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 | 4,312 | $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 |
|---|---|---|---|---|---|
| Asset Planning Services Inc | 43,970 | $6.92M | 4.26% | +150+0.3% | Added |
| Credit Agricole S A | 43,966 | $6.92M | 0.22% | +35,441+415.7% | Added |
| Chelsea Counsel Co | 43,929 | $6.91M | 3.40% | +1,020+2.4% | Added |
| Wallace Advisory Group, LLC | 42,331 | $6.91M | 5.25% | 00.0% | Unchanged |
| BancorpSouth Bank | 43,854 | $6.90M | 0.60% | −1,090−2.4% | Reduced |
| Hamel Associates, Inc. | 43,806 | $6.89M | 2.41% | +275+0.6% | Added |
| Puzo Michael J | 43,655 | $6.87M | 2.17% | +120.0% | Added |
| Inlet Private Wealth, LLC | 43,637 | $6.87M | 1.73% | +225+0.5% | Added |
| Coastline Trust Co | 43,563 | $6.85M | 0.96% | −32,079−42.4% | Reduced |
| Boston Financial Mangement LLC | 43,532 | $6.85M | 0.25% | +2,148+5.2% | Added |
| Sepio Capital, LP | 43,433 | $6.83M | 0.56% | −15,113−25.8% | Reduced |
| Sonora Investment Management Group, LLC | 43,373 | $6.82M | 0.57% | +3,888+9.8% | Added |
| Alaska Permanent Fund Corp | 43,331 | $6.82M | 0.13% | +43,331 | New |
| Rockland Trust Co | 43,327 | $6.82M | 0.41% | −1,969−4.3% | Reduced |
| Twin Capital Management Inc | 43,306 | $6.81M | 0.89% | −1,927−4.3% | Reduced |
| Bank of Hawaii | 43,305 | $6.81M | 0.38% | +1,458+3.5% | Added |
| Rodgers Brothers Inc. | 43,064 | $6.78M | 1.19% | +2,389+5.9% | Added |
| Hourglass Capital, LLC | 43,034 | $6.77M | 2.36% | +1,516+3.7% | Added |
| Cohen Klingenstein LLC | 43,000 | $6.77M | 0.29% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 42,958 | $6.76M | 0.23% | +223+0.5% | Added |
| EverSource Wealth Advisors, LLC | 42,914 | $6.75M | 0.74% | +4,369+11.3% | Added |
| United Services Automobile Association | 42,891 | $6.75M | 0.19% | −288−0.7% | Reduced |
| AMG National Trust Bank | 42,835 | $6.74M | 0.22% | −975−2.2% | Reduced |
| Citizens Business Bank | 41,563 | $6.74M | 1.50% | +10,869+35.4% | Added |
| First Manhattan Co | 42,722 | $6.72M | 0.02% | −7,321−14.6% | Reduced |
| Erste Asset Management GmbH | 42,898 | $6.71M | 0.12% | −12,295−22.3% | Reduced |
| Pictet & Cie (Europe) SA | 42,356 | $6.66M | 0.23% | −2,247−5.0% | Reduced |
| FineMark National Bank & Trust | 42,335 | $6.66M | 0.27% | +1,186+2.9% | Added |
| Cary Street Partner Investment Advisory LLC | 42,315 | $6.66M | 0.43% | +3,437+8.8% | Added |
| Dudley Capital Management, LLC | 42,276 | $6.65M | 4.47% | +415+1.0% | Added |
| Silvia McColl Wealth Management, LLC | 41,800 | $6.58M | 6.10% | +30.0% | Added |
| Level Four Advisory Services, LLC | 41,770 | $6.57M | 0.39% | −2,206−5.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 41,612 | $6.55M | 0.09% | +4,452+12.0% | Added |
| Abbrea Capital, LLC | 41,540 | $6.54M | 1.01% | +905+2.2% | Added |
| HBK Sorce Advisory LLC | 41,235 | $6.49M | 0.27% | −2,589−5.9% | Reduced |
| S&CO Inc | 41,149 | $6.47M | 0.52% | −586−1.4% | Reduced |
| Valeo Financial Advisors, LLC | 59,142 | $6.45M | 0.29% | +4,547+8.3% | Added |
| Farmers & Merchants Trust Co of Long Beach | 40,886 | $6.43M | 1.72% | +190+0.5% | Added |
| Trustmark National Bank Trust Department | 40,849 | $6.43M | 0.60% | −1,230−2.9% | Reduced |
| Plimoth Trust Co LLC | 40,616 | $6.39M | 1.91% | +694+1.7% | Added |
| City Holding Co | 40,616 | $6.39M | 1.10% | +168+0.4% | Added |
| Putnam Investments LLC | 40,579 | $6.39M | 0.01% | −501−1.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 40,351 | $6.35M | 0.29% | −101−0.2% | Reduced |
| Bragg Financial Advisors, Inc | 40,329 | $6.35M | 0.35% | +93+0.2% | Added |
| XML Financial, LLC | 40,222 | $6.33M | 0.73% | +1,082+2.8% | Added |
| Moody National Bank Trust Division | 39,892 | $6.28M | 0.43% | +320+0.8% | Added |
| Capital Analysts, LLC | 39,819 | $6.27M | 0.35% | −2,361−5.6% | Reduced |
| Martin Capital Partners, LLC | 39,683 | $6.24M | 2.54% | −658−1.6% | Reduced |
| Kovack Advisors, Inc. | 39,658 | $6.24M | 0.80% | +1,147+3.0% | Added |
