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
- 3,285
- +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
- 1,270 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 |
|---|---|---|---|---|---|
| Compass Wealth Management LLC | 36,110 | $5.68M | 1.72% | −39−0.1% | Reduced |
| Telemus Capital, LLC | 36,080 | $5.68M | 0.48% | +163+0.5% | Added |
| Horizon Investments, LLC | 36,030 | $5.67M | 0.16% | −3,763−9.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 35,902 | $5.65M | 0.74% | −907−2.5% | Reduced |
| Narwhal Capital Management | 35,732 | $5.62M | 0.66% | +70.0% | Added |
| Bayesian Capital Management, LP | 35,730 | $5.62M | 0.60% | +15,730+78.6% | Added |
| Wealthspire Advisors, LLC | 35,716 | $5.62M | 0.09% | −976−2.7% | Reduced |
| Nelson Capital Management, LLC | 35,646 | $5.61M | 1.45% | −875−2.4% | Reduced |
| Clearstead Advisors, LLC | 35,624 | $5.61M | 0.34% | +5,062+16.6% | Added |
| Strategic Advisors LLC | 35,572 | $5.60M | 1.07% | +1,884+5.6% | Added |
| Founders Capital Management | 35,412 | $5.57M | 4.05% | −299−0.8% | Reduced |
| South Dakota Investment Council | 35,374 | $5.57M | 0.12% | −2,761−7.2% | Reduced |
| GQG Partners LLC | 35,275 | $5.55M | 0.01% | 00.0% | Unchanged |
| Cincinnati Financial Corp | 35,139 | $5.53M | 0.13% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 35,134 | $5.53M | 0.39% | +35,134 | New |
| Red Door Wealth Management, LLC | 34,998 | $5.51M | 1.22% | +3,064+9.6% | Added |
| Jacobi Capital Management LLC | 34,952 | $5.50M | 0.62% | +588+1.7% | Added |
| Mattern Wealth Management LLC | 34,919 | $5.49M | 1.60% | +4,631+15.3% | Added |
| Gladstone Institutional Advisory LLC | 34,902 | $5.49M | 0.33% | −3,570−9.3% | Reduced |
| Harbor Capital Advisors, Inc. | 34,888 | $5.49M | 1.10% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 34,690 | $5.46M | 0.36% | −18,785−35.1% | Reduced |
| Fort Sheridan Advisors LLC | 34,657 | $5.45M | 1.24% | +829+2.5% | Added |
| Soltis Investment Advisors LLC | 34,586 | $5.44M | 0.63% | +14,074+68.6% | Added |
| Eagle Capital Management, LLC | 34,538 | $5.43M | 3.04% | −219−0.6% | Reduced |
| Compagnie Lombard Odier SCmA | 34,526 | $5.43M | 0.15% | −14,237−29.2% | Reduced |
| TRUE Private Wealth Advisors | 34,505 | $5.43M | 0.80% | −243−0.7% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 34,494 | $5.43M | 1.78% | +513+1.5% | Added |
| Asahi Life Asset Management Co., Ltd. | 34,426 | $5.42M | 1.78% | −2,493−6.8% | Reduced |
| Opus Investment Management Inc | 34,400 | $5.41M | 1.94% | 00.0% | Unchanged |
| Garland Capital Management Inc | 34,391 | $5.41M | 3.64% | −25−0.1% | Reduced |
| Madden Securities Corp | 34,338 | $5.40M | 2.76% | −2,964−7.9% | Reduced |
| Community Bank, N.A. | 34,322 | $5.40M | 0.71% | −1,626−4.5% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 34,265 | $5.39M | 0.52% | −1,106−3.1% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 34,210 | $5.38M | 3.77% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 34,234 | $5.38M | 1.59% | −67−0.2% | Reduced |
| Imprint Wealth LLC | 34,011 | $5.38M | 3.39% | −561−1.6% | Reduced |
| Sandhill Capital Partners LLC | 34,116 | $5.37M | 0.49% | −1,133−3.2% | Reduced |
| Stratos Wealth Advisors, LLC | 34,044 | $5.36M | 0.38% | −784−2.3% | Reduced |
| TCG Advisory Services, LLC | 33,953 | $5.34M | 0.91% | +9,365+38.1% | Added |
| Beach Investment Counsel Inc | 33,801 | $5.32M | 0.63% | −20,868−38.2% | Reduced |
| Sumitomo Life Insurance Co | 33,759 | $5.31M | 0.23% | −3,264−8.8% | Reduced |
| Pekin Hardy Strauss, Inc. | 33,613 | $5.29M | 0.83% | +103+0.3% | Added |
| Resonant Capital Advisors, LLC | 33,534 | $5.28M | 0.57% | +1,555+4.9% | Added |
| Retirement Group, LLC | 33,355 | $5.25M | 2.19% | +2,282+7.3% | Added |
| Oliver Luxxe Assets LLC | 33,228 | $5.23M | 1.30% | −212−0.6% | Reduced |
| Concentric Wealth Management, LLC | 33,206 | $5.23M | 1.66% | −85−0.3% | Reduced |
| Trinity Legacy Partners, LLC | 33,154 | $5.22M | 1.82% | +746+2.3% | Added |
| WealthPlan Investment Management, LLC | 33,099 | $5.21M | 1.55% | −30,169−47.7% | Reduced |
| Destination Wealth Management | 33,095 | $5.21M | 0.19% | −1,089−3.2% | Reduced |
