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 |
|---|---|---|---|---|---|
| Eaton Financial Holdings Company, LLC | 10,571 | $1.66M | 1.25% | −30−0.3% | Reduced |
| Baker Ellis Asset Management LLC | 10,567 | $1.66M | 0.28% | +240+2.3% | Added |
| Mechanics Financial Corp | 10,539 | $1.66M | 0.90% | +405+4.0% | Added |
| Beck Mack & Oliver LLC | 10,522 | $1.66M | 0.04% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 10,520 | $1.66M | 0.32% | +1,257+13.6% | Added |
| Cunning Capital Partners, LP | 0 | $1.65M | 1.04% | −10,495−100.0% | Reduced |
| PSI Advisors, LLC | 10,459 | $1.65M | 0.72% | +1,918+22.5% | Added |
| Garner Asset Management Corp | 10,448 | $1.64M | 0.95% | −2,577−19.8% | Reduced |
| Redhawk Wealth Advisors, Inc. | 10,438 | $1.64M | 0.50% | −783−7.0% | Reduced |
| BBR Partners, LLC | 10,437 | $1.64M | 0.18% | +8+0.1% | Added |
| Proquility Private Wealth Partners, LLC | 10,425 | $1.64M | 0.64% | +20+0.2% | Added |
| Wealth Management Associates, Inc. | 10,420 | $1.64M | 0.93% | −125−1.2% | Reduced |
| Signet Investment Advisory Group, Inc. | 10,408 | $1.64M | 1.08% | +21+0.2% | Added |
| Mount Yale Investment Advisors, LLC | 10,404 | $1.64M | 0.17% | +9,128+715.4% | Added |
| Mraz, Amerine & Associates, Inc. | 10,338 | $1.63M | 0.38% | −325−3.0% | Reduced |
| Cornercap Investment Counsel Inc | 10,327 | $1.62M | 0.28% | −794−7.1% | Reduced |
| InTrack Investment Management Inc | 10,324 | $1.62M | 1.33% | +1,201+13.2% | Added |
| Naviter Wealth, LLC | 10,311 | $1.62M | 0.41% | +1,189+13.0% | Added |
| Marco Investment Management LLC | 10,300 | $1.62M | 0.18% | +78+0.8% | Added |
| Aspen Investment Management Inc | 10,296 | $1.62M | 0.96% | −98−0.9% | Reduced |
| Shulman DeMeo Asset Management LLC | 10,288 | $1.62M | 0.48% | −387−3.6% | Reduced |
| Cape Investment Advisory, Inc. | 10,275 | $1.62M | 0.90% | +135+1.3% | Added |
| D.B. Root & Company, LLC | 10,257 | $1.61M | 0.61% | +152+1.5% | Added |
| Brown, Lisle/Cummings, Inc. | 10,242 | $1.61M | 0.72% | +47+0.5% | Added |
| Keating Investment Counselors Inc | 10,220 | $1.61M | 0.58% | 00.0% | Unchanged |
| Miller Investment Management, LP | 10,220 | $1.61M | 0.25% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 10,217 | $1.61M | 0.62% | +643+6.7% | Added |
| Clough Capital Partners L P | 10,200 | $1.60M | 0.16% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 10,188 | $1.60M | 0.30% | +4,327+73.8% | Added |
| Dover Advisors, LLC | 10,173 | $1.60M | 1.42% | −469−4.4% | Reduced |
| Eudaimonia Advisors LLC | 10,152 | $1.60M | 1.07% | −331−3.2% | Reduced |
| Bourgeon Capital Management LLC | 10,150 | $1.60M | 0.37% | +199+2.0% | Added |
| Maven Securities LTD | 10,137 | $1.60M | 0.23% | +4,845+91.6% | Added |
| Dumont & Blake Investment Advisors LLC | 10,139 | $1.59M | 0.52% | −228−2.2% | Reduced |
| Cox Capital Mgt LLC | 10,134 | $1.59M | 1.18% | +228+2.3% | Added |
| Beaumont Financial Advisors, LLC | 10,131 | $1.59M | 0.15% | +280+2.8% | Added |
| Raleigh Capital Management Inc. | 10,124 | $1.59M | 0.79% | +2,453+32.0% | Added |
| Harvest Portfolios Group Inc. | 10,103 | $1.59M | 0.07% | +389+4.0% | Added |
| TCM Advisors, LLC | – | $1.59M | 0.68% | – | – |
| Kozak & Associates, Inc. | 10,108 | $1.59M | 0.64% | +20.0% | Added |
| FRG Family Wealth Advisors LLC | 10,061 | $1.58M | 0.35% | +177+1.8% | Added |
| Benedetti & Gucer, Inc. | 10,061 | $1.58M | 0.81% | +6,017+148.8% | Added |
| Ethic Inc. | 10,043 | $1.58M | 0.06% | −665−6.2% | Reduced |
| SeaBridge Investment Advisors LLC | 10,028 | $1.58M | 0.52% | +3,465+52.8% | Added |
| Parkside Financial Bank & Trust | 10,026 | $1.58M | 0.37% | +1,062+11.8% | Added |
| WT Wealth Management | 10,003 | $1.57M | 0.65% | +10,003 | New |
| Barbara Oil Co. | 10,000 | $1.57M | 0.72% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 10,000 | $1.57M | 0.22% | −39−0.4% | Reduced |
| Lodestone Wealth Management LLC | 9,962 | $1.57M | 1.08% | −1,641,320−99.4% | Reduced |
