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 |
|---|---|---|---|---|---|
| Schrum Private Wealth Management LLC | 7,560 | $1.27M | 1.45% | +5+0.1% | Added |
| Register Financial Advisors LLC | 7,576 | $1.28M | 0.94% | +1,802+31.2% | Added |
| Element Wealth, LLC | 7,599 | $1.28M | 0.93% | +262+3.6% | Added |
| Solitude Financial Services | 7,600 | $1.28M | 0.72% | −970−11.3% | Reduced |
| Westmount Partners, LLC | 7,648 | $1.29M | 0.57% | −198−2.5% | Reduced |
| Capstone Wealth Management Group, LLC | 7,651 | $1.29M | 1.34% | −86−1.1% | Reduced |
| ABLE Financial Group, LLC | 7,656 | $1.29M | 0.65% | −598−7.2% | Reduced |
| My Legacy Advisors, LLC | 7,654 | $1.29M | 0.53% | +5+0.1% | Added |
| Strong Tower Advisory Services | 7,677 | $1.29M | 0.65% | +108+1.4% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 7,706 | $1.30M | 0.25% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 7,707 | $1.30M | 0.36% | 00.0% | Unchanged |
| Rogco, LP | 7,732 | $1.30M | 0.64% | +7,732 | New |
| Allegheny Financial Group LTD | 7,773 | $1.31M | 0.49% | +3,703+91.0% | Added |
| Mogy Joel R Investment Counsel Inc | 7,793 | $1.31M | 0.11% | 00.0% | Unchanged |
| Fiera Capital Corp | 7,796 | $1.31M | 0.00% | −1,680−17.7% | Reduced |
| EHP Funds Inc. | 7,800 | $1.32M | 0.62% | −7,100−47.7% | Reduced |
| Key Financial Inc | 7,800 | $1.32M | 0.44% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 7,806 | $1.32M | 0.22% | −675−8.0% | Reduced |
| DRW Securities, LLC | 7,809 | $1.32M | 0.10% | −591−7.0% | Reduced |
| 1620 Investment Advisors, Inc. | 7,814 | $1.32M | 1.53% | −62−0.8% | Reduced |
| St. Johns Investment Management Company, LLC | 7,840 | $1.32M | 0.75% | −304−3.7% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 7,857 | $1.32M | 0.52% | +2,361+43.0% | Added |
| Wambolt & Associates, LLC | 7,955 | $1.32M | 0.48% | +907+12.9% | Added |
| Hodges Capital Management Inc. | 7,855 | $1.32M | 0.16% | +445+6.0% | Added |
| MBL Wealth, LLC | 7,895 | $1.33M | 0.19% | −292−3.6% | Reduced |
| Indiana Trust & Investment Management CO | 7,915 | $1.33M | 0.67% | 00.0% | Unchanged |
| Spouting Rock Asset Management, LLC | 7,922 | $1.34M | 0.43% | +2,003+33.8% | Added |
| Members Capital Advisors Inc | 7,924 | $1.34M | 1.66% | +7,924 | New |
| Court Place Advisors, LLC | 7,933 | $1.34M | 0.48% | −13−0.2% | Reduced |
| Citizens & Northern Corp | 7,974 | $1.34M | 0.54% | −300−3.6% | Reduced |
| Castellan Group, LLC | 7,978 | $1.35M | 0.95% | −322−3.9% | Reduced |
| Apeiron RIA LLC | 7,986 | $1.35M | 0.46% | +12+0.2% | Added |
| Mach-1 Financial Group, Inc. | 8,000 | $1.35M | 0.57% | +512+6.8% | Added |
| Union Savings Bank | 8,002 | $1.35M | 0.84% | +408+5.4% | Added |
| First Commonwealth Financial Corp | 8,004 | $1.35M | 0.45% | +120+1.5% | Added |
| Founders Financial Securities LLC | 8,015 | $1.35M | 0.18% | +2,282+39.8% | Added |
| McGlone Suttner Wealth Management, Inc. | 8,019 | $1.35M | 0.31% | +206+2.6% | Added |
| Orser Capital Management, LLC | 8,023 | $1.35M | 1.36% | +1,470+22.4% | Added |
| Vicus Capital | 8,034 | $1.35M | 0.14% | +663+9.0% | Added |
| LCM Capital Management Inc | 8,046 | $1.36M | 1.11% | +318+4.1% | Added |
| Investment Partners, Ltd. | 8,056 | $1.36M | 0.71% | +20+0.2% | Added |
| S.A. Mason LLC | 8,063 | $1.36M | 0.98% | +31+0.4% | Added |
| Matrix Trust Co | 8,065 | $1.36M | 0.35% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 8,123 | $1.37M | 0.09% | +3,811+88.4% | Added |
| Bedel Financial Consulting, Inc. | 8,136 | $1.37M | 0.28% | −133−1.6% | Reduced |
| Bedel Financial Consulting Inc | 8,136 | $1.37M | 0.28% | +8,136 | New |
| Sawgrass Asset Management LLC | 8,145 | $1.37M | 0.17% | −927−10.2% | Reduced |
| Capula Management Ltd | 8,150 | $1.37M | 0.09% | +7,411+1,002.8% | Added |
| Wendell David Associates Inc | 8,161 | $1.38M | 0.16% | +983+13.7% | Added |
| Quintet Private Bank (Europe) S.A. | 8,168 | $1.38M | 0.09% | +802+10.9% | Added |
