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 |
|---|---|---|---|---|---|
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,850 | $291.1K | 0.00% | −500−21.3% | Reduced |
| Saturna Capital CORP | 1,852 | $291.4K | 0.01% | +196+11.8% | Added |
| Fort, L.P. | 1,854 | $291.7K | 0.77% | +559+43.2% | Added |
| Eagle Bay Advisors LLC | 1,860 | $292.6K | 0.17% | −438−19.1% | Reduced |
| Truepoint, Inc. | 1,860 | $292.7K | 0.01% | −983−34.6% | Reduced |
| Waterloo Capital, L.P. | 1,865 | $293.5K | 0.09% | −809−30.3% | Reduced |
| Lockerman Financial Group, Inc. | 1,866 | $293.6K | 0.82% | +180+10.7% | Added |
| Goldstream Capital Management Ltd | 1,872 | $294.6K | 0.22% | +752+67.1% | Added |
| Affinity Investment Advisors, LLC | 1,878 | $295.5K | 0.17% | −2,850−60.3% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 1,880 | $295.8K | 0.09% | −375−16.6% | Reduced |
| Punch & Associates Investment Management, Inc. | 1,880 | $295.8K | 0.02% | −264−12.3% | Reduced |
| Pallas Capital Advisors LLC | 1,931 | $296.3K | 0.01% | +303+18.6% | Added |
| Eagle Harbor Asset Management Inc | 1,883 | $296.3K | 0.39% | +75+4.1% | Added |
| Ade, LLC | 1,884 | $296.4K | 0.21% | 00.0% | Unchanged |
| Heron Financial Group, LLC | 1,884 | $296.5K | 0.16% | −265−12.3% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 1,889 | $297.2K | 0.07% | 00.0% | Unchanged |
| Luts & Greenleigh Group, Inc | 1,890 | $297.3K | 0.37% | −50−2.6% | Reduced |
| Stelac Advisory Services LLC | 1,893 | $297.9K | 0.13% | −115−5.7% | Reduced |
| Northwest Investment Counselors, LLC | 1,898 | $298.6K | 0.08% | +500+35.8% | Added |
| Kensington Investment Counsel, LLC | 1,904 | $299.6K | 0.19% | +1,904 | New |
| Boothbay Fund Management, LLC | 1,909 | $300.4K | 0.01% | −5−0.3% | Reduced |
| Fortem Financial Group, LLC | 1,916 | $301.4K | 0.18% | −63−3.2% | Reduced |
| Riverview Trust Co | 1,921 | $302.3K | 0.27% | 00.0% | Unchanged |
| Sara-Bay Financial | 1,931 | $303.8K | 0.15% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 1,932 | $304.0K | 0.27% | −28−1.4% | Reduced |
| Knightsbridge Asset Management, LLC | 1,929 | $304.0K | 0.10% | −1,924−49.9% | Reduced |
| Kendall Capital Management | 1,933 | $304.0K | 0.13% | −20−1.0% | Reduced |
| Bigelow Investment Advisors, LLC | 1,944 | $305.9K | 0.17% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 1,947 | $306.4K | 0.19% | +52+2.7% | Added |
| GDS Wealth Management | 1,949 | $306.7K | 0.05% | +1,949 | New |
| Meridian Wealth Partners, LLC | 1,952 | $307.1K | 0.06% | +85+4.6% | Added |
| Carr Financial Group Corp | 1,952 | $307.1K | 0.12% | +47+2.5% | Added |
| Norris Perne & French LLP | 1,954 | $307.5K | 0.03% | 00.0% | Unchanged |
| Von Berge Wealth Management Group, LLC | 1,955 | $307.6K | 0.25% | −40−2.0% | Reduced |
| MV Capital Management, Inc. | 1,955 | $307.6K | 0.04% | −137−6.5% | Reduced |
| Heritage Financial Services, LLC | 1,959 | $308.2K | 0.06% | −177−8.3% | Reduced |
| Spinnaker Investment Group, LLC | 1,960 | $308.4K | 0.10% | +29+1.5% | Added |
| Acorn Wealth Advisors, LLC | 1,963 | $308.9K | 0.21% | +203+11.5% | Added |
| Compass Financial Group, INC | 1,964 | $309.0K | 0.09% | −2−0.1% | Reduced |
| Windsor Group LTD | 1,961 | $309.0K | 0.06% | +263+15.5% | Added |
| Thrive Capital Management, LLC | 1,965 | $309.3K | 0.18% | +1,965 | New |
| Burt Wealth Advisors | 1,966 | $309.4K | 0.09% | −8−0.4% | Reduced |
| IAG Wealth Partners, LLC | 1,967 | $309.5K | 0.08% | 00.0% | Unchanged |
| Insight Advisors, LLC | 1,971 | $310.1K | 0.07% | +293+17.5% | Added |
| Alpha Financial Partners, LLC | 1,971 | $310.1K | 0.33% | +105+5.6% | Added |
| Marks Group Wealth Management, Inc | 1,973 | $310.5K | 0.04% | −46−2.3% | Reduced |
| US Asset Management LLC | 1,975 | $311.0K | 0.33% | −129−6.1% | Reduced |
| MB, Levis & Associates, LLC | 1,979 | $311.4K | 0.20% | −90−4.3% | Reduced |
| Transatlantique Private Wealth LLC | 1,981 | $311.7K | 0.16% | 00.0% | Unchanged |
