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 |
|---|---|---|---|---|---|
| Cypress Capital Group | 56,905 | $8.95M | 1.30% | −2,187−3.7% | Reduced |
| Adell Harriman & Carpenter Inc | 56,773 | $8.93M | 0.91% | +2,820+5.2% | Added |
| Ashton Thomas Private Wealth, LLC | 56,452 | $8.88M | 0.68% | +5,079+9.9% | Added |
| RSM US Wealth Management LLC | 56,408 | $8.88M | 0.30% | −3,651−6.1% | Reduced |
| Grassi Investment Management | 56,396 | $8.87M | 0.98% | 00.0% | Unchanged |
| LMG Wealth Partners, LLC | 56,351 | $8.87M | 2.71% | +1,222+2.2% | Added |
| Baxter Bros Inc | 56,299 | $8.86M | 1.32% | +2,283+4.2% | Added |
| Sky Investment Group LLC | 55,987 | $8.81M | 1.91% | +80+0.1% | Added |
| Woodward Diversified Capital, LLC | 55,648 | $8.76M | 6.61% | −28−0.1% | Reduced |
| Great Valley Advisor Group, Inc. | 55,419 | $8.72M | 0.37% | +6,938+14.3% | Added |
| Farther Finance Advisors, LLC | 55,380 | $8.71M | 1.90% | +8,965+19.3% | Added |
| Stockman Wealth Management, Inc. | 55,225 | $8.69M | 1.87% | +1,268+2.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 54,969 | $8.65M | 0.23% | −950−1.7% | Reduced |
| Wealth Advisory Solutions, LLC | 54,479 | $8.57M | 2.29% | −1,451−2.6% | Reduced |
| Alerus Financial NA | 54,367 | $8.55M | 0.72% | +2,686+5.2% | Added |
| Novare Capital Management LLC | 54,353 | $8.55M | 0.92% | +2,709+5.2% | Added |
| Bleakley Financial Group, LLC | 54,171 | $8.52M | 0.27% | +961+1.8% | Added |
| Iowa State Bank | 53,870 | $8.48M | 2.13% | −2,308−4.1% | Reduced |
| Greenleaf Trust | 53,740 | $8.46M | 0.09% | +3,462+6.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 53,416 | $8.40M | 0.50% | −1,486−2.7% | Reduced |
| Birmingham Capital Management Co Inc | 53,244 | $8.38M | 3.51% | −4,135−7.2% | Reduced |
| Oak Harvest Investment Services | 53,152 | $8.36M | 1.87% | +7,991+17.7% | Added |
| Shelton Capital Management | 53,033 | $8.34M | 0.30% | +8,124+18.1% | Added |
| Nomura Holdings Inc | 52,936 | $8.33M | 0.08% | −1,833−3.3% | Reduced |
| Montag A & Associates Inc | 52,868 | $8.32M | 0.51% | +525+1.0% | Added |
| Apollon Wealth Management, LLC | 52,671 | $8.29M | 0.40% | +7,392+16.3% | Added |
| Valicenti Advisory Services Inc | 51,992 | $8.18M | 2.59% | +991+1.9% | Added |
| Capital International Sarl | 51,908 | $8.17M | 0.37% | −1,020−1.9% | Reduced |
| Terry L. Blaker | 51,897 | $8.17M | 0.69% | −1,439−2.7% | Reduced |
| Diversified Trust Co | 51,381 | $8.08M | 0.30% | +5,022+10.8% | Added |
| Skba Capital Management LLC | 51,350 | $8.08M | 1.46% | −200−0.4% | Reduced |
| Brookstone Capital Management | 52,265 | $8.06M | 0.16% | +294+0.6% | Added |
| Sequoia Financial Advisors, LLC | 51,206 | $8.06M | 0.14% | +3,723+7.8% | Added |
| Symmetry Partners, LLC | 51,173 | $8.05M | 0.43% | −5,415−9.6% | Reduced |
| Lynch & Associates | 51,153 | $8.05M | 2.06% | +424+0.8% | Added |
| FORA Capital, LLC | 50,966 | $8.02M | 1.14% | +50,966 | New |
| Fiduciary Alliance LLC | 50,950 | $8.02M | 1.72% | +7,880+18.3% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 50,942 | $8.02M | 0.87% | +417+0.8% | Added |
| Dynamic Advisor Solutions LLC | 50,889 | $8.01M | 0.42% | +1,047+2.1% | Added |
| Covington Investment Advisors Inc. | 50,760 | $7.99M | 1.60% | +8,820+21.0% | Added |
| Advocate Group LLC | 50,638 | $7.97M | 1.75% | +58+0.1% | Added |
| Citizens National Bank Trust Department | 50,548 | $7.95M | 2.10% | −1,190−2.3% | Reduced |
| Journey Advisory Group, LLC | 50,473 | $7.94M | 1.19% | +16,714+49.5% | Added |
| Agf Management Ltd | 49,895 | $7.85M | 0.06% | +5,017+11.2% | Added |
| 1st Source Bank | 49,817 | $7.84M | 0.51% | −1,251−2.4% | Reduced |
| Cape Cod Five Cents Savings Bank | 49,636 | $7.81M | 0.82% | +1,885+3.9% | Added |
| FDx Advisors, Inc. | 49,557 | $7.80M | 0.43% | −35,967−42.1% | Reduced |
| Verdence Capital Advisors LLC | 49,506 | $7.79M | 0.90% | +2,318+4.9% | Added |
| New England Asset Management Inc | 49,420 | $7.78M | 1.13% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 49,273 | $7.75M | 0.01% | −73,507−59.9% | Reduced |
