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 |
|---|---|---|---|---|---|
| Rice Partnership, LLC | 9,202 | $1.45M | 0.40% | +319+3.6% | Added |
| Hamilton Capital, LLC | 9,198 | $1.45M | 0.10% | +4,900+114.0% | Added |
| Plante Moran Financial Advisors, LLC | 9,191 | $1.45M | 0.17% | +172+1.9% | Added |
| BOS Asset Management, LLC | 9,188 | $1.45M | 1.12% | +272+3.1% | Added |
| Claro Advisors LLC | 9,135 | $1.44M | 0.36% | +582+6.8% | Added |
| Adalta Capital Management LLC | 9,118 | $1.44M | 0.96% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 9,101 | $1.43M | 0.84% | +792+9.5% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 9,322 | $1.43M | 0.76% | +11+0.1% | Added |
| Archford Capital Strategies, LLC | 8,834 | $1.43M | 0.27% | +1,410+19.0% | Added |
| Sawgrass Asset Management LLC | 9,072 | $1.43M | 0.18% | −102−1.1% | Reduced |
| Brandywine Oak Private Wealth LLC | 9,023 | $1.42M | 0.16% | +89+1.0% | Added |
| Needham Investment Management LLC | 9,000 | $1.42M | 0.23% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 8,959 | $1.41M | 0.71% | +95+1.1% | Added |
| Evergreen Wealth Solutions, LLC | 8,914 | $1.40M | 1.41% | +243+2.8% | Added |
| Relative Value Partners Group, LLC | 8,906 | $1.40M | 0.09% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 8,897 | $1.40M | 0.16% | +207+2.4% | Added |
| Pacific Sage Partners, LLC | 8,879 | $1.40M | 0.41% | +10.0% | Added |
| West Michigan Advisors, LLC | 8,873 | $1.40M | 0.56% | +172+2.0% | Added |
| Firestone Capital Management | 9,094 | $1.40M | 0.45% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 8,854 | $1.39M | 0.60% | −59−0.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 8,839 | $1.39M | 0.26% | +1,019+13.0% | Added |
| Fishman Jay A Ltd | 8,838 | $1.39M | 0.17% | −475−5.1% | Reduced |
| CVA Family Office, LLC | 8,829 | $1.39M | 0.29% | +20+0.2% | Added |
| Concord Asset Management, LLC | 8,822 | $1.39M | 0.49% | +1,987+29.1% | Added |
| Boston Research & Management Inc | 8,808 | $1.39M | 0.39% | −65−0.7% | Reduced |
| Red Spruce Capital, LLC | 8,790 | $1.38M | 0.74% | +113+1.3% | Added |
| Jmac Enterprises LLC | 8,773 | $1.38M | 0.34% | +2,331+36.2% | Added |
| Schmidt P J Investment Management Inc | 8,483 | $1.38M | 0.27% | +66+0.8% | Added |
| Aveo Capital Partners, LLC | 8,757 | $1.38M | 0.17% | +536+6.5% | Added |
| Hodges Capital Management Inc. | 7,410 | $1.38M | 0.08% | +166+2.3% | Added |
| Searle & Co. | 8,401 | $1.37M | 0.43% | −20.0% | Reduced |
| LifePro Asset Management | 8,725 | $1.37M | 1.06% | −608−6.5% | Reduced |
| Cypress Wealth Services, LLC | 8,941 | $1.37M | 0.36% | +238+2.7% | Added |
| Sweet Financial Partners, LLC | 8,696 | $1.37M | 0.36% | −469−5.1% | Reduced |
| Hexagon Capital Partners LLC | 8,683 | $1.37M | 0.36% | +697+8.7% | Added |
| Chesapeake Asset Management LLC | 8,669 | $1.36M | 1.23% | +278+3.3% | Added |
| Benchmark Investment Advisors LLC | 8,656 | $1.36M | 1.26% | −440−4.8% | Reduced |
| Retirement Planning Co of New England, Inc. | 8,650 | $1.36M | 0.78% | +195+2.3% | Added |
| Gradient Capital Advisors, LLC | 8,612 | $1.36M | 0.54% | −317−3.6% | Reduced |
| Timber Creek Capital Management LLC | 8,610 | $1.35M | 0.47% | +6+0.1% | Added |
| Solitude Financial Services | 8,570 | $1.35M | 0.76% | +493+6.1% | Added |
| Strategic Wealth Partners, Ltd. | 8,554 | $1.35M | 0.17% | +1,510+21.4% | Added |
| Warther Private Wealth, LLC | 8,505 | $1.34M | 0.91% | −182−2.1% | Reduced |
| Thrive Wealth Management, LLC | 8,489 | $1.34M | 0.35% | −475−5.3% | Reduced |
| Ledge Wealth Management, Inc. | 8,483 | $1.33M | 0.64% | −412−4.6% | Reduced |
| K2 Principal Fund, L.P. | 8,482 | $1.33M | 0.42% | +8,482 | New |
| JGP Wealth Management, LLC | 8,481 | $1.33M | 0.22% | −168−1.9% | Reduced |
| MCF Advisors LLC | 8,445 | $1.33M | 0.12% | +911+12.1% | Added |
| Amarillo National Bank | 8,436 | $1.33M | 0.26% | −25−0.3% | Reduced |
