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 |
|---|---|---|---|---|---|
| Bailard, Inc. | 73,162 | $11.5M | 0.40% | +34,921+91.3% | Added |
| Prudential PLC | 72,999 | $11.5M | 0.14% | −16,239−18.2% | Reduced |
| Cornerstone Advisors, LLC | 72,700 | $11.4M | 0.55% | +55,000+310.7% | Added |
| Griffin Asset Management, Inc. | 72,583 | $11.4M | 1.55% | −491−0.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 72,154 | $11.4M | 0.43% | +3,944+5.8% | Added |
| Capstone Investment Advisors, LLC | 72,021 | $11.3M | 0.33% | +72,020+7,202,000.0% | Added |
| United Asset Strategies, Inc. | 72,015 | $11.3M | 1.41% | −24,637−25.5% | Reduced |
| James Investment Research Inc | 71,961 | $11.3M | 1.45% | −1,164−1.6% | Reduced |
| Crestwood Advisors Group LLC | 71,823 | $11.3M | 0.36% | −19,069−21.0% | Reduced |
| Buckhead Capital Management LLC | 71,682 | $11.3M | 2.69% | −4,882−6.4% | Reduced |
| Willis Investment Counsel | 71,571 | $11.3M | 0.73% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 71,403 | $11.2M | 1.12% | −7,334−9.3% | Reduced |
| Foundations Investment Advisors, LLC | 71,298 | $11.2M | 0.37% | +8,727+13.9% | Added |
| Baldwin Brothers Inc | 71,260 | $11.2M | 0.92% | −745−1.0% | Reduced |
| ARS Investment Partners, LLC | 71,232 | $11.2M | 1.31% | +315+0.4% | Added |
| Colonial Trust Advisors | 71,026 | $11.2M | 1.24% | −690−1.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 70,911 | $11.2M | 0.22% | +4,048+6.1% | Added |
| SG Americas Securities, LLC | 70,863 | $11.2M | 0.09% | +45,088+174.9% | Added |
| Tufton Capital Management | 70,564 | $11.1M | 2.40% | −2,083−2.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 70,418 | $11.1M | 0.15% | −1,406−2.0% | Reduced |
| TD Private Client Wealth LLC | 70,406 | $11.1M | 0.48% | +9,542+15.7% | Added |
| Pittenger & Anderson Inc | 70,404 | $11.1M | 0.53% | +2,906+4.3% | Added |
| Motco | 70,317 | $11.1M | 0.72% | −1,894−2.6% | Reduced |
| Bogart Wealth, LLC | 69,852 | $11.0M | 0.70% | +339+0.5% | Added |
| Cutler Investment Counsel LLC | 69,722 | $11.0M | 1.66% | −230−0.3% | Reduced |
| Leavell Investment Management, Inc. | 69,678 | $11.0M | 0.74% | +493+0.7% | Added |
| Violich Capital Management, Inc. | 69,670 | $11.0M | 1.77% | −140−0.2% | Reduced |
| Barings LLC | 69,616 | $11.0M | 0.37% | −267−0.4% | Reduced |
| American National Bank | 69,418 | $10.9M | 1.84% | +4,964+7.7% | Added |
| Dearborn Partners LLC | 68,988 | $10.9M | 0.42% | −1,627−2.3% | Reduced |
| Snowden Capital Advisors LLC | 68,746 | $10.8M | 0.39% | +8,931+14.9% | Added |
| Calamos Wealth Management LLC | 68,623 | $10.8M | 0.79% | −1,639−2.3% | Reduced |
| Morgan Dempsey Capital Management LLC | 67,987 | $10.7M | 3.05% | −1,837−2.6% | Reduced |
| CCM Investment Advisers LLC | 67,970 | $10.7M | 1.44% | −1,492−2.1% | Reduced |
| Means Investment Co., Inc. | 67,605 | $10.6M | 1.68% | −376−0.6% | Reduced |
| Allied Investment Advisors, LLC | 67,284 | $10.6M | 3.07% | +721+1.1% | Added |
| LVM Capital Management Ltd | 67,193 | $10.6M | 1.41% | +8,575+14.6% | Added |
| Hendley & Co Inc | 67,033 | $10.5M | 4.37% | +3,360+5.3% | Added |
| NBT Bank N A | 67,026 | $10.5M | 1.51% | −897−1.3% | Reduced |
| Boston Private Wealth LLC | 66,945 | $10.5M | 0.19% | −9,816−12.8% | Reduced |
| Mechanics Bank Trust Department | 66,815 | $10.5M | 1.68% | −3,152−4.5% | Reduced |
| Beverly Hills Private Wealth, LLC | 65,929 | $10.5M | 1.73% | +30,573+86.5% | Added |
| Bard Financial Services, Inc. | 66,745 | $10.5M | 0.81% | −375−0.6% | Reduced |
| Stamos Capital Partners, L.P. | 66,520 | $10.5M | 2.45% | +3,700+5.9% | Added |
| Northern Oak Wealth Management Inc | 66,269 | $10.4M | 1.24% | +5,289+8.7% | Added |
| Flputnam Investment Management Co | 66,078 | $10.4M | 0.28% | +4,032+6.5% | Added |
| Caldwell Trust Co | 66,065 | $10.4M | 1.36% | −1,606−2.4% | Reduced |
| Strategy Asset Managers LLC | 66,057 | $10.4M | 2.31% | +4,735+7.7% | Added |
| Montgomery Investment Management Inc | 65,717 | $10.3M | 3.47% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 65,669 | $10.3M | 0.89% | −375−0.6% | Reduced |
