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 |
|---|---|---|---|---|---|
| Alta Wealth Advisors LLC | 8,871 | $1.50M | 0.92% | +7,296+463.2% | Added |
| Pacific Sage Partners, LLC | 8,879 | $1.50M | 0.45% | 00.0% | Unchanged |
| King Wealth | 8,891 | $1.50M | 0.32% | +4,423+99.0% | Added |
| Leonteq Securities AG | 8,893 | $1.50M | 0.16% | −13,578−60.4% | Reduced |
| Mayfair Advisory Group, LLC | 9,031 | $1.50M | 1.45% | +2,554+39.4% | Added |
| CVA Family Office, LLC | 8,928 | $1.51M | 0.34% | +99+1.1% | Added |
| Ossiam | 8,945 | $1.51M | 0.03% | +6,533+270.9% | Added |
| StrategIQ Financial Group, LLC | 8,952 | $1.51M | 0.17% | +55+0.6% | Added |
| Mraz, Amerine & Associates, Inc. | 8,954 | $1.51M | 0.34% | −1,384−13.4% | Reduced |
| Cypress Wealth Services, LLC | 8,975 | $1.51M | 0.42% | +34+0.4% | Added |
| Thrive Wealth Management, LLC | 8,977 | $1.51M | 0.40% | +488+5.7% | Added |
| MCF Advisors LLC | 8,987 | $1.52M | 0.14% | +542+6.4% | Added |
| Paragon Capital Management Inc | 8,994 | $1.52M | 1.29% | +8,994 | New |
| Needham Investