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, 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
- 3,338
- +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
- 1,628 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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Chevron Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Washburn Capital Management, Inc. | 3,867 | $652.1K | 0.55% | −31−0.8% | Reduced |
| Diversified, LLC | 3,872 | $653.0K | 0.17% | +450+13.2% | Added |
| Prosperity Financial Group, Inc. | 3,874 | $653.2K | 0.54% | −318−7.6% | Reduced |
| Roberts Glore & Co Inc | 3,890 | $655.9K | 0.22% | −15−0.4% | Reduced |
| Greenwich Wealth Management LLC | 3,888 | $656.0K | 0.07% | +147+3.9% | Added |
| Kades & Cheifetz LLC | 3,893 | $656.5K | 0.52% | +47+1.2% | Added |
| Glassman Wealth Services | 3,904 | $658.4K | 0.11% | +162+4.3% | Added |
| Sovereign Financial Group, Inc. | 3,910 | $659.3K | 0.23% | −613−13.6% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 4,246 | $661.0K | 0.35% | +4,246 | New |
| Capstone Financial Advisors, Inc. | 3,929 | $662.5K | 0.05% | +218+5.9% | Added |
| WESCAP Management Group, Inc. | 3,937 | $663.9K | 0.24% | +1,563+65.8% | Added |
| Dorchester Wealth Management Co | 3,950 | $666.0K | 0.13% | 00.0% | Unchanged |
| Boit C F David | 4,000 | $666.2K | 0.46% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 3,954 | $666.7K | 0.45% | −68−1.7% | Reduced |
| Strait & Sound Wealth Management LLC | 3,955 | $666.8K | 0.57% | +3,955 | New |
| Charter Oak Capital Management, LLC | 3,962 | $668.1K | 0.09% | −270−6.4% | Reduced |
| Baystate Wealth Management LLC | 3,967 | $669.0K | 0.06% | +121+3.1% | Added |
| Summit Asset Management, LLC | 3,973 | $670.0K | 0.18% | 00.0% | Unchanged |
| RWWM, Inc. | 3,987 | $672.3K | 0.09% | +89+2.3% | Added |
| Provence Wealth Management Group | 3,987 | $672.3K | 0.41% | +452+12.8% | Added |
| Horan Capital Advisors, LLC. | 3,988 | $672.4K | 0.27% | +63+1.6% | Added |
| Winning Points Advisors, LLC | 3,944 | $672.8K | 1.19% | −726−15.5% | Reduced |
| Perritt Capital Management Inc | 3,997 | $673.9K | 0.39% | −5−0.1% | Reduced |
| Vaughan & Co Securities, Inc. | 4,000 | $674.5K | 0.50% | −23−0.6% | Reduced |
| Kenfarb & Co. | 4,000 | $674.5K | 0.62% | 00.0% | Unchanged |
| Northern Capital Management, Inc. | 4,002 | $674.8K | 0.63% | −214−5.1% | Reduced |
| Kapstone Financial Advisors LLC | 4,005 | $675.3K | 0.61% | +185+4.8% | Added |
| Zullo Investment Group, Inc. | 4,005 | $675.4K | 0.40% | +278+7.5% | Added |
| Castle Wealth Management LLC | 4,007 | $675.6K | 0.48% | +344+9.4% | Added |
| Red Lighthouse Investment Management, LLC | 4,010 | $676.2K | 0.32% | +75+1.9% | Added |
| Evermay Wealth Management LLC | 4,022 | $678.3K | 0.14% | +422+11.7% | Added |
| Moss Adams Wealth Advisors LLC | 4,025 | $678.6K | 0.23% | −344−7.9% | Reduced |
| Coastwise Capital Group, LLC | 4,026 | $678.8K | 0.78% | +512+14.6% | Added |
| Guidance Capital, Inc | 4,068 | $679.0K | 0.30% | −48−1.2% | Reduced |
| Overbrook Management Corp | 4,028 | $679.2K | 0.16% | −226−5.3% | Reduced |
| JNBA Financial Advisors | 4,036 | $680.6K | 0.08% | +118+3.0% | Added |
| KLR Investment Advisors, LLC | 4,183 | $682.5K | 0.62% | −268−6.0% | Reduced |
| BCJ Capital Management, LLC | 4,056 | $684.0K | 0.06% | +867+27.2% | Added |
| Avion Wealth | 4,071 | $686.0K | 0.20% | −912−18.3% | Reduced |
| Empirical Asset Management, LLC | 4,071 | $686.4K | 0.60% | +2,735+204.7% | Added |
| Clark Financial Services Group Inc | 4,072 | $686.6K | 0.94% | −126−3.0% | Reduced |
| Ritter Daniher Financial Advisory LLC | 4,073 | $686.8K | 0.29% | +6+0.1% | Added |
| Clarity Wealth Advisors, LLC | 4,074 | $687.0K | 0.31% | +10.0% | Added |
| Truepoint, Inc. | 4,081 | $688.1K | 0.02% | +2,221+119.4% | Added |
| Beacon Investment Advisors LLC | 4,085 | $688.9K | 0.49% | +3+0.1% | Added |
| Gries Financial LLC | 4,091 | $689.8K | 0.19% | +1,121+37.7% | Added |
| Professional Advisory Services Inc | 4,100 | $691.0K | 0.11% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 4,100 | $691.3K | 0.03% | 00.0% | Unchanged |
