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 |
|---|---|---|---|---|---|
| Nixon Peabody Trust Co | 13,803 | $2.17M | 1.76% | −1,746−11.2% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 13,702 | $2.16M | 1.54% | +1,163+9.3% | Added |
| New Potomac Partners, LLC | 13,691 | $2.15M | 1.42% | +8+0.1% | Added |
| Machina Capital S.A.S. | 13,689 | $2.15M | 1.22% | +10,369+312.3% | Added |
| Cape Ann Savings Bank | 13,686 | $2.15M | 1.43% | −370−2.6% | Reduced |
| TKG Advisors, LLC | 13,662 | $2.15M | 1.40% | +29+0.2% | Added |
| Settian Capital LP | 13,600 | $2.14M | 1.78% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 13,561 | $2.13M | 0.82% | +46+0.3% | Added |
| Center for Financial Planning, Inc. | 13,544 | $2.13M | 0.45% | −431−3.1% | Reduced |
| Pinnacle West Asset Management, Inc. | 13,540 | $2.13M | 2.07% | −185−1.3% | Reduced |
| Hedges Asset Management LLC | 13,542 | $2.13M | 1.81% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 13,517 | $2.13M | 0.56% | −230−1.7% | Reduced |
| Lindenwold Advisors | 13,514 | $2.13M | 1.30% | −1,779−11.6% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 13,503 | $2.12M | 0.62% | −214−1.6% | Reduced |
| FinTrust Capital Advisors, LLC | 12,133 | $2.12M | 0.51% | 00.0% | Unchanged |
| Martin & Co Inc | 13,475 | $2.12M | 0.54% | −640−4.5% | Reduced |
| Aft, Forsyth & Sober, LLC | 13,450 | $2.12M | 0.88% | +550+4.3% | Added |
| Full Sail Capital, LLC | 13,402 | $2.11M | 0.18% | +1,972+17.3% | Added |
| First City Capital Management, Inc. | 13,363 | $2.10M | 1.24% | −193−1.4% | Reduced |
| Nvest Financial, LLC | 13,348 | $2.10M | 1.84% | −2,455−15.5% | Reduced |
| Scott & Selber, Inc. | 13,313 | $2.10M | 0.82% | +154+1.2% | Added |
| SageView Advisory Group, LLC | 13,311 | $2.09M | 0.12% | +1,044+8.5% | Added |
| Schear Investment Advisers, LLC | 13,296 | $2.09M | 2.21% | +151+1.1% | Added |
| DeDora Capital, Inc. | 13,280 | $2.09M | 0.81% | +1,253+10.4% | Added |
| Burke & Herbert Bank & Trust Co | 13,279 | $2.09M | 1.41% | −1,614−10.8% | Reduced |
| 9258 Wealth Management, LLC | 13,271 | $2.09M | 0.39% | −64−0.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 13,244 | $2.08M | 0.34% | −122−0.9% | Reduced |
| Washington Trust Co | 13,210 | $2.08M | 0.09% | −1,415−9.7% | Reduced |
| Jackson Hole Capital Partners, LLC | 13,208 | $2.08M | 0.57% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 13,305 | $2.08M | 0.51% | −40.0% | Reduced |
| Candriam Luxembourg S.C.A. | 13,197 | $2.08M | 0.02% | −1,843−12.3% | Reduced |
| Chapman Investment Management, LLC | 13,178 | $2.07M | 1.64% | −417−3.1% | Reduced |
| JFS Wealth Advisors, LLC | 13,165 | $2.07M | 0.19% | −141−1.1% | Reduced |
| Wealth Alliance | 13,163 | $2.07M | 0.31% | +1,523+13.1% | Added |
| Pin Oak Investment Advisors Inc | 13,161 | $2.07M | 2.30% | −131−1.0% | Reduced |
| Concord Wealth Partners | 13,156 | $2.07M | 0.45% | +5,504+71.9% | Added |
| Summit Financial Group Inc | 13,097 | $2.06M | 0.80% | −15−0.1% | Reduced |
| Centric Wealth Management | 13,247 | $2.06M | 0.82% | +3,128+30.9% | Added |
| Vaughan Nelson Investment Management, L.P. | 13,055 | $2.05M | 0.02% | −1,125−7.9% | Reduced |
| Cypress Asset Management Inc | 12,661 | $2.05M | 0.66% | −20.0% | Reduced |
| Home Federal Bank of Tennessee | 13,035 | $2.05M | 0.73% | −280−2.1% | Reduced |
| TrueWealth Advisors, LLC | 13,026 | $2.05M | 0.84% | −56−0.4% | Reduced |
| Magnus Financial Group LLC | 13,007 | $2.05M | 0.29% | +132+1.0% | Added |
| UniSuper Management Pty Ltd | 13,000 | $2.05M | 0.02% | +13,000 | New |
| International Assets Investment Management, LLC | 12,992 | $2.04M | 0.28% | −1,206−8.5% | Reduced |
| CWS Financial Advisors, LLC | 12,964 | $2.04M | 0.77% | +244+1.9% | Added |
| Hayek Kallen Investment Management | 12,959 | $2.04M | 0.87% | +279+2.2% | Added |
| Mendel Money Management | 12,940 | $2.04M | 1.05% | −1,522−10.5% | Reduced |
| Regency Capital Management Inc. | 12,890 | $2.03M | 1.76% | +12,890 | New |
| Notis-McConarty Edward | 12,880 | $2.03M | 0.77% | −260−2.0% | Reduced |
