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 | 4,311 | $298.0B |
| Q4 2025 | 3,993 | $223.3B |
| Q3 2025 | 3,802 | $225.3B |
| Q2 2025 | 3,707 | $189.0B |
| Q1 2025 | 3,825 | $222.9B |
| Q4 2024 | 3,764 | $194.0B |
| Q3 2024 | 3,487 | $198.0B |
| Q2 2024 | 3,510 | $214.0B |
| Q1 2024 | 3,522 | $212.7B |
| Q4 2023 | 3,477 | $200.3B |
| Q3 2023 | 3,338 | $222.6B |
| Q2 2023 | 3,285 | $205.0B |
| Q1 2023 | 3,272 | $217.1B |
| Q4 2022 | 3,288 | $243.6B |
| Q3 2022 | 3,056 | $195.7B |
| Q2 2022 | 3,060 | $198.4B |
| Q1 2022 | 3,070 | $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 |
|---|---|---|---|---|---|
| Valmark Advisers, Inc. | 15,929 | $2.51M | 0.05% | −153−1.0% | Reduced |
| Field & Main Bank | 15,929 | $2.51M | 1.40% | −30−0.2% | Reduced |
| Missouri Trust & Investment Co | 15,865 | $2.50M | 1.41% | +3,909+32.7% | Added |
| Triangle Securities Wealth Management | 15,833 | $2.49M | 0.86% | −302−1.9% | Reduced |
| Saxon Interests, Inc. | 15,807 | $2.49M | 1.33% | +53+0.3% | Added |
| Liberty One Investment Management, LLC | 15,768 | $2.48M | 0.32% | +325+2.1% | Added |
| Blue Rock Advisors, LLC | 15,757 | $2.48M | 6.58% | +15,757 | New |
| Delta Investment Management, LLC | 15,731 | $2.48M | 0.68% | −154−1.0% | Reduced |
| Insight Inv LLC | 15,725 | $2.47M | 2.55% | +50+0.3% | Added |
| First Command Bank | 15,701 | $2.47M | 0.23% | +7,059+81.7% | Added |
| First Command Financial Services, Inc. | 15,701 | $2.47M | 0.23% | +7,059+81.7% | Added |
| First United Bank Trust | 15,675 | $2.47M | 1.10% | −665−4.1% | Reduced |
| Mitchell Capital Management Co | 15,673 | $2.47M | 0.56% | +44+0.3% | Added |
| Marietta Investment Partners LLC | 15,616 | $2.46M | 0.64% | +70+0.5% | Added |
| Certified Advisory Corp | 15,600 | $2.45M | 0.45% | −866−5.3% | Reduced |
| Delta Financial Advisors LLC | 15,594 | $2.45M | 1.08% | −59−0.4% | Reduced |
| Modus Advisors, LLC | 15,572 | $2.45M | 1.05% | +166+1.1% | Added |
| Knollwood Investment Advisory, LLC | 15,540 | $2.45M | 0.82% | +5,825+60.0% | Added |
| SPX Equities Gestao de Recursos Ltda | 15,500 | $2.44M | 0.12% | +15,500 | New |
| Dorsey & Whitney Trust CO LLC | 15,489 | $2.44M | 0.20% | −4,557−22.7% | Reduced |
| Trust Co of Oklahoma | 15,481 | $2.44M | 0.90% | −464−2.9% | Reduced |
| Formidable Asset Management, LLC | 15,425 | $2.43M | 0.53% | +505+3.4% | Added |
| Charles Schwab Trust Co | 16,078 | $2.42M | 0.29% | +207+1.3% | Added |
| Venturi Wealth Management, LLC | 15,369 | $2.42M | 0.19% | +2,249+17.1% | Added |
| Buckingham Strategic Partners | 15,367 | $2.42M | 0.13% | +2,448+18.9% | Added |
| Pinnacle Holdings, LLC | 15,358 | $2.42M | 1.08% | +15,358 | New |
| Chicago Partners Investment Group LLC | 15,129 | $2.42M | 0.13% | −747−4.7% | Reduced |
| O'Brien Greene & Co. Inc | 15,343 | $2.41M | 0.84% | +864+6.0% | Added |
