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 |
|---|---|---|---|---|---|
| Inspire Advisors, LLC | 5,610 | $946.0K | 0.17% | +102+1.9% | Added |
| Jackson Square Capital, LLC | 5,613 | $946.5K | 0.38% | +748+15.4% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 5,616 | $947.0K | 0.00% | +3,766+203.6% | Added |
| Shay Capital LLC | 5,625 | $948.5K | 0.28% | +5,625 | New |
| Compass Ion Advisors, LLC | 5,630 | $949.3K | 0.16% | +5,630 | New |
| Costello Asset Management, INC | 5,639 | $950.9K | 0.87% | +1,850+48.8% | Added |
| Amica Retiree Medical Trust | 5,637 | $951.0K | 1.12% | 00.0% | Unchanged |
| Weaver Consulting Group | 5,649 | $952.5K | 0.43% | −361−6.0% | Reduced |
| LBMC Investment Advisors, LLC | 5,711 | $953.3K | 0.10% | +84+1.5% | Added |
| Waterfront Wealth Inc. | 5,948 | $956.0K | 0.31% | −28−0.5% | Reduced |
| Centennial Wealth Advisory LLC | 5,699 | $960.9K | 0.52% | −26−0.5% | Reduced |
| Jaffetilchin Investment Partners, LLC | 5,706 | $962.2K | 0.11% | −1,584−21.7% | Reduced |
| Keel Point, LLC | 5,711 | $963.0K | 0.13% | −384−6.3% | Reduced |
| Sound Financial Strategies Group, LLC | 5,714 | $963.5K | 0.80% | −321−5.3% | Reduced |
| IAM Advisory, LLC | 5,750 | $969.6K | 0.34% | +180+3.2% | Added |
| Derbend Asset Management | 5,758 | $971.0K | 0.66% | +1,471+34.3% | Added |
| Appleton Partners Inc | 5,758 | $971.0K | 0.09% | −815−12.4% | Reduced |
| Independent Investors Inc | 5,770 | $972.9K | 0.25% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 5,775 | $973.7K | 0.33% | +476+9.0% | Added |
| First Business Financial Services, Inc. | 5,777 | $974.1K | 0.12% | +148+2.6% | Added |
| Greenup Street Wealth Management LLC | 5,783 | $975.1K | 0.32% | +5,783 | New |
| Tectonic Advisors LLC | 5,793 | $976.7K | 0.09% | +9+0.2% | Added |
| Bridgewealth Advisory Group, LLC | 5,795 | $977.1K | 1.20% | +92+1.6% | Added |
| Northern Financial Advisors Inc | 5,796 | $977.3K | 0.89% | +24+0.4% | Added |
| Royal Fund Management, LLC | 5,811 | $979.9K | 0.14% | +412+7.6% | Added |
| Shore Point Advisors, LLC | 5,820 | $981.4K | 0.71% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 5,827 | $982.5K | 0.20% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 5,820 | $982.9K | 0.22% | +362+6.6% | Added |
| Green Square Capital Advisors LLC | 5,832 | $983.4K | 0.13% | −156−2.6% | Reduced |
| Chickasaw Capital Management LLC | 5,837 | $984.0K | 0.05% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 5,836 | $984.1K | 0.13% | +33+0.6% | Added |
| Samalin Investment Counsel, LLC | 5,845 | $985.6K | 0.57% | +169+3.0% | Added |
| Bridgecreek Investment Management, LLC | 5,858 | $987.8K | 0.20% | +33+0.6% | Added |
| Mountain Pacific Investment Advisers Inc | 5,860 | $988.1K | 0.07% | −50−0.8% | Reduced |
| 626 Financial, LLC | 5,863 | $988.6K | 0.67% | +12+0.2% | Added |
| SOA Wealth Advisors, LLC. | 5,867 | $989.2K | 0.25% | +112+1.9% | Added |
| Catalyst Capital Advisors LLC | 5,907 | $996.0K | 0.03% | −1,491−20.2% | Reduced |
| Legacy Wealth Management, LLC | 5,914 | $997.2K | 0.52% | −61−1.0% | Reduced |
| Westover Capital Advisors, LLC | 5,927 | $999.4K | 0.36% | 00.0% | Unchanged |
| Providence First Trust Co | 5,936 | $1.00M | 0.56% | +5,936 | New |
| Apexium Financial, LP | 5,938 | $1.00M | 0.10% | +34+0.6% | Added |
| Accel Wealth Management | 5,939 | $1.00M | 0.56% | +1,274+27.3% | Added |
| Auxano Advisors, LLC | 5,978 | $1.01M | 0.41% | +675+12.7% | Added |
| Parkside Investments, LLC | 6,000 | $1.01M | 0.19% | −1,096−15.4% | Reduced |
| Reaves W H & Co Inc | 6,000 | $1.01M | 0.04% | +2,000+50.0% | Added |
| SAM Advisors, LLC | 6,027 | $1.02M | 0.44% | +131+2.2% | Added |
| AlphaStar Capital Management, LLC | 6,030 | $1.02M | 0.13% | −778−11.4% | Reduced |
| RW Investment Management LLC | 6,034 | $1.02M | 0.18% | 00.0% | Unchanged |
| First Western Trust Bank | 6,040 | $1.02M | 0.05% | +7+0.1% | Added |