| Stonebridge Capital Management Inc | 39,647 | $6.24M | 2.91% | −2,413−5.7% | Reduced |
| Pictet North America Advisors SA | 39,626 | $6.24M | 0.86% | +705+1.8% | Added |
| Capital City Trust Co | 39,503 | $6.22M | 1.93% | +273+0.7% | Added |
| DFPG Investments, LLC | 40,164 | $6.21M | 0.56% | +1,466+3.8% | Added |
| Wetherby Asset Management Inc | 39,429 | $6.20M | 0.33% | −1,732−4.2% | Reduced |
| Polar Asset Management Partners Inc. | 39,423 | $6.20M | 0.12% | +39,423 | New |
| Integrated Advisors Network LLC | 39,392 | $6.20M | 0.36% | −22,643−36.5% | Reduced |
| Evergreen Capital Management LLC | 39,388 | $6.20M | 0.26% | +2,436+6.6% | Added |
| Morse Asset Management, Inc | 39,380 | $6.20M | 1.88% | +518+1.3% | Added |
| Thoroughbred Financial Services, LLC | 39,210 | $6.17M | 0.81% | +105+0.3% | Added |
| Nippon Life Global Investors Americas, Inc. | 39,200 | $6.17M | 0.42% | −3,680−8.6% | Reduced |
| Hollow Brook Wealth Management LLC | 39,082 | $6.15M | 2.66% | −665−1.7% | Reduced |
| Resources Investment Advisors, LLC. | 39,047 | $6.14M | 0.14% | −213−0.5% | Reduced |
| Community Bank & Trust, Waco, Texas | 38,981 | $6.13M | 1.84% | −267−0.7% | Reduced |
| Sandy Spring Bank | 38,983 | $6.13M | 0.33% | −169−0.4% | Reduced |
| WoodTrust Financial Corp | 38,890 | $6.12M | 1.13% | +786+2.1% | Added |
| Hartford Financial Management Inc. | 38,782 | $6.10M | 1.51% | +384+1.0% | Added |
| Greylin Investment Mangement Inc | 38,615 | $6.08M | 1.10% | +295+0.8% | Added |
| Windle Wealth, LLC | 38,508 | $6.06M | 4.37% | +495+1.3% | Added |
| Monte Financial Group, LLC | 38,405 | $6.04M | 2.95% | +590+1.6% | Added |
| Woodstock Corp | 38,335 | $6.03M | 0.71% | +1,542+4.2% | Added |
| Laffer Tengler Investments | 38,331 | $6.03M | 1.60% | +5,007+15.0% | Added |
| DuPont Capital Management Corp | 38,307 | $6.03M | 0.30% | +5,931+18.3% | Added |
| Haverford Financial Services, Inc. | 38,116 | $6.00M | 1.79% | +637+1.7% | Added |
| Close Asset Management Ltd | 38,016 | $5.98M | 0.28% | +69+0.2% | Added |
| Procyon Private Wealth Partners, LLC | 37,849 | $5.96M | 0.75% | +3,711+10.9% | Added |
| Patton Albertson Miller Group, LLC | 37,703 | $5.93M | 1.15% | −1,707−4.3% | Reduced |
| Moreno Evelyn V | 37,682 | $5.93M | 1.27% | −2,068−5.2% | Reduced |
| Polaris Wealth Advisory Group, LLC | 37,558 | $5.91M | 0.45% | −3,741−9.1% | Reduced |
| Principle Wealth Partners LLC | 37,489 | $5.90M | 0.59% | +160.0% | Added |
| TCTC Holdings, LLC | 37,457 | $5.89M | 0.24% | +309+0.8% | Added |
| Ridgecrest Wealth Partners, LLC | 37,358 | $5.88M | 3.89% | −183−0.5% | Reduced |
| Fulton Bank, N.A. | 37,256 | $5.86M | 0.29% | +2,606+7.5% | Added |
| Parcion Private Wealth LLC | 37,232 | $5.86M | 0.59% | +1,147+3.2% | Added |
| Madison Wealth Management | 37,110 | $5.84M | 1.18% | −394−1.1% | Reduced |
| Innovis Asset Management LLC | 37,048 | $5.83M | 2.15% | −306−0.8% | Reduced |
| Schulhoff & Co Inc | 37,022 | $5.83M | 2.71% | −169−0.5% | Reduced |
| Chicago Trust Co NA | 37,006 | $5.82M | 1.40% | +713+2.0% | Added |
| Anchor Investment Management, LLC | 36,940 | $5.81M | 0.74% | +4,776+14.8% | Added |
| Papp L Roy & Associates | 36,807 | $5.79M | 0.74% | −370−1.0% | Reduced |
| McDonald Partners LLC | 36,787 | $5.79M | 1.77% | +183+0.5% | Added |
| Ergoteles LLC | 36,762 | $5.78M | 0.28% | +36,762 | New |
| Somerville Kurt F | 36,662 | $5.77M | 1.10% | −6,441−14.9% | Reduced |
| IronBridge Private Wealth, LLC | 36,541 | $5.75M | 3.23% | +6,461+21.5% | Added |
| Chesley Taft & Associates LLC | 36,452 | $5.74M | 0.35% | −1,127−3.0% | Reduced |
| Perkins Coie Trust Co | 36,383 | $5.72M | 1.63% | +1,789+5.2% | Added |
| Dana Investment Advisors, Inc. | 36,344 | $5.72M | 0.28% | −579−1.6% | Reduced |
| Physicians Financial Services, Inc. | 36,329 | $5.72M | 2.24% | +180.0% | Added |
| Intrua Financial, LLC | 36,284 | $5.71M | 1.02% | +4,707+14.9% | Added |
| Geneos Wealth Management Inc. | 36,142 | $5.69M | 0.30% | +5,367+17.4% | Added |
| Private Trust Co NA | 36,133 | $5.69M | 0.72% | +1,717+5.0% | Added |