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 |
|---|---|---|---|---|---|
| Cosner Financial Group, LLC | 24,939 | $3.92M | 3.23% | +24,939 | New |
| Wahed Invest LLC | 24,935 | $3.92M | 1.38% | +123+0.5% | Added |
| Investmark Advisory Group LLC | 24,920 | $3.92M | 2.62% | +549+2.3% | Added |
| Nwam LLC | 24,893 | $3.92M | 0.32% | +952+4.0% | Added |
| Clarus Group, Inc. | 24,776 | $3.90M | 2.84% | +2,613+11.8% | Added |
| Exeter Financial, LLC | 24,589 | $3.89M | 2.01% | −1,532−5.9% | Reduced |
| Thomas Story & Son LLC | 24,679 | $3.88M | 1.77% | +24,679 | New |
| Moloney Securities Asset Management, LLC | 24,615 | $3.87M | 0.68% | +1,136+4.8% | Added |
| Independent Wealth Network Inc. | 24,555 | $3.86M | 2.32% | +310+1.3% | Added |
| Cornerstone Wealth Group, LLC | 24,528 | $3.86M | 0.70% | +745+3.1% | Added |
| Hudson Value Partners, LLC | 24,534 | $3.86M | 1.97% | +776+3.3% | Added |
| Flagship Harbor Advisors, LLC | 24,485 | $3.85M | 0.32% | +1,746+7.7% | Added |
| Balyasny Asset Management LLC | 24,418 | $3.84M | 0.01% | −89,932−78.6% | Reduced |
| Meridian Wealth Management, LLC | 24,408 | $3.84M | 0.32% | −5,488−18.4% | Reduced |
| Portman Square Capital LLP | 24,359 | $3.83M | 0.67% | −15,347−38.7% | Reduced |
| Chase Investment Counsel Corp | 24,345 | $3.83M | 1.93% | +194+0.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 24,323 | $3.83M | 0.40% | +24,323 | New |
| Bell & Brown Wealth Advisors, LLC | 24,318 | $3.83M | 1.91% | +671+2.8% | Added |
| NEIRG Wealth Management, LLC | 24,306 | $3.82M | 0.71% | −3,599−12.9% | Reduced |
| Davidson Trust Co | 24,266 | $3.82M | 2.76% | −151−0.6% | Reduced |
| QV Investors Inc. | 24,257 | $3.82M | 0.34% | −1,190−4.7% | Reduced |
| Mission Creek Capital Partners, Inc. | 24,137 | $3.80M | 1.22% | +920+4.0% | Added |
| Reik & Co., LLC | 24,088 | $3.79M | 1.04% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 24,047 | $3.78M | 0.51% | +3,209+15.4% | Added |
| Signature Wealth Management Group | 24,045 | $3.78M | 1.76% | +845+3.6% | Added |
| Capital Investment Advisory Services, LLC | 23,963 | $3.77M | 0.37% | +1,134+5.0% | Added |
| Zions Bancorporation, N.A. | 23,900 | $3.76M | 0.32% | +10,289+75.6% | Added |
| Koshinski Asset Management, Inc. | 23,872 | $3.76M | 0.40% | −10,006−29.5% | Reduced |
| Mather Group, LLC. | 23,864 | $3.76M | 0.06% | +2,444+11.4% | Added |
| Westfield Capital Management Co LP | 23,792 | $3.74M | 0.02% | +1,715+7.8% | Added |
| Selway Asset Management | 23,785 | $3.74M | 1.64% | +1,425+6.4% | Added |
| Checchi Capital Advisers, LLC | 23,769 | $3.74M | 0.33% | +851+3.7% | Added |
| Douglass Winthrop Advisors, LLC | 23,768 | $3.74M | 0.09% | 00.0% | Unchanged |
| Sage Investment Advisers LLC | 23,690 | $3.73M | 4.98% | −69−0.3% | Reduced |
| Investment Advisory Services Inc | 23,648 | $3.72M | 1.57% | +3,770+19.0% | Added |
| WCG Wealth Advisors LLC | 23,651 | $3.72M | 0.43% | +8,635+57.5% | Added |
| Builder Investment Group Inc | 23,600 | $3.71M | 1.45% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 23,534 | $3.70M | 1.42% | +2,357+11.1% | Added |
| MidWestOne Financial Group, Inc. | 23,518 | $3.70M | 0.80% | −229−1.0% | Reduced |
| Baker Avenue Asset Management, LP | 23,489 | $3.70M | 0.19% | −1,264−5.1% | Reduced |
| Capital Planning Advisors, LLC | 23,476 | $3.69M | 0.75% | −4,518−16.1% | Reduced |
| Choate Investment Advisors | 23,473 | $3.69M | 0.15% | +1,569+7.2% | Added |
| Continuum Advisory, LLC | 23,344 | $3.67M | 0.58% | +2,585+12.5% | Added |
| Wealthcare Advisory Partners LLC | 23,333 | $3.67M | 0.16% | −3,434−12.8% | Reduced |
| FLC Capital Advisors | 23,253 | $3.66M | 1.07% | −50−0.2% | Reduced |
| Centiva Capital, LP | 23,252 | $3.66M | 0.19% | +22,548+3,202.8% | Added |
| Diligent Investors, LLC | 23,231 | $3.66M | 1.08% | +374+1.6% | Added |
| Greenline Partners, LLC | 23,222 | $3.65M | 0.68% | +18,515+393.4% | Added |
| ML & R Wealth Management LLC | 23,163 | $3.64M | 0.80% | +20,650+821.7% | Added |
