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 |
|---|---|---|---|---|---|
| Sloy Dahl & Holst, LLC | 3,552 | $558.9K | 0.10% | 00.0% | Unchanged |
| Atwater Malick LLC | 3,555 | $559.4K | 0.24% | +800+29.0% | Added |
| Tower Wealth Partners, Inc. | 3,563 | $560.6K | 0.45% | +14+0.4% | Added |
| Almanack Investment Partners, LLC. | 3,568 | $561.4K | 0.10% | +1,494+72.0% | Added |
| Chemistry Wealth Management LLC | 3,575 | $562.5K | 0.18% | +533+17.5% | Added |
| Trillium Asset Management, LLC | 3,584 | $564.0K | 0.02% | +1,524+74.0% | Added |
| Evermay Wealth Management LLC | 3,600 | $566.5K | 0.11% | +227+6.7% | Added |
| Legacy Trust | 3,603 | $566.9K | 0.16% | +315+9.6% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 3,605 | $567.2K | 0.08% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 3,607 | $567.6K | 0.35% | +363+11.2% | Added |
| KC Investment Advisors, LLC | 3,610 | $568.0K | 0.38% | +1,100+43.8% | Added |
| Cubic Asset Management, LLC | 3,619 | $569.5K | 0.15% | +128+3.7% | Added |
| SPC Financial, Inc. | 3,623 | $570.1K | 0.06% | +625+20.8% | Added |
| TCP Asset Management, LLC | 3,629 | $571.0K | 0.24% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 3,630 | $571.2K | 0.47% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 3,632 | $571.5K | 0.23% | +2,145+144.3% | Added |
| SOL Capital Management CO | 3,634 | $572.0K | 0.09% | 00.0% | Unchanged |
| HC Advisors, LLC | 3,635 | $572.1K | 0.33% | +200+5.8% | Added |
| Financial Synergies Wealth Advisors, Inc. | 3,640 | $572.7K | 0.08% | +365+11.1% | Added |
| Winthrop Advisory Group LLC | 3,645 | $573.7K | 0.09% | +227+6.6% | Added |
| Hohimer Wealth Management, LLC | 3,647 | $573.9K | 0.16% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 3,646 | $574.0K | 0.01% | −374−9.3% | Reduced |
| Wealthstar Advisors, LLC | 3,648 | $574.1K | 0.24% | −2,727−42.8% | Reduced |
| Aspire Capital Advisors LLC | 3,661 | $576.0K | 0.28% | +137+3.9% | Added |
| Castle Wealth Management LLC | 3,663 | $576.4K | 0.40% | −194−5.0% | Reduced |
| Kathmere Capital Management, LLC | 3,666 | $576.8K | 0.09% | +2,110+135.6% | Added |
| Vision Capital Management, Inc. | 3,666 | $576.8K | 0.10% | −17−0.5% | Reduced |
| D L Carlson Investment Group Inc | 3,673 | $577.9K | 0.11% | −35−0.9% | Reduced |
| Financial Advisory Group | 3,673 | $578.0K | 0.11% | −432−10.5% | Reduced |
| Root Financial Partners, LLC | 3,674 | $578.1K | 0.34% | −158−4.1% | Reduced |
| Meixler Investment Management, Ltd. | 3,678 | $578.7K | 0.54% | −80−2.1% | Reduced |
| Baader Bank INC | 3,744 | $579.1K | 0.05% | −2,060−35.5% | Reduced |
| Van Leeuwen & Company, LLC | 3,686 | $579.5K | 0.36% | +82+2.3% | Added |
| KRS Capital Management, LLC | 3,690 | $580.7K | 0.58% | +511+16.1% | Added |
| Pacific Wealth Strategies Group, Inc. | 3,694 | $581.3K | 0.59% | +1,004+37.3% | Added |
| St. Louis Trust Co | 3,709 | $583.5K | 0.11% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 3,711 | $584.0K | 0.04% | −42−1.1% | Reduced |
| Affinity Capital Advisors, LLC | 3,714 | $584.4K | 0.16% | −77−2.0% | Reduced |
| Lakewood Asset Management LLC | 3,716 | $584.7K | 0.46% | +3+0.1% | Added |
| First Financial Corp | 3,721 | $585.5K | 0.38% | +99+2.7% | Added |
| CJM Wealth Advisers, Ltd. | 3,723 | $585.8K | 0.30% | −1,257−25.2% | Reduced |
| Sound Income Strategies, LLC | 3,724 | $586.0K | 0.06% | +1,175+46.1% | Added |
| BSW Wealth Partners | 3,724 | $586.0K | 0.12% | −14−0.4% | Reduced |
| Zullo Investment Group, Inc. | 3,727 | $586.6K | 0.33% | −128−3.3% | Reduced |
| First American Trust, FSB | 3,728 | $587.0K | 0.08% | −741−16.6% | Reduced |
| Brave Asset Management Inc | 3,732 | $587.2K | 0.17% | −1,243−25.0% | Reduced |
| Heirloom Wealth Management | 3,737 | $588.0K | 0.26% | −329−8.1% | Reduced |
| Rice Hall James & Associates, LLC | 3,737 | $588.0K | 0.03% | 00.0% | Unchanged |
| Glassman Wealth Services | 3,742 | $588.8K | 0.09% | +9+0.2% | Added |
| Greenwich Wealth Management LLC | 3,741 | $589.0K | 0.06% | −3−0.1% | Reduced |