| Lindbrook Capital, LLC | 12,861 | $2.02M | 0.22% | +55+0.4% | Added |
| Sargent Investment Group, LLC | 12,849 | $2.02M | 0.49% | +4,461+53.2% | Added |
| TCWP LLC | 12,785 | $2.01M | 0.43% | −3,385−20.9% | Reduced |
| Longfellow Investment Management Co LLC | 12,758 | $2.01M | 0.46% | +519+4.2% | Added |
| Taurus Asset Management, LLC | 12,748 | $2.01M | 0.23% | −216−1.7% | Reduced |
| Titleist Asset Management, LLC | 12,731 | $2.00M | 0.39% | −1,589−11.1% | Reduced |
| Ascent Wealth Partners, LLC | 12,712 | $2.00M | 0.35% | +785+6.6% | Added |
| Providence Wealth Advisors, LLC | 12,766 | $2.00M | 2.21% | −459−3.5% | Reduced |
| Connolly Sarah T. | 12,679 | $2.00M | 1.21% | −43−0.3% | Reduced |
| Cascade Investment Group, Inc. | 12,648 | $1.99M | 1.82% | −27−0.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12,621 | $1.99M | 0.48% | −56−0.4% | Reduced |
| Onyx Bridge Wealth Group LLC | 12,541 | $1.97M | 0.47% | +299+2.4% | Added |
| TBH Global Asset Management, LLC | 12,485 | $1.97M | 0.39% | +83+0.7% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 12,569 | $1.97M | 0.07% | +1,275+11.3% | Added |
| Miller Howard Investments Inc | 12,517 | $1.97M | 0.07% | +101+0.8% | Added |
| Greenfield Savings Bank | 12,507 | $1.97M | 1.33% | −97−0.8% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 12,488 | $1.96M | 1.35% | −200−1.6% | Reduced |
| CRA Financial Services, LLC | 12,476 | $1.96M | 0.53% | +60+0.5% | Added |
| Sentry Investment Management LLC | 12,478 | $1.96M | 0.74% | 00.0% | Unchanged |
| Delta Asset Management LLC | 12,458 | $1.96M | 0.19% | 00.0% | Unchanged |
| Smithbridge Asset Management Inc | 12,453 | $1.96M | 0.46% | +701+6.0% | Added |
| Knuff & Co LLC | 12,449 | $1.96M | 0.73% | 00.0% | Unchanged |
| Weik Capital Management | 12,447 | $1.96M | 0.93% | +10+0.1% | Added |
| Kistler-Tiffany Companies, LLC | 12,431 | $1.96M | 0.32% | +148+1.2% | Added |
| Stableford Capital II LLC | 12,143 | $1.95M | 0.86% | +12,143 | New |
| Pacific Capital Wealth Advisors, Inc | 12,392 | $1.95M | 0.49% | −607−4.7% | Reduced |
| Ironwood Investment Counsel, LLC | 12,386 | $1.95M | 0.44% | −3,246−20.8% | Reduced |
| Convergence Investment Partners, LLC | 12,377 | $1.95M | 1.12% | −309−2.4% | Reduced |
| Main Street Financial Solutions, LLC | 12,366 | $1.95M | 0.26% | +31+0.3% | Added |
| Mountain Capital Investment Advisors, Inc | 12,014 | $1.94M | 0.73% | −3,165−20.9% | Reduced |
| BerganKDV Wealth Management, LLC | 12,343 | $1.94M | 0.19% | −627−4.8% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 12,310 | $1.94M | 1.21% | −65−0.5% | Reduced |
| Paradigm Financial Partners, LLC | 12,261 | $1.93M | 0.52% | +319+2.7% | Added |
| Alaethes Wealth LLC | 12,241 | $1.93M | 1.06% | +319+2.7% | Added |
| Clarkston Capital Partners, LLC | 12,240 | $1.93M | 0.03% | +816+7.1% | Added |
| Core Wealth Advisors, Inc. | 12,236 | $1.93M | 0.77% | +750+6.5% | Added |
| Capital Markets Trading UK LLP | 12,227 | $1.92M | 1.41% | −5,849−32.4% | Reduced |
| Aire Advisors, LLC | 12,220 | $1.92M | 0.51% | −21−0.2% | Reduced |
| Journey Strategic Wealth LLC | 12,199 | $1.92M | 0.09% | −935−7.1% | Reduced |
| Baldwin Investment Management, LLC | 12,187 | $1.92M | 0.32% | −270−2.2% | Reduced |
| Armstrong, Fleming & Moore, Inc | 12,184 | $1.92M | 1.76% | +12,184 | New |
| Meridian Financial Partners LLC | 12,241 | $1.91M | 1.15% | +12,241 | New |
| Capital Advantage, Inc. | 12,317 | $1.91M | 0.40% | −46−0.4% | Reduced |
| North Star Asset Management Inc | 12,136 | $1.91M | 0.11% | −63−0.5% | Reduced |
| Parthenon LLC | 12,121 | $1.91M | 0.28% | −383−3.1% | Reduced |
| TriaGen Wealth Management LLC | 12,117 | $1.91M | 0.87% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 12,113 | $1.91M | 0.24% | +12,113 | New |
| Clearview Wealth Advisors LLC | 12,094 | $1.90M | 1.93% | −39−0.3% | Reduced |
| Waddell & Associates, LLC | 12,091 | $1.90M | 0.28% | −948−7.3% | Reduced |
| Gleason Group, Inc. | 12,084 | $1.90M | 0.49% | +113+0.9% | Added |