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 |
|---|---|---|---|---|---|
| Stiles Financial Services Inc | 4,351 | $733.6K | 0.38% | +44+1.0% | Added |
| American Investment Services, Inc. | 4,362 | $735.5K | 0.16% | −10,229−70.1% | Reduced |
| Wagner Wealth Management, LLC | 4,363 | $735.7K | 0.27% | +127+3.0% | Added |
| Bridgeworth, LLC | 4,366 | $736.1K | 0.08% | −75−1.7% | Reduced |
| Hutner Capital Management Inc | 4,368 | $736.5K | 0.45% | +4,368 | New |
| AF Advisors, Inc. | 4,370 | $736.9K | 0.23% | −10−0.2% | Reduced |
| Harbor Advisors LLC | 4,372 | $737.2K | 0.16% | 00.0% | Unchanged |
| Rock Creek Group, LP | 4,382 | $738.9K | 0.10% | −1,847−29.7% | Reduced |
| Salomon & Ludwin, LLC | 4,387 | $739.7K | 0.08% | −13−0.3% | Reduced |
| Tortoise Investment Management, LLC | 4,390 | $740.3K | 0.11% | +14+0.3% | Added |
| Partners Capital Investment Group, LLP | 4,390 | $740.3K | 0.02% | +2,649+152.2% | Added |
| Callan Family Office, LLC | 4,392 | $740.6K | 0.20% | 00.0% | Unchanged |
| Sterling Financial Group, Inc. | 4,399 | $741.8K | 0.47% | +43+1.0% | Added |
| Cercano Management LLC | 4,407 | $743.1K | 0.03% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 4,415 | $744.5K | 0.50% | −211−4.6% | Reduced |
| Syntax Advisors, LLC | 4,415 | $744.5K | 0.66% | −211−4.6% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 4,421 | $745.5K | 0.38% | 00.0% | Unchanged |
| McRae Capital Management Inc | 4,423 | $745.8K | 0.22% | +1,906+75.7% | Added |
| Atlas Private Wealth Management | 4,430 | $747.0K | 0.40% | −63−1.4% | Reduced |
| Hummer Financial Advisory Services Inc | 4,433 | $747.5K | 0.76% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 4,435 | $747.8K | 0.27% | +55+1.3% | Added |
| Monterey Private Wealth, Inc. | 4,438 | $748.3K | 0.38% | −167−3.6% | Reduced |
| Kolinsky Wealth Management, LLC | 4,448 | $750.0K | 0.74% | −4−0.1% | Reduced |
| New Republic Capital, LLC | 4,448 | $750.1K | 0.61% | +588+15.2% | Added |
| R.m.sincerbeaux Capital Management LLC | 4,450 | $750.4K | 0.57% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 4,453 | $750.9K | 0.09% | −160−3.5% | Reduced |
| Ballew Advisors, Inc | 4,613 | $752.1K | 0.62% | +10+0.2% | Added |
| J. L. Bainbridge & Co., Inc. | 4,463 | $752.6K | 0.10% | +34+0.8% | Added |
| Milestone Investment Advisors LLC | 4,464 | $752.7K | 0.21% | +4,464 | New |
| Carmichael Hill & Associates, Inc. | 4,468 | $753.4K | 0.37% | +9+0.2% | Added |
| Biechele Royce Advisors | 4,479 | $755.0K | 0.28% | +166+3.8% | Added |
| Vista Wealth Management Group, LLC | 4,483 | $755.9K | 0.07% | +8+0.2% | Added |
| IMS Capital Management | 4,491 | $757.3K | 0.45% | 00.0% | Unchanged |
| Smart Money Group LLC | 4,492 | $757.4K | 0.36% | +256+6.0% | Added |
| Morris Retirement Advisors, LLC | 4,493 | $757.6K | 0.54% | −450−9.1% | Reduced |
| Financial Partners Group, Inc | 5,342 | $758.2K | 0.16% | −255−4.6% | Reduced |
| Barry Investment Advisors, LLC | 4,504 | $759.6K | 0.27% | +9+0.2% | Added |
| Plan Group Financial, LLC | 4,511 | $760.6K | 0.55% | −1,014−18.4% | Reduced |
| Addison Advisors LLC | 4,511 | $760.6K | 0.35% | +171+3.9% | Added |
| Cherry Creek Investment Advisors, Inc. | 4,512 | $760.8K | 0.52% | +243+5.7% | Added |
| Tevis Investment Management | 4,519 | $761.9K | 0.77% | 00.0% | Unchanged |
| Sterling Group Wealth Management, LLC | 4,524 | $762.9K | 0.72% | +529+13.2% | Added |
| Rainsberger Wealth Advisors, Inc. | 4,531 | $764.1K | 0.47% | −67−1.5% | Reduced |
| Tanglewood Legacy Advisors, LLC | 4,537 | $765.0K | 0.46% | 00.0% | Unchanged |
| Absolute Capital Management, LLC | 4,537 | $765.0K | 0.73% | +4,537 | New |
| LJI Wealth Management, LLC | 4,540 | $765.5K | 0.22% | +51+1.1% | Added |
| Latitude Advisors, LLC | 4,559 | $768.8K | 0.55% | +226+5.2% | Added |
| Blodgett Wealth Advisors, LLC | 4,566 | $769.9K | 0.85% | +10.0% | Added |
| BOK Financial Private Wealth, Inc. | 4,574 | $771.3K | 0.07% | −35−0.8% | Reduced |