| River Wealth Advisors LLC | 33,056 | $5.20M | 0.88% | +198+0.6% | Added |
| Colonial Trust Co | 32,967 | $5.19M | 1.24% | −211−0.6% | Reduced |
| Columbia Asset Management | 32,871 | $5.17M | 1.11% | +478+1.5% | Added |
| Institutional & Family Asset Management, LLC | 32,860 | $5.17M | 0.84% | −833−2.5% | Reduced |
| Trivant Custom Portfolio Group, LLC | 32,746 | $5.15M | 3.63% | +653+2.0% | Added |
| Penobscot Investment Management Company, Inc. | 32,694 | $5.14M | 0.85% | +20+0.1% | Added |
| Citizens Financial Group Inc | 32,663 | $5.14M | 0.19% | −3,754−10.3% | Reduced |
| White Pine Investment CO | 32,640 | $5.14M | 1.77% | +506+1.6% | Added |
| Aldebaran Capital, LLC | 32,411 | $5.10M | 5.24% | −84−0.3% | Reduced |
| Inscription Capital, LLC | 32,207 | $5.07M | 1.58% | −235−0.7% | Reduced |
| Tower Research Capital LLC (TRC) | 32,046 | $5.04M | 0.17% | −42,276−56.9% | Reduced |
| Nikko Asset Management Americas, Inc. | 31,997 | $5.03M | 0.05% | +1,367+4.5% | Added |
| Heritage Trust Co | 31,917 | $5.02M | 0.73% | +1,342+4.4% | Added |
| Camden National Bank | 31,914 | $5.02M | 0.98% | −717−2.2% | Reduced |
| Forum Financial Management, LP | 31,909 | $5.02M | 0.11% | +2,143+7.2% | Added |
| RFG Advisory, LLC | 31,890 | $5.02M | 0.22% | +1,089+3.5% | Added |
| Principal Street Partners, LLC | 31,888 | $5.02M | 1.19% | −1,407−4.2% | Reduced |
| Salem Investment Counselors Inc | 31,851 | $5.01M | 0.18% | −586−1.8% | Reduced |
| Intrust Bank NA | 31,667 | $4.98M | 0.60% | −735−2.3% | Reduced |
| Spring Capital Management, LLC | 31,321 | $4.93M | 3.86% | −962−3.0% | Reduced |
| Modera Wealth Management, LLC | 31,227 | $4.91M | 0.09% | +22,974+278.4% | Added |
| Avantax Planning Partners, Inc. | 31,219 | $4.91M | 0.20% | −67−0.2% | Reduced |
| Azzad Asset Management Inc | 31,216 | $4.91M | 0.66% | −46−0.1% | Reduced |
| Sunbelt Securities, Inc. | 31,166 | $4.90M | 0.71% | −946−2.9% | Reduced |
| Hengehold Capital Management LLC | 31,161 | $4.90M | 0.65% | −343−1.1% | Reduced |
| Peak Asset Management, LLC | 31,160 | $4.90M | 1.13% | +354+1.1% | Added |
| Verition Fund Management LLC | 31,143 | $4.90M | 0.08% | +16,688+115.4% | Added |
| Commerzbank Aktiengesellschaft | 31,017 | $4.88M | 0.24% | +4,382+16.5% | Added |
| J.W. Cole Advisors, Inc. | 30,966 | $4.87M | 0.35% | −1,994−6.0% | Reduced |
| Financial & Tax Architects, LLC | 30,953 | $4.87M | 1.50% | +1,143+3.8% | Added |
| Veriti Management LLC | 30,898 | $4.86M | 0.54% | −2,422−7.3% | Reduced |
| Change Path, LLC | 30,747 | $4.84M | 0.23% | +437+1.4% | Added |
| Global Wealth Management Investment Advisory, Inc. | 30,702 | $4.83M | 1.33% | +4,550+17.4% | Added |
| Employees Retirement System of Texas | 30,560 | $4.81M | 0.07% | −2,360−7.2% | Reduced |
| IHT Wealth Management, LLC | 30,535 | $4.80M | 0.25% | +4,049+15.3% | Added |
| Crescent Sterling, Ltd. | 30,534 | $4.80M | 4.56% | +2,205+7.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 30,310 | $4.77M | 3.09% | +202+0.7% | Added |
| Ballentine Partners, LLC | 30,301 | $4.77M | 0.11% | +1,163+4.0% | Added |
| Pine Valley Investments Ltd Liability Co | 30,255 | $4.76M | 0.47% | +14,339+90.1% | Added |
| Western Wealth Management, LLC | 30,244 | $4.76M | 0.41% | −497−1.6% | Reduced |
| Comerica Securities,inc. | 30,231 | $4.76M | 0.33% | −300−1.0% | Reduced |
| Pinkerton Retirement Specialists, LLC | 30,217 | $4.75M | 0.94% | +2,267+8.1% | Added |
| Legacy Advisors, LLC | 30,207 | $4.75M | 0.71% | +6,799+29.0% | Added |
| Arete Wealth Advisors, LLC | 30,075 | $4.73M | 0.42% | −120−0.4% | Reduced |
| Eudaimonia Partners, LLC | 29,982 | $4.72M | 1.06% | +7,637+34.2% | Added |
| Marble Harbor Investment Counsel, LLC | 29,929 | $4.71M | 0.59% | −150−0.5% | Reduced |
| Meeder Advisory Services, Inc. | 29,825 | $4.69M | 0.51% | −579−1.9% | Reduced |
| Equitable Trust Co | 29,803 | $4.69M | 0.36% | −262−0.9% | Reduced |
| Spire Wealth Management | 29,767 | $4.68M | 0.17% | −1,262−4.1% | Reduced |
| Argyle Capital Management Inc. | 29,722 | $4.68M | 1.69% | −1,435−4.6% | Reduced |
| Warren Street Wealth Advisors, LLC | 29,716 | $4.68M | 3.08% | +3,430+13.0% | Added |