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 |
|---|---|---|---|---|---|
| CGC Financial Services, LLC | 2,122 | $334.0K | 0.22% | +2,122 | New |
| Etfidea, LLC | 2,123 | $334.0K | 0.14% | +128+6.4% | Added |
| Isthmus Partners, LLC | 2,125 | $334.4K | 0.05% | +48+2.3% | Added |
| Sonata Capital Group Inc | 2,128 | $335.0K | 0.17% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 2,132 | $335.5K | 0.19% | +2,132 | New |
| Abacus Wealth Partners, LLC | 2,133 | $335.7K | 0.10% | +68+3.3% | Added |
| Curated Wealth Partners LLC | 2,136 | $336.1K | 0.07% | +124+6.2% | Added |
| Kelly Financial Services LLC | 2,139 | $336.6K | 0.16% | +181+9.2% | Added |
| O'Dell Group, LLC | 2,143 | $337.2K | 0.10% | +69+3.3% | Added |
| Garden State Investment Advisory Services LLC | 2,146 | $337.9K | 0.15% | +28+1.3% | Added |
| Diker Management LLC | 2,156 | $339.2K | 0.28% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 2,158 | $339.6K | 0.10% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 2,158 | $340.0K | 0.00% | +1,568+265.8% | Added |
| Watershed Private Wealth LLC | 2,165 | $340.7K | 0.21% | +2+0.1% | Added |
| ShoreHaven Wealth Partners, LLC | 2,180 | $343.0K | 0.23% | +9+0.4% | Added |
| Nadler Financial Group, Inc. | 2,180 | $343.0K | 0.05% | +8+0.4% | Added |
| Bell Investment Advisors, Inc | 2,194 | $345.2K | 0.08% | −51−2.3% | Reduced |
| Contravisory Investment Management, Inc. | 2,194 | $345.2K | 0.09% | −1,108−33.6% | Reduced |
| Fractal Investments LLC | 2,200 | $346.2K | 0.08% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,201 | $346.3K | 0.15% | +2+0.1% | Added |
| Trust Co | 2,204 | $346.8K | 0.05% | −687−23.8% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 2,208 | $347.4K | 0.26% | +46+2.1% | Added |
| Meridian Financial, LLC | 2,209 | $347.7K | 0.31% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 2,213 | $348.2K | 0.06% | +500+29.2% | Added |
| Wharton Business Group, LLC | 2,219 | $349.0K | 0.02% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 2,226 | $350.0K | 0.04% | −3−0.1% | Reduced |
| GEM Asset Management, LLC | 2,228 | $350.6K | 0.27% | 00.0% | Unchanged |
| Seven Mile Advisory | 2,229 | $350.7K | 0.41% | +2,229 | New |
| L & S Advisors Inc | 2,231 | $351.0K | 0.05% | −54−2.4% | Reduced |
| Palisades Hudson Asset Management, L.P. | 2,234 | $352.0K | 0.18% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 2,238 | $352.0K | 0.14% | −369,114−99.4% | Reduced |
| Solstein Capital, LLC | 2,240 | $352.5K | 0.29% | +72+3.3% | Added |
| Corundum Trust Company, INC | 2,240 | $352.5K | 0.96% | +2,240 | New |
| Kohmann Bosshard Financial Services, LLC | 2,244 | $353.1K | 0.06% | +338+17.7% | Added |
| Aft, Forsyth & Company, Inc. | 2,244 | $353.1K | 0.25% | −315−12.3% | Reduced |
| Silicon Hills Wealth Management, LLC | 2,248 | $353.7K | 0.20% | −3−0.1% | Reduced |
| Sentinus, LLC | 2,250 | $354.0K | 0.11% | −110−4.7% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 2,260 | $355.6K | 0.04% | +328+17.0% | Added |
| Mason & Associates Inc | 2,265 | $356.4K | 0.11% | −928−29.1% | Reduced |
| Lakeside Advisors, INC. | 2,272 | $357.4K | 0.26% | +103+4.7% | Added |
| Socha Financial Group, LLC | 2,279 | $358.5K | 0.19% | +979+75.3% | Added |
| Bowman & Co S.C. | 2,280 | $358.8K | 0.27% | 00.0% | Unchanged |
| Provident Investment Management, Inc. | 2,280 | $358.8K | 0.04% | +526+30.0% | Added |
| Alliance Wealth Advisors, LLC | 2,283 | $359.3K | 0.26% | +102+4.7% | Added |
| Vestor Capital, LLC | 2,287 | $360.0K | 0.04% | +1,069+87.8% | Added |
| PAX Financial Group, LLC | 2,290 | $360.3K | 0.08% | +174+8.2% | Added |
| Montz Harcus Wealth Management LLC | 2,290 | $360.4K | 0.30% | +60+2.7% | Added |
| Silver Lake Advisory, LLC | 2,301 | $362.0K | 0.19% | +20+0.9% | Added |
| Eukles Asset Management | 2,303 | $362.4K | 0.19% | +107+4.9% | Added |
