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 |
|---|---|---|---|---|---|
| Key Financial Inc | 7,800 | $1.23M | 0.41% | +189+2.5% | Added |
| Mogy Joel R Investment Counsel Inc | 7,793 | $1.23M | 0.10% | −100−1.3% | Reduced |
| Great Lakes Retirement, Inc. | 7,789 | $1.23M | 0.22% | +73+0.9% | Added |
| Safeguard Investment Advisory Group, LLC | 7,767 | $1.22M | 0.52% | +1,119+16.8% | Added |
| BFT Financial Group, LLC | 7,765 | $1.22M | 0.14% | −925−10.6% | Reduced |
| Drive Wealth Management, LLC | 7,746 | $1.22M | 0.45% | −1,108−12.5% | Reduced |
| Capstone Wealth Management Group, LLC | 7,737 | $1.22M | 1.26% | −899−10.4% | Reduced |
| LCM Capital Management Inc | 7,728 | $1.22M | 0.99% | +131+1.7% | Added |
| Ackerman Capital Advisors, LLC | 7,707 | $1.21M | 0.31% | −72−0.9% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 7,706 | $1.21M | 0.23% | 00.0% | Unchanged |
| Arlington Partners LLC | 7,698 | $1.21M | 0.19% | +1,095+16.6% | Added |
| Apella Capital, LLC | 7,687 | $1.21M | 0.09% | +7,687 | New |
| Fifth Third Wealth Advisors LLC | 7,687 | $1.21M | 0.78% | +3,694+92.5% | Added |
| Financial Architects, Inc | 7,681 | $1.21M | 0.18% | +51+0.7% | Added |
| Blackstone Group Inc. | 7,678 | $1.21M | 0.01% | +1,615+26.6% | Added |
| Brookfield Asset Management Inc. | 7,670 | $1.21M | 0.00% | −5,061−39.8% | Reduced |
| My Legacy Advisors, LLC | 7,649 | $1.20M | 0.47% | +195+2.6% | Added |
| Vantage Financial Partners Ltd., Inc. | 7,625 | $1.20M | 0.66% | +150+2.0% | Added |
| Johnson Financial Group, Inc. | 7,573 | $1.19M | 0.08% | −181−2.3% | Reduced |
| Strong Tower Advisory Services | 7,569 | $1.19M | 0.56% | +65+0.9% | Added |
| Schrum Private Wealth Management LLC | 7,555 | $1.19M | 1.29% | +5+0.1% | Added |
| Coastal Bridge Advisors, LLC | 7,514 | $1.18M | 0.29% | +23+0.3% | Added |
| World Equity Group, Inc. | 7,505 | $1.18M | 0.35% | −58,635−88.7% | Reduced |
| Chilton Investment Co LLC | 7,498 | $1.18M | 0.03% | −2,913−28.0% | Reduced |
| Mach-1 Financial Group, Inc. | 7,488 | $1.18M | 0.47% | −13,931−65.0% | Reduced |
| Doliver Advisors, LP | 7,445 | $1.17M | 0.36% | −49−0.7% | Reduced |
| First Community Trust NA | 7,437 | $1.17M | 1.31% | +10.0% | Added |
| Conservest Capital Advisors, Inc. | 7,432 | $1.17M | 0.14% | +30+0.4% | Added |
| Abn Amro Investment Solutions | 7,429 | $1.17M | 0.02% | −551−6.9% | Reduced |
| AIA Group Ltd | 7,425 | $1.17M | 0.06% | +1,218+19.6% | Added |
| Washington Trust Advisors, Inc. | 7,401 | $1.16M | 0.11% | −400−5.1% | Reduced |
| Catalyst Capital Advisors LLC | 7,398 | $1.16M | 0.03% | +350+5.0% | Added |
| American State Bank (Iowa) | 7,386 | $1.16M | 0.81% | −493−6.3% | Reduced |
| First PREMIER Bank | 7,369 | $1.16M | 0.33% | +35+0.5% | Added |
| Vicus Capital | 7,371 | $1.16M | 0.12% | +74+1.0% | Added |
| Quintet Private Bank (Europe) S.A. | 7,366 | $1.16M | 0.06% | −730−9.0% | Reduced |
| Element Wealth, LLC | 7,337 | $1.15M | 0.81% | −53−0.7% | Reduced |
| Covenant Partners, LLC | 7,336 | $1.15M | 0.42% | +758+11.5% | Added |
| Prostatis Group LLC | 949,461 | $1.15M | 0.53% | +941,727+12,176.5% | Added |
| Jaffetilchin Investment Partners, LLC | 7,290 | $1.15M | 0.12% | −448−5.8% | Reduced |
| Pure Financial Advisors, Inc. | 7,289 | $1.15M | 0.05% | +821+12.7% | Added |
| Merrion Investment Management Co, LLC | 7,281 | $1.15M | 0.97% | 00.0% | Unchanged |
| Oak Family Advisors, LLC | 7,236 | $1.14M | 0.54% | +1,136+18.6% | Added |
| First Interstate Bank | 7,231 | $1.14M | 0.09% | −1,105−13.3% | Reduced |
| Investors Asset Management of Georgia Inc | 7,220 | $1.14M | 0.59% | −100−1.4% | Reduced |
| Wulff, Hansen & Co. | 7,220 | $1.14M | 1.27% | −635−8.1% | Reduced |
| M&R Capital Management Inc | 7,185 | $1.13M | 0.30% | −117−1.6% | Reduced |
| Wendell David Associates Inc | 7,178 | $1.13M | 0.13% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 7,173 | $1.13M | 0.37% | +16+0.2% | Added |
