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 |
|---|---|---|---|---|---|
| Guardian Wealth Advisors, LLC | 5,049 | $794.4K | 0.58% | +75+1.5% | Added |
| WorthPointe, LLC | 5,047 | $794.1K | 0.50% | −767−13.2% | Reduced |
| Wedgewood Investors Inc | 5,044 | $793.7K | 1.02% | 00.0% | Unchanged |
| Aletheian Wealth Advisors LLC | 5,032 | $791.8K | 0.54% | +3,773+299.7% | Added |
| SkyView Investment Advisors, LLC | 5,011 | $789.0K | 0.20% | +45+0.9% | Added |
| Regent Peak Wealth Advisors LLC | 5,013 | $788.7K | 0.23% | +9+0.2% | Added |
| Alta Capital Management LLC | 5,007 | $788.0K | 0.05% | +19+0.4% | Added |
| Lumina Fund Management LLC | 5,000 | $787.0K | 0.35% | 00.0% | Unchanged |
| American Assets Inc | 5,000 | $786.8K | 0.36% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4,996 | $786.1K | 0.08% | −664−11.7% | Reduced |
| Avion Wealth | 4,983 | $784.0K | 0.21% | +30+0.6% | Added |
| Claar Advisors LLC | 4,950 | $778.9K | 0.29% | +150+3.1% | Added |
| Oxford Financial Group Ltd | 4,946 | $778.3K | 0.07% | +963+24.2% | Added |
| Stephenson National Bank & Trust | 4,945 | $778.1K | 0.42% | +20.0% | Added |
| Morris Retirement Advisors, LLC | 4,943 | $777.7K | 0.54% | +116+2.4% | Added |
| L2 Asset Management, LLC | 4,935 | $776.5K | 0.38% | +270+5.8% | Added |
| Terra Nova Asset Management LLC | 4,932 | $776.1K | 0.71% | −2,962−37.5% | Reduced |
| Lumature Wealth Partners, LLC | 4,928 | $775.4K | 0.46% | +118+2.5% | Added |
| Peak Planning Group, LLC | 4,922 | $774.5K | 0.58% | −4−0.1% | Reduced |
| First National Advisers, LLC | 4,910 | $772.1K | 0.71% | +1,218+33.0% | Added |
| Outfitter Financial LLC | 4,900 | $771.0K | 0.69% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 4,865 | $765.5K | 0.31% | +4,865 | New |
| Moulton Wealth Management, Inc | 4,846 | $762.5K | 1.35% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 4,842 | $761.9K | 0.61% | +74+1.6% | Added |
| HGK Asset Management Inc | 4,828 | $760.0K | 0.24% | −50−1.0% | Reduced |
| Truadvice, LLC | 4,723 | $759.7K | 0.28% | +100+2.2% | Added |
| James Hambro & Partners | 4,817 | $757.8K | 0.05% | 00.0% | Unchanged |
| MQS Management LLC | 4,802 | $755.6K | 0.51% | +4,802 | New |
| Quent Capital, LLC | 4,795 | $754.5K | 0.12% | −126−2.6% | Reduced |
| Sterneck Capital Management, LLC | 4,791 | $753.9K | 0.46% | +93+2.0% | Added |
| Elgethun Capital Management | 4,787 | $753.2K | 0.23% | +31+0.7% | Added |
| Fca Corp | 4,784 | $752.8K | 0.28% | +1,284+36.7% | Added |
| Bell Bank | 4,780 | $752.1K | 0.08% | +700+17.2% | Added |
| HTG Investment Advisors, Inc. | 4,764 | $749.6K | 0.62% | 00.0% | Unchanged |
| Triad Financial Advisors, Inc. | 4,754 | $748.0K | 0.31% | +4+0.1% | Added |
| Eldridge Investment Advisors, Inc. | 4,750 | $747.0K | 0.24% | +264+5.9% | Added |
| Eubel Brady & Suttman Asset Management Inc | 4,740 | $746.0K | 0.10% | −22−0.5% | Reduced |
| West Branch Capital LLC | 4,739 | $745.7K | 0.37% | +224+5.0% | Added |
| Stony Point Wealth Management Inc. | 4,739 | $745.6K | 0.37% | −50−1.0% | Reduced |
| Landmark Financial Advisors, LLC | 4,728 | $744.0K | 0.31% | −69−1.4% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 4,721 | $742.8K | 0.01% | −105−2.2% | Reduced |
| Paragon Private Wealth Management, LLC | 4,712 | $741.4K | 0.59% | −51−1.1% | Reduced |
| Credential Qtrade Securities Inc. | 4,711 | $741.3K | 0.05% | +4,520+2,366.5% | Added |
| Greenwood Gearhart Inc | 4,704 | $740.2K | 0.09% | 00.0% | Unchanged |
| Alta Advisers Ltd | 4,700 | $739.5K | 0.42% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 4,697 | $739.1K | 0.02% | +794+20.3% | Added |
| Carderock Capital Management Inc | 4,675 | $736.0K | 0.23% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 4,677 | $736.0K | 0.11% | −109−2.3% | Reduced |
| Veracity Capital LLC | 4,670 | $734.7K | 0.31% | −121−2.5% | Reduced |
| Atwood & Palmer Inc | 4,665 | $734.0K | 0.07% | 00.0% | Unchanged |
