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
- 3,286
- +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
- 1,271 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 | 4,312 | $298.0B |
| Q4 2025 | 3,994 | $223.3B |
| Q3 2025 | 3,803 | $225.3B |
| Q2 2025 | 3,708 | $189.0B |
| Q1 2025 | 3,826 | $222.9B |
| Q4 2024 | 3,765 | $194.0B |
| Q3 2024 | 3,488 | $198.0B |
| Q2 2024 | 3,511 | $214.0B |
| Q1 2024 | 3,523 | $212.7B |
| Q4 2023 | 3,478 | $200.3B |
| Q3 2023 | 3,339 | $222.6B |
| Q2 2023 | 3,286 | $205.0B |
| Q1 2023 | 3,273 | $217.1B |
| Q4 2022 | 3,289 | $243.6B |
| Q3 2022 | 3,057 | $195.7B |
| Q2 2022 | 3,060 | $198.4B |
| Q1 2022 | 3,071 | $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 |
|---|---|---|---|---|---|
| Castle Rock Wealth Management, LLC | 98,384 | $15.4M | 5.25% | +5,431+5.8% | Added |
| Trust Co of Virginia | 97,587 | $15.4M | 1.63% | −2,062−2.1% | Reduced |
| Swiss Life Asset Management Ltd | 97,576 | $15.4M | 0.23% | −56,635−36.7% | Reduced |
| Stewart & Patten Co LLC | 97,386 | $15.3M | 2.50% | −766−0.8% | Reduced |
| Simmons Bank | 97,168 | $15.3M | 1.28% | +2,176+2.3% | Added |
| Moors & Cabot, Inc. | 96,724 | $15.2M | 1.01% | −2,896−2.9% | Reduced |
| Woodmont Investment Counsel LLC | 96,452 | $15.2M | 1.57% | +4,683+5.1% | Added |
| Exencial Wealth Advisors, LLC | 96,361 | $15.2M | 0.70% | −2,296−2.3% | Reduced |
| Applied Finance Capital Management, LLC | 95,665 | $15.1M | 1.71% | +2,905+3.1% | Added |
| Osher Van de Voorde Investment Management | 95,255 | $15.0M | 3.85% | +1,800+1.9% | Added |
| Hancock Whitney Corp | 95,088 | $15.0M | 0.59% | −6,913−6.8% | Reduced |
| Franklin Street Advisors Inc | 94,929 | $14.9M | 1.27% | +1,358+1.5% | Added |
| Bryn Mawr Trust Co | 94,292 | $14.8M | 0.62% | −851−0.9% | Reduced |
| Banco Santander, S.A. | 93,882 | $14.8M | 0.19% | +41,657+79.8% | Added |
| Howe & Rusling Inc | 93,412 | $14.7M | 1.64% | −393−0.4% | Reduced |
| Gotham Asset Management, LLC | 93,045 | $14.6M | 0.32% | +10,826+13.2% | Added |
| Mayflower Financial Advisors, LLC | 92,277 | $14.5M | 1.88% | −100−0.1% | Reduced |
| Fort Pitt Capital Group, LLC | 92,067 | $14.5M | 0.53% | +6,455+7.5% | Added |
| Beese Fulmer Investment Management, Inc. | 92,024 | $14.5M | 1.57% | +456+0.5% | Added |
| MainStreet Investment Advisors LLC | 91,563 | $14.4M | 1.56% | −2,719−2.9% | Reduced |
| Parsons Capital Management Inc | 91,205 | $14.4M | 1.10% | +4,493+5.2% | Added |
| Richard C. Young & CO., LTD. | 91,128 | $14.3M | 1.97% | +2,118+2.4% | Added |
| RMB Capital Management, LLC | 90,989 | $14.3M | 0.47% | +6,212+7.3% | Added |
| Goelzer Investment Management, Inc. | 90,367 | $14.2M | 1.20% | −6,249−6.5% | Reduced |
| Linscomb & Williams, Inc. | 90,351 | $14.2M | 0.77% | −5,872−6.1% | Reduced |
| Talbot Financial, LLC | 90,208 | $14.2M | 2.41% | +2,503+2.9% | Added |
| Miramar Capital, LLC | 90,113 | $14.2M | 3.60% | +6,631+7.9% | Added |