| Aberdeen Wealth Management LLC | 6,042 | $1.02M | 0.77% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 6,042 | $1.02M | 0.33% | +20.0% | Added |
| Salvus Wealth Management, LLC | 6,045 | $1.02M | 0.81% | +109+1.8% | Added |
| Encompass Wealth Advisors, LLC | 6,086 | $1.03M | 0.34% | −23−0.4% | Reduced |
| Forte Capital LLC | 6,094 | $1.03M | 0.16% | +14+0.2% | Added |
| Collective Family Office LLC | 6,123 | $1.03M | 0.40% | −399−6.1% | Reduced |
| Avestar Capital, LLC | 6,125 | $1.03M | 0.16% | +1,022+20.0% | Added |
| Gray Wealth Management Inc. | 6,130 | $1.03M | 0.53% | +433+7.6% | Added |
| Townsend Asset Management Corp | 6,141 | $1.04M | 0.52% | −394−6.0% | Reduced |
| Edge Wealth Management LLC | 6,143 | $1.04M | 0.24% | −214−3.4% | Reduced |
| Donald L. Hagan, LLC | 6,153 | $1.04M | 0.62% | −866−12.3% | Reduced |
| City State Bank | 6,155 | $1.04M | 0.57% | −25−0.4% | Reduced |
| Heartland Bank & Trust Co | 6,206 | $1.05M | 0.83% | −121−1.9% | Reduced |
| Strategic Advocates LLC | 6,208 | $1.05M | 0.49% | +6,208 | New |
| Massachusetts Financial Services Co | 6,221 | $1.05M | 0.00% | 00.0% | Unchanged |
| Elk River Wealth Management, LLC | 6,222 | $1.05M | 0.23% | +430+7.4% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 6,238 | $1.05M | 0.02% | −1,955−23.9% | Reduced |
| ISAM Funds (UK) Ltd | 6,241 | $1.05M | 0.67% | +6,241 | New |
| Vishria Bird Financial Group, LLC | 6,243 | $1.05M | 0.60% | +208+3.4% | Added |
| Sendero Wealth Management, LLC | 6,248 | $1.05M | 0.23% | +6+0.1% | Added |
| Aspen Wealth Strategies, LLC | 6,258 | $1.06M | 0.82% | +128+2.1% | Added |
| Private Management Group Inc | 6,265 | $1.06M | 0.04% | +512+8.9% | Added |
| Allstate Corp | 6,267 | $1.06M | 0.06% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 6,268 | $1.06M | 0.14% | −23−0.4% | Reduced |
| Fermata Advisors, LLC | 6,270 | $1.06M | 0.30% | +6,270 | New |
| Wayfinding Financial, LLC | 6,353 | $1.06M | 0.80% | +118+1.9% | Added |
| ERn Financial, LLC | 6,285 | $1.06M | 0.23% | +246+4.1% | Added |
| Legacy Wealth Asset Management, LLC | 6,294 | $1.06M | 0.39% | +119+1.9% | Added |
| Lokken Investment Group LLC | 6,300 | $1.06M | 0.70% | +118+1.9% | Added |
| NFP Retirement, Inc. | 6,310 | $1.06M | 0.20% | +206+3.4% | Added |
| DF Dent & Co Inc | 6,316 | $1.07M | 0.02% | −5−0.1% | Reduced |
| Ninepoint Partners LP | 6,335 | $1.07M | 0.11% | +6,335 | New |
| Barrett & Company, Inc. | 6,338 | $1.07M | 0.63% | 00.0% | Unchanged |
| Inceptionr LLC | 6,352 | $1.07M | 0.61% | −80−1.2% | Reduced |
| Alhambra Investment Partners LLC | 6,356 | $1.07M | 0.71% | −267−4.0% | Reduced |
| STAR Financial Bank | 6,364 | $1.07M | 1.10% | −563−8.1% | Reduced |
| Kingdom Financial Group LLC. | 6,365 | $1.07M | 1.01% | +903+16.5% | Added |
| Cooper/Haims Advisors, LLC | 6,369 | $1.07M | 0.84% | +267+4.4% | Added |
| Warther Private Wealth, LLC | 6,389 | $1.08M | 0.72% | −2,116−24.9% | Reduced |
| CCG Wealth Management, LLC | 6,394 | $1.08M | 0.71% | +6,394 | New |
| GPS Wealth Strategies Group, LLC | 6,400 | $1.08M | 0.21% | +83+1.3% | Added |
| Central Bank & Trust Co | 6,414 | $1.08M | 0.19% | −142−2.2% | Reduced |
| OneAscent Wealth Management LLC | 6,428 | $1.08M | 0.48% | +6,428 | New |
| Donoghue Forlines LLC | 6,431 | $1.08M | 0.39% | +125+2.0% | Added |
| Manchester Capital Management LLC | 6,434 | $1.08M | 0.16% | +108+1.7% | Added |
| L.M. Kohn & Company | 6,452 | $1.09M | 0.40% | +22+0.3% | Added |
| Viawealth, LLC | 6,455 | $1.09M | 0.80% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 6,458 | $1.09M | 0.42% | −190−2.9% | Reduced |
| Kavar Capital Partners Group, LLC | 6,469 | $1.09M | 0.24% | +1,416+28.0% | Added |
| AlphaQ Advisors LLC | 6,478 | $1.09M | 0.95% | −103−1.6% | Reduced |
| Angeles Investment Advisors, LLC | 6,479 | $1.09M | 0.09% | −378−5.5% | Reduced |