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 |
|---|---|---|---|---|---|
| Golden State Equity Partners | 18,289 | $2.88M | 0.81% | +10,585+137.4% | Added |
| Summit Global Investments | 18,280 | $2.88M | 0.19% | −27,419−60.0% | Reduced |
| Albion Financial Group | 18,230 | $2.87M | 0.25% | +1,101+6.4% | Added |
| Providence Capital Advisors, LLC | 18,218 | $2.87M | 0.73% | +240+1.3% | Added |
| Cohen Investment Advisors LLC | 18,196 | $2.86M | 2.30% | −1,503−7.6% | Reduced |
| Hudock, Inc. | 18,190 | $2.86M | 0.68% | +357+2.0% | Added |
| Bangor Savings Bank | 18,188 | $2.86M | 0.32% | +515+2.9% | Added |
| Mystic Asset Management, Inc. | 18,187 | $2.86M | 1.53% | −49−0.3% | Reduced |
| West Oak Capital, LLC | 18,166 | $2.86M | 1.39% | −772−4.1% | Reduced |
| apricus wealth, LLC | 18,590 | $2.85M | 2.51% | +1,085+6.2% | Added |
| Aspiriant, LLC | 18,117 | $2.85M | 0.14% | −504−2.7% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 18,054 | $2.84M | 0.63% | +2,236+14.1% | Added |
| Peoples Financial Services Corp. | 18,053 | $2.84M | 1.27% | −405−2.2% | Reduced |
| First Citizens Bank & Trust Co | 17,957 | $2.83M | 0.05% | −450−2.4% | Reduced |
| McMillion Capital Management Inc | 17,922 | $2.82M | 2.51% | −399−2.2% | Reduced |
| Cooper Financial Group | 17,797 | $2.80M | 0.69% | +5,863+49.1% | Added |
| Perpetual Ltd | 17,795 | $2.80M | 0.02% | −3,142−15.0% | Reduced |
| Atlantic Trust, LLC | 17,479 | $2.80M | 0.90% | −59−0.3% | Reduced |
| Strategic Blueprint, LLC | 17,769 | $2.80M | 0.27% | +190+1.1% | Added |
| GFS Advisors, LLC | 17,759 | $2.79M | 0.62% | −294−1.6% | Reduced |
| CNB Bank | 17,749 | $2.79M | 1.64% | −1,004−5.4% | Reduced |
| Studio Investment Management LLC | 17,745 | $2.79M | 0.78% | +1,712+10.7% | Added |
| United Capital Management of KS, Inc. | 17,721 | $2.79M | 0.89% | +867+5.1% | Added |
| Wealth Alliance Advisory Group, LLC | 17,709 | $2.79M | 0.98% | +228+1.3% | Added |
| IMA Wealth, Inc. | 17,708 | $2.79M | 0.72% | +438+2.5% | Added |
| Capital Asset Advisory Services LLC | 18,132 | $2.78M | 0.19% | +759+4.4% | Added |
| Quadrant Capital Group LLC | 17,696 | $2.78M | 0.28% | −2,012−10.2% | Reduced |
| Benin Management CORP | 17,685 | $2.78M | 1.00% | +732+4.3% | Added |
| LS Investment Advisors, LLC | 17,682 | $2.78M | 0.49% | −714−3.9% | Reduced |
| KLCM Advisors, Inc. | 17,675 | $2.78M | 0.54% | +8,973+103.1% | Added |
| Marcum Wealth, LLC | 17,632 | $2.77M | 0.33% | +946+5.7% | Added |
| Trustco Bank Corp N Y | 17,624 | $2.77M | 2.98% | −585−3.2% | Reduced |
| Duality Advisers, LP | 17,607 | $2.77M | 0.35% | +17,607 | New |
| HCR Wealth Advisors | 17,576 | $2.77M | 0.51% | −144−0.8% | Reduced |
| Burney Co | 17,533 | $2.76M | 0.13% | +194+1.1% | Added |
| Leelyn Smith, LLC | 17,532 | $2.76M | 0.67% | −956−5.2% | Reduced |
| Accurate Wealth Management, LLC | 17,931 | $2.75M | 0.86% | +2,249+14.3% | Added |
| Syntal Capital Partners, LLC | 17,478 | $2.75M | 1.10% | +438+2.6% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 17,412 | $2.74M | 0.56% | +160+0.9% | Added |
| Fort Point Capital Partners LLC | 17,401 | $2.74M | 0.41% | +14+0.1% | Added |
| Smith, Moore & Co. | 17,355 | $2.73M | 0.35% | +941+5.7% | Added |
| Fiduciary Group LLC | 17,342 | $2.73M | 0.34% | +29+0.2% | Added |
| Mount Lucas Management LP | 17,318 | $2.72M | 0.98% | −2,527−12.7% | Reduced |
| Greenwood Capital Associates LLC | 17,296 | $2.72M | 0.38% | +228+1.3% | Added |
| Clear Harbor Asset Management, LLC | 17,248 | $2.71M | 0.27% | +3,196+22.7% | Added |
| Shufro Rose & Co LLC | 17,233 | $2.71M | 0.25% | −54−0.3% | Reduced |
| Columbia Trust Co 01012016 | 17,150 | $2.70M | 1.51% | −209−1.2% | Reduced |
| Wilkinson Global Asset Management LLC | 17,132 | $2.70M | 0.21% | 00.0% | Unchanged |
| South Street Advisors LLC | 17,130 | $2.70M | 0.53% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 17,065 | $2.69M | 0.13% | +153+0.9% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 16,792 | $2.68M | 1.18% | +180+1.1% | Added |
