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 |
|---|---|---|---|---|---|
| Worth Financial Advisory Group, LLC | 2,510 | $394.9K | 0.37% | −70−2.7% | Reduced |
| Royal Capital Wealth Management, LLC | 2,511 | $395.1K | 0.37% | −185−6.9% | Reduced |
| Private Wealth Advisors | 2,512 | $395.3K | 0.17% | −119−4.5% | Reduced |
| McRae Capital Management Inc | 2,517 | $396.0K | 0.11% | −22−0.9% | Reduced |
| Straight Path Wealth Management | 2,521 | $396.7K | 0.27% | +514+25.6% | Added |
| Family Firm, Inc. | 2,521 | $396.7K | 0.10% | +18+0.7% | Added |
| Elevatus Welath Management | 2,521 | $396.7K | 0.28% | +2,521 | New |
| Advance Capital Management, Inc. | 2,528 | $397.8K | 0.05% | −84−3.2% | Reduced |
| Quantum Financial Advisors, LLC | 2,532 | $398.4K | 0.12% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 2,542 | $399.9K | 0.07% | +19+0.8% | Added |
| RWM Asset Management, LLC | 2,522 | $400.2K | 0.08% | −648−20.4% | Reduced |
| Alliance Wealth Management Group | 2,549 | $401.1K | 0.13% | +23+0.9% | Added |
| New England Capital Financial Advisors LLC | 2,549 | $401.1K | 0.26% | +3+0.1% | Added |
| LWM Advisory Services, LLC | 2,563 | $401.8K | 0.42% | −240−8.6% | Reduced |
| MMBG Investment Advisors Co. | 2,600 | $402.8K | 0.05% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 2,561 | $403.0K | 0.21% | −100−3.8% | Reduced |
| Capital Insight Partners, LLC | 2,561 | $403.0K | 0.09% | −705−21.6% | Reduced |
| IVC Wealth Advisors LLC | 2,563 | $403.3K | 0.26% | +456+21.6% | Added |
| Grey Fox Wealth Advisors, LLC | 2,565 | $403.6K | 0.21% | −1,039−28.8% | Reduced |
| Clear Street Markets LLC | 2,565 | $404.0K | 0.17% | −702−21.5% | Reduced |
| Sandy Cove Advisors, LLC | 2,570 | $404.4K | 0.23% | +2,570 | New |
| West Bancorporation Inc | 2,571 | $404.5K | 0.27% | +268+11.6% | Added |
| Lee Financial Co | 2,580 | $406.0K | 0.07% | −8−0.3% | Reduced |
| NWK Group, Inc. | 2,585 | $406.8K | 0.24% | 00.0% | Unchanged |
| Joule Financial, LLC | 2,587 | $407.1K | 0.21% | +198+8.3% | Added |
| AAFCPAs Wealth Management, LLC | 2,590 | $407.6K | 0.26% | +97+3.9% | Added |
| West Coast Financial LLC | 2,590 | $407.7K | 0.06% | −90−3.4% | Reduced |
| Armbruster Capital Management, Inc. | 2,591 | $407.7K | 0.10% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 2,492 | $409.1K | 0.09% | −1,962−44.1% | Reduced |
| Innova Wealth Partners | 2,600 | $409.1K | 0.35% | +142+5.8% | Added |
| Archetype Wealth Partners | 2,610 | $411.0K | 0.08% | +82+3.2% | Added |
| Silvant Capital Management LLC | 2,615 | $411.5K | 0.02% | 00.0% | Unchanged |
| Midwest Financial Group LLC | 2,618 | $412.0K | 0.35% | −39−1.5% | Reduced |
| Rocky Mountain Advisers, LLC | 2,527 | $412.3K | 0.22% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 2,622 | $412.6K | 0.19% | +1,002+61.9% | Added |
| Acima Private Wealth, LLC | 2,625 | $413.0K | 0.20% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 2,631 | $414.0K | 0.19% | −50−1.9% | Reduced |
| Holistic Financial Partners | 2,631 | $414.0K | 0.29% | −35−1.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,636 | $414.7K | 0.20% | −733−21.8% | Reduced |
| SFE Investment Counsel | 2,667 | $419.7K | 0.12% | +195+7.9% | Added |
| Stillwater Capital Advisors, LLC | 2,669 | $420.0K | 0.07% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 2,671 | $420.3K | 0.10% | 00.0% | Unchanged |
| Avitas Wealth Management LLC | 2,674 | $420.8K | 0.08% | −32−1.2% | Reduced |
| Emerald Advisors, LLC | 2,675 | $420.9K | 0.10% | +662+32.9% | Added |
| Denver Wealth Management, Inc. | 2,681 | $421.8K | 0.29% | −29−1.1% | Reduced |
| Zimmermann Investment Management & Planning LLC | 2,689 | $423.2K | 0.20% | +335+14.2% | Added |
| Schubert & Co | 2,692 | $423.6K | 0.40% | −12−0.4% | Reduced |
| Private Capital Management LLC | 2,695 | $424.1K | 0.12% | −424−13.6% | Reduced |
