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 |
|---|---|---|---|---|---|
| Wela Strategies, Inc. | 2,997 | $471.6K | 0.36% | +4+0.1% | Added |
| Ocean Capital Management, LLC | 3,000 | $472.1K | 0.21% | 00.0% | Unchanged |
| Windsor Advisory Group, LLC | 3,000 | $472.1K | 1.17% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 3,004 | $472.7K | 0.20% | +364+13.8% | Added |
| Campbell & CO Investment Adviser LLC | 3,021 | $475.4K | 0.08% | +1,571+108.3% | Added |
| Alphadyne Asset Management LP | 3,021 | $475.4K | 1.46% | +3,021 | New |
| First Dallas Securities Inc. | 3,027 | $476.0K | 0.27% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 3,027 | $476.3K | 0.06% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 3,029 | $476.6K | 0.20% | +315+11.6% | Added |
| McAdam, LLC | 3,039 | $478.1K | 0.04% | +264+9.5% | Added |
| Winch Advisory Services, LLC | 3,049 | $480.0K | 0.17% | +343+12.7% | Added |
| Vista Capital Partners, Inc. | 3,055 | $480.7K | 0.07% | +5+0.2% | Added |
| BetterWealth, LLC | 3,061 | $481.6K | 0.19% | 00.0% | Unchanged |
| Valley National Advisers Inc | 3,058 | $482.0K | 0.08% | +51+1.7% | Added |
| Covestor Ltd | 3,062 | $482.0K | 0.37% | +254+9.0% | Added |
| BlueCrest Capital Management Ltd | 3,069 | $482.9K | 0.06% | +3,069 | New |
| Morton Capital Management LLC | 3,074 | $483.7K | 0.17% | +200+7.0% | Added |
| Wealth Architects, LLC | 3,085 | $485.5K | 0.08% | +95+3.2% | Added |
| Rede Wealth, LLC | 3,087 | $485.8K | 0.23% | +10.0% | Added |
| Continental Investors Services, Inc. | 3,036 | $487.2K | 0.58% | +1,528+101.3% | Added |
| Marino, Stram & Associates LLC | 3,104 | $488.5K | 0.14% | +14+0.5% | Added |
| Sugarloaf Wealth Management, LLC | 3,117 | $490.5K | 0.11% | +4+0.1% | Added |
| Smith Shellnut Wilson LLC | 3,124 | $491.6K | 0.28% | −22−0.7% | Reduced |
| Hartford Funds Management Co LLC | 3,139 | $493.9K | 0.05% | +237+8.2% | Added |
| Trail Ridge Investment Advisors, LLC | 3,140 | $494.1K | 0.30% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 3,142 | $494.4K | 0.49% | −238−7.0% | Reduced |
| Redwood Financial Network Corp | 3,151 | $495.8K | 0.46% | +41+1.3% | Added |
| MinichMacGregor Wealth Management, LLC | 3,155 | $496.4K | 0.16% | −68−2.1% | Reduced |
| Foster Victor Wealth Advisors, LLC | 3,184 | $497.7K | 0.06% | +576+22.1% | Added |
| Axiom Advisory, LLC | 3,171 | $498.9K | 0.44% | +31+1.0% | Added |
| JTC Employer Solutions Trusteee Ltd | 3,186 | $501.0K | 0.05% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 3,189 | $501.8K | 0.04% | −358−10.1% | Reduced |
| MEMBERS Trust Co | 3,193 | $502.4K | 0.01% | +3,193 | New |
| Fox Run Management, L.L.C. | 3,193 | $502.4K | 0.14% | +3,193 | New |
| Horan Securities, Inc. | 3,199 | $503.3K | 0.21% | +1,727+117.3% | Added |
| Berger Financial Group, Inc | 3,203 | $504.0K | 0.06% | +5+0.2% | Added |
| Campbell Wealth Management | 3,207 | $505.0K | 0.06% | +369+13.0% | Added |
| CM Wealth Advisors LLC | 3,170 | $505.2K | 0.17% | −7,866−71.3% | Reduced |
| MJP Associates Inc | 3,215 | $505.9K | 0.17% | −319−9.0% | Reduced |
| Lanham O'Dell & Company, Inc. | 3,222 | $507.0K | 0.46% | −70−2.1% | Reduced |
| Lingohr & Partner Asset Management GmbH | 3,220 | $507.0K | 1.29% | 00.0% | Unchanged |
| Purus Wealth Management, LLC | 3,229 | $508.1K | 0.33% | +27+0.8% | Added |
| State of Wyoming | 3,229 | $508.1K | 0.15% | −102−3.1% | Reduced |
| Occidental Asset Management, LLC | 3,237 | $509.3K | 0.12% | −110−3.3% | Reduced |
| Kahn Brothers Group Inc | 3,248 | $511.0K | 0.07% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 3,248 | $511.1K | 0.37% | −661−16.9% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 3,253 | $511.9K | 0.12% | −251−7.2% | Reduced |
| Carolinas Wealth Consulting LLC | 20,072 | $512.3K | 0.10% | −373−1.8% | Reduced |
| Spotlight Asset Group, Inc. | 3,265 | $513.7K | 0.46% | −64−1.9% | Reduced |