| PKO Investment Management Joint-Stock Co | 90,023 | $14.2M | 1.74% | −900−1.0% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 89,766 | $14.1M | 0.47% | −289−0.3% | Reduced |
| Exchange Traded Concepts, LLC | 89,535 | $14.1M | 0.35% | +5,820+7.0% | Added |
| Park Avenue Securities LLC | 89,323 | $14.1M | 0.22% | +10,391+13.2% | Added |
| Maple Capital Management, Inc. | 89,305 | $14.1M | 1.53% | +2,912+3.4% | Added |
| iA Global Asset Management Inc. | 89,297 | $14.1M | 0.37% | +89,297 | New |
| Core Alternative Capital | 89,219 | $14.0M | 2.06% | −21,327−19.3% | Reduced |
| Palisade Asset Management, LLC | 89,210 | $14.0M | 1.63% | +732+0.8% | Added |
| Laurion Capital Management LP | 89,199 | $14.0M | 0.60% | +89,199 | New |
| Bridges Investment Management Inc | 88,920 | $14.0M | 0.47% | −7,142−7.4% | Reduced |
| Burton Enright Welch | 88,772 | $14.0M | 4.36% | −4,039−4.4% | Reduced |
| Annex Advisory Services, LLC | 88,503 | $13.9M | 0.77% | +4,061+4.8% | Added |
| Kingsview Wealth Management, LLC | 87,913 | $13.8M | 0.54% | −161−0.2% | Reduced |
| Estabrook Capital Management | 87,731 | $13.8M | 2.30% | +254+0.3% | Added |
| New Mexico Educational Retirement Board | 86,416 | $13.6M | 0.60% | +4,100+5.0% | Added |
| FIL Ltd | 86,244 | $13.6M | 0.02% | −153,905−64.1% | Reduced |
| Capital International Inc | 85,794 | $13.5M | 0.25% | +22,442+35.4% | Added |
| Cheviot Value Management, LLC | 85,723 | $13.5M | 2.94% | +2,028+2.4% | Added |
| Private Asset Management Inc | 85,712 | $13.5M | 2.59% | −14,212−14.2% | Reduced |
| LGT Group Foundation | 85,272 | $13.4M | 0.32% | −15,908−15.7% | Reduced |
| Jarislowsky, Fraser Ltd | 85,025 | $13.4M | 0.08% | −2,061−2.4% | Reduced |
| CSM Advisors, LLC | 84,986 | $13.4M | 1.01% | −2,155−2.5% | Reduced |
| GYL Financial Synergies, LLC | 83,888 | $13.2M | 1.20% | +2,721+3.4% | Added |
| First American Bank | 83,404 | $13.1M | 1.14% | −440−0.5% | Reduced |
| Mengis Capital Management, Inc. | 83,158 | $13.1M | 2.61% | +1,586+1.9% | Added |
| Intech Investment Management LLC | 83,045 | $13.1M | 0.13% | −145,295−63.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 81,997 | $12.9M | 0.52% | +7,605+10.2% | Added |
| General American Investors Co Inc | 81,991 | $12.9M | 1.12% | 00.0% | Unchanged |
| Man Group plc | 81,485 | $12.8M | 0.04% | – | – |
| Nicholas Investment Partners, LP | 81,350 | $12.8M | 0.88% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 81,221 | $12.8M | 0.77% | −12,495−13.3% | Reduced |
| First Long Island Investors, LLC | 81,034 | $12.8M | 1.22% | +29,900+58.5% | Added |
| Shell Asset Management Co | 80,910 | $12.7M | 0.50% | −23,913−22.8% | Reduced |
| South State Corp. | 80,643 | $12.7M | 1.14% | +1,223+1.5% | Added |
| Tower Bridge Advisors | 80,625 | $12.7M | 1.16% | −13,045−13.9% | Reduced |
| Fulton Breakefield Broenniman LLC | 80,554 | $12.7M | 1.05% | +3,651+4.7% | Added |
| Carret Asset Management, LLC | 80,467 | $12.7M | 1.68% | +2,897+3.7% | Added |