| Black Swift Group, LLC | 8,195 | $1.38M | 0.45% | +345+4.4% | Added |
| Enterprise Financial Services Corp | 8,197 | $1.38M | 0.96% | −29−0.4% | Reduced |
| Machina Capital S.A.S. | 8,204 | $1.38M | 0.77% | −5,485−40.1% | Reduced |
| BlueCrest Capital Management Ltd | 8,221 | $1.39M | 0.22% | +5,152+167.9% | Added |
| Curi Capital | 8,233 | $1.39M | 0.21% | −179−2.1% | Reduced |
| Tradewinds, LLC. | 8,235 | $1.39M | 0.82% | −62−0.7% | Reduced |
| First County Bank | 8,241 | $1.39M | 0.72% | +1,240+17.7% | Added |
| Inlet Private Wealth, LLC | 8,250 | $1.39M | 0.46% | −35,387−81.1% | Reduced |
| Great Lakes Retirement, Inc. | 8,274 | $1.40M | 0.25% | +485+6.2% | Added |
| Palisade Capital Management LLC | 8,285 | $1.40M | 0.04% | −127−1.5% | Reduced |
| Dividend Assets Capital, LLC | 8,292 | $1.40M | 0.29% | −983−10.6% | Reduced |
| Paragon Capital Management LLC | 8,302 | $1.40M | 0.82% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 8,326 | $1.40M | 0.51% | +580+7.5% | Added |
| Oak Harbor Wealth Partners, LLC | 8,338 | $1.41M | 0.50% | −38−0.5% | Reduced |
| Sage Mountain Advisors LLC | 8,340 | $1.41M | 0.19% | +1,948+30.5% | Added |
| Argent Advisors, Inc. | 8,345 | $1.41M | 0.64% | −39−0.5% | Reduced |
| Hamilton Capital, LLC | 8,376 | $1.41M | 0.11% | −822−8.9% | Reduced |
| Searle & Co. | 8,401 | $1.42M | 0.48% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 8,414 | $1.42M | 0.10% | +841+11.1% | Added |
| Reuter James Wealth Management, LLC | 8,421 | $1.42M | 1.06% | +1,762+26.5% | Added |
| Schmidt P J Investment Management Inc | 8,404 | $1.42M | 0.30% | −79−0.9% | Reduced |
| Red Spruce Capital, LLC | 8,434 | $1.42M | 0.81% | −356−4.1% | Reduced |
| Amarillo National Bank | 8,436 | $1.42M | 0.30% | 00.0% | Unchanged |
| Vantage Financial Partners Ltd., Inc. | 8,450 | $1.42M | 0.82% | +825+10.8% | Added |
| Retirement Planning Co of New England, Inc. | 8,459 | $1.43M | 0.79% | −191−2.2% | Reduced |
| MONECO Advisors, LLC | 8,465 | $1.43M | 0.39% | +34+0.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 8,482 | $1.43M | 0.14% | −15,841−65.1% | Reduced |
| CFO4Life Group, LLC | 8,527 | $1.44M | 0.33% | +140+1.7% | Added |
| Aveo Capital Partners, LLC | 8,535 | $1.44M | 0.19% | −222−2.5% | Reduced |
| Abn Amro Investment Solutions | 8,545 | $1.44M | 0.03% | +1,116+15.0% | Added |
| KG&L Capital Management,LLC | 8,584 | $1.44M | 0.70% | −1,210−12.4% | Reduced |
| Timber Creek Capital Management LLC | 8,566 | $1.44M | 0.52% | −44−0.5% | Reduced |
| Kowal Investment Group, LLC | 8,566 | $1.44M | 0.39% | +225+2.7% | Added |
| Transamerica Financial Advisors, Inc. | 8,610 | $1.45M | 0.20% | −618−6.7% | Reduced |
| Chilton Investment Co LLC | 8,629 | $1.46M | 0.05% | +1,131+15.1% | Added |
| Plante Moran Financial Advisors, LLC | 8,663 | $1.46M | 0.18% | −528−5.7% | Reduced |
| Walker Asset Management, LLC | 8,668 | $1.46M | 1.30% | +305+3.6% | Added |
| WT Wealth Management | 8,673 | $1.46M | 0.63% | −1,330−13.3% | Reduced |
| Abacus Planning Group, Inc. | 8,711 | $1.47M | 0.36% | +3,548+68.7% | Added |
| Cadent Capital Advisors, LLC | 8,726 | $1.47M | 0.71% | +366+4.4% | Added |
| Energy Income Partners, LLC | 8,736 | $1.47M | 0.03% | +8,736 | New |
| Sweet Financial Partners, LLC | 8,761 | $1.48M | 0.39% | +65+0.7% | Added |
| Boston Research & Management Inc | 8,808 | $1.49M | 0.44% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 8,818 | $1.49M | 1.50% | −96−1.1% | Reduced |
| Wells Trecaso Financial Group, LLC | 8,820 | $1.49M | 0.66% | −34−0.4% | Reduced |
| Fishman Jay A Ltd | 8,823 | $1.49M | 0.19% | −15−0.2% | Reduced |
| Wolff Financial Management LLC | 8,836 | $1.49M | 0.51% | +8,836 | New |
| BEAM Asset Management, LLC | 8,841 | $1.49M | 1.06% | +523+6.3% | Added |
| LifePro Asset Management | 8,862 | $1.49M | 1.23% | +137+1.6% | Added |
| Catalyst Financial Partners LLC | 8,863 | $1.49M | 0.48% | +786+9.7% | Added |