| Signaturefd, LLC | 23,136 | $3.64M | 0.09% | −763−3.2% | Reduced |
| Boltwood Capital Management | 23,104 | $3.64M | 1.31% | −840−3.5% | Reduced |
| Fidelis Capital Partners, LLC | 23,064 | $3.63M | 1.32% | +1,446+6.7% | Added |
| Bridge Creek Capital Management LLC | 23,061 | $3.63M | 1.30% | +34+0.1% | Added |
| Arlington Financial Advisors, LLC | 23,020 | $3.62M | 1.32% | +69+0.3% | Added |
| Greatmark Investment Partners, Inc. | 22,999 | $3.62M | 0.61% | −111−0.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 22,833 | $3.59M | 0.26% | +648+2.9% | Added |
| Rench Wealth Management, Inc. | 22,800 | $3.59M | 1.57% | +534+2.4% | Added |
| Brookmont Capital Management | 22,737 | $3.58M | 2.16% | +90.0% | Added |
| Fund Management at Engine No. 1 LLC | 22,689 | $3.57M | 0.66% | +1,114+5.2% | Added |
| RKL Wealth Management LLC | 22,680 | $3.57M | 0.42% | −162−0.7% | Reduced |
| StrongBox Wealth, LLC | 22,555 | $3.55M | 2.24% | +1,431+6.8% | Added |
| True North Advisors, LLC | 22,518 | $3.54M | 1.00% | +1,057+4.9% | Added |
| Centerstone Investors, LLC | 22,500 | $3.54M | 3.53% | +22,500 | New |
| Peregrine Asset Advisers, Inc. | 22,494 | $3.54M | 2.72% | +11,240+99.9% | Added |
| Leonteq Securities AG | 22,471 | $3.54M | 0.36% | +3,594+19.0% | Added |
| Financial Advisory Partners, LLC | 22,461 | $3.53M | 1.36% | +35+0.2% | Added |
| Ropes Wealth Advisors LLC | 22,444 | $3.53M | 0.59% | −2,648−10.6% | Reduced |
| XXEC, Inc. | 22,380 | $3.52M | 2.69% | +6,380+39.9% | Added |
| Kinloch Capital, LLC | 22,352 | $3.52M | 2.10% | −325−1.4% | Reduced |
| Teza Capital Management LLC | 22,352 | $3.52M | 0.57% | +10,566+89.6% | Added |
| Herold Advisors, Inc. | 22,219 | $3.50M | 1.07% | +463+2.1% | Added |
| Gifford Fong Associates | 22,200 | $3.49M | 0.82% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 22,177 | $3.49M | 0.16% | −1,885−7.8% | Reduced |
| Rehmann Capital Advisory Group | 22,079 | $3.47M | 0.31% | +4,781+27.6% | Added |
| Norway Savings Bank | 22,078 | $3.47M | 1.89% | +73+0.3% | Added |
| TTP Investments, Inc. | 22,033 | $3.47M | 2.34% | −697−3.1% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 22,029 | $3.47M | 0.99% | +176+0.8% | Added |
| Arkadios Wealth Advisors | 22,009 | $3.46M | 0.40% | +70.0% | Added |
| Ruffer LLP | 22,000 | $3.46M | 0.20% | 00.0% | Unchanged |
| GTS Securities LLC | 21,976 | $3.46M | 0.11% | +21,976 | New |
| Guardian Investment Management | 21,962 | $3.46M | 2.98% | −1,268−5.5% | Reduced |
| Csenge Advisory Group | 21,951 | $3.45M | 0.23% | +2,240+11.4% | Added |
| Desjardins Global Asset Management Inc. | 21,928 | $3.45M | 0.40% | +3,269+17.5% | Added |
| Little House Capital LLC | 21,870 | $3.44M | 1.46% | −2,165−9.0% | Reduced |
| VeraBank, N.A. | 21,847 | $3.44M | 1.32% | −2,185−9.1% | Reduced |
| Middleton & Co Inc | 21,792 | $3.43M | 0.45% | +1,895+9.5% | Added |
| Cutter & CO Brokerage, Inc. | 21,788 | $3.43M | 1.01% | +382+1.8% | Added |
| Whalerock Point Partners, LLC | 21,743 | $3.42M | 1.16% | +161+0.7% | Added |
| Webster Bank, N. A. | 21,728 | $3.42M | 0.44% | −322−1.5% | Reduced |
| Beaton Management Co. Inc. | 21,701 | $3.42M | 2.16% | −100−0.5% | Reduced |
| Huber Capital Management LLC | 21,700 | $3.41M | 0.82% | −6,400−22.8% | Reduced |
| White Pine Capital LLC | 21,689 | $3.41M | 1.27% | −177−0.8% | Reduced |
| Wealthsource Partners, LLC | 21,655 | $3.41M | 0.22% | +825+4.0% | Added |
| Proequities, Inc. | 21,654 | $3.41M | 0.26% | −1,825−7.8% | Reduced |
| YHB Investment Advisors, Inc. | 21,651 | $3.41M | 0.32% | +582+2.8% | Added |
| Bank of New Hampshire | 21,650 | $3.41M | 0.97% | +69+0.3% | Added |
| Carlson Capital L P | 21,593 | $3.40M | 0.29% | −15,107−41.2% | Reduced |
| Allen Capital Group, LLC | 21,478 | $3.38M | 0.60% | +1,110+5.4% | Added |
| Caldwell Sutter Capital, Inc. | 21,473 | $3.38M | 1.77% | +9,859+84.9% | Added |
| Qtron Investments LLC | 21,392 | $3.37M | 0.64% | +2,819+15.2% | Added |