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 |
|---|---|---|---|---|---|
| Walter & Keenan Financial Consulting Co | 6,648 | $1.05M | 0.38% | +9+0.1% | Added |
| Abbot Financial Management, Inc. | 6,646 | $1.05M | 0.67% | −92−1.4% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 6,632 | $1.04M | 0.29% | +26+0.4% | Added |
| Alhambra Investment Partners LLC | 6,623 | $1.04M | 0.69% | +1,615+32.2% | Added |
| Invesco, LLC | 6,618 | $1.04M | 0.51% | +6,618 | New |
| Alpha DNA Investment Management LLC | 6,615 | $1.04M | 0.59% | −5,018−43.1% | Reduced |
| Lineweaver Wealth Advisors, LLC | 6,614 | $1.04M | 0.30% | +164+2.5% | Added |
| Cambridge Advisors Inc. | 6,608 | $1.04M | 0.27% | +78+1.2% | Added |
| Tanager Wealth Management LLP | 6,606 | $1.04M | 0.22% | +51+0.8% | Added |
| John G Ullman & Associates Inc | 6,604 | $1.04M | 0.16% | +36+0.5% | Added |
| Gryphon Financial Partners LLC | 6,595 | $1.04M | 0.23% | −684−9.4% | Reduced |
| Merriman Wealth Management, LLC | 6,594 | $1.04M | 0.05% | +1,557+30.9% | Added |
| Cedar Brook Financial Partners, LLC | 6,584 | $1.04M | 0.25% | +7+0.1% | Added |
| AlphaQ Advisors LLC | 6,581 | $1.04M | 0.76% | +470+7.7% | Added |
| Monograph Wealth Advisors, LLC | 6,578 | $1.04M | 0.22% | 00.0% | Unchanged |
| Appleton Partners Inc | 6,573 | $1.03M | 0.09% | −35−0.5% | Reduced |
| Oarsman Capital, Inc. | 6,563 | $1.03M | 0.45% | −62−0.9% | Reduced |
| Central Bank & Trust Co | 6,556 | $1.03M | 0.17% | −62−0.9% | Reduced |
| Orser Capital Management, LLC | 6,553 | $1.03M | 1.05% | −20−0.3% | Reduced |
| Arcadia Investment Management Corp | 6,539 | $1.03M | 0.21% | −95−1.4% | Reduced |
| MBA Advisors LLC | 6,537 | $1.03M | 0.61% | +30.0% | Added |
| Townsend Asset Management Corp | 6,535 | $1.03M | 0.49% | +16+0.2% | Added |
| Collective Family Office LLC | 6,522 | $1.03M | 0.40% | +985+17.8% | Added |
| DMG Group, LLC | 6,517 | $1.03M | 1.03% | −171−2.6% | Reduced |
| Hoey Investments, Inc | 6,495 | $1.02M | 0.34% | −1,492−18.7% | Reduced |
| Security National Bank | 6,492 | $1.02M | 0.26% | +2,134+49.0% | Added |
| Curran Financial Partners, LLC | 6,484 | $1.02M | 0.44% | +232+3.7% | Added |
| Viawealth, LLC | 6,455 | $1.02M | 0.76% | −120−1.8% | Reduced |
| Cascade Investment Advisors, Inc. | 6,443 | $1.01M | 0.76% | +100+1.6% | Added |
| Inceptionr LLC | 6,432 | $1.01M | 0.54% | +46+0.7% | Added |
| L.M. Kohn & Company | 6,430 | $1.01M | 0.38% | +2,923+83.3% | Added |
| Vista Investment Management | 6,426 | $1.01M | 0.51% | +412+6.9% | Added |
| Alera Investment Advisors, LLC | 6,419 | $1.01M | 0.22% | +1,312+25.7% | Added |
| Integrated Investment Consultants, LLC | 6,418 | $1.01M | 0.32% | +36+0.6% | Added |
| Engineers Gate Manager LP | 6,398 | $1.01M | 0.04% | −19,979−75.7% | Reduced |
| Sage Mountain Advisors LLC | 6,392 | $1.01M | 0.14% | +89+1.4% | Added |
| Edge Wealth Management LLC | 6,357 | $1.00M | 0.22% | +247+4.0% | Added |
| Voya Financial Advisors, Inc. | 6,399 | $999.8K | 0.12% | +2,260+54.6% | Added |
| Consilium Wealth Advisory, LLC | 6,352 | $999.5K | 0.69% | −621−8.9% | Reduced |
| Evoke Wealth, LLC | 6,350 | $999.1K | 0.03% | +401+6.7% | Added |
| Mayfair Advisory Group, LLC | 6,477 | $999.0K | 1.00% | +149+2.4% | Added |
| MSH Capital Advisors LLC | 6,342 | $997.9K | 0.37% | +3,821+151.6% | Added |
| Barrett & Company, Inc. | 6,338 | $997.3K | 0.58% | +150+2.4% | Added |
| Baker Boyer National Bank | 6,338 | $997.3K | 0.37% | +686+12.1% | Added |
| Heartland Bank & Trust Co | 6,327 | $995.6K | 0.78% | −393−5.8% | Reduced |
| Manchester Capital Management LLC | 6,326 | $995.4K | 0.13% | −24−0.4% | Reduced |
| DF Dent & Co Inc | 6,321 | $994.6K | 0.01% | +1,310+26.1% | Added |
| GPS Wealth Strategies Group, LLC | 6,317 | $994.0K | 0.19% | −85−1.3% | Reduced |
| Millennium Capital Advisors, LLC | 6,309 | $992.7K | 0.82% | +39+0.6% | Added |
| Donoghue Forlines LLC | 6,306 | $992.2K | 0.31% | −2,087−24.9% | Reduced |
