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 | 4,311 | $298.0B |
| Q4 2025 | 3,993 | $223.3B |
| Q3 2025 | 3,802 | $225.3B |
| Q2 2025 | 3,707 | $189.0B |
| Q1 2025 | 3,825 | $222.9B |
| Q4 2024 | 3,764 | $194.0B |
| Q3 2024 | 3,487 | $198.0B |
| Q2 2024 | 3,510 | $214.0B |
| Q1 2024 | 3,522 | $212.7B |
| Q4 2023 | 3,477 | $200.3B |
| Q3 2023 | 3,338 | $222.6B |
| Q2 2023 | 3,285 | $205.0B |
| Q1 2023 | 3,272 | $217.1B |
| Q4 2022 | 3,288 | $243.6B |
| Q3 2022 | 3,056 | $195.7B |
| Q2 2022 | 3,060 | $198.4B |
| Q1 2022 | 3,070 | $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 |
|---|---|---|---|---|---|
| Vance Wealth, Inc. | 4,883 | $823.4K | 0.39% | +1,555+46.7% | Added |
| Fortress Wealth Group, LLC | 4,972 | $830.0K | 0.55% | +390+8.5% | Added |
| Eagle Bluffs Wealth Management LLC | 4,944 | $833.7K | 0.64% | +4,944 | New |
| Lederer & Associates Investment Counsel | 4,954 | $835.0K | 0.66% | +464+10.3% | Added |
| Revisor Wealth Management LLC | 4,960 | $836.4K | 0.71% | +3,224+185.7% | Added |
| Triad Financial Advisors, Inc. | 4,964 | $837.1K | 0.29% | +210+4.4% | Added |
| Lumina Fund Management LLC | 5,000 | $843.0K | 0.40% | 00.0% | Unchanged |
| Opus Investment Management Inc | 5,000 | $843.1K | 0.52% | −29,400−85.5% | Reduced |
| American Assets Inc | 5,000 | $843.1K | 0.38% | 00.0% | Unchanged |
| Bell Bank | 5,000 | $843.1K | 0.09% | +220+4.6% | Added |
| Paragon Private Wealth Management, LLC | 5,011 | $844.9K | 0.70% | +299+6.3% | Added |
| Guardian Wealth Advisors, LLC | 5,013 | $845.2K | 0.65% | −36−0.7% | Reduced |
| Global Assets Advisory, LLC | 5,015 | $845.6K | 0.75% | +1,561+45.2% | Added |
| Sierra Capital LLC | 5,026 | $847.0K | 0.14% | −306−5.7% | Reduced |
| Wedgewood Investors Inc | 5,044 | $850.5K | 1.15% | 00.0% | Unchanged |
| Outfitter Financial LLC | 5,048 | $851.2K | 0.80% | +148+3.0% | Added |
| Ellenbecker Investment Group | 5,065 | $854.0K | 0.22% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 5,081 | $856.7K | 0.26% | +68+1.4% | Added |
| Versant Capital Management, Inc | 5,086 | $857.6K | 0.27% | +453+9.8% | Added |
| PBMares Wealth Management LLC | 5,095 | $859.1K | 0.31% | −42−0.8% | Reduced |
| HC Advisors, LLC | 5,096 | $859.4K | 0.51% | +1,461+40.2% | Added |
| Corundum Group, Inc. | 5,100 | $860.0K | 0.49% | −1,039−16.9% | Reduced |
| Claar Advisors LLC | 5,100 | $860.0K | 0.34% | +150+3.0% | Added |
| JT Stratford LLC | 5,103 | $860.5K | 0.22% | −117−2.2% | Reduced |
| Leisure Capital Management | 5,105 | $860.8K | 0.49% | −95−1.8% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 5,112 | $862.0K | 0.42% | +25+0.5% | Added |
| Brandywine Trust Co | 5,129 | $864.9K | 0.21% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 5,215 | $868.5K | 0.42% | +5,215 | New |
| Powers Advisory Group, LLC | 5,152 | $868.8K | 0.59% | +50+1.0% | Added |
| True Wealth Design, LLC | 5,159 | $870.0K | 0.29% | +5,092+7,600.0% | Added |
| Rosenbaum Jay D. | 5,160 | $870.1K | 1.46% | +70+1.4% | Added |
| Gemmer Asset Management LLC | 5,165 | $870.9K | 0.12% | −114−2.2% | Reduced |
| Perennial Advisors, LLC | 5,166 | $871.0K | 0.23% | +10.0% | Added |
| Smallwood Wealth Investment Management, LLC | 5,181 | $873.6K | 0.80% | +10.0% | Added |
| BCS Wealth Management | 5,185 | $874.0K | 0.36% | +5,185 | New |
| Cross Staff Investments Inc | 5,185 | $874.4K | 0.86% | +10.0% | Added |
| Octavia Wealth Advisors, LLC | 5,186 | $874.4K | 0.18% | +904+21.1% | Added |
| Ethos Financial Group, LLC | 5,196 | $876.2K | 0.23% | +286+5.8% | Added |
| Fidelity D & D Bancorp Inc | 5,204 | $877.5K | 0.90% | +5,204 | New |
| Tanager Wealth Management LLP | 5,209 | $878.3K | 0.18% | −1,397−21.1% | Reduced |
| Stephenson National Bank & Trust | 5,212 | $878.8K | 0.49% | +267+5.4% | Added |
| Integral Investment Advisors, Inc. | 5,230 | $881.9K | 0.62% | −60−1.1% | Reduced |
| MQS Management LLC | 5,250 | $885.3K | 0.54% | +448+9.3% | Added |
| Hazlett, Burt & Watson, Inc. | 5,250 | $886.0K | 0.66% | +45+0.9% | Added |
| Relyea Zuckerberg Hanson LLC | 5,260 | $886.9K | 0.20% | −67−1.3% | Reduced |
| Foster Group, Inc. | 5,263 | $887.4K | 0.05% | −401−7.1% | Reduced |
| Armstrong Advisory Group, Inc | 5,264 | $887.6K | 0.10% | −4−0.1% | Reduced |
| ExodusPoint Capital Management, LP | 5,275 | $889.0K | 0.01% | −52,746−90.9% | Reduced |
| Opus Capital Group, LLC | 5,280 | $890.0K | 0.16% | −451−7.9% | Reduced |
| Fortis Group Advisors, LLC | 5,421 | $891.1K | 0.27% | +1,203+28.5% | Added |
| Coco Enterprises, LLC | 5,287 | $891.6K | 0.72% | −108−2.0% | Reduced |
| Angeles Wealth Management, LLC | 5,289 | $891.8K | 0.13% | −41−0.8% | Reduced |
| Fortune 45 LLC | 5,304 | $894.3K | 0.90% | −193−3.5% | Reduced |
| Integris Wealth Management, LLC | 5,317 | $896.6K | 0.29% | +18+0.3% | Added |
| Kovitz Investment Group Partners, LLC | 5,325 | $898.0K | 0.02% | −208−3.8% | Reduced |
| Financial Management Professionals, Inc. | 5,327 | $898.0K | 0.16% | −52−1.0% | Reduced |
| Alta Capital Management LLC | 5,326 | $898.1K | 0.06% | +319+6.4% | Added |
| Galvin, Gaustad & Stein, LLC | 5,327 | $898.2K | 0.09% | −45−0.8% | Reduced |
| Kingfisher Capital LLC | 5,346 | $901.0K | 0.25% | +18+0.3% | Added |
| V-Square Quantitative Management LLC | 5,344 | $901.1K | 0.40% | +1,168+28.0% | Added |
| Southland Equity Partners LLC | 5,344 | $901.1K | 0.31% | +234+4.6% | Added |
| CPA Asset Management LLC | 5,345 | $901.2K | 0.63% | +11+0.2% | Added |
| Westpac Banking Corp | 5,345 | $901.3K | 0.07% | +4,262+393.5% | Added |
| Total Wealth Planning, LLC | 5,346 | $901.4K | 0.18% | +84+1.6% | Added |
| BluePath Capital Management, LLC | 5,367 | $905.1K | 0.83% | +5,367 | New |
| Mosaic Family Wealth Partners, LLC | 5,392 | $909.2K | 0.18% | +22+0.4% | Added |
| Seelaus Asset Management LLC | 5,405 | $911.4K | 1.04% | −3,937−42.1% | Reduced |
| Edgemoor Investment Advisors, Inc. | 5,413 | $912.7K | 0.11% | −198−3.5% | Reduced |
| Beirne Wealth Consulting Services, LLC | 5,805 | $913.4K | 0.73% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 5,421 | $914.0K | 0.13% | +1,781+48.9% | Added |
| FSM Wealth Advisors, LLC | 5,423 | $914.3K | 0.46% | +207+4.0% | Added |
| Bray Capital Advisors | 5,444 | $918.0K | 0.28% | +154+2.9% | Added |
| Wealth Dimensions Group, Ltd. | 5,450 | $919.1K | 0.33% | +18+0.3% | Added |
| WorthPointe, LLC | 5,457 | $920.2K | 0.56% | +410+8.1% | Added |
| Wealthquest Corp | 5,464 | $921.3K | 0.11% | +1,652+43.3% | Added |
| Elgethun Capital Management | 5,501 | $922.5K | 0.28% | +714+14.9% | Added |
| Renaissance Investment Group LLC | 5,490 | $925.7K | 0.26% | −84−1.5% | Reduced |
| Next Level Private LLC | 5,561 | $926.1K | 0.61% | 00.0% | Unchanged |
| Ami Asset Management Corp | 5,493 | $926.2K | 0.06% | +5,493 | New |
| Copperwynd Financial, LLC | 5,494 | $926.4K | 0.43% | −148−2.6% | Reduced |
| Hardman Johnston Global Advisors LLC | 5,500 | $927.4K | 0.03% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 5,504 | $928.1K | 0.59% | +3,859+234.6% | Added |
| Merriman Wealth Management, LLC | 5,508 | $928.8K | 0.05% | −1,086−16.5% | Reduced |
| Benchmark Investment Advisors LLC | 5,521 | $931.0K | 0.94% | −3,135−36.2% | Reduced |
| Paragon Capital Management Ltd | 5,527 | $932.0K | 0.21% | +1,610+41.1% | Added |
| First Financial Corp | 5,548 | $935.5K | 0.55% | +1,827+49.1% | Added |
| Thomasville National Bank | 5,548 | $935.5K | 0.09% | −564−9.2% | Reduced |
| Simon Quick Advisors, LLC | 5,549 | $935.6K | 0.09% | +326+6.2% | Added |
| Cornerstone National Bank & Trust Co | 5,550 | $935.8K | 0.58% | −85−1.5% | Reduced |
| W Advisors, LLC | 5,550 | $935.9K | 0.77% | +36+0.7% | Added |
| Old Point Trust & Financial Services N A | 5,553 | $936.3K | 0.42% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 5,557 | $936.9K | 0.22% | +2,882+107.7% | Added |
| WFA Asset Management Corp | 5,561 | $937.7K | 0.56% | +328+6.3% | Added |
| Cozad Asset Management Inc | 5,563 | $938.1K | 0.12% | +6+0.1% | Added |
| Blume Capital Management, Inc. | 5,570 | $939.2K | 0.28% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 5,572 | $939.5K | 0.67% | −10.0% | Reduced |
| Signature Wealth Management Partners, LLC | 5,590 | $942.6K | 0.92% | 00.0% | Unchanged |
| Mountain Capital Investment Advisors, Inc | 6,596 | $942.9K | 0.35% | −5,418−45.1% | Reduced |
| Integrated Investment Consultants, LLC | 5,607 | $945.5K | 0.34% | −811−12.6% | Reduced |
| L2 Asset Management, LLC | 250 | $945.5K | 0.45% | −4,685−94.9% | Reduced |