| Carl Stuart Investment Advisor, Inc | 1,982 | $311.9K | 0.24% | −60−2.9% | Reduced |
| WealthTrust Asset Management, LLC | 1,991 | $313.2K | 0.28% | +16+0.8% | Added |
| Leo H. Evart, Inc. | 1,993 | $313.6K | 0.44% | 00.0% | Unchanged |
| Instrumental Wealth, LLC | 1,965 | $313.6K | 0.38% | −143−6.8% | Reduced |
| Blackston Financial Advisory Group, LLC | 1,995 | $314.0K | 0.23% | −22−1.1% | Reduced |
| Tyler-Stone Wealth Management | 1,994 | $314.0K | 0.18% | +1,994 | New |
| Israel Discount Bank of New York | 1,997 | $314.2K | 0.25% | −465−18.9% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 1,969 | $314.3K | 0.23% | +7+0.4% | Added |
| Financial Strategies Group, Inc. | 1,998 | $314.4K | 0.10% | +12+0.6% | Added |
| BigSur Wealth Management LLC | 2,000 | $314.7K | 0.15% | −1,500−42.9% | Reduced |
| Shayne & Co., LLC | 2,000 | $314.7K | 0.16% | 00.0% | Unchanged |
| Slow Capital, Inc. | 2,000 | $314.7K | 0.05% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 2,006 | $315.6K | 0.04% | −23−1.1% | Reduced |
| Patriot Investment Management Inc. | 2,007 | $315.8K | 0.03% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 2,008 | $316.0K | 0.11% | +19+1.0% | Added |
| Claris Advisors, LLC | 2,012 | $316.6K | 0.22% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 2,014 | $316.9K | 0.04% | −39−1.9% | Reduced |
| Wolff Wiese Magana LLC | 2,019 | $317.7K | 0.25% | −270−11.8% | Reduced |
| Signet Financial Management, LLC | 2,023 | $318.4K | 0.05% | −27−1.3% | Reduced |
| Shepherd Financial Partners LLC | 2,026 | $318.7K | 0.05% | −10.0% | Reduced |
| Delphia (USA) Inc. | 2,028 | $319.1K | 0.50% | +2,028 | New |
| Strategic Investment Solutions, Inc. | 2,096 | $319.1K | 0.07% | −866−29.2% | Reduced |
| Sunburst Financial Group, LLC | 2,029 | $319.2K | 0.11% | +133+7.0% | Added |
| Northwest Capital Management Inc | 2,032 | $319.8K | 0.13% | +3+0.1% | Added |
| Strategic Wealth Designers | 2,034 | $320.0K | 0.05% | +548+36.9% | Added |
| S&T Bank | 2,039 | $321.0K | 0.06% | −26−1.3% | Reduced |
| Garrett Wealth Advisory Group, LLC | 2,051 | $322.9K | 0.14% | +242+13.4% | Added |
| Powell Investment Advisors, LLC | 2,054 | $323.2K | 0.19% | −46−2.2% | Reduced |
| Osterweis Capital Management Inc | 2,055 | $323.4K | 0.02% | 00.0% | Unchanged |
| Bensler, LLC | 2,058 | $323.9K | 0.06% | −378−15.5% | Reduced |
| Unionview, LLC | 2,059 | $323.9K | 0.30% | +66+3.3% | Added |
| Texas Capital Bancshares Inc | 2,059 | $324.0K | 0.18% | +62+3.1% | Added |
| Weil Company, Inc. | 2,060 | $324.1K | 0.14% | +2,060 | New |
| Broadleaf Partners, LLC | 2,061 | $324.3K | 0.11% | −82−3.8% | Reduced |
| RS Crum Inc. | 2,067 | $325.2K | 0.12% | −5−0.2% | Reduced |
| Park Edge Advisors, LLC | 2,072 | $326.0K | 0.11% | 00.0% | Unchanged |
| AAFMAA Wealth Management & Trust LLC | 2,075 | $326.5K | 0.27% | −14−0.7% | Reduced |
| Constitution Capital LLC | 2,076 | $326.7K | 0.19% | +500+31.7% | Added |
| LWMG, LLC | 2,077 | $326.8K | 0.09% | +41+2.0% | Added |
| KWB Wealth | 2,081 | $327.5K | 0.05% | −550−20.9% | Reduced |
| Buck Wealth Strategies, LLC | 2,086 | $328.3K | 0.14% | −292−12.3% | Reduced |
| Community Bank of Raymore | 2,087 | $328.4K | 0.14% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 2,088 | $328.5K | 0.12% | +12+0.6% | Added |
| Twinbeech Capital LP | 2,089 | $328.7K | 0.01% | +2,089 | New |
| Juncture Wealth Strategies, LLC | 2,091 | $329.0K | 0.15% | −204−8.9% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 2,096 | $329.8K | 0.05% | −73−3.4% | Reduced |
| Source Financial Advisors LLC | 2,105 | $331.2K | 0.11% | +127+6.4% | Added |
| Security National Bank of So Dak | 2,112 | $332.3K | 0.24% | +2,112 | New |
| Geller Advisors LLC | 2,113 | $332.5K | 0.04% | −69−3.2% | Reduced |
| Wooster Corthell Wealth Management, Inc. | 2,117 | $333.1K | 0.08% | 00.0% | Unchanged |
| First Citizens Financial Corp | 2,120 | $333.6K | 0.23% | +2,120 | New |