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 |
|---|---|---|---|---|---|
| Shore Point Advisors, LLC | 5,820 | $915.8K | 0.65% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 5,805 | $913.4K | 0.73% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 5,803 | $913.1K | 0.12% | −47−0.8% | Reduced |
| Elk River Wealth Management, LLC | 5,792 | $911.4K | 0.20% | −430−6.9% | Reduced |
| Tectonic Advisors LLC | 5,784 | $910.0K | 0.11% | −27−0.5% | Reduced |
| Prossimo Advisors, LLC | 5,779 | $909.0K | 0.88% | +5,779 | New |
| Register Financial Advisors LLC | 5,774 | $908.5K | 0.65% | +957+19.9% | Added |
| Northern Financial Advisors Inc | 5,772 | $908.2K | 0.80% | +19+0.3% | Added |
| Independent Investors Inc | 5,770 | $907.9K | 0.21% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 5,755 | $905.5K | 0.21% | +37+0.6% | Added |
| Private Management Group Inc | 5,753 | $905.2K | 0.04% | +505+9.6% | Added |
| Founders Financial Securities LLC | 5,733 | $902.1K | 0.12% | −820−12.5% | Reduced |
| Opus Capital Group, LLC | 5,731 | $902.0K | 0.16% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 5,725 | $900.8K | 0.47% | −1,929−25.2% | Reduced |
| Carson Advisory Inc. | 5,717 | $899.5K | 0.76% | −9−0.2% | Reduced |
| Bridgewealth Advisory Group, LLC | 5,703 | $897.5K | 1.46% | +95+1.7% | Added |
| Summit X, LLC | 5,700 | $897.2K | 0.22% | +1,052+22.6% | Added |
| Gray Wealth Management Inc. | 5,697 | $896.5K | 0.45% | +162+2.9% | Added |
| Samalin Investment Counsel, LLC | 5,676 | $893.2K | 0.48% | +1,500+35.9% | Added |
| Financial Partners Group, Inc | 5,597 | $891.7K | 0.18% | +586+11.7% | Added |
| Foster Group, Inc. | 5,664 | $891.2K | 0.05% | +537+10.5% | Added |
| Copperwynd Financial, LLC | 5,642 | $887.8K | 0.41% | −9,316−62.3% | Reduced |
| Lebenthal Global Advisors, LLC | 5,639 | $887.3K | 0.26% | +1,813+47.4% | Added |
| Amica Retiree Medical Trust | 5,637 | $887.0K | 0.99% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 5,635 | $886.7K | 0.51% | −617−9.9% | Reduced |
| First Business Financial Services, Inc. | 5,629 | $885.7K | 0.11% | −188−3.2% | Reduced |
| Highview Capital Management LLC | 5,628 | $885.6K | 0.48% | −960−14.6% | Reduced |
| LBMC Investment Advisors, LLC | 5,627 | $885.4K | 0.09% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 5,611 | $882.9K | 0.10% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 5,603 | $882.0K | 0.02% | +1,477+35.8% | Added |
| Oak Thistle LLC | 5,596 | $880.5K | 0.46% | +5,596 | New |
| Signature Wealth Management Partners, LLC | 5,590 | $879.6K | 0.82% | 00.0% | Unchanged |
| BIP Wealth, LLC | 5,577 | $877.5K | 0.07% | −1,178−17.4% | Reduced |
| Renaissance Investment Group LLC | 5,574 | $877.1K | 0.23% | −596−9.7% | Reduced |
| Lavaca Capital LLC | 5,573 | $876.9K | 0.27% | −3,150−36.1% | Reduced |
| NCM Capital Management, LLC | 5,573 | $876.9K | 0.61% | +3+0.1% | Added |
| IAM Advisory, LLC | 5,570 | $876.4K | 0.30% | +205+3.8% | Added |
| Blume Capital Management, Inc. | 5,570 | $876.4K | 0.26% | +249+4.7% | Added |
| Plan Group Financial, LLC | 5,525 | $876.1K | 0.73% | +5,525 | New |
| Cozad Asset Management Inc | 5,557 | $874.3K | 0.11% | −260−4.5% | Reduced |
| Tempus Wealth Planning, LLC | 5,554 | $873.9K | 0.39% | −235−4.1% | Reduced |
| Old Point Trust & Financial Services N A | 5,553 | $873.8K | 0.36% | −675−10.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 5,533 | $870.7K | 0.01% | −1,604−22.5% | Reduced |
| Fortune 45 LLC | 5,497 | $868.4K | 0.89% | +41+0.8% | Added |
| W Advisors, LLC | 5,514 | $867.7K | 0.68% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 5,508 | $866.7K | 0.17% | +148+2.8% | Added |
| Hardman Johnston Global Advisors LLC | 5,500 | $865.4K | 0.03% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 5,303 | $865.3K | 0.35% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 5,496 | $864.8K | 0.33% | +1,843+50.5% | Added |
