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 |
|---|---|---|---|---|---|
| WESPAC Advisors SoCal, LLC | 29,712 | $4.68M | 1.60% | −12,533−29.7% | Reduced |
| Moneta Group Investment Advisors LLC | 29,689 | $4.67M | 0.10% | +1,640+5.8% | Added |
| Thompson Investment Management, Inc. | 29,667 | $4.67M | 0.76% | +176+0.6% | Added |
| First National Bank & Trust Co of Newtown | 29,635 | $4.66M | 1.00% | +78+0.3% | Added |
| Aull & Monroe Investment Management Corp | 29,477 | $4.64M | 2.33% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 29,465 | $4.64M | 3.26% | +101+0.3% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 29,454 | $4.63M | 2.27% | +93+0.3% | Added |
| Segment Wealth Management, LLC | 29,396 | $4.63M | 0.48% | +942+3.3% | Added |
| Fairfield, Bush & Co. | 29,148 | $4.59M | 1.26% | +642+2.3% | Added |
| Yarbrough Capital, LLC | 29,107 | $4.58M | 0.26% | 00.0% | Unchanged |
| Wills Financial Group, Inc. | 29,106 | $4.58M | 2.32% | +1,151+4.1% | Added |
| Gateway Advisory, LLC | 29,019 | $4.57M | 0.97% | +463+1.6% | Added |
| McGinn Investment Management, Inc. | 29,005 | $4.56M | 3.30% | −70.0% | Reduced |
| TCI Wealth Advisors, Inc. | 28,848 | $4.54M | 0.58% | −96−0.3% | Reduced |
| Graypoint LLC | 28,787 | $4.53M | 0.45% | −864−2.9% | Reduced |
| Hills Bank & Trust Co | 28,730 | $4.52M | 0.58% | −351−1.2% | Reduced |
| Hudson Valley Investment Advisors Inc | 28,623 | $4.50M | 0.61% | −342−1.2% | Reduced |
| Headinvest, LLC | 27,427 | $4.50M | 0.97% | −402−1.4% | Reduced |
| IFP Advisors, Inc | 42,429 | $4.50M | 0.23% | +8,531+25.2% | Added |
| West Family Investments, Inc. | 28,603 | $4.50M | 1.75% | +4,603+19.2% | Added |
| WealthPLAN Partners, LLC | 28,547 | $4.49M | 0.64% | −28,355−49.8% | Reduced |
| Transcend Wealth Collective, LLC | 28,490 | $4.48M | 0.43% | +338+1.2% | Added |
| Duncker Streett & Co Inc | 28,440 | $4.48M | 1.00% | +445+1.6% | Added |
| B.O.S.S. Retirement Advisors, LLC | 28,386 | $4.47M | 0.95% | −7,853−21.7% | Reduced |
| Financial Advisory Service, Inc. | 28,376 | $4.47M | 0.56% | +2,326+8.9% | Added |
| Cobblestone Capital Advisors LLC | 28,277 | $4.45M | 0.31% | −1,610−5.4% | Reduced |
| Hilltop Holdings Inc. | 28,277 | $4.45M | 0.55% | −5,684−16.7% | Reduced |
| Keystone Financial Planning, Inc. | 28,256 | $4.45M | 1.49% | +1,247+4.6% | Added |
| Mill Capital Management, LLC | 28,236 | $4.44M | 0.42% | +1,204+4.5% | Added |
| Arvest Trust Co N A | 27,123 | $4.44M | 0.26% | −87−0.3% | Reduced |
| StoneX Group Inc. | 28,180 | $4.43M | 0.46% | +1,274+4.7% | Added |
| Eisler Capital (UK) Ltd. | 27,946 | $4.40M | 0.47% | +1,029+3.8% | Added |
| Mission Wealth Management, LP | 27,936 | $4.40M | 0.17% | −1,245−4.3% | Reduced |
| Nations Financial Group Inc, | 27,873 | $4.39M | 0.43% | −789−2.8% | Reduced |
| Kidder Stephen W | 27,846 | $4.38M | 1.43% | +960+3.6% | Added |
| Orleans Capital Management Corp | 27,731 | $4.36M | 3.10% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 27,639 | $4.35M | 2.12% | +100.0% | Added |
| Exchange Bank | 27,603 | $4.34M | 4.20% | +27,603 | New |
| Financial Partners Group, LLC | 27,559 | $4.34M | 2.18% | −4,381−13.7% | Reduced |
| Ritholtz Wealth Management | 27,480 | $4.32M | 0.19% | +592+2.2% | Added |
| Lee Danner & Bass Inc | 27,408 | $4.31M | 0.37% | −559−2.0% | Reduced |
| Pacific Global Investment Management CO | 27,387 | $4.31M | 0.89% | +401+1.5% | Added |
| Sittner & Nelson, LLC | 27,292 | $4.29M | 2.36% | −577−2.1% | Reduced |
| Benedict Financial Advisors Inc | 27,271 | $4.29M | 1.18% | +136+0.5% | Added |
| Buffington Mohr McNeal | 27,161 | $4.27M | 0.92% | −181−0.7% | Reduced |
| Lynch Asset Management, Inc. | 27,150 | $4.27M | 2.75% | 00.0% | Unchanged |
| Consolidated Planning Corp | 27,141 | $4.27M | 0.90% | +1,429+5.6% | Added |
| Pegasus Asset Management, Inc. | 26,941 | $4.24M | 1.89% | +104+0.4% | Added |
| CSS LLC | 26,939 | $4.24M | 0.33% | −4,136−13.3% | Reduced |