| Silver Oak Securities, Inc | 4,586 | $773.3K | 0.17% | −2,383−34.2% | Reduced |
| Cedrus LLC | 4,590 | $774.1K | 0.55% | +388+9.2% | Added |
| Terra Nova Asset Management LLC | 4,932 | $776.1K | 0.71% | 00.0% | Unchanged |
| Dempze Nancy E | 4,617 | $778.5K | 0.70% | +300+6.9% | Added |
| Sterneck Capital Management, LLC | 4,627 | $780.2K | 0.52% | −164−3.4% | Reduced |
| Institute for Wealth Management, LLC. | 4,635 | $781.5K | 0.14% | −24−0.5% | Reduced |
| Nebula Research & Development LLC | 4,641 | $782.6K | 0.41% | +4,641 | New |
| Peak Planning Group, LLC | 4,657 | $785.2K | 0.61% | −265−5.4% | Reduced |
| Safeguard Investment Advisory Group, LLC | 4,655 | $785.3K | 0.34% | −3,112−40.1% | Reduced |
| Cassady Schiller Wealth Management, LLC | 4,659 | $785.7K | 0.44% | +131+2.9% | Added |
| Gerber Kawasaki Wealth & Investment Management | 4,662 | $786.1K | 0.05% | +766+19.7% | Added |
| Glass Jacobson Investment Advisors llc | 4,663 | $786.2K | 0.36% | +91+2.0% | Added |
| Moulton Wealth Management, Inc | 4,846 | $786.6K | 1.16% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 4,665 | $786.6K | 0.07% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 4,668 | $787.1K | 0.10% | +13+0.3% | Added |
| Wrapmanager Inc | 4,675 | $788.3K | 0.25% | +836+21.8% | Added |
| Q Capital Solutions | 4,677 | $788.7K | 0.86% | +4,677 | New |
| Stony Point Wealth Management Inc. | 4,739 | $790.0K | 0.41% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 4,692 | $791.2K | 0.27% | +17+0.4% | Added |
| Alta Advisers Ltd | 4,700 | $792.5K | 0.46% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 4,704 | $793.2K | 0.09% | 00.0% | Unchanged |
| Aletheian Wealth Advisors LLC | 4,704 | $793.2K | 0.61% | −328−6.5% | Reduced |
| Virtus ETF Advisers LLC | 4,706 | $793.5K | 0.48% | +151+3.3% | Added |
| Landmark Financial Advisors, LLC | 4,712 | $794.5K | 0.32% | −16−0.3% | Reduced |
| Michael B. Yongue | 4,712 | $794.5K | 0.77% | +207+4.6% | Added |
| Amplius Wealth Advisors, LLC | 4,713 | $794.7K | 0.11% | −1,190−20.2% | Reduced |
| Heartwood Wealth Advisors LLC | 4,717 | $795.4K | 0.12% | −457−8.8% | Reduced |
| Paulson Wealth Management Inc. | 4,727 | $797.1K | 0.28% | +828+21.2% | Added |
| Clarity Financial LLC | 4,729 | $797.4K | 0.14% | +233+5.2% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 4,734 | $798.2K | 0.01% | +13+0.3% | Added |
| Aaron Wealth Advisors | 4,736 | $798.5K | 0.10% | +437+10.2% | Added |
| West Branch Capital LLC | 4,749 | $800.8K | 0.42% | +10+0.2% | Added |
| Eldridge Investment Advisors, Inc. | 4,750 | $801.0K | 0.27% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 4,751 | $801.1K | 0.05% | +40+0.8% | Added |
| West Bancorporation Inc | 4,756 | $802.0K | 0.57% | +2,185+85.0% | Added |
| Eubel Brady & Suttman Asset Management Inc | 4,768 | $804.0K | 0.12% | +28+0.6% | Added |
| HTG Investment Advisors, Inc. | 4,783 | $806.5K | 0.65% | +19+0.4% | Added |
| JB Capital LLC | 4,797 | $808.9K | 0.07% | +180+3.9% | Added |
| Quent Capital, LLC | 4,798 | $809.1K | 0.13% | +3+0.1% | Added |
| Cottonwood Capital Advisors, LLC | 4,811 | $811.2K | 0.76% | +382+8.6% | Added |
| Sound Income Strategies, LLC | 4,816 | $812.0K | 0.07% | +1,092+29.3% | Added |
| Opal Wealth Advisors, LLC | 4,818 | $812.4K | 0.48% | +524+12.2% | Added |
| Baker Boyer National Bank | 4,823 | $813.2K | 0.33% | −1,515−23.9% | Reduced |
| HGK Asset Management Inc | 4,828 | $814.0K | 0.27% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 4,838 | $815.8K | 0.67% | −4−0.1% | Reduced |
| Johnson & White Wealth Management, LLC | 4,839 | $816.0K | 0.74% | +4,839 | New |
| Strategic Financial Services, Inc, | 4,848 | $817.5K | 0.06% | −500−9.3% | Reduced |
| Talisman Wealth Advisors LLC | 4,858 | $819.1K | 1.42% | −320−6.2% | Reduced |
| Veracity Capital LLC | 4,859 | $819.3K | 0.38% | +189+4.0% | Added |
| James Hambro & Partners | 4,862 | $820.0K | 0.05% | +45+0.9% | Added |
| Aviance Capital Partners, LLC | 4,876 | $822.2K | 0.18% | −432−8.1% | Reduced |