| Princeton Global Asset Management LLC | 2,696 | $424.1K | 0.12% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 2,673 | $424.2K | 0.03% | +1,114+71.5% | Added |
| Blue Edge Capital, LLC | 2,700 | $424.8K | 0.09% | 00.0% | Unchanged |
| David R. Rahn & Associates Inc. | 2,713 | $426.9K | 0.20% | −1,000−26.9% | Reduced |
| Richwood Investment Advisors, LLC | 2,714 | $427.0K | 0.42% | +101+3.9% | Added |
| Peachtree Investment Partners, LLC | 2,714 | $427.1K | 0.19% | −562−17.2% | Reduced |
| Sciencast Management LP | 2,750 | $427.5K | 0.35% | +2,750 | New |
| Pacifica Partners Inc. | 2,742 | $428.6K | 0.24% | −55−2.0% | Reduced |
| Olistico Wealth, LLC | 2,730 | $429.5K | 0.37% | +2,730 | New |
| TNF LLC | 2,734 | $430.2K | 0.19% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 2,749 | $432.6K | 0.23% | +2,749 | New |
| Towercrest Capital Management | 2,751 | $432.9K | 0.08% | +225+8.9% | Added |
| Financial Advisors, LLC | 2,758 | $433.9K | 0.10% | −28−1.0% | Reduced |
| Alpha Family Trust | 2,775 | $436.6K | 0.30% | −1,005−26.6% | Reduced |
| Requisite Capital Management, LLC | 2,775 | $436.6K | 0.11% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 2,777 | $437.0K | 0.08% | +58+2.1% | Added |
| ASB Consultores, LLC | 2,784 | $438.1K | 0.21% | +86+3.2% | Added |
| Howard Financial Services, Ltd. | 2,787 | $438.5K | 0.10% | +137+5.2% | Added |
| SRB Corp | 2,790 | $439.0K | 0.03% | +548+24.4% | Added |
| Sunflower Bank, N.A. | 2,790 | $439.0K | 0.10% | −135−4.6% | Reduced |
| Twin Focus Capital Partners, LLC | 2,803 | $441.1K | 0.09% | +142+5.3% | Added |
| Silicon Valley Capital Partners | 2,803 | $441.1K | 0.08% | +231+9.0% | Added |
| Financial Insights, Inc. | 2,814 | $442.8K | 0.16% | +37+1.3% | Added |
| Aua Capital Management, LLC | 2,816 | $443.1K | 0.31% | −67−2.3% | Reduced |
| Planned Solutions, Inc. | 2,819 | $443.5K | 0.26% | +2+0.1% | Added |
| Beacon Bridge Wealth Partners, LLC | 2,822 | $444.0K | 0.23% | −161−5.4% | Reduced |
| Echo Street Capital Management LLC | 2,822 | $444.0K | 0.00% | +1,311+86.8% | Added |
| Sax Wealth Advisors, LLC | 2,830 | $445.3K | 0.09% | 00.0% | Unchanged |
| Kennedy Investment Group | 2,834 | $445.9K | 0.26% | +229+8.8% | Added |
| Avant Capital LLC | 2,858 | $449.7K | 0.50% | −531−15.7% | Reduced |
| Better Money Decisions, LLC | 2,867 | $451.1K | 0.37% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 2,869 | $451.4K | 0.17% | +57+2.0% | Added |
| UMA Financial Services, Inc. | 2,878 | $452.4K | 0.11% | −10−0.3% | Reduced |
| Fusion Capital, LLC | 2,877 | $452.6K | 0.25% | +236+8.9% | Added |
| Ellerson Group Inc | 2,885 | $454.0K | 0.43% | 00.0% | Unchanged |
| Prairie Sky Financial Group LLC | 2,910 | $457.9K | 0.31% | +2,910 | New |
| E Fund Management Co., Ltd. | 2,911 | $458.0K | 0.04% | −403−12.2% | Reduced |
| Fountainhead AM, LLC | 2,929 | $460.9K | 0.16% | −40−1.3% | Reduced |
| Total Clarity Wealth Management, Inc. | 2,934 | $461.7K | 0.23% | −67−2.2% | Reduced |
| TFB Advisors LLC | 2,940 | $462.6K | 0.20% | +1,625+123.6% | Added |
| Old North State Trust, LLC | 2,940 | $463.0K | 0.34% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 2,951 | $464.4K | 0.28% | +321+12.2% | Added |
| Wedge Capital Management L L P | 2,953 | $464.7K | 0.01% | −407−12.1% | Reduced |
| Private Ocean, LLC | 2,967 | $466.8K | 0.06% | +150+5.3% | Added |
| Cabot Wealth Management Inc | 2,968 | $467.0K | 0.07% | −31−1.0% | Reduced |
| HFR Wealth Management, LLC | 2,968 | $467.0K | 0.13% | 00.0% | Unchanged |
| Gries Financial LLC | 2,970 | $467.3K | 0.13% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,971 | $467.5K | 0.07% | +565+23.5% | Added |
| Compton Financial Group, LLC | 2,977 | $468.4K | 0.18% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,989 | $470.4K | 0.06% | −143−4.6% | Reduced |
| General Partner, Inc. | 2,994 | $471.1K | 0.39% | 00.0% | Unchanged |
| Ashford Capital Management Inc | 2,996 | $471.4K | 0.07% | 00.0% | Unchanged |