | $271.5K | 0.16% | −356−17.1% | Reduced |
| Riverstone Advisors, LLC | 1,729 | $272.1K | 0.17% | +1,729 | New |
| Family Investment Center, Inc. | 1,731 | $272.3K | 0.17% | +101+6.2% | Added |
| Cary Street Partners Asset Management LLC | 1,733 | $272.7K | 0.05% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 1,734 | $272.8K | 0.14% | +90+5.5% | Added |
| Rooted Wealth Advisors, Inc. | 1,744 | $273.0K | 0.18% | +237+15.7% | Added |
| Revisor Wealth Management LLC | 1,736 | $273.2K | 0.25% | +45+2.7% | Added |
| Camelot Portfolios, LLC | 1,737 | $273.4K | 0.17% | 00.0% | Unchanged |
| Aufman Associates Inc | 1,739 | $273.7K | 0.23% | −56−3.1% | Reduced |
| Partners Capital Investment Group, LLP | 1,741 | $274.0K | 0.01% | +1,741 | New |
| Arbor Investment Advisors, LLC | 1,744 | $274.4K | 0.05% | −365−17.3% | Reduced |
| Breakwater Capital Group | 1,747 | $274.9K | 0.10% | +199+12.9% | Added |
| Allegiance Financial Group Advisory Services LLC | 1,749 | $275.3K | 0.16% | 00.0% | Unchanged |
| Adamsbrown Wealth Consultants LLC | 1,757 | $276.4K | 0.15% | +12+0.7% | Added |
| Triton Wealth Management, PLLC | 1,740 | $276.5K | 0.16% | +3+0.2% | Added |
| Oder Investment Management, LLC | 1,757 | $276.5K | 0.30% | +2+0.1% | Added |
| Investors Research Corp | 1,758 | $276.6K | 0.07% | 00.0% | Unchanged |
| Whelan Financial | 1,759 | $276.9K | 0.14% | +2+0.1% | Added |
| Planning Alternatives Ltd | 1,763 | $277.4K | 0.05% | −46−2.5% | Reduced |
| True Link Financial Advisors, LLC | 1,765 | $277.8K | 0.03% | −191−9.8% | Reduced |
| McLean Asset Management Corp | 1,767 | $278.0K | 0.11% | −29−1.6% | Reduced |
| Tucker Asset Management LLC | 1,769 | $278.4K | 0.08% | −76−4.1% | Reduced |
| Paladin Advisory Group, LLC | 1,774 | $279.1K | 0.22% | +17+1.0% | Added |
| Demars Financial Group, LLC | 1,775 | $279.3K | 0.16% | +10+0.6% | Added |
| Insight Wealth Partners, LLC | 1,776 | $279.5K | 0.23% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 1,777 | $279.6K | 0.20% | +9+0.5% | Added |
| Concorde Asset Management, LLC | 1,781 | $280.3K | 0.26% | −568−24.2% | Reduced |
| Coulter & Justus Financial Services, LLC | 1,783 | $280.6K | 0.19% | +4+0.2% | Added |
| Long Run Wealth Advisors, LLC | 1,795 | $282.5K | 0.09% | +6+0.3% | Added |
| AXS Investments LLC | 1,797 | $282.8K | 0.08% | −519−22.4% | Reduced |
| Bank of Nova Scotia Trust Co | 1,811 | $285.0K | 0.03% | 00.0% | Unchanged |
| FMB Wealth Management | 1,814 | $285.4K | 0.30% | +574+46.3% | Added |
| Braun-Bostich & Associates Inc. | 1,819 | $286.2K | 0.61% | +358+24.5% | Added |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 1,821 | $286.5K | 0.15% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 1,827 | $287.5K | 0.11% | +100+5.8% | Added |
| Verus Financial Partners, Inc. | 1,769 | $287.6K | 0.04% | −87−4.7% | Reduced |
| Marotta Asset Management | 1,831 | $288.1K | 0.06% | +1,831 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 1,834 | $288.5K | 0.15% | +4+0.2% | Added |
| Fiduciary Planning LLC | 1,834 | $288.6K | 0.13% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 1,840 | $289.5K | 0.17% | 00.0% | Unchanged |
| Regis Acquisition Inc. | 1,844 | $290.0K | 0.12% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 1,840 | $290.0K | 0.08% | +35+1.9% | Added |
| Capital Advisors, Ltd. LLC | 1,844 | $290.0K | 0.04% | +1,008+120.6% | Added |
| Arthur M. Cohen & Associates, LLC | 1,845 | $290.3K | 0.07% | −100−5.1% | Reduced |
| Phocas Financial Corp. | 1,845 | $290.3K | 0.04% | −38−2.0% | Reduced |
| AllSquare Wealth Management LLC | 1,898 | $290.6K | 0.19% | 00.0% | Unchanged |