| MONECO Advisors, LLC | 8,431 | $1.33M | 0.36% | +558+7.1% | Added |
| Palisade Capital Management LLC | 8,412 | $1.32M | 0.04% | +100+1.2% | Added |
| Curi Capital | 8,412 | $1.32M | 0.18% | +144+1.7% | Added |
| Fortitude Advisory Group L.L.C. | 8,403 | $1.32M | 0.98% | −188−2.2% | Reduced |
| DRW Securities, LLC | 8,400 | $1.32M | 0.10% | −23,326−73.5% | Reduced |
| New England Research & Management, Inc. | 8,400 | $1.32M | 0.77% | +975+13.1% | Added |
| CFO4Life Group, LLC | 8,387 | $1.32M | 0.28% | +860+11.4% | Added |
| Argent Advisors, Inc. | 8,384 | $1.32M | 0.60% | −1,760−17.4% | Reduced |
| Sandbox Financial Partners, LLC | 8,381 | $1.32M | 0.69% | +186+2.3% | Added |
| Oak Harbor Wealth Partners, LLC | 8,376 | $1.32M | 0.45% | −22−0.3% | Reduced |
| Walker Asset Management, LLC | 8,363 | $1.32M | 1.09% | −20−0.2% | Reduced |
| Cadent Capital Advisors, LLC | 8,360 | $1.32M | 0.82% | +197+2.4% | Added |
| Kowal Investment Group, LLC | 8,341 | $1.31M | 0.35% | −1,055−11.2% | Reduced |
| S.A. Mason LLC | 8,032 | $1.31M | 0.95% | 00.0% | Unchanged |
| Valley Brook Capital Group | 8,325 | $1.31M | 1.21% | 00.0% | Unchanged |
| BEAM Asset Management, LLC | 8,318 | $1.31M | 0.91% | +673+8.8% | Added |
| Paragon Capital Management LLC | 8,302 | $1.31M | 0.75% | −118−1.4% | Reduced |
| Castellan Group, LLC | 8,300 | $1.31M | 0.83% | +618+8.0% | Added |
| Tradewinds, LLC. | 8,297 | $1.31M | 0.77% | +146+1.8% | Added |
| WMS Partners, LLC | 8,282 | $1.30M | 0.10% | −118−1.4% | Reduced |
| Citizens & Northern Corp | 8,274 | $1.30M | 0.49% | −157−1.9% | Reduced |
| Bedel Financial Consulting, Inc. | 8,269 | $1.30M | 0.27% | +73+0.9% | Added |
| Calton & Associates, Inc. | 8,254 | $1.30M | 0.61% | −344−4.0% | Reduced |
| ABLE Financial Group, LLC | 8,254 | $1.30M | 0.67% | +625+8.2% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 8,247 | $1.30M | 0.60% | +4,071+97.5% | Added |
| Enterprise Financial Services Corp | 8,226 | $1.29M | 0.82% | −4,058−33.0% | Reduced |
| Joseph Group Capital Management | 8,214 | $1.29M | 1.09% | +733+9.8% | Added |
| RFP Financial Group LLC | 8,213 | $1.29M | 0.53% | +7,059+611.7% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 8,193 | $1.29M | 0.03% | +8,193 | New |
| MBL Wealth, LLC | 8,187 | $1.29M | 0.18% | +319+4.1% | Added |
| Proficio Capital Partners LLC | 8,177 | $1.29M | 0.18% | −827−9.2% | Reduced |
| St. Johns Investment Management Company, LLC | 8,144 | $1.28M | 0.70% | +454+5.9% | Added |
| Monticello Wealth Management, LLC | 8,139 | $1.28M | 0.13% | −154−1.9% | Reduced |
| Catalyst Financial Partners LLC | 8,077 | $1.27M | 0.45% | +1,087+15.6% | Added |
| Matrix Trust Co | 8,065 | $1.27M | 0.33% | +444+5.8% | Added |
| Investment Partners, Ltd. | 8,036 | $1.26M | 0.66% | −559−6.5% | Reduced |
| Qsemble Capital Management, LP | 8,000 | $1.26M | 0.89% | −2,000−20.0% | Reduced |
| Apeiron RIA LLC | 7,974 | $1.25M | 0.43% | +58+0.7% | Added |
| Court Place Advisors, LLC | 7,946 | $1.25M | 0.44% | −200−2.5% | Reduced |
| Indiana Trust & Investment Management CO | 7,915 | $1.25M | 0.64% | −80−1.0% | Reduced |
| Ballast Advisors LLC | 7,908 | $1.24M | 0.47% | −518−6.1% | Reduced |
| Union Savings Bank | 7,594 | $1.24M | 0.74% | +7,594 | New |
| First Commonwealth Financial Corp | 7,884 | $1.24M | 0.40% | −416−5.0% | Reduced |
| 1620 Investment Advisors, Inc. | 7,876 | $1.24M | 1.40% | −21−0.3% | Reduced |
| Black Swift Group, LLC | 7,850 | $1.24M | 0.42% | −42,000−84.3% | Reduced |
| Oak Hill Wealth Advisors, LLC | 7,848 | $1.24M | 0.46% | −1,373−14.9% | Reduced |
| Westmount Partners, LLC | 7,846 | $1.23M | 0.54% | +202+2.6% | Added |
| Endurance Wealth Management, Inc. | 7,843 | $1.23M | 0.17% | −63−0.8% | Reduced |
| Roof Eidam & Maycock | 7,814 | $1.23M | 0.41% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 7,813 | $1.23M | 0.28% | +180+2.4% | Added |
| First Bank & Trust | 7,807 | $1.23M | 0.31% | +150+2.0% | Added |