| Bontempo Ohly Capital Mgmt LLC | 15,341 | $2.41M | 1.18% | −85−0.6% | Reduced |
| Pacific Center for Financial Services | 15,340 | $2.41M | 0.79% | −236−1.5% | Reduced |
| Newman Dignan & Sheerar, Inc. | 15,335 | $2.41M | 0.74% | +184+1.2% | Added |
| Fortune Financial Advisors, LLC | 15,320 | $2.41M | 1.81% | +15,320 | New |
| Lake Street Financial LLC | 15,282 | $2.40M | 0.42% | +111+0.7% | Added |
| Somerset Group LLC | 15,263 | $2.40M | 2.01% | 00.0% | Unchanged |
| Montchanin Asset Management, LLC | 15,229 | $2.40M | 2.73% | +40+0.3% | Added |
| Geneva Partners, LLC | 15,217 | $2.39M | 1.56% | −6,342−29.4% | Reduced |
| Eads & Heald Wealth Management | 15,205 | $2.39M | 1.18% | −506−3.2% | Reduced |
| Hoertkorn Richard Charles | 15,197 | $2.39M | 1.15% | −100−0.7% | Reduced |
| Sentinel Trust Co Lba | 15,183 | $2.39M | 0.32% | 00.0% | Unchanged |
| Pecaut & Co. | 15,076 | $2.37M | 1.00% | 00.0% | Unchanged |
| Private Harbour Investment Management & Counsel, LLC | 15,064 | $2.37M | 2.65% | −223−1.5% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 15,063 | $2.37M | 1.51% | +244+1.6% | Added |
| Granby Capital Management, LLC | 15,000 | $2.36M | 2.13% | 00.0% | Unchanged |
| Ally Financial Inc. | 15,000 | $2.36M | 0.33% | +15,000 | New |
| Consolidated Investment Group LLC | 15,000 | $2.36M | 0.42% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 15,026 | $2.35M | 0.23% | −123−0.8% | Reduced |
| Cyndeo Wealth Partners, LLC | 14,935 | $2.35M | 0.25% | −2,638−15.0% | Reduced |
| EHP Funds Inc. | 14,900 | $2.34M | 0.67% | −7,800−34.4% | Reduced |
| Pavion Blue Capital, LLC | 14,892 | $2.34M | 1.37% | −853−5.4% | Reduced |
| Sompo Asset Management Co., Ltd. | 14,880 | $2.34M | 0.44% | +1,320+9.7% | Added |
| Capital Advisors Wealth Management, LLC | 14,878 | $2.34M | 0.60% | +579+4.0% | Added |
| Atomi Financial Group, Inc. | 14,872 | $2.34M | 1.07% | +350+2.4% | Added |
| Page Arthur B | 14,872 | $2.34M | 2.22% | −219−1.5% | Reduced |
| Systematic Alpha Investments, LLC | 14,854 | $2.34M | 0.11% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 14,823 | $2.33M | 0.09% | +86+0.6% | Added |
| Te Ahumairangi Investment Management Ltd | 14,800 | $2.33M | 0.32% | +14,800 | New |
| ICA Group Wealth Management, LLC | 14,749 | $2.32M | 0.58% | −11,325−43.4% | Reduced |
| Karpas Strategies, LLC | 14,746 | $2.32M | 0.78% | +47+0.3% | Added |
| Portside Wealth Group, LLC | 14,701 | $2.31M | 0.43% | +14,701 | New |
| Oakworth Capital, Inc. | 14,663 | $2.31M | 0.20% | −737−4.8% | Reduced |
| Solidarilty Wealth, LLC | 14,659 | $2.31M | 0.95% | −6,000−29.0% | Reduced |
| Kiley Juergens Wealth Management, LLC | 14,636 | $2.30M | 0.79% | +316+2.2% | Added |
| Smith Chas P & Associates Pa Cpas | 14,632 | $2.30M | 0.15% | −380−2.5% | Reduced |
| Insigneo Advisory Services, LLC | 14,605 | $2.30M | 0.44% | +4,482+44.3% | Added |