| Capital Square, LLC | 3,743 | $589.1K | 0.55% | −83−2.2% | Reduced |
| America First Investment Advisors, LLC | 3,748 | $589.7K | 0.16% | 00.0% | Unchanged |
| Sweeney & Michel, LLC | 3,695 | $589.8K | 0.30% | −462−11.1% | Reduced |
| Roberts Wealth Advisors, LLC | 3,760 | $591.6K | 0.26% | −86−2.2% | Reduced |
| Round Rock Advisors, LLC | 3,761 | $591.8K | 0.21% | 00.0% | Unchanged |
| Costello Asset Management, INC | 3,789 | $596.1K | 0.51% | −84−2.2% | Reduced |
| Matthew Goff Investment Advisor, LLC | 3,793 | $596.9K | 0.14% | 00.0% | Unchanged |
| Golden Green, Inc. | 3,798 | $597.6K | 0.65% | −63−1.6% | Reduced |
| Bernardo Wealth Planning LLC | 3,809 | $599.5K | 0.24% | +35+0.9% | Added |
| Wealthquest Corp | 3,812 | $599.8K | 0.07% | −1,476−27.9% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 3,829 | $602.5K | 0.20% | −100−2.5% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 3,830 | $602.7K | 0.52% | +518+15.6% | Added |
| SRS Capital Advisors, Inc. | 3,833 | $603.2K | 0.08% | +282+7.9% | Added |
| First Heartland Consultants, Inc. | 3,838 | $603.9K | 0.08% | −643−14.3% | Reduced |
| Wrapmanager Inc | 3,839 | $604.1K | 0.19% | +555+16.9% | Added |
| Elite Wealth Management, Inc. | 3,842 | $604.5K | 0.20% | −87−2.2% | Reduced |
| Kades & Cheifetz LLC | 3,846 | $605.2K | 0.46% | −104−2.6% | Reduced |
| Baystate Wealth Management LLC | 3,846 | $605.2K | 0.05% | +1,117+40.9% | Added |
| Ruggaard & Associates LLC | 3,853 | $606.3K | 0.35% | +110+2.9% | Added |
| Maryland Capital Advisors Inc. | 3,856 | $606.7K | 0.49% | 00.0% | Unchanged |
| Pictet Bank & Trust Ltd | 3,860 | $607.4K | 0.50% | 00.0% | Unchanged |
| New Republic Capital, LLC | 3,860 | $607.4K | 0.42% | +520+15.6% | Added |
| New Jersey Better Educational Savings Trust | 3,861 | $607.5K | 1.43% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 3,874 | $610.0K | 0.13% | +899+30.2% | Added |
| Gallacher Capital Management LLC | 3,881 | $610.7K | 0.35% | +401+11.5% | Added |
| Great Diamond Partners, LLC | 3,882 | $610.8K | 0.16% | +137+3.7% | Added |
| Crumly & Associates Inc. | 3,885 | $611.3K | 0.24% | +129+3.4% | Added |
| M Holdings Securities, Inc. | 3,898 | $613.0K | 0.13% | −17,519−81.8% | Reduced |
| Sterling Investment Counsel, LLC | 3,896 | $613.0K | 0.33% | −27−0.7% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 3,896 | $613.0K | 0.04% | +84+2.2% | Added |
| RWWM, Inc. | 3,898 | $613.4K | 0.08% | +3,898 | New |
| Washburn Capital Management, Inc. | 3,898 | $613.4K | 0.51% | −2,425−38.4% | Reduced |
| Paulson Wealth Management Inc. | 3,899 | $613.5K | 0.21% | +596+18.0% | Added |
| Roberts Glore & Co Inc | 3,905 | $614.5K | 0.20% | +13+0.3% | Added |
| Paragon Capital Management Ltd | 3,917 | $616.4K | 0.13% | +223+6.0% | Added |
| JNBA Financial Advisors | 3,918 | $616.5K | 0.07% | −24−0.6% | Reduced |
| First National Corp | 3,922 | $617.1K | 0.15% | −196−4.8% | Reduced |
| Astoria Portfolio Advisors LLC. | 3,920 | $617.4K | 0.24% | +366+10.3% | Added |
| Horan Capital Advisors, LLC. | 3,925 | $617.7K | 0.24% | 00.0% | Unchanged |
| Red Lighthouse Investment Management, LLC | 3,935 | $619.2K | 0.28% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 3,935 | $619.2K | 0.11% | +3,935 | New |
| Corton Capital Inc. | 3,935 | $619.2K | 0.29% | +3,935 | New |
| Kapstone Financial Advisors LLC | 3,820 | $620.0K | 0.51% | +46+1.2% | Added |
| Dorchester Wealth Management Co | 3,950 | $621.5K | 0.13% | 00.0% | Unchanged |
| BMS Financial Advisors, LLC | 3,956 | $622.5K | 0.41% | −1,525−27.8% | Reduced |
| Cutler Group LP | 3,974 | $625.0K | 0.15% | −28,118−87.6% | Reduced |
| Summit Asset Management, LLC | 3,973 | $625.2K | 0.16% | −179−4.3% | Reduced |
| WNY Asset Management, LLC | 3,981 | $626.4K | 0.13% | +130+3.4% | Added |
| Landscape Capital Management, L.L.C. | 3,982 | $626.6K | 0.08% | +3,982 | New |
| Guinness Atkinson Asset Management Inc | 3,985 | $627.0K | 0.33% | −457−10.3% | Reduced |