| ARS Wealth Advisors Group, LLC | 65,357 | $10.3M | 1.63% | −2,407−3.6% | Reduced |
| Managed Asset Portfolios, LLC | 65,077 | $10.2M | 1.54% | +2,198+3.5% | Added |
| BTC Capital Management, Inc. | 64,986 | $10.2M | 1.10% | −2,798−4.1% | Reduced |
| Courier Capital LLC | 64,931 | $10.2M | 0.80% | +17,154+35.9% | Added |
| Dean Investment Associates, LLC | 64,810 | $10.2M | 1.66% | −2,638−3.9% | Reduced |
| Patten & Patten Inc | 64,708 | $10.2M | 0.84% | −250.0% | Reduced |
| Stratos Wealth Partners, LTD. | 63,851 | $10.0M | 0.23% | +3,377+5.6% | Added |
| Visionary Wealth Advisors | 63,728 | $10.0M | 0.80% | +603+1.0% | Added |
| Adams Asset Advisors, LLC | 63,647 | $10.0M | 1.46% | −7,963−11.1% | Reduced |
| PGGM Investments | 63,416 | $9.98M | 0.16% | −58,521−48.0% | Reduced |
| Alpine Woods Capital Investors, LLC | 63,368 | $9.97M | 1.56% | −10,032−13.7% | Reduced |
| Live Oak Private Wealth LLC | 63,121 | $9.93M | 1.98% | −146−0.2% | Reduced |
| FourThought Financial Partners, LLC | 63,062 | $9.92M | 1.30% | +313+0.5% | Added |
| Biondo Investment Advisors, LLC | 63,026 | $9.92M | 1.83% | +225+0.4% | Added |
| Meridian Investment Counsel Inc. | 62,986 | $9.91M | 3.53% | +2,992+5.0% | Added |
| Gluskin Sheff & Assoc Inc | 62,874 | $9.89M | 0.60% | −10,135−13.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 62,558 | $9.84M | 0.74% | −741−1.2% | Reduced |
| Metis Global Partners, LLC | 62,451 | $9.83M | 0.53% | +5,864+10.4% | Added |
| Hennessy Advisors Inc | 62,225 | $9.79M | 0.71% | −2,750−4.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 62,172 | $9.78M | 0.23% | −7,467−10.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 62,046 | $9.76M | 0.62% | −137−0.2% | Reduced |
| EagleClaw Capital Managment, LLC | 61,797 | $9.72M | 2.24% | +550+0.9% | Added |
| Stokes Family Office, LLC | 61,597 | $9.69M | 1.12% | −160−0.3% | Reduced |
| SeaCrest Wealth Management, LLC | 61,548 | $9.68M | 1.22% | +1,519+2.5% | Added |
| Sand Hill Global Advisors, LLC | 61,429 | $9.67M | 0.48% | +726+1.2% | Added |
| Peddock Capital Advisors, LLC | 60,950 | $9.59M | 3.15% | +194+0.3% | Added |
| Pioneer Trust Bank N A | 60,620 | $9.54M | 2.75% | +375+0.6% | Added |
| Fagan Associates, Inc. | 60,400 | $9.50M | 2.31% | +1,451+2.5% | Added |
| Daymark Wealth Partners, LLC | 60,231 | $9.48M | 0.70% | +43,819+267.0% | Added |
| Advisor Partners II, LLC | 60,023 | $9.44M | 0.44% | +3,010+5.3% | Added |
| National Mutual Insurance Federation of Agricultural Cooperatives | 60,000 | $9.44M | 0.11% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 59,400 | $9.35M | 0.38% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 58,900 | $9.27M | 1.57% | +1,060+1.8% | Added |
| Lockheed Martin Investment Management Co | 58,865 | $9.26M | 0.53% | −39,260−40.0% | Reduced |
| Petredis Investment Advisors LLC | 58,712 | $9.24M | 1.27% | −133−0.2% | Reduced |
| Merit Financial Group, LLC | 58,630 | $9.23M | 0.30% | +7,092+13.8% | Added |
| LaFleur & Godfrey LLC | 58,580 | $9.22M | 1.38% | +4,681+8.7% | Added |
| Ameritas Investment Partners, Inc. | 58,489 | $9.20M | 0.35% | −2,852−4.6% | Reduced |
| Resources Management Corp | 58,383 | $9.19M | 1.43% | +58,223+36,389.4% | Added |
| Sawtooth Solutions, LLC | 58,323 | $9.18M | 0.25% | −8,782−13.1% | Reduced |
| First Nebraska Trust Co | 58,283 | $9.17M | 1.09% | +41+0.1% | Added |
| Mirador Capital Partners LP | 58,211 | $9.16M | 2.17% | +4,812+9.0% | Added |
| ExodusPoint Capital Management, LP | 58,021 | $9.13M | 0.11% | +20,752+55.7% | Added |
| Empirical Finance, LLC | 57,922 | $9.11M | 0.71% | +6,057+11.7% | Added |
| Axxcess Wealth Management, LLC | 57,728 | $9.08M | 0.66% | +779+1.4% | Added |
| Canandaigua National Bank & Trust Co | 57,619 | $9.07M | 1.47% | −199−0.3% | Reduced |
| Engrave Wealth Partners LLC | 57,475 | $9.04M | 2.87% | +509+0.9% | Added |
| Federation des caisses Desjardins du Quebec | 57,420 | $9.04M | 0.09% | +150.0% | Added |
| Banque Cantonale Vaudoise | 57,305 | $9.02M | 0.42% | +4,745+9.0% | Added |
| BKD Wealth Advisors, LLC | 56,945 | $8.96M | 0.26% | +6,719+13.4% | Added |