| Accel Wealth Management | 4,665 | $734.0K | 0.40% | +1,479+46.4% | Added |
| Institute for Wealth Management, LLC. | 4,659 | $733.1K | 0.13% | −37−0.8% | Reduced |
| Fortress Wealth Group, LLC | 4,582 | $732.6K | 0.46% | +59+1.3% | Added |
| Crescent Grove Advisors, LLC | 4,655 | $732.5K | 0.08% | −547−10.5% | Reduced |
| Versant Capital Management, Inc | 4,633 | $729.0K | 0.23% | −100−2.1% | Reduced |
| Vantage Consulting Group Inc | 4,626 | $727.9K | 0.42% | −155−3.2% | Reduced |
| Syntax Advisors, LLC | 4,626 | $727.9K | 0.59% | −155−3.2% | Reduced |
| Ballew Advisors, Inc | 4,603 | $727.8K | 0.53% | 00.0% | Unchanged |
| JB Capital LLC | 4,617 | $726.3K | 0.06% | −283−5.8% | Reduced |
| Smith Anglin Financial, LLC | 4,613 | $725.8K | 0.09% | +26+0.6% | Added |
| BOK Financial Private Wealth, Inc. | 4,609 | $725.2K | 0.06% | −2,467−34.9% | Reduced |
| Monterey Private Wealth, Inc. | 4,605 | $724.6K | 0.35% | −599−11.5% | Reduced |
| First Capital Advisors Group, LLC. | 4,599 | $723.7K | 0.38% | −10.0% | Reduced |
| Rainsberger Wealth Advisors, Inc. | 4,598 | $723.5K | 0.44% | −300−6.1% | Reduced |
| Xcel Wealth Management, LLC | 4,597 | $723.3K | 0.23% | +485+11.8% | Added |
| Glass Jacobson Investment Advisors llc | 4,572 | $719.4K | 0.33% | +4,572 | New |
| Blodgett Wealth Advisors, LLC | 4,565 | $718.4K | 0.75% | +900+24.6% | Added |
| Virtus ETF Advisers LLC | 4,555 | $716.7K | 0.42% | −358−7.3% | Reduced |
| Tanglewood Legacy Advisors, LLC | 4,537 | $713.9K | 0.41% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 4,528 | $712.5K | 0.39% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 4,523 | $711.6K | 0.23% | +561+14.2% | Added |
| Tevis Investment Management | 4,519 | $711.0K | 0.69% | +105+2.4% | Added |
| Michael B. Yongue | 4,505 | $708.9K | 0.66% | −136−2.9% | Reduced |
| Clarity Financial LLC | 4,496 | $707.5K | 0.11% | +4,496 | New |
| Barry Investment Advisors, LLC | 4,495 | $707.3K | 0.24% | +21+0.5% | Added |
| MKT Advisors LLC | 4,452 | $707.3K | 0.50% | −299−6.3% | Reduced |
| Lederer & Associates Investment Counsel | 4,490 | $707.0K | 0.53% | +277+6.6% | Added |
| Atlas Private Wealth Management | 4,493 | $706.9K | 0.37% | +62+1.4% | Added |
| IMS Capital Management | 4,491 | $706.7K | 0.39% | +2,235+99.1% | Added |
| LJI Wealth Management, LLC | 4,489 | $706.3K | 0.21% | +227+5.3% | Added |
| Vista Wealth Management Group, LLC | 4,475 | $704.1K | 0.07% | −35−0.8% | Reduced |
| King Wealth | 4,468 | $703.0K | 0.14% | +1,428+47.0% | Added |
| Ellis Investment Partners, LLC | 4,463 | $702.2K | 0.17% | −66−1.5% | Reduced |
| Carmichael Hill & Associates, Inc. | 4,459 | $701.7K | 0.33% | +251+6.0% | Added |
| KLR Investment Advisors, LLC | 4,451 | $700.4K | 0.58% | +94+2.2% | Added |
| R.m.sincerbeaux Capital Management LLC | 4,450 | $700.2K | 0.48% | 00.0% | Unchanged |
| Bridgeworth, LLC | 4,441 | $698.7K | 0.08% | −351−7.3% | Reduced |
| Hummer Financial Advisory Services Inc | 4,433 | $697.5K | 0.68% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 4,433 | $697.5K | 0.13% | +96+2.2% | Added |
| J. L. Bainbridge & Co., Inc. | 4,429 | $696.9K | 0.09% | −10−0.2% | Reduced |
| Cottonwood Capital Advisors, LLC | 4,429 | $696.9K | 0.64% | −90−2.0% | Reduced |
| Winning Points Advisors, LLC | 4,670 | $696.6K | 1.07% | −1,935−29.3% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 4,421 | $695.6K | 0.30% | +39+0.9% | Added |
| Kolinsky Wealth Management, LLC | 4,452 | $695.5K | 0.66% | +403+10.0% | Added |
| Cercano Management LLC | 4,407 | $693.4K | 0.02% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 4,404 | $693.0K | 0.64% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 4,400 | $692.3K | 0.07% | −48−1.1% | Reduced |
| Callan Family Office, LLC | 4,392 | $691.1K | 0.18% | −2,523−36.5% | Reduced |
| Northwest Bank & Trust Co | 4,385 | $689.9K | 0.66% | +4,385 | New |
| Northwest Wealth Management, LLC | 4,380 | $689.2K | 0.25% | −44−1.0% | Reduced |