| American Investment Services, Inc. | 14,591 | $2.30M | 0.47% | −52,612−78.3% | Reduced |
| Allred Capital Management, LLC | 14,565 | $2.29M | 1.12% | −159−1.1% | Reduced |
| Hendershot Investments Inc. | 14,549 | $2.29M | 0.37% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 14,542 | $2.29M | 1.17% | −58−0.4% | Reduced |
| Monarch Capital Management Inc | 14,537 | $2.29M | 0.69% | −214−1.5% | Reduced |
| Sterling Investment Advisors, Ltd. | 14,530 | $2.29M | 0.76% | +66+0.5% | Added |
| Somerset Trust Co | 14,485 | $2.28M | 0.98% | −436−2.9% | Reduced |
| Keudell/Morrison Wealth Management | 14,453 | $2.27M | 0.66% | +322+2.3% | Added |
| Chemung Canal Trust Co | 14,451 | $2.27M | 0.49% | −115−0.8% | Reduced |
| New Hampshire Trust | 14,441 | $2.27M | 0.59% | +214+1.5% | Added |
| Personal Cfo Solutions, LLC | 14,431 | $2.27M | 0.46% | +339+2.4% | Added |
| Winslow Asset Management Inc | 14,375 | $2.26M | 0.49% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 14,333 | $2.26M | 0.80% | +1,661+13.1% | Added |
| Schechter Investment Advisors, LLC | 14,328 | $2.25M | 0.20% | −233−1.6% | Reduced |
| Herbst Group, LLC | 14,300 | $2.25M | 1.55% | −339−2.3% | Reduced |
| Lodestar Private Asset Management LLC | 14,284 | $2.25M | 0.38% | −1,181−7.6% | Reduced |
| CTC Alternative Strategies, Ltd. | 14,250 | $2.24M | 2.79% | +14,250 | New |
| Hunter Associates Investment Management LLC | 14,251 | $2.24M | 0.44% | −524−3.5% | Reduced |
| Curbstone Financial Management Corp | 14,206 | $2.24M | 0.53% | −540−3.7% | Reduced |
| Sutton Wealth Advisors Inc. | 14,204 | $2.24M | 1.08% | +526+3.8% | Added |
| SignalPoint Asset Management, LLC | 14,186 | $2.23M | 0.68% | −110−0.8% | Reduced |
| Horizon Kinetics Asset Management LLC | 14,182 | $2.23M | 0.05% | −12−0.1% | Reduced |
| Grove Bank & Trust | 14,176 | $2.23M | 0.45% | +459+3.3% | Added |
| Secure Asset Management, LLC | 14,168 | $2.23M | 0.68% | +1,226+9.5% | Added |
| CIC Wealth, LLC | 14,125 | $2.22M | 0.77% | −630−4.3% | Reduced |
| CX Institutional | 14,063 | $2.21M | 0.11% | −1,147−7.5% | Reduced |
| NovaPoint Capital, LLC | 14,050 | $2.21M | 0.82% | +413+3.0% | Added |
| Focus Financial Network, Inc. | 14,033 | $2.21M | 0.12% | −946−6.3% | Reduced |
| Ahl Investment Management, Inc. | 14,009 | $2.20M | 1.96% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 13,974 | $2.20M | 0.36% | −3,439−19.7% | Reduced |
| CoreCommodity Management, LLC | 13,934 | $2.19M | 0.64% | +6,361+84.0% | Added |
| Good Life Advisors, LLC | 13,916 | $2.19M | 0.25% | −14,527−51.1% | Reduced |
| Harbour Investment Management LLC | 13,894 | $2.19M | 1.15% | −90−0.6% | Reduced |
| Ti-Trust, Inc | 13,870 | $2.18M | 2.01% | −60−0.4% | Reduced |
| Argonautica Private Wealth Management, Inc | 13,826 | $2.18M | 0.98% | +44+0.3% | Added |
| Perennial Investment Advisors, LLC | 13,808 | $2.17M | 0.39% | −256−1.8% | Reduced |