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 |
|---|---|---|---|---|---|
| Chapin Davis, Inc. | 21,318 | $3.35M | 1.59% | +1,912+9.9% | Added |
| Coerente Capital Management | 21,284 | $3.35M | 0.72% | −35−0.2% | Reduced |
| Lantz Financial LLC | 21,197 | $3.34M | 1.31% | +293+1.4% | Added |
| Verus Capital Partners, LLC | 21,175 | $3.33M | 0.47% | +2,359+12.5% | Added |
| G&S Capital LLC | 21,122 | $3.32M | 1.60% | −202−0.9% | Reduced |
| Cigna Investments Inc | 21,110 | $3.32M | 0.62% | −1,978−8.6% | Reduced |
| Advisors Management Group Inc | 21,031 | $3.31M | 0.99% | −66−0.3% | Reduced |
| Brighton Jones LLC | 20,997 | $3.30M | 0.17% | +4,063+24.0% | Added |
| Bowen Hanes & Co Inc | 20,991 | $3.30M | 0.11% | +13,305+173.1% | Added |
| Centre Asset Management, LLC | 20,966 | $3.30M | 0.73% | −34,486−62.2% | Reduced |
| Massachusetts Wealth Management | 20,957 | $3.30M | 3.15% | −125−0.6% | Reduced |
| Altrius Capital Management Inc | 20,899 | $3.29M | 0.97% | +631+3.1% | Added |
| Patten Group, Inc. | 20,892 | $3.29M | 0.93% | −90.0% | Reduced |
| Shoker Investment Counsel, Inc. | 20,890 | $3.29M | 1.37% | +66+0.3% | Added |
| DT Investment Partners, LLC | 20,212 | $3.28M | 0.37% | −324−1.6% | Reduced |
| Belpointe Asset Management LLC | 20,846 | $3.28M | 0.35% | −16,990−44.9% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 20,794 | $3.27M | 0.95% | −515−2.4% | Reduced |
| Executive Wealth Management, LLC | 20,768 | $3.27M | 0.34% | +2,618+14.4% | Added |
| RB Capital Management, LLC | 20,718 | $3.26M | 1.00% | −345−1.6% | Reduced |
| McKinley Carter Wealth Services, Inc. | 20,675 | $3.25M | 0.24% | −399−1.9% | Reduced |
| Brick & Kyle, Associates | 20,810 | $3.25M | 1.74% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 21,133 | $3.25M | 0.84% | −1,419−6.3% | Reduced |
| Ronald Blue Trust, Inc. | 19,867 | $3.24M | 0.05% | −7,208−26.6% | Reduced |
| Fairview Capital Investment Management, LLC | 20,468 | $3.22M | 0.20% | 00.0% | Unchanged |
| Roundview Capital LLC | 20,464 | $3.22M | 0.31% | +288+1.4% | Added |
| Threadgill Financial, LLC | 21,269 | $3.22M | 3.68% | +61+0.3% | Added |
| Arden Trust Co | 20,395 | $3.21M | 0.53% | −4,148−16.9% | Reduced |
| Ameritas Advisory Services, LLC | 20,765 | $3.20M | 0.41% | −13,660−39.7% | Reduced |
| WP Advisors, LLC | 20,193 | $3.18M | 1.27% | +236+1.2% | Added |
| Capricorn Fund Managers Ltd | 20,172 | $3.17M | 1.14% | +31+0.2% | Added |
| Liberty Wealth Management LLC | 20,182 | $3.17M | 0.78% | −2,107−9.5% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $3.17M | 2.58% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 20,111 | $3.16M | 0.39% | +24+0.1% | Added |
| Horst & Graben Wealth Management LLC | 20,090 | $3.16M | 0.75% | −165−0.8% | Reduced |
| Sippican Capital Advisors | 20,063 | $3.16M | 2.91% | −59−0.3% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 20,014 | $3.15M | 0.05% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 20,004 | $3.15M | 0.89% | −629−3.0% | Reduced |
| United Fire Group Inc | 20,000 | $3.15M | 2.43% | 00.0% | Unchanged |
| Willis Johnson & Associates, Inc. | 19,993 | $3.15M | 0.34% | +1,719+9.4% | Added |
| LCNB Corp | 19,946 | $3.14M | 1.34% | −1,295−6.1% | Reduced |
| Cornerstone Wealth Management, LLC | 19,910 | $3.13M | 0.28% | +1,002+5.3% | Added |
| CAPROCK Group, Inc. | 19,906 | $3.13M | 0.23% | −1,169−5.5% | Reduced |
| LGT Financial Advisors LLC | 19,901 | $3.13M | 3.34% | +4,219+26.9% | Added |
| NJ State Employees Deferred Compensation Plan | 19,900 | $3.13M | 0.45% | 00.0% | Unchanged |
| Clarius Group, LLC | 19,870 | $3.13M | 0.24% | +395+2.0% | Added |
| WD Rutherford LLC | 19,824 | $3.12M | 1.99% | −20−0.1% | Reduced |
| Harbor Investment Advisory, LLC | 19,748 | $3.11M | 0.43% | −16−0.1% | Reduced |
| Smithfield Trust Co | 19,675 | $3.10M | 0.19% | −1,496−7.1% | Reduced |
| Global Financial Private Client, LLC | 19,690 | $3.10M | 1.52% | −1,068−5.1% | Reduced |
| Bank Ozk | 19,663 | $3.09M | 1.47% | −1,899−8.8% | Reduced |