| Murphy Pohlad Asset Management LLC | 26,882 | $4.23M | 1.82% | −1,875−6.5% | Reduced |
| We Are One Seven, LLC | 26,850 | $4.22M | 0.39% | −11,077−29.2% | Reduced |
| Souders Financial Advisors | 26,781 | $4.21M | 0.81% | +16,198+153.1% | Added |
| Bath Savings Trust Co | 26,751 | $4.21M | 0.49% | −301−1.1% | Reduced |
| Lake Street Advisors Group, LLC | 26,748 | $4.21M | 0.23% | +2,455+10.1% | Added |
| GHP Investment Advisors, Inc. | 25,437 | $4.18M | 0.24% | +4,086+19.1% | Added |
| Bill Few Associates, Inc. | 26,437 | $4.16M | 2.15% | +899+3.5% | Added |
| Davis R M Inc | 26,432 | $4.16M | 0.10% | +2,549+10.7% | Added |
| Peoples Bank | 26,399 | $4.15M | 2.54% | −107−0.4% | Reduced |
| Asset Dedication, LLC | 26,272 | $4.14M | 0.35% | +2,352+9.8% | Added |
| Auxier Asset Management | 26,299 | $4.14M | 0.69% | +1,180+4.7% | Added |
| Foster & Motley Inc | 26,296 | $4.14M | 0.32% | +620+2.4% | Added |
| Warren Averett Asset Management, LLC | 26,297 | $4.14M | 0.18% | +2,637+11.1% | Added |
| Monument Capital Management | 26,249 | $4.13M | 1.32% | +524+2.0% | Added |
| PFG Advisors | 26,228 | $4.13M | 0.31% | +1,051+4.2% | Added |
| Marketfield Asset Management LLC | 26,214 | $4.12M | 3.32% | +875+3.5% | Added |
| Mairs & Power Inc | 26,210 | $4.12M | 0.04% | −5,340−16.9% | Reduced |
| Van Hulzen Asset Management, LLC | 26,140 | $4.11M | 0.35% | +734+2.9% | Added |
| BFSG, LLC | 26,134 | $4.11M | 0.70% | +713+2.8% | Added |
| Laurel Wealth Advisors LLC | 26,129 | $4.11M | 0.83% | −65−0.2% | Reduced |
| Atlas Brown,Inc. | 26,084 | $4.10M | 1.81% | +249+1.0% | Added |
| Butensky & Cohen Financial Security, Inc | 26,077 | $4.10M | 1.48% | −703−2.6% | Reduced |
| Meritage Portfolio Management | 26,077 | $4.10M | 0.29% | +8,464+48.1% | Added |
| Old Mission Investment Co LLC | 26,073 | $4.10M | 1.52% | +205+0.8% | Added |
| Benjamin Edwards Inc | 26,072 | $4.10M | 0.95% | +5,162+24.7% | Added |
| Gamco Investors, Inc. Et Al | 26,060 | $4.10M | 0.04% | +1,174+4.7% | Added |
| Weatherly Asset Management L. P. | 25,927 | $4.08M | 0.48% | +902+3.6% | Added |
| Jump Financial, LLC | 25,869 | $4.07M | 0.15% | +13,652+111.7% | Added |
| B & T Capital Management DBA Alpha Capital Management | 22,665 | $4.07M | 1.02% | 00.0% | Unchanged |
| NTV Asset Management LLC | 25,834 | $4.06M | 0.71% | −72−0.3% | Reduced |
| Red Cedar Investment Management, LLC | 25,688 | $4.04M | 0.61% | 00.0% | Unchanged |
| Wright Investors Service Inc | 25,661 | $4.04M | 1.14% | +2,590+11.2% | Added |
| Keene & Associates, Inc. | 25,651 | $4.04M | 3.14% | +180+0.7% | Added |
| Naples Global Advisors, LLC | 25,616 | $4.03M | 0.47% | −50.0% | Reduced |
| Ascent Group, LLC | 25,240 | $4.03M | 0.44% | −279−1.1% | Reduced |
| Pring Turner Capital Group Inc | 25,519 | $4.02M | 3.68% | +814+3.3% | Added |
| Broderick Brian C | 25,512 | $4.01M | 1.06% | −95−0.4% | Reduced |
| Montecito Bank & Trust | 25,507 | $4.01M | 0.91% | −876−3.3% | Reduced |
| Baugh & Associates, LLC | 25,507 | $4.01M | 2.42% | +280+1.1% | Added |
| Independent Financial Group, LLC | 25,492 | $4.01M | 0.28% | +1,264+5.2% | Added |
| Fundamentun, LLC | 25,419 | $4.00M | 0.61% | +1,127+4.6% | Added |
| Stanley-Laman Group, Ltd. | 25,401 | $4.00M | 0.66% | −607−2.3% | Reduced |
| Easterly Investment Partners LLC | 25,386 | $3.99M | 0.36% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 25,381 | $3.99M | 0.75% | −639−2.5% | Reduced |
| Cohen & Steers, Inc. | 25,353 | $3.99M | 0.01% | −63,776−71.6% | Reduced |
| Prio Wealth Limited Partnership | 25,295 | $3.98M | 0.14% | −450−1.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 25,290 | $3.98M | 0.26% | −1,764−6.5% | Reduced |
| Confluence Wealth Services, Inc. | 25,265 | $3.98M | 0.85% | −176−0.7% | Reduced |
| Slagle Financial, LLC | 25,221 | $3.97M | 2.47% | +25,221 | New |
| Jacobs & Co | 25,084 | $3.95M | 0.47% | −163−0.6% | Reduced |
| Summit Financial Wealth Advisors, LLC | 25,050 | $3.94M | 0.91% | −172−0.7% | Reduced |