| Azimuth Capital Investment Management LLC | 80,432 | $12.7M | 0.60% | −3,678−4.4% | Reduced |
| Burns J W & Co Inc | 80,302 | $12.6M | 2.02% | −731−0.9% | Reduced |
| Bridgeway Capital Management, LLC | 80,073 | $12.6M | 0.30% | +62,145+346.6% | Added |
| Savant Capital, LLC | 80,001 | $12.6M | 0.20% | +34,700+76.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 79,961 | $12.6M | 0.13% | +9,477+13.4% | Added |
| Eagle Global Advisors LLC | 79,937 | $12.6M | 0.83% | −3,119−3.8% | Reduced |
| Venture Visionary Partners LLC | 79,835 | $12.6M | 0.74% | +6,093+8.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 79,804 | $12.6M | 0.14% | +60,340+310.0% | Added |
| First Financial Bank - Trust Division | 79,327 | $12.5M | 1.30% | −3,685−4.4% | Reduced |
| Ieq Capital, LLC | 78,494 | $12.4M | 0.25% | +572+0.7% | Added |
| Stonebridge Capital Advisors LLC | 78,213 | $12.3M | 1.31% | +2,276+3.0% | Added |
| Mutual Advisors, LLC | 77,513 | $12.2M | 0.46% | −865−1.1% | Reduced |
| Trust Co of Vermont | 77,494 | $12.2M | 0.79% | +8,620+12.5% | Added |
| Telos Capital Management, Inc. | 77,484 | $12.2M | 1.63% | +2,493+3.3% | Added |
| Moody Lynn & Lieberson, LLC | 77,148 | $12.1M | 0.98% | +10,499+15.8% | Added |
| Assetmark, Inc | 77,138 | $12.1M | 0.05% | +20,081+35.2% | Added |
| Sowell Financial Services LLC | 76,740 | $12.1M | 0.67% | +15,926+26.2% | Added |
| Allworth Financial LP | 76,684 | $12.1M | 0.10% | −536−0.7% | Reduced |
| Northeast Financial Consultants Inc | 76,357 | $12.0M | 0.74% | −3,007−3.8% | Reduced |
| Alpha Omega Wealth Management LLC | 76,286 | $12.0M | 2.03% | −2,269−2.9% | Reduced |
| Crossmark Global Holdings, Inc. | 75,534 | $12.0M | 0.26% | −869−1.1% | Reduced |
| Perigon Wealth Management, LLC | 75,951 | $12.0M | 0.47% | +15,034+24.7% | Added |
| Metropolitan Life Insurance Co | 75,944 | $11.9M | 0.58% | −3,624−4.6% | Reduced |
| WSFS Capital Management, LLC | 75,860 | $11.9M | 1.12% | +4,342+6.1% | Added |
| Eagle Rock Investment Company, LLC | 77,650 | $11.9M | 2.56% | −320−0.4% | Reduced |
| Oak Asset Management, LLC | 75,022 | $11.8M | 4.89% | +944+1.3% | Added |
| Ingalls & Snyder LLC | 75,006 | $11.8M | 0.57% | +199+0.3% | Added |
| Absher Wealth Management, LLC | 74,924 | $11.8M | 1.95% | +1,969+2.7% | Added |
| Wade G W & Inc | 74,726 | $11.8M | 0.43% | +826+1.1% | Added |
| Lincoln National Corp | 74,688 | $11.8M | 0.23% | +2,728+3.8% | Added |
| Southeast Asset Advisors Inc. | 74,558 | $11.7M | 1.67% | +1,250+1.7% | Added |
| Optiver Holding B.V. | 74,474 | $11.7M | 0.34% | +13,226+21.6% | Added |
| Guardian Capital Advisors LP | 73,072 | $11.7M | 1.33% | −445−0.6% | Reduced |
| KMG Fiduciary Partners, LLC | 73,988 | $11.6M | 1.51% | +7,787+11.8% | Added |
| Connors Investor Services Inc | 73,621 | $11.6M | 1.31% | −515−0.7% | Reduced |
| Pathstone Family Office, LLC | 73,344 | $11.6M | 0.16% | +1,610+2.2% | Added |