| Legacy Private Trust Co. | 49,172 | $7.74M | 0.64% | +414+0.8% | Added |
| TCW Group Inc | 49,102 | $7.73M | 0.09% | −11,842−19.4% | Reduced |
| Alberta Investment Management Corp | 49,100 | $7.73M | 0.07% | 00.0% | Unchanged |
| Culbertson A N & Co Inc | 49,067 | $7.72M | 1.49% | +1,002+2.1% | Added |
| Vestcor Inc | 49,050 | $7.72M | 0.28% | +567+1.2% | Added |
| Freestone Capital Holdings, LLC | 48,905 | $7.70M | 0.31% | +1,876+4.0% | Added |
| Lyell Wealth Management, LP | 48,799 | $7.68M | 0.98% | +3,330+7.3% | Added |
| Spinnaker Trust | 48,756 | $7.67M | 0.56% | +12,777+35.5% | Added |
| Equitable Holdings, Inc. | 48,721 | $7.67M | 0.11% | +15,855+48.2% | Added |
| Regal Investment Advisors LLC | 48,658 | $7.66M | 0.64% | +1,746+3.7% | Added |
| Grimes & Company, Inc. | 48,522 | $7.63M | 0.27% | +2,676+5.8% | Added |
| Edge Capital Group, LLC | 48,507 | $7.63M | 0.44% | +3,195+7.1% | Added |
| Financial Advocates Investment Management | 48,463 | $7.63M | 0.56% | +14,150+41.2% | Added |
| Nicholas Company, Inc. | 48,355 | $7.61M | 0.15% | 00.0% | Unchanged |
| Balentine LLC | 48,066 | $7.56M | 0.25% | −15,191−24.0% | Reduced |
| Quantinno Capital Management LP | 47,868 | $7.53M | 0.43% | +9,401+24.4% | Added |
| Cambria Investment Management, L.P. | 47,862 | $7.53M | 0.63% | +44,498+1,322.8% | Added |
| Ipswich Investment Management Co., Inc. | 47,819 | $7.52M | 1.98% | −287−0.6% | Reduced |
| Channing Capital Management, LLC | 47,804 | $7.52M | 0.23% | −1,331−2.7% | Reduced |
| Sigma Planning Corp | 47,730 | $7.51M | 0.27% | −9,069−16.0% | Reduced |
| Stolper Co | 47,637 | $7.50M | 3.16% | +4,376+10.1% | Added |
| Shorepoint Capital Partners LLC | 47,598 | $7.49M | 2.11% | +1,814+4.0% | Added |
| Refined Wealth Management | 47,333 | $7.45M | 6.14% | −397−0.8% | Reduced |
| One Capital Management, LLC | 47,233 | $7.43M | 0.34% | +1,730+3.8% | Added |
| Aquatic Capital Management LLC | 47,200 | $7.43M | 0.40% | +47,200 | New |
| Pettyjohn, Wood & White, Inc | 47,191 | $7.43M | 1.74% | −120.0% | Reduced |
| Amica Mutual Insurance Co | 47,095 | $7.41M | 0.84% | 00.0% | Unchanged |
| Advanced Asset Management Advisors Inc | 46,824 | $7.37M | 1.71% | −63−0.1% | Reduced |
| Fruth Investment Management | 46,416 | $7.30M | 2.08% | −40.0% | Reduced |
| Rowland & Co Investment Counsel | 46,240 | $7.28M | 1.72% | −581−1.2% | Reduced |
| Two Sigma Investments, LP | 46,218 | $7.27M | 0.02% | −24,782−34.9% | Reduced |
| Lawson Kroeker Investment Management Inc | 45,954 | $7.23M | 1.74% | −36−0.1% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 45,856 | $7.22M | 0.97% | −1,075−2.3% | Reduced |
| First Hawaiian Bank | 45,726 | $7.19M | 0.24% | −138−0.3% | Reduced |
| Wolverine Asset Management LLC | 45,700 | $7.19M | 0.14% | +6,816+17.5% | Added |
| Marathon Capital Management | 45,625 | $7.18M | 1.77% | +27,185+147.4% | Added |
| Insight Folios Inc | 45,583 | $7.17M | 3.01% | +1,729+3.9% | Added |
| Two Sigma Advisers, LP | 45,500 | $7.16M | 0.02% | −45,300−49.9% | Reduced |
| C2C Wealth Management, LLC | 46,406 | $7.14M | 0.94% | +330+0.7% | Added |
| Fred Alger Management, LLC | 45,067 | $7.09M | 0.04% | +982+2.2% | Added |
| Brown Brothers Harriman & Co | 44,968 | $7.08M | 0.06% | −220.0% | Reduced |
| Schnieders Capital Management LLC | 44,956 | $7.07M | 1.48% | +1,012+2.3% | Added |
| Mark Stevens | 44,923 | $7.07M | 0.91% | +100+0.2% | Added |
| Farmers National Bank | 44,484 | $7.00M | 2.39% | +1,287+3.0% | Added |
| Essex Financial Services, Inc. | 44,318 | $6.97M | 0.79% | −60,153−57.6% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 44,130 | $6.94M | 3.45% | −2,090−4.5% | Reduced |
| Coldstream Capital Management Inc | 44,059 | $6.93M | 0.22% | −1,259−2.8% | Reduced |
| ProVise Management Group, LLC | 44,029 | $6.93M | 0.63% | +29,985+213.5% | Added |
| Vinva Investment Management Ltd | 44,324 | $6.93M | 0.61% | +35,688+413.2% | Added |
| Global Retirement Partners, LLC | 43,975 | $6.92M | 0.34% | +751+1.7% | Added |