| Covenant Asset Management, LLC | 9,938 | $1.56M | 0.46% | +341+3.6% | Added |
| Townsend & Associates, Inc | 9,554 | $1.55M | 0.40% | −402−4.0% | Reduced |
| WBH Advisory Inc | 9,853 | $1.55M | 0.18% | −448−4.3% | Reduced |
| Advisory Alpha, LLC | 9,850 | $1.55M | 0.08% | +864+9.6% | Added |
| Doheny Asset Management | 9,804 | $1.54M | 1.32% | −50−0.5% | Reduced |
| KG&L Capital Management,LLC | 9,794 | $1.54M | 0.74% | +42+0.4% | Added |
| Ignite Planners, LLC | 9,969 | $1.54M | 0.59% | −85−0.8% | Reduced |
| Prudent Man Advisors, LLC | 9,763 | $1.54M | 0.58% | −160−1.6% | Reduced |
| Legacy Bridge, LLC | 9,758 | $1.54M | 1.02% | +280+3.0% | Added |
| Traphagen Investment Advisors LLC | 9,757 | $1.54M | 0.20% | +4,422+82.9% | Added |
| Canal Capital Management, LLC | 9,757 | $1.54M | 0.31% | +1,504+18.2% | Added |
| Park Place Capital Corp | 9,729 | $1.53M | 0.43% | +1,241+14.6% | Added |
| Tompkins Financial Corp | 9,729 | $1.53M | 0.24% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 9,725 | $1.53M | 0.36% | −2,883−22.9% | Reduced |
| Virtue Capital Management, LLC | 9,725 | $1.52M | 0.26% | +194+2.0% | Added |
| Nilsine Partners, LLC | 9,641 | $1.52M | 0.22% | +154+1.6% | Added |
| Etesian Wealth Advisors, Inc. | 9,636 | $1.52M | 0.99% | −258−2.6% | Reduced |
| Front Row Advisors LLC | 9,629 | $1.51M | 0.67% | −300−3.0% | Reduced |
| TrinityPoint Wealth, LLC | 9,606 | $1.51M | 0.29% | +1,095+12.9% | Added |
| Baker Tilly Wealth Management, LLC | 9,583 | $1.51M | 0.16% | −459−4.6% | Reduced |
| Atlas Private Wealth Advisors | 9,564 | $1.50M | 0.30% | +5,128+115.6% | Added |
| Menard Financial Group LLC | 9,556 | $1.50M | 3.09% | −428−4.3% | Reduced |
| AFS Financial Group, LLC | 9,526 | $1.50M | 0.97% | +32+0.3% | Added |
| Silverlake Wealth Management LLC | 9,512 | $1.50M | 0.83% | −153−1.6% | Reduced |
| PYA Waltman Capital, LLC | 9,111 | $1.49M | 0.64% | +4,667+105.0% | Added |
| Chicago Capital, LLC | 9,487 | $1.49M | 0.07% | −233−2.4% | Reduced |
| Fiera Capital Corp | 9,476 | $1.49M | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 9,475 | $1.49M | 0.67% | +222+2.4% | Added |
| Adviser Investments LLC | 9,431 | $1.48M | 0.03% | −448−4.5% | Reduced |
| Hubbell Strickland Wealth Management, LLC | 9,424 | $1.48M | 0.86% | −141−1.5% | Reduced |
| Farmers Trust Co | 9,423 | $1.48M | 0.32% | −327−3.4% | Reduced |
| Front Street Capital Management, Inc. | 9,407 | $1.48M | 0.31% | +14+0.1% | Added |
| Tradition Wealth Management, LLC | 9,395 | $1.48M | 0.17% | −55−0.6% | Reduced |
| Seelaus Asset Management LLC | 9,342 | $1.47M | 1.16% | −1,563−14.3% | Reduced |
| Heritage Wealth Advisors | 9,341 | $1.47M | 0.08% | −65−0.7% | Reduced |
| Saranac Partners Ltd | 9,341 | $1.47M | 0.79% | +515+5.8% | Added |
| McDaniel Terry & Co | 9,316 | $1.47M | 0.15% | +371+4.1% | Added |
| Emfo, LLC | 9,304 | $1.46M | 1.33% | 00.0% | Unchanged |
| Bessemer Securities LLC | 9,285 | $1.46M | 0.97% | −1,200−11.4% | Reduced |
| McKinley Capital Management LLC /Delaware | 9,285 | $1.46M | 0.20% | −88−0.9% | Reduced |
| EPG Wealth Management LLC | 9,278 | $1.46M | 0.43% | +504+5.7% | Added |
| Cravens & Co Advisors, LLC | 9,276 | $1.46M | 1.34% | +216+2.4% | Added |
| Plancorp, LLC | 9,275 | $1.46M | 0.08% | +91+1.0% | Added |
| Blue Fin Capital, Inc. | 9,275 | $1.46M | 0.42% | +129+1.4% | Added |
| Dividend Assets Capital, LLC | 9,275 | $1.46M | 0.30% | +1,153+14.2% | Added |
| Access Financial Services, Inc. | 9,253 | $1.46M | 0.85% | +329+3.7% | Added |
| Transamerica Financial Advisors, Inc. | 9,228 | $1.45M | 0.19% | +516+5.9% | Added |
| Harrell Investment Partners, LLC | 9,228 | $1.45M | 0.49% | +15+0.2% | Added |
| Wintrust Investments LLC | 9,229 | $1.45M | 0.15% | −94−1.0% | Reduced |
| Midwest Professional Planners, LTD. | 9,225 | $1.45M | 0.64% | +1,732+23.1% | Added |
| Gilbert & Cook, Inc. | 9,221 | $1.45M | 0.23% | +1,625+21.4% | Added |