| LVW Advisors, LLC | 16,986 | $2.67M | 0.54% | −2,557−13.1% | Reduced |
| Quadrant Private Wealth Management, LLC | 16,969 | $2.67M | 0.77% | +547+3.3% | Added |
| Richelieu Gestion PLC | 16,966 | $2.67M | 2.22% | +3,063+22.0% | Added |
| Joel Isaacson & Co., LLC | 16,920 | $2.66M | 0.18% | −95−0.6% | Reduced |
| Cohen Capital Management, Inc. | 16,908 | $2.66M | 0.52% | 00.0% | Unchanged |
| Cipher Capital LP | 16,887 | $2.66M | 0.45% | +14,621+645.2% | Added |
| Wimmer Associates 1, LLC | 16,887 | $2.66M | 1.60% | −50−0.3% | Reduced |
| Bank of Stockton | 16,828 | $2.65M | 0.91% | +61+0.4% | Added |
| Northstar Asset Management LLC | 16,788 | $2.64M | 0.73% | −100−0.6% | Reduced |
| Washington Trust Bank | 16,786 | $2.64M | 0.27% | +394+2.4% | Added |
| Sterling Investment Management, Inc. | 16,764 | $2.64M | 2.09% | −243−1.4% | Reduced |
| Jeppson Wealth Management, LLC | 16,760 | $2.64M | 1.15% | −2,685−13.8% | Reduced |
| Coastal Investment Advisors, Inc. | 16,758 | $2.64M | 0.58% | −2,086−11.1% | Reduced |
| WealthTrust Axiom LLC | 16,710 | $2.63M | 0.87% | −249−1.5% | Reduced |
| GM Advisory Group, Inc. | 16,685 | $2.63M | 0.22% | +3,133+23.1% | Added |
| Navellier & Associates Inc | 16,683 | $2.63M | 0.51% | −23−0.1% | Reduced |
| LMR Partners LLP | 16,672 | $2.62M | 0.06% | −118,578−87.7% | Reduced |
| Finer Wealth Management, Inc. | 16,658 | $2.62M | 2.05% | −141−0.8% | Reduced |
| Trifecta Capital Advisors, LLC | 16,641 | $2.62M | 0.84% | +1,115+7.2% | Added |
| AdvisorNet Financial, Inc | 16,630 | $2.62M | 0.22% | −12−0.1% | Reduced |
| Mirabella Financial Services LLP | 16,601 | $2.61M | 0.30% | +16,601 | New |
| Private Capital Advisors, Inc. | 16,603 | $2.61M | 0.43% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 16,511 | $2.60M | 0.63% | −366−2.2% | Reduced |
| Raab & Moskowitz Asset Management LLC | 16,458 | $2.59M | 0.89% | +131+0.8% | Added |
| Family Management Corp | 16,453 | $2.59M | 0.57% | −612−3.6% | Reduced |
| Resurgent Financial Advisors LLC | 16,447 | $2.59M | 1.72% | +179+1.1% | Added |
| Private Capital Management, LLC | 16,435 | $2.59M | 0.31% | +16,435 | New |
| Arrow Financial Corp | 16,413 | $2.58M | 0.31% | −311−1.9% | Reduced |
| CoreFirst Bank & Trust | 16,413 | $2.58M | 1.82% | −225−1.4% | Reduced |
| Adirondack Trust Co | 15,690 | $2.57M | 1.20% | −35−0.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 16,288 | $2.56M | 0.02% | −6,370−28.1% | Reduced |
| Symmetry Investments LP | 16,262 | $2.56M | 0.74% | +16,262 | New |
| Excalibur Management Corp | 16,258 | $2.56M | 1.30% | +711+4.6% | Added |
| Woodard & Co Asset Management Group Inc | 16,253 | $2.56M | 0.85% | −77−0.5% | Reduced |
| Nicholas Hoffman & Company, LLC. | 16,249 | $2.56M | 0.10% | +162+1.0% | Added |
| CFS Investment Advisory Services, LLC | 16,221 | $2.55M | 0.33% | +16,221 | New |
| Cohen Lawrence B | 16,204 | $2.55M | 1.63% | +88+0.5% | Added |
| Chilton Capital Management LLC | 16,192 | $2.55M | 0.14% | +622+4.0% | Added |
| Van Cleef Asset Management,Inc | 16,163 | $2.54M | 0.39% | +10.0% | Added |
| Bristlecone Advisors, LLC | 16,162 | $2.54M | 0.26% | +551+3.5% | Added |
| Private Portfolio Partners LLC | 16,154 | $2.54M | 0.65% | +132+0.8% | Added |
| Edmp, Inc. | 16,151 | $2.54M | 2.42% | +50.0% | Added |
| Birch Hill Investment Advisors LLC | 16,082 | $2.53M | 0.15% | −10−0.1% | Reduced |
| Redwood Investment Management, LLC | 16,026 | $2.52M | 0.26% | −468−2.8% | Reduced |
| Iat Reinsurance Co Ltd. | 16,000 | $2.52M | 0.49% | 00.0% | Unchanged |
| Kinsale Capital Group, Inc. | 15,995 | $2.52M | 1.52% | +6,551+69.4% | Added |
| Eqis Capital Management, Inc. | 15,991 | $2.52M | 0.28% | +1,996+14.3% | Added |
| Hedeker Wealth, LLC | 15,987 | $2.52M | 0.84% | −146−0.9% | Reduced |
| Evanson Asset Management, LLC | 15,937 | $2.51M | 0.24% | +36+0.2% | Added |