Skip to main content

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; 4,142 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, Q3 2023

Institutional positions in Chevron Corp as of Sep 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
3,339
+94 vs. Q2 2023
Shares held
1.32B
+17.4M (+1.3%) vs. Q2 2023
Total value
$222.6B
+$17.9B (+8.8%) vs. Q2 2023
New holders
211
1,629 more added
Sold out
117
1,111 more reduced

41 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2023: 3,339 institutions
Q1 2021: 2,575 institutionsQ2 2021: 2,587 institutionsQ3 2021: 2,578 institutionsQ4 2021: 2,904 institutionsQ1 2022: 3,071 institutionsQ2 2022: 3,060 institutionsQ3 2022: 3,057 institutionsQ4 2022: 3,289 institutionsQ1 2023: 3,273 institutionsQ2 2023: 3,286 institutionsQ3 2023: 3,339 institutionsQ4 2023: 3,478 institutionsQ1 2024: 3,523 institutionsQ2 2024: 3,511 institutionsQ3 2024: 3,488 institutionsQ4 2024: 3,765 institutionsQ1 2025: 3,826 institutionsQ2 2025: 3,708 institutionsQ3 2025: 3,803 institutionsQ4 2025: 3,994 institutionsQ1 2026: 4,312 institutionsQ2 2026: 4,142 institutions
Value heldQ3 2023: $222.6B
Q1 2021: $135.6BQ2 2021: $135.0BQ3 2021: $130.0BQ4 2021: $152.3BQ1 2022: $223.8BQ2 2022: $198.4BQ3 2022: $195.7BQ4 2022: $243.6BQ1 2023: $217.1BQ2 2023: $205.0BQ3 2023: $222.6BQ4 2023: $200.3BQ1 2024: $212.7BQ2 2024: $214.0BQ3 2024: $198.0BQ4 2024: $194.0BQ1 2025: $222.9BQ2 2025: $189.0BQ3 2025: $225.3BQ4 2025: $223.3BQ1 2026: $298.0BQ2 2026: $243.4B
Institutions holding CVX and their total value by quarter
QuarterHoldersValue
Q2 20264,142$243.4B
Q1 20264,312$298.0B
Q4 20253,994$223.3B
Q3 20253,803$225.3B
Q2 20253,708$189.0B
Q1 20253,826$222.9B
Q4 20243,765$194.0B
Q3 20243,488$198.0B
Q2 20243,511$214.0B
Q1 20243,523$212.7B
Q4 20233,478$200.3B
Q3 20233,339$222.6B
Q2 20233,286$205.0B
Q1 20233,273$217.1B
Q4 20223,289$243.6B
Q3 20223,057$195.7B
Q2 20223,060$198.4B
Q1 20223,071$223.8B
Q4 20212,904$152.3B
Q3 20212,578$130.0B
Q2 20212,587$135.0B
Q1 20212,575$135.6B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Chevron Corp; share changes are against Q2 2023.