| CenterStar Asset Management, LLC | 7,170 | $1.13M | 1.02% | +7,170 | New |
| Argus Investors' Counsel, Inc. | 7,166 | $1.13M | 0.78% | +60+0.8% | Added |
| Wolverine Trading, LLC | 7,209 | $1.13M | 0.02% | +7,209 | New |
| Pflug Koory, LLC | 7,151 | $1.13M | 0.57% | −81−1.1% | Reduced |
| Day & Ennis, LLC | 7,148 | $1.12M | 0.43% | −20−0.3% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 7,146 | $1.12M | 0.09% | +181+2.6% | Added |
| Parkside Investments, LLC | 7,096 | $1.12M | 0.21% | +158+2.3% | Added |
| Dixon Fnancial Services, Inc. | 7,092 | $1.12M | 0.73% | +1,274+21.9% | Added |
| Alpha Cubed Investments, LLC | 7,080 | $1.11M | 0.08% | +371+5.5% | Added |
| Meridian Wealth Advisors, LLC | 7,073 | $1.11M | 0.27% | −573−7.5% | Reduced |
| Ontario Teachers Pension Plan Board | 7,066 | $1.11M | 0.01% | +7,066 | New |
| Austin Private Wealth, LLC | 7,050 | $1.11M | 0.16% | +55+0.8% | Added |
| Wambolt & Associates, LLC | 7,048 | $1.11M | 0.39% | +760+12.1% | Added |
| S. R. Schill & Associates | 7,043 | $1.11M | 0.50% | +20.0% | Added |
| Sentry LLC | 7,028 | $1.11M | 0.24% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 7,020 | $1.10M | 0.51% | +342+5.1% | Added |
| Donald L. Hagan, LLC | 7,019 | $1.10M | 0.62% | −284−3.9% | Reduced |
| V Wealth Advisors LLC | 7,007 | $1.10M | 0.19% | +62+0.9% | Added |
| Balboa Wealth Partners | 7,004 | $1.10M | 0.38% | +10+0.1% | Added |
| First County Bank | 7,001 | $1.10M | 0.53% | −344−4.7% | Reduced |
| J. W. Coons Advisors, LLC | 6,997 | $1.10M | 0.30% | −150−2.1% | Reduced |
| Girard Partners Ltd. | 6,985 | $1.10M | 0.12% | +406+6.2% | Added |
| San Luis Wealth Advisors LLC | 6,980 | $1.10M | 0.39% | −369−5.0% | Reduced |
| Eley Financial Management, Inc | 6,975 | $1.10M | 0.53% | −122−1.7% | Reduced |
| Silver Oak Securities, Inc | 6,969 | $1.10M | 0.18% | +294+4.4% | Added |
| United Bank | 6,965 | $1.10M | 0.62% | −650−8.5% | Reduced |
| Cim Investment Mangement Inc | 6,952 | $1.09M | 0.37% | +17+0.2% | Added |
| PDS Planning, Inc | 6,951 | $1.09M | 0.14% | +247+3.7% | Added |
| STAR Financial Bank | 6,927 | $1.09M | 1.02% | +85+1.2% | Added |
| Optimum Investment Advisors | 6,924 | $1.09M | 0.53% | −99−1.4% | Reduced |
| Baron Wealth Management LLC | 6,922 | $1.09M | 0.69% | +145+2.1% | Added |
| Guardian Wealth Advisors, LLC | 6,910 | $1.09M | 0.19% | +197+2.9% | Added |
| Channel Wealth LLC | 6,906 | $1.09M | 0.62% | −462−6.3% | Reduced |
| Financial Management Network Inc | 6,903 | $1.09M | 0.38% | +232+3.5% | Added |
| Campion Asset Management LLC | 6,862 | $1.08M | 0.96% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 6,857 | $1.08M | 0.09% | −126−1.8% | Reduced |
| Barr E S & Co | 6,854 | $1.08M | 0.08% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 6,824 | $1.07M | 0.08% | +10.0% | Added |
| TLWM | 6,820 | $1.07M | 0.31% | +41+0.6% | Added |
| E&G Advisors, LP | 6,816 | $1.07M | 0.38% | −10−0.1% | Reduced |
| AlphaStar Capital Management, LLC | 6,808 | $1.07M | 0.12% | +1,002+17.3% | Added |
| Charles Carroll Financial Partners, LLC | 6,800 | $1.07M | 1.36% | −100−1.4% | Reduced |
| American Institute for Advanced Investment Management, LLP | 6,789 | $1.07M | 0.93% | +860+14.5% | Added |
| Rosenberg Matthew Hamilton | 6,787 | $1.07M | 0.36% | −7−0.1% | Reduced |
| Global Trust Asset Management, LLC | 6,785 | $1.07M | 0.48% | +210+3.2% | Added |
| SkyOak Wealth, LLC | 6,780 | $1.07M | 0.30% | +63+0.9% | Added |
| Phillips Wealth Planners LLC | 6,776 | $1.07M | 1.40% | +799+13.4% | Added |
| Sheets Smith Wealth Management | 6,755 | $1.06M | 0.16% | +13+0.2% | Added |
| Money Concepts Capital Corp | 6,728 | $1.06M | 0.11% | −14,832−68.8% | Reduced |
| Westhampton Capital, LLC | 6,719 | $1.06M | 0.69% | +10.0% | Added |
| Reuter James Wealth Management, LLC | 6,659 | $1.05M | 1.26% | +1,561+30.6% | Added |