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 |
|---|---|---|---|---|---|
| Millennium Capital Advisors, LLC | 6,482 | $1.09M | 0.93% | +173+2.7% | Added |
| Alera Investment Advisors, LLC | 6,486 | $1.09M | 0.18% | +67+1.0% | Added |
| Provenance Wealth Advisors, LLC | 6,502 | $1.10M | 0.18% | +6,502 | New |
| Pallas Capital Advisors LLC | 7,523 | $1.10M | 0.07% | +5,592+289.6% | Added |
| John G Ullman & Associates Inc | 6,538 | $1.10M | 0.18% | −66−1.0% | Reduced |
| Arcadia Investment Management Corp | 6,539 | $1.10M | 0.23% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 6,556 | $1.11M | 0.47% | +482+7.9% | Added |
| Cedar Brook Financial Partners, LLC | 6,571 | $1.11M | 0.29% | −13−0.2% | Reduced |
| Merrion Investment Management Co, LLC | 6,571 | $1.11M | 0.96% | −710−9.8% | Reduced |
| Optimum Investment Advisors | 6,585 | $1.11M | 0.57% | −339−4.9% | Reduced |
| Core Wealth Partners LLC | 6,585 | $1.11M | 1.01% | +2,181+49.5% | Added |
| Morningstar Investment Management LLC | 6,599 | $1.11M | 0.15% | +742+12.7% | Added |
| WestHill Financial Advisors, Inc. | 6,604 | $1.11M | 0.32% | +419+6.8% | Added |
| Cambridge Advisors Inc. | 6,608 | $1.11M | 0.30% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 6,612 | $1.11M | 0.88% | +169+2.6% | Added |
| Wealth Quarterback LLC | 6,621 | $1.12M | 0.97% | +477+7.8% | Added |
| Oarsman Capital, Inc. | 6,629 | $1.12M | 0.47% | +66+1.0% | Added |
| Westhampton Capital, LLC | 6,643 | $1.12M | 0.72% | −76−1.1% | Reduced |
| Childress Capital Advisors, LLC | 6,655 | $1.12M | 0.37% | +6,655 | New |
| MBA Advisors LLC | 6,648 | $1.12M | 0.69% | +111+1.7% | Added |
| Meridian Wealth Advisors, LLC | 6,659 | $1.12M | 0.28% | −414−5.9% | Reduced |
| Abbot Financial Management, Inc. | 6,671 | $1.12M | 0.76% | +25+0.4% | Added |
| American Institute for Advanced Investment Management, LLP | 6,808 | $1.13M | 1.04% | +19+0.3% | Added |
| Bessemer Securities LLC | 6,685 | $1.13M | 1.56% | −2,600−28.0% | Reduced |
| Curran Financial Partners, LLC | 6,712 | $1.13M | 0.49% | +228+3.5% | Added |
| United Bank | 6,735 | $1.14M | 0.68% | −230−3.3% | Reduced |
| Vista Investment Management | 6,740 | $1.14M | 0.60% | +314+4.9% | Added |
| Invesco, LLC | 6,747 | $1.14M | 0.57% | +129+1.9% | Added |
| New England Research & Management, Inc. | 6,750 | $1.14M | 0.65% | −1,650−19.6% | Reduced |
| MSH Capital Advisors LLC | 6,753 | $1.14M | 0.45% | +411+6.5% | Added |
| Hoey Investments, Inc | 6,757 | $1.14M | 0.38% | +262+4.0% | Added |
| D'Orazio & Associates, Inc. | 6,778 | $1.14M | 0.26% | +638+10.4% | Added |
| DMG Group, LLC | 6,779 | $1.14M | 1.16% | +262+4.0% | Added |
| Sandbox Financial Partners, LLC | 6,787 | $1.14M | 0.61% | −1,594−19.0% | Reduced |
| E&G Advisors, LP | 6,794 | $1.15M | 0.42% | −22−0.3% | Reduced |
| Cim Investment Mangement Inc | 6,795 | $1.15M | 0.42% | −157−2.3% | Reduced |
| Charles Carroll Financial Partners, LLC | 6,800 | $1.15M | 1.42% | 00.0% | Unchanged |
| Summit Financial, LLC | 6,812 | $1.15M | 0.08% | +1,618+31.2% | Added |
| Voya Financial Advisors, Inc. | 6,735 | $1.15M | 0.14% | +336+5.3% | Added |
| Phillips Wealth Planners LLC | 6,819 | $1.15M | 1.56% | +43+0.6% | Added |
| Valley Brook Capital Group | 6,850 | $1.16M | 1.14% | −1,475−17.7% | Reduced |
| Global Trust Asset Management, LLC | 6,852 | $1.16M | 0.55% | +67+1.0% | Added |
| Barr E S & Co | 6,854 | $1.16M | 0.08% | 00.0% | Unchanged |
| Campion Asset Management LLC | 6,862 | $1.16M | 1.07% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 6,871 | $1.16M | 0.18% | +116+1.7% | Added |
| Gallagher Fiduciary Advisors, LLC | 6,872 | $1.16M | 0.10% | −274−3.8% | Reduced |
| ORG Partners LLC | 6,872 | $1.16M | 0.34% | −4,359−38.8% | Reduced |
| RFP Financial Group LLC | 6,881 | $1.16M | 0.51% | −1,332−16.2% | Reduced |