| Botty Investors LLC | 19,610 | $3.09M | 1.19% | 00.0% | Unchanged |
| Granite Investment Partners, LLC | 19,602 | $3.08M | 0.12% | 00.0% | Unchanged |
| SFMG, LLC | 19,565 | $3.08M | 0.32% | −231−1.2% | Reduced |
| Caption Management, LLC | 19,500 | $3.07M | 0.54% | +12,500+178.6% | Added |
| Banco de Sabadell, S.A | 19,489 | $3.07M | 2.47% | −663−3.3% | Reduced |
| Duff & Phelps Investment Management Co | 19,463 | $3.06M | 0.04% | 00.0% | Unchanged |
| Monetary Management Group Inc | 19,418 | $3.06M | 0.94% | −1,395−6.7% | Reduced |
| Cordatus Wealth Management LLC | 19,373 | $3.05M | 1.15% | +19,373 | New |
| 180 Wealth Advisors, LLC | 19,386 | $3.05M | 0.67% | −338−1.7% | Reduced |
| Matrix Private Capital Group LLC | 19,362 | $3.05M | 2.23% | +60.0% | Added |
| Hutchinson Capital Management | 19,286 | $3.03M | 0.71% | −1,201−5.9% | Reduced |
| North Star Investment Management Corp. | 19,266 | $3.03M | 0.25% | +122+0.6% | Added |
| Miracle Mile Advisors, LLC | 19,265 | $3.03M | 0.09% | −715−3.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 19,251 | $3.03M | 0.38% | −1,693−8.1% | Reduced |
| Sigma Investment Counselors Inc | 19,192 | $3.02M | 0.22% | +642+3.5% | Added |
| Philadelphia Trust Co | 19,173 | $3.02M | 0.29% | −1,299−6.3% | Reduced |
| Mitchell Sinkler & Starr | 19,156 | $3.01M | 0.86% | −300−1.5% | Reduced |
| Paradigm Asset Management Co LLC | 19,128 | $3.01M | 0.81% | −19,400−50.4% | Reduced |
| Delaney Dennis R | 19,088 | $3.00M | 1.83% | +4,842+34.0% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 19,000 | $2.99M | 0.83% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 18,958 | $2.98M | 0.15% | −821−4.2% | Reduced |
| Sculati Wealth Management, LLC | 18,930 | $2.98M | 1.50% | +26+0.1% | Added |
| Sit Investment Associates Inc | 18,902 | $2.97M | 0.08% | +70+0.4% | Added |
| TFG Advisers LLC | 18,887 | $2.97M | 1.35% | +503+2.7% | Added |
| Independent Solutions Wealth Management, LLC | 18,882 | $2.97M | 0.80% | +451+2.4% | Added |
| AlphaCore Capital LLC | 18,822 | $2.97M | 0.48% | +11,519+157.7% | Added |
| Bradley Mark J. | 18,824 | $2.96M | 2.94% | −8,590−31.3% | Reduced |
| Garrett Investment Advisors LLC | 18,816 | $2.96M | 0.42% | +939+5.3% | Added |
| Pettee Investors, Inc. | 18,808 | $2.96M | 1.34% | +493+2.7% | Added |
| Independence Bank of Kentucky | 18,804 | $2.96M | 1.20% | +1,644+9.6% | Added |
| Owen LaRue, LLC | 18,803 | $2.96M | 3.11% | −1,087−5.5% | Reduced |
| Richard Bernstein Advisors LLC | 18,776 | $2.95M | 0.06% | −48,748−72.2% | Reduced |
| Gables Capital Management Inc. | 18,732 | $2.95M | 1.93% | +102+0.5% | Added |
| Acropolis Investment Management, LLC | 18,732 | $2.95M | 0.23% | −1,584−7.8% | Reduced |
| BDO Wealth Advisors, LLC | 18,684 | $2.94M | 0.34% | +96+0.5% | Added |
| Empire Financial Management Company, LLC | 18,624 | $2.93M | 1.17% | −1,169−5.9% | Reduced |
| Patron Partners Advisors, LLC | 18,585 | $2.92M | 2.07% | +138+0.7% | Added |
| Pitcairn Co | 18,568 | $2.92M | 0.25% | −507−2.7% | Reduced |
| Anson Funds Management LP | 18,552 | $2.92M | 0.88% | +18,552 | New |
| Boyd Watterson Asset Management LLC | 18,543 | $2.92M | 1.16% | −655−3.4% | Reduced |
| Grey Street Capital, LLC | 18,481 | $2.91M | 1.54% | +8,301+81.5% | Added |
| Arbor Capital Management Inc | 18,477 | $2.90M | 2.25% | +209+1.1% | Added |
| Armstrong Shaw Associates Inc | 18,409 | $2.90M | 2.95% | −1,983−9.7% | Reduced |
| Chesapeake Wealth Management | 18,382 | $2.89M | 1.14% | −221−1.2% | Reduced |
| Financial Sense Advisors, Inc. | 18,373 | $2.89M | 1.32% | −918−4.8% | Reduced |
| Founders Financial Alliance, LLC | 18,328 | $2.88M | 1.14% | +5,209+39.7% | Added |
| Aptus Capital Advisors, LLC | 18,326 | $2.88M | 0.08% | +262+1.5% | Added |
| Laidlaw Wealth Management LLC | 18,323 | $2.88M | 0.56% | −368−2.0% | Reduced |
| Berkshire Bank | 18,310 | $2.88M | 0.80% | −164−0.9% | Reduced |
| GSB Wealth Management, LLC | 18,296 | $2.88M | 0.94% | +1,808+11.0% | Added |