| Tiff Advisory Services Inc | 6,293 | $990.2K | 0.24% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 6,291 | $990.0K | 0.12% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 6,235 | $990.0K | 0.69% | +326+5.5% | Added |
| Allstate Corp | 6,267 | $986.1K | 0.06% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 6,242 | $982.2K | 0.21% | +6,242 | New |
| Rock Creek Group, LP | 6,229 | $980.1K | 0.14% | +189+3.1% | Added |
| Massachusetts Financial Services Co | 6,221 | $978.9K | 0.00% | +335+5.7% | Added |
| Waterfront Wealth Inc. | 5,976 | $973.5K | 0.29% | −107−1.8% | Reduced |
| WestHill Financial Advisors, Inc. | 6,185 | $973.2K | 0.28% | +13+0.2% | Added |
| Lokken Investment Group LLC | 6,182 | $972.8K | 0.63% | +596+10.7% | Added |
| City State Bank | 6,180 | $972.0K | 0.52% | −34−0.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 6,175 | $971.6K | 0.34% | +374+6.4% | Added |
| Wealth Quarterback LLC | 6,144 | $966.7K | 0.67% | −8−0.1% | Reduced |
| D'Orazio & Associates, Inc. | 6,140 | $966.1K | 0.23% | +691+12.7% | Added |
| Corundum Group, Inc. | 6,139 | $966.0K | 0.48% | −4,394−41.7% | Reduced |
| Aspen Wealth Strategies, LLC | 6,130 | $964.6K | 0.73% | +4,056+195.6% | Added |
| Thomasville National Bank | 6,112 | $961.7K | 0.09% | +326+5.6% | Added |
| Encompass Wealth Advisors, LLC | 6,109 | $961.2K | 0.31% | −13−0.2% | Reduced |
| Harvest Volatility Management LLC | 6,106 | $960.8K | 0.19% | +78+1.3% | Added |
| NFP Retirement, Inc. | 6,104 | $960.5K | 0.18% | +200+3.4% | Added |
| Cooper/Haims Advisors, LLC | 6,102 | $960.2K | 0.74% | −117−1.9% | Reduced |
| Keel Point, LLC | 6,095 | $959.1K | 0.13% | +86+1.4% | Added |
| Forte Capital LLC | 6,080 | $956.7K | 0.14% | −149−2.4% | Reduced |
| Everhart Financial Group, Inc. | 6,074 | $955.8K | 0.40% | −169−2.7% | Reduced |
| Aberdeen Wealth Management LLC | 6,042 | $950.7K | 0.69% | −10−0.2% | Reduced |
| ERn Financial, LLC | 6,039 | $950.2K | 0.20% | +593+10.9% | Added |
| Vishria Bird Financial Group, LLC | 6,035 | $950.0K | 0.56% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 6,040 | $950.0K | 0.30% | +708+13.3% | Added |
| Sound Financial Strategies Group, LLC | 6,035 | $949.6K | 0.69% | +6,035 | New |
| RW Investment Management LLC | 6,034 | $949.5K | 0.20% | −333−5.2% | Reduced |
| First Western Trust Bank | 6,033 | $949.3K | 0.05% | −1,877−23.7% | Reduced |
| David Loasby | 6,199 | $947.7K | 0.10% | −395−6.0% | Reduced |
| Weaver Consulting Group | 6,010 | $945.7K | 0.42% | +34+0.6% | Added |
| Defender Capital, LLC. | 6,005 | $943.7K | 0.32% | −995−14.2% | Reduced |
| Essex Investment Management Co LLC | 5,988 | $942.2K | 0.13% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 5,988 | $942.2K | 0.12% | +2,413+67.5% | Added |
| First National Bank of South Miami | 5,978 | $940.6K | 0.76% | −395−6.2% | Reduced |
| Legacy Wealth Management, LLC | 5,975 | $940.2K | 0.47% | −20−0.3% | Reduced |
| Salvus Wealth Management, LLC | 5,936 | $934.0K | 0.72% | +377+6.8% | Added |
| Westover Capital Advisors, LLC | 5,927 | $932.6K | 0.32% | −162−2.7% | Reduced |
| Spouting Rock Asset Management, LLC | 5,919 | $931.4K | 0.34% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 5,910 | $929.9K | 0.06% | −335−5.4% | Reduced |
| Apexium Financial, LP | 5,904 | $929.0K | 0.08% | +539+10.0% | Added |
| Amplius Wealth Advisors, LLC | 5,903 | $928.8K | 0.13% | +319+5.7% | Added |
| SAM Advisors, LLC | 5,896 | $927.7K | 0.39% | +6+0.1% | Added |
| Morningstar Investment Management LLC | 5,857 | $922.0K | 0.12% | +964+19.7% | Added |
| 626 Financial, LLC | 5,851 | $920.7K | 0.59% | +12+0.2% | Added |
| Chickasaw Capital Management LLC | 5,837 | $918.0K | 0.05% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 5,827 | $916.9K | 0.18% | +78+1.4% | Added |
| Bridgecreek Investment Management, LLC | 5,825 | $916.6K | 0.18% | 00.0% | Unchanged |