| Solidarilty Wealth, LLC | 4,101 | $691.5K | 0.25% | −10,558−72.0% | Reduced |
| Wilson & Boucher Capital Management, LLC | 4,103 | $691.9K | 0.66% | 00.0% | Unchanged |
| RDA Financial Network | 4,104 | $692.0K | 0.30% | +45+1.1% | Added |
| Mill Creek Capital Advisors, LLC | 4,109 | $692.9K | 0.02% | −588−12.5% | Reduced |
| Alpha Family Trust | 4,125 | $695.6K | 0.53% | +1,350+48.6% | Added |
| Alphadyne Asset Management LP | 4,136 | $697.4K | 0.34% | +1,115+36.9% | Added |
| Agate Pass Investment Management, LLC | 4,137 | $697.6K | 0.47% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 4,137 | $697.6K | 0.14% | +156+3.9% | Added |
| Ruggaard & Associates LLC | 4,146 | $699.1K | 0.42% | +293+7.6% | Added |
| Helen Stephens Group, LLC | 4,149 | $699.7K | 0.36% | +144+3.6% | Added |
| Hanson & Doremus Investment Management | 4,153 | $700.0K | 0.14% | −84−2.0% | Reduced |
| Eclectic Associates Inc | 4,151 | $700.0K | 0.36% | +22+0.5% | Added |
| KRS Capital Management, LLC | 4,159 | $701.4K | 0.75% | +469+12.7% | Added |
| Verity Asset Management, Inc. | 4,162 | $701.8K | 0.52% | +170+4.3% | Added |
| Pointe Capital Management LLC | 4,175 | $704.0K | 0.55% | +11+0.3% | Added |
| Trellis Advisors, LLC | 4,175 | $704.0K | 0.32% | +93+2.3% | Added |
| Great Diamond Partners, LLC | 4,182 | $705.3K | 0.19% | +300+7.7% | Added |
| Univest Financial Corp | 4,184 | $705.5K | 0.24% | −75−1.8% | Reduced |
| Atticus Wealth Management, LLC | 4,193 | $707.0K | 0.27% | +148+3.7% | Added |
| Fractal Investments LLC | 4,200 | $708.2K | 0.15% | +2,000+90.9% | Added |
| Quantum Financial Advisors, LLC | 4,208 | $709.5K | 0.21% | +1,676+66.2% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 4,160 | $710.0K | 0.36% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 4,211 | $710.1K | 0.21% | +688+19.5% | Added |
| Key Client Fiduciary Advisors, LLC | 4,212 | $710.3K | 0.44% | +85+2.1% | Added |
| Shilanski & Associates, Inc. | 4,220 | $711.6K | 0.29% | +3+0.1% | Added |
| Atom Investors LP | 4,224 | $712.3K | 0.16% | +4,224 | New |
| Regatta Capital Group, LLC | 4,225 | $712.5K | 0.23% | −1,182−21.9% | Reduced |
| Successful Portfolios LLC | 4,226 | $712.6K | 0.63% | +53+1.3% | Added |
| Altiora Financial Group, LLC | 4,230 | $713.3K | 0.33% | 00.0% | Unchanged |
| Act Wealth Management, LLC | 4,230 | $713.3K | 0.48% | +38+0.9% | Added |
| First National Bank Sioux Falls | 4,236 | $714.3K | 0.43% | −11−0.3% | Reduced |
| Cornerstone Advisory, LLC | 4,236 | $714.3K | 0.12% | +196+4.9% | Added |
| Prosperity Consulting Group, LLC | 4,237 | $714.4K | 0.33% | +4,237 | New |
| Diamant Asset Management, Inc. | 4,246 | $716.0K | 0.59% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 4,210 | $717.0K | 0.15% | +336+8.7% | Added |
| MKT Advisors LLC | 4,324 | $720.1K | 0.55% | −128−2.9% | Reduced |
| Corton Capital Inc. | 4,273 | $720.5K | 0.36% | +338+8.6% | Added |
| Cornerstone Capital, Inc. | 4,281 | $721.9K | 0.09% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 4,282 | $722.1K | 0.06% | −664−13.4% | Reduced |
| Advisor OS, LLC | 4,283 | $722.1K | 0.11% | +158+3.8% | Added |
| Defined Wealth Management, LLC | 4,293 | $724.0K | 0.62% | +46+1.1% | Added |
| Exchange Capital Management, Inc. | 4,298 | $724.7K | 0.14% | −135−3.0% | Reduced |
| SRN Advisors, LLC | 4,302 | $725.4K | 0.72% | −16−0.4% | Reduced |
| Larson Financial Group LLC | 4,306 | $726.0K | 0.07% | −690−13.8% | Reduced |
| Nichols & Pratt Advisers LLP | 4,313 | $727.3K | 0.06% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 4,314 | $727.4K | 0.07% | +236+5.8% | Added |
| Nova R Wealth, Inc. | 4,323 | $728.9K | 0.50% | +29+0.7% | Added |
| Crestmont Private Wealth LLC | 4,334 | $730.8K | 0.45% | 00.0% | Unchanged |
| Lavaca Capital LLC | 4,338 | $731.5K | 0.26% | −1,235−22.2% | Reduced |
| Security National Bank | 4,290 | $731.8K | 0.21% | −2,202−33.9% | Reduced |
| Accredited Investors Inc. | 4,347 | $732.9K | 0.05% | +177+4.2% | Added |
| First American Trust, FSB | 4,349 | $733.4K | 0.10% | +621+16.7% | Added |