| Balboa Wealth Partners | 6,907 | $1.16M | 0.44% | −97−1.4% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 6,934 | $1.17M | 0.33% | +302+4.6% | Added |
| Rosenberg Matthew Hamilton | 6,942 | $1.17M | 0.39% | +155+2.3% | Added |
| Guardian Wealth Advisors, LLC | 6,970 | $1.18M | 0.20% | +60+0.9% | Added |
| Aureus Asset Management, LLC | 6,994 | $1.18M | 0.09% | +170+2.5% | Added |
| J. W. Coons Advisors, LLC | 6,997 | $1.18M | 0.34% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 6,997 | $1.18M | 0.37% | +5,280+307.5% | Added |
| Baron Wealth Management LLC | 7,007 | $1.18M | 0.75% | +85+1.2% | Added |
| Ballast Advisors LLC | 7,013 | $1.18M | 0.47% | −895−11.3% | Reduced |
| Sentry LLC | 7,022 | $1.18M | 0.25% | −6−0.1% | Reduced |
| Day & Ennis, LLC | 7,032 | $1.19M | 0.44% | −116−1.6% | Reduced |
| Eley Financial Management, Inc | 6,969 | $1.19M | 0.61% | −6−0.1% | Reduced |
| Coastal Bridge Advisors, LLC | 7,067 | $1.19M | 0.32% | −447−5.9% | Reduced |
| PDS Planning, Inc | 7,086 | $1.19M | 0.15% | +135+1.9% | Added |
| Lloyd Advisory Services, LLC. | 7,105 | $1.20M | 0.40% | +7,105 | New |
| Norden Group LLC | 7,105 | $1.20M | 0.40% | +7,105 | New |
| First Interstate Bank | 7,114 | $1.20M | 0.10% | −117−1.6% | Reduced |
| Money Concepts Capital Corp | 7,119 | $1.20M | 0.13% | +391+5.8% | Added |
| Carson Advisory Inc. | 7,166 | $1.21M | 1.06% | +1,449+25.3% | Added |
| Pflug Koory, LLC | 7,167 | $1.21M | 0.70% | +16+0.2% | Added |
| Windsor Capital Management, LLC | 7,173 | $1.21M | 0.42% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 7,173 | $1.21M | 0.05% | −116−1.6% | Reduced |
| Synergy Financial Management, LLC | 7,194 | $1.21M | 0.24% | +7,194 | New |
| SkyOak Wealth, LLC | 7,195 | $1.21M | 0.35% | +415+6.1% | Added |
| First PREMIER Bank | 7,219 | $1.22M | 0.37% | −150−2.0% | Reduced |
| Dixon Fnancial Services, Inc. | 7,220 | $1.22M | 0.82% | +128+1.8% | Added |
| Covenant Partners, LLC | 7,244 | $1.22M | 0.44% | −92−1.3% | Reduced |
| Vista Finance, LLC | 7,274 | $1.23M | 1.79% | +7,274 | New |
| American State Bank (Iowa) | 7,280 | $1.23M | 0.88% | −106−1.4% | Reduced |
| Advisory Alpha, LLC | 7,284 | $1.23M | 0.06% | −2,566−26.1% | Reduced |
| M&R Capital Management Inc | 7,293 | $1.23M | 0.34% | +108+1.5% | Added |
| Alpha DNA Investment Management LLC | 7,295 | $1.23M | 0.79% | +680+10.3% | Added |
| Bridgewater Associates, LP | 7,298 | $1.23M | 0.01% | −135,941−94.9% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 7,317 | $1.23M | 1.30% | +3,623+98.1% | Added |
| Strategic Wealth Partners, Ltd. | 7,331 | $1.24M | 0.16% | −1,223−14.3% | Reduced |
| Proficio Capital Partners LLC | 7,332 | $1.24M | 0.16% | −845−10.3% | Reduced |
| Gryphon Financial Partners LLC | 7,357 | $1.24M | 0.30% | +762+11.6% | Added |
| Channel Wealth LLC | 7,377 | $1.24M | 0.70% | +471+6.8% | Added |
| Conservest Capital Advisors, Inc. | 7,388 | $1.25M | 0.15% | −44−0.6% | Reduced |
| Washington Trust Advisors, Inc. | 7,401 | $1.25M | 0.13% | 00.0% | Unchanged |
| First Community Trust NA | 7,402 | $1.25M | 1.43% | −35−0.5% | Reduced |
| Syntal Capital Partners, LLC | 7,405 | $1.25M | 0.97% | −10,073−57.6% | Reduced |
| S. R. Schill & Associates | 7,454 | $1.26M | 0.61% | +411+5.8% | Added |
| Apella Capital, LLC | 7,458 | $1.26M | 0.09% | −229−3.0% | Reduced |
| David Loasby | 7,739 | $1.26M | 0.14% | +1,540+24.8% | Added |
| Austin Private Wealth, LLC | 7,490 | $1.26M | 0.18% | +440+6.2% | Added |
| Doliver Advisors, LP | 7,496 | $1.26M | 0.38% | +51+0.7% | Added |
| Brandywine Oak Private Wealth LLC | 7,507 | $1.27M | 0.15% | −1,516−16.8% | Reduced |
| LexAurum Advisors, LLC | 7,512 | $1.27M | 0.37% | +4,140+122.8% | Added |
| Argus Investors' Counsel, Inc. | 7,514 | $1.27M | 0.91% | +348+4.9% | Added |
| Wulff, Hansen & Co. | 7,516 | $1.27M | 1.48% | +296+4.1% | Added |
| Oak Family Advisors, LLC | 7,556 | $1.27M | 0.60% | +320+4.4% | Added |