| Next Level Private LLC | 5,561 | $863.3K | 0.56% | +5,561 | New |
| Kingdom Financial Group LLC. | 5,462 | $859.5K | 0.84% | +5,462 | New |
| Amussen Hunsaker Associates LLC | 5,458 | $858.5K | 0.19% | −5−0.1% | Reduced |
| Strategic Financial Services, Inc, | 5,348 | $854.9K | 0.06% | +225+4.4% | Added |
| Wealth Dimensions Group, Ltd. | 5,432 | $854.7K | 0.31% | −124−2.2% | Reduced |
| Virtu Financial LLC | 5,417 | $852.0K | 0.06% | +5,417 | New |
| Regatta Capital Group, LLC | 5,407 | $850.8K | 0.27% | +586+12.2% | Added |
| Royal Fund Management, LLC | 5,399 | $849.5K | 0.12% | −6−0.1% | Reduced |
| Coco Enterprises, LLC | 5,395 | $848.9K | 0.64% | −64−1.2% | Reduced |
| Financial Management Professionals, Inc. | 5,379 | $846.0K | 0.14% | +93+1.8% | Added |
| Galvin, Gaustad & Stein, LLC | 5,372 | $845.3K | 0.08% | −1,751−24.6% | Reduced |
| Mosaic Family Wealth Partners, LLC | 5,370 | $844.9K | 0.17% | −95−1.7% | Reduced |
| CPA Asset Management LLC | 5,334 | $839.4K | 0.60% | +10+0.2% | Added |
| Sierra Capital LLC | 5,332 | $839.0K | 0.13% | +214+4.2% | Added |
| Angeles Wealth Management, LLC | 5,330 | $838.7K | 0.11% | +342+6.9% | Added |
| Relyea Zuckerberg Hanson LLC | 5,327 | $838.2K | 0.19% | −677−11.3% | Reduced |
| Kingfisher Capital LLC | 5,328 | $838.0K | 0.22% | +339+6.8% | Added |
| Aviance Capital Partners, LLC | 5,308 | $835.2K | 0.18% | +3+0.1% | Added |
| Integris Wealth Management, LLC | 5,299 | $833.8K | 0.30% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 5,299 | $833.7K | 0.31% | −162−3.0% | Reduced |
| Bray Capital Advisors | 5,290 | $832.4K | 0.25% | −196−3.6% | Reduced |
| Integral Investment Advisors, Inc. | 5,290 | $832.4K | 0.56% | −58−1.1% | Reduced |
| Gemmer Asset Management LLC | 5,279 | $830.7K | 0.11% | +231+4.6% | Added |
| Armstrong Advisory Group, Inc | 5,268 | $828.9K | 0.09% | +80+1.5% | Added |
| Total Wealth Planning, LLC | 5,262 | $828.0K | 0.17% | +55+1.1% | Added |
| FSM Wealth Advisors, LLC | 5,216 | $824.7K | 0.41% | +906+21.0% | Added |
| WFA Asset Management Corp | 5,233 | $823.4K | 0.49% | −208−3.8% | Reduced |
| Simon Quick Advisors, LLC | 5,223 | $821.8K | 0.08% | +22+0.4% | Added |
| JT Stratford LLC | 5,220 | $821.4K | 0.22% | +344+7.1% | Added |
| Klingenstein Fields & Co LP | 5,210 | $819.8K | 0.04% | +14+0.3% | Added |
| Leisure Capital Management | 5,200 | $818.2K | 0.45% | −3,080−37.2% | Reduced |
| Summit Financial, LLC | 5,194 | $817.3K | 0.06% | +935+22.0% | Added |
| Hazlett, Burt & Watson, Inc. | 5,205 | $816.0K | 0.61% | +83+1.6% | Added |
| Cross Staff Investments Inc | 5,184 | $815.8K | 0.75% | +10.0% | Added |
| Smallwood Wealth Investment Management, LLC | 5,180 | $815.1K | 0.73% | 00.0% | Unchanged |
| Talisman Wealth Advisors LLC | 5,178 | $814.8K | 1.39% | +21+0.4% | Added |
| Heartwood Wealth Advisors LLC | 5,174 | $814.1K | 0.12% | +231+4.7% | Added |
| Perennial Advisors, LLC | 5,165 | $812.7K | 0.21% | −10.0% | Reduced |
| Abacus Planning Group, Inc. | 5,163 | $812.4K | 0.20% | +87+1.7% | Added |
| Colonial River Wealth Management, LLC | 5,152 | $810.7K | 0.53% | −4,793−48.2% | Reduced |
| PBMares Wealth Management LLC | 5,137 | $808.3K | 0.29% | −35−0.7% | Reduced |
| Brandywine Trust Co | 5,129 | $807.0K | 0.18% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 5,110 | $804.1K | 0.27% | +1,207+30.9% | Added |
| Avestar Capital, LLC | 5,103 | $803.0K | 0.14% | +432+9.2% | Added |
| Powers Advisory Group, LLC | 5,102 | $802.8K | 0.53% | +125+2.5% | Added |
| Ethos Financial Group, LLC | 4,910 | $801.1K | 0.27% | 00.0% | Unchanged |
| Rosenbaum Jay D. | 5,090 | $800.9K | 1.29% | +605+13.5% | Added |
| Jackson, Grant Investment Advisers, Inc. | 5,087 | $800.5K | 0.37% | +26+0.5% | Added |
| Ellenbecker Investment Group | 5,065 | $797.0K | 0.20% | +139+2.8% | Added |
| Kingswood Wealth Advisors, LLC | 5,061 | $796.5K | 0.25% | +5,061 | New |
| Kavar Capital Partners Group, LLC | 5,053 | $795.1K | 0.17% | +500+11.0% | Added |