Institutions holding CVX in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
PayPay Securities Corp47$2370.01%+7+17.5%Added
PEAK6 Investments LLC3$5050.00%+3New
USA Financial Portformulas Corp10$1.69K0.00%00.0%Unchanged
Bishop & Co Investment Management, LLC0$1.70K0.08%−267,072−100.0%Reduced
Gs Investments, Inc.21$3.54K0.00%00.0%Unchanged
Mendota Financial Group, LLC25$4.22K0.00%00.0%Unchanged
Horrell Capital Management, Inc.28$5.00K0.00%00.0%Unchanged
KB Financial Partners, LLC27$5.00K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC33$5.56K0.00%−95−74.2%Reduced
Syntax Research, Inc.35$5.90K0.00%+35New
DB Wealth Management Group, LLC38$6.41K0.00%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.43$7.25K0.01%−8−15.7%Reduced
Lion Point Capital, LP46$7.76K0.01%+46New
Activest Wealth Management53$8.88K0.01%+1+1.9%Added
Legend Financial Advisors, Inc.53$8.94K0.01%00.0%Unchanged
LFA - Lugano Financial Advisors SA55$9.27K0.01%+55New
ClariVest Asset Management LLC58$10.0K0.00%+53+1,060.0%Added
Cranbrook Wealth Management, LLC62$10.5K0.00%−25−28.7%Reduced
Financial Avengers, Inc.64$10.9K0.01%00.0%Unchanged
Morton Brown Family Wealth, LLC68$11.5K0.01%00.0%Unchanged
HWG Holdings LP77$13.0K0.01%00.0%Unchanged
Clear Investment Research, LLC77$13.1K0.02%−12−13.5%Reduced
Byrne Asset Management LLC85$14.0K0.01%−24−22.0%Reduced
Quarry LP84$14.2K0.01%+84New
West Financial Advisors, LLC87$14.7K0.00%+87New
McClarren Financial Advisors, Inc.100$16.0K0.01%00.0%Unchanged
Knott David M Jr96$16.0K0.01%00.0%Unchanged
Team Financial Group, LLC99$16.8K0.01%+99New
Thomas J. Herzfeld Advisors, Inc.100$16.9K0.01%00.0%Unchanged
Robbins Farley LLC100$16.9K0.01%+100New
Hibernia Wealth Partners, LLC105$17.7K0.01%+105New
Guardian Wealth Management, Inc.112$18.9K0.02%+1+0.9%Added
Evolution Advisers, Inc.124$20.0K0.01%+20+19.2%Added
Richard W. Paul & Associates, LLC120$20.2K0.01%+27+29.0%Added
Tower View Investment Management & Research LLC127$21.0K0.01%+81+176.1%Added
Kessler Investment Group, LLC125$21.1K0.02%00.0%Unchanged
Heck Capital Advisors, LLC125$21.1K0.00%+125New
Halpern Financial, Inc.140$23.6K0.01%00.0%Unchanged
Picton Mahoney Asset Management159$26.0K0.00%+159New
Hoese & Co LLP168$28.3K0.03%−150−47.2%Reduced
Power Corp of Canada169$28.5K0.00%00.0%Unchanged
Core Wealth Advisors, Inc.171$28.8K0.01%−12,065−98.6%Reduced
Cyrus J. Lawrence, LLC174$29.0K0.01%00.0%Unchanged
Valley Forge Investment Consultants Inc Adv180$30.4K0.01%+80+80.0%Added
Pension & Wealth Management Advisors, Inc.185$31.2K0.02%00.0%Unchanged
HBC Financial Services, PLLC190$32.0K0.02%−30−13.6%Reduced
Lipe & Dalton197$33.0K0.02%00.0%Unchanged
Roble, Belko & Company, Inc194$33.0K0.01%00.0%Unchanged
Park Circle Co200$33.7K0.03%00.0%Unchanged
Koesten, Hirschmann & Crabtree, INC.200$33.7K0.03%00.0%Unchanged
Y.D. More Investments Ltd201$33.9K0.01%00.0%Unchanged
Red Tortoise LLC201$33.9K0.02%+51+34.0%Added
Western Pacific Wealth Management, LP205$34.6K0.03%00.0%Unchanged
DHJJ Financial Advisors, Ltd.206$34.7K0.02%+206New
Avondale Wealth Management220$37.1K0.03%00.0%Unchanged
JDM Financial Group LLC232$39.1K0.04%00.0%Unchanged
Bromfield Sneider Wealth Advisors235$39.6K0.03%−155−39.7%Reduced
Luken Investment Analytics, LLC250$42.2K0.02%00.0%Unchanged
Carolina Wealth Advisors, LLC253$42.7K0.02%00.0%Unchanged
NVWM, LLC253$42.7K0.01%−1−0.4%Reduced
Artemis Wealth Advisors, LLC255$43.0K0.01%+35+15.9%Added
Legacy Financial Group LLC256$43.2K0.01%+256New
DecisionPoint Financial, LLC304$51.3K0.03%00.0%Unchanged
Global Wealth Strategies & Associates308$52.0K0.02%+52+20.3%Added
Bradley & Co. Private Wealth Management, LLC320$54.0K0.06%00.0%Unchanged
Robinswood Financial LLC323$54.6K0.03%+3+0.9%Added
Riggs Asset Managment Co. Inc.327$55.1K0.02%−44−11.9%Reduced
Newton One Investments LLC331$55.8K0.03%+3+0.9%Added
Highline Wealth Partners LLC339$57.1K0.04%+3+0.9%Added
Tobam361$61.0K0.00%−24−6.2%Reduced
Flaharty Asset Management, LLC374$63.1K0.01%+374New
Rational Advisors LLC380$64.1K0.01%−8−2.1%Reduced
SkyView Investment Advisors, LLC412$69.0K0.03%−4,599−91.8%Reduced
Ruedi Wealth Management, Inc.426$71.8K0.04%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.432$72.9K0.06%00.0%Unchanged
Cedar Mountain Advisors, LLC447$75.4K0.02%−407−47.7%Reduced
Canton Hathaway, LLC449$76.0K0.02%+227+102.3%Added
Stephens Consulting, LLC455$76.7K0.03%−21−4.4%Reduced
Steward Financial Group LLC465$78.0K0.02%−4−0.9%Reduced
Ramirez Asset Management, Inc.464$78.2K0.02%+464New
FWL Investment Management, LLC478$80.6K0.05%+478New
Briaud Financial Planning, Inc487$82.0K0.07%+487New
VisionPoint Advisory Group, LLC489$82.5K0.04%+154+46.0%Added
Spartan Planning & Wealth Management491$82.8K0.10%+491New
Goodman Advisory Group, LLC499$84.1K0.03%00.0%Unchanged
Delos Wealth Advisors, LLC538$86.6K0.10%00.0%Unchanged
NewSquare Capital LLC515$86.9K0.01%−250−32.7%Reduced
Level Financial Advisors, Inc.530$89.4K0.05%00.0%Unchanged
Macroview Investment Management LLC590$99.5K0.13%−38−6.1%Reduced
Orion Capital Management LLC595$100.3K0.07%+595New
Blue Bell Private Wealth Management, LLC601$101.3K0.03%+51+9.3%Added
SJS Investment Consulting Inc.611$103.0K0.03%+46+8.1%Added
GW&K Investment Management, LLC622$105.0K0.00%+42+7.2%Added
Cherry Tree Wealth Management, LLC625$105.4K0.03%00.0%Unchanged
Rise Advisors, LLC642$108.2K0.09%+6+0.9%Added
Nordwand Advisors, LLC643$108.4K0.02%00.0%Unchanged
Stone House Investment Management, LLC647$109.1K0.04%+2+0.3%Added
Tradewinds Capital Management, LLC657$110.7K0.04%+1+0.2%Added
GoalVest Advisory LLC681$114.8K0.06%+100+17.2%Added
FSC Wealth Advisors, LLC684$115.4K0.12%+88+14.8%Added