| One Wealth Advisors, LLC | 3,273 | $515.0K | 0.11% | +174+5.6% | Added |
| Probity Advisors, Inc. | 3,277 | $515.6K | 0.11% | +3,277 | New |
| Legacy Financial Group, Inc. | 3,277 | $515.7K | 0.26% | +438+15.4% | Added |
| Pinnacle Wealth Management Group, Inc. | 3,283 | $516.6K | 0.45% | −100−3.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 3,284 | $516.7K | 0.06% | −118−3.5% | Reduced |
| Total Investment Management Inc | 3,288 | $517.3K | 0.07% | +225+7.3% | Added |
| TSFG, LLC | 3,297 | $519.0K | 0.19% | +276+9.1% | Added |
| Zhang Financial LLC | 3,299 | $519.1K | 0.05% | +20+0.6% | Added |
| JJJ Advisors Inc. | 3,309 | $520.7K | 0.14% | −165−4.7% | Reduced |
| Dash Acquisitions Inc. | 3,310 | $520.8K | 0.21% | −144−4.2% | Reduced |
| WESPAC Advisors, LLC | 3,312 | $521.2K | 0.42% | +756+29.6% | Added |
| McBroom & Associates, LLC | 3,321 | $522.6K | 0.41% | +906+37.5% | Added |
| waypoint wealth counsel | 3,325 | $523.3K | 0.47% | −3,316−49.9% | Reduced |
| Vance Wealth, Inc. | 3,328 | $523.7K | 0.24% | +164+5.2% | Added |
| Nikulski Financial, Inc. | 3,330 | $524.0K | 0.22% | −138−4.0% | Reduced |
| Rock Point Advisors, LLC | 3,335 | $524.8K | 0.17% | 00.0% | Unchanged |
| Addison Capital Co | 3,339 | $525.0K | 0.37% | +63+1.9% | Added |
| Intercontinental Wealth Advisors, LLC | 3,339 | $525.4K | 0.13% | −132−3.8% | Reduced |
| Chatham Capital Group, Inc. | 3,343 | $526.0K | 0.11% | −140−4.0% | Reduced |
| Point72 Asset Management, L.P. | 3,356 | $528.1K | 0.00% | +3,356 | New |
| Sage Rhino Capital LLC | 3,360 | $528.7K | 0.15% | −50−1.5% | Reduced |
| Hartline Investment Corp | 3,361 | $528.9K | 0.09% | −270−7.4% | Reduced |
| LexAurum Advisors, LLC | 3,372 | $530.6K | 0.16% | −126−3.6% | Reduced |
| Pearl River Capital, LLC | 3,374 | $530.9K | 0.09% | −1,773−34.4% | Reduced |
| Aj Wealth Strategies, LLC | 3,378 | $531.5K | 0.03% | +274+8.8% | Added |
| A. D. Beadell Investment Counsel, Inc. | 3,383 | $532.0K | 0.51% | 00.0% | Unchanged |
| Accuvest Global Advisors | 3,385 | $533.0K | 0.27% | −111−3.2% | Reduced |
| Carlson Capital Management | 3,390 | $533.4K | 0.03% | −251−6.9% | Reduced |
| Elmwood Wealth Management, Inc. | 3,404 | $535.6K | 0.25% | +10.0% | Added |
| Select Asset Management & Trust | 3,417 | $538.0K | 0.33% | +1,000+41.4% | Added |
| Diversified, LLC | 3,422 | $538.5K | 0.14% | −72−2.1% | Reduced |
| Revolve Wealth Partners, LLC | 3,431 | $539.9K | 0.13% | +251+7.9% | Added |
| Capital Market Strategies LLC | 3,453 | $543.3K | 0.50% | +3,453 | New |
| Global Assets Advisory, LLC | 3,454 | $543.5K | 0.50% | +10.0% | Added |
| Icapital Wealth LLC | 3,459 | $544.3K | 0.34% | −504−12.7% | Reduced |
| RVW Wealth, LLC | 3,459 | $544.3K | 0.06% | −57−1.6% | Reduced |
| Resolute Wealth Strategies, LLC | 3,470 | $546.1K | 0.42% | −127−3.5% | Reduced |
| ODonnell Financial Services, LLC | 3,472 | $546.3K | 0.33% | −78−2.2% | Reduced |
| Rather & Kittrell, Inc. | 3,481 | $547.8K | 0.23% | +524+17.7% | Added |
| Klingman & Associates, LLC | 3,482 | $547.9K | 0.04% | +22+0.6% | Added |
| Stevens Capital Management LP | 3,487 | $549.0K | 0.11% | +3,487 | New |
| Hyperion Partners, LLC | 3,507 | $551.8K | 0.47% | +5+0.1% | Added |
| Coastwise Capital Group, LLC | 3,514 | $553.0K | 0.63% | +251+7.7% | Added |
| Quantum Private Wealth, LLC | 3,521 | $554.0K | 0.26% | +1,538+77.6% | Added |
| Riversedge Advisors, LLC | 3,523 | $554.4K | 0.15% | +30+0.9% | Added |
| One River Asset Management, LLC | 3,555 | $555.7K | 0.44% | −101,038−96.6% | Reduced |
| Provence Wealth Management Group | 3,535 | $556.2K | 0.33% | −49−1.4% | Reduced |
| Client 1st Advisory Group, LLC | 3,538 | $556.7K | 0.29% | +20+0.6% | Added |
| Vigilant Capital Management, LLC | 3,540 | $557.0K | 0.04% | −400−10.2% | Reduced |
| Renasant Bank | 3,549 | $558.4K | 0.46% | −322−8.3% | Reduced |
| Genesee Capital Advisors, LLC | 3,552 | $558.9K | 0.38% | −4,871−57.8% | Reduced |