| Sather Financial Group Inc | 2,308 | $363.2K | 0.03% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 2,313 | $364.0K | 0.27% | +2,313 | New |
| Tandem Investment Advisors, Inc. | 2,315 | $364.0K | 0.02% | +2,315 | New |
| Interchange Capital Partners, LLC | 2,312 | $364.6K | 0.28% | −565−19.6% | Reduced |
| Quantamental Technologies LLC | 2,318 | $364.7K | 0.15% | +2,318 | New |
| Kerntke Otto McGlone Wealth Management Group | 2,322 | $365.0K | 0.36% | +37+1.6% | Added |
| Granite Harbor Advisors, Inc. | 2,327 | $366.2K | 0.28% | +114+5.2% | Added |
| River Street Advisors LLC | 2,334 | $367.3K | 0.35% | −12−0.5% | Reduced |
| Archvest Wealth Advisors, Inc. | 2,335 | $367.4K | 0.30% | +99+4.4% | Added |
| Werba Rubin Papier Wealth Management | 2,337 | $367.8K | 0.13% | −44−1.8% | Reduced |
| PVG Asset Management Corp | 2,342 | $368.5K | 1.59% | −2,247−49.0% | Reduced |
| Southern Capital Advisors, LLC | 2,348 | $369.5K | 0.28% | +6+0.3% | Added |
| Pettinga Financial Advisors, LLC | 2,355 | $370.6K | 0.11% | +10.0% | Added |
| Aspen Grove Capital, LLC | 2,358 | $371.0K | 0.12% | +333+16.4% | Added |
| Matisse Capital | 2,368 | $372.6K | 0.23% | +3+0.1% | Added |
| WESCAP Management Group, Inc. | 2,374 | $373.5K | 0.13% | −833−26.0% | Reduced |
| Taylor Hoffman Wealth Management | 2,375 | $373.7K | 0.19% | −462−16.3% | Reduced |
| Ssi Investment Management LLC | 2,388 | $375.8K | 0.03% | −463−16.2% | Reduced |
| Well Done, LLC | 2,389 | $375.9K | 0.08% | −588−19.8% | Reduced |
| Falcon Wealth Planning | 2,396 | $377.0K | 0.08% | +495+26.0% | Added |
| Summitry LLC | 2,398 | $377.4K | 0.02% | +144+6.4% | Added |
| Midwest Heritage Bank, FSB | 2,400 | $377.6K | 0.29% | 00.0% | Unchanged |
| Mma Asset Management LLC | 2,402 | $377.9K | 0.22% | +326+15.7% | Added |
| Sym Financial Corp | 2,402 | $378.0K | 0.08% | +6+0.3% | Added |
| Objective Capital Management, LLC | 2,403 | $378.1K | 0.33% | −16−0.7% | Reduced |
| Vanguard Capital Wealth Advisors | 2,404 | $378.3K | 0.34% | −1,199−33.3% | Reduced |
| Wilkins Investment Counsel Inc | 2,410 | $379.0K | 0.10% | −25−1.0% | Reduced |
| Triune Financial Partners, LLC | 2,411 | $379.3K | 0.15% | +165+7.3% | Added |
| Ossiam | 2,412 | $379.5K | 0.01% | +2,412 | New |
| TAP Consulting, LLC | 2,416 | $380.2K | 0.09% | +30+1.3% | Added |
| JSF Financial, LLC | 2,420 | $380.8K | 0.13% | −92−3.7% | Reduced |
| Silverleafe Capital Partners, LLC | 2,421 | $380.9K | 0.24% | +6+0.2% | Added |
| Horizon Wealth Management, LLC | 2,427 | $381.9K | 0.15% | +5+0.2% | Added |
| WFA of San Diego, LLC | 2,429 | $382.2K | 0.38% | −96−3.8% | Reduced |
| Alan B. Lancz & Associates, Inc. | 2,443 | $384.4K | 0.41% | 00.0% | Unchanged |
| Johnson Bixby & Associates, LLC | 2,444 | $384.6K | 0.08% | +84+3.6% | Added |
| Goldstone Financial Group, LLC | 2,448 | $385.2K | 0.11% | +2,448 | New |
| Yoder Wealth Management, Inc. | 2,460 | $387.1K | 0.30% | −430−14.9% | Reduced |
| Altfest L J & Co Inc | 2,463 | $388.0K | 0.06% | −61−2.4% | Reduced |
| Lesa Sroufe & Co | 2,465 | $388.0K | 0.41% | 00.0% | Unchanged |
| Idaho Trust Bank | 2,466 | $388.0K | 0.24% | +2,466 | New |
| Roman Butler Fullerton & Co | 2,509 | $388.1K | 0.18% | +15+0.6% | Added |
| Westside Investment Management, Inc. | 2,469 | $388.5K | 0.11% | 00.0% | Unchanged |
| Western Financial Corp | 2,470 | $388.7K | 0.26% | −488−16.5% | Reduced |
| Princeton Capital Management LLC | 2,483 | $390.7K | 0.16% | −499−16.7% | Reduced |
| Riverwater Partners LLC | 2,485 | $391.0K | 0.35% | +3+0.1% | Added |
| United Community Bank | 2,489 | $391.6K | 0.34% | +470+23.3% | Added |
| Frisch Financial Group, Inc. | 2,491 | $392.0K | 0.19% | −387−13.4% | Reduced |
| Drexel Morgan & Co. | 2,500 | $393.4K | 0.10% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 2,503 | $393.9K | 0.18% | +100+4.2% | Added |
| Brogan Financial, Inc. | 2,506 | $394.2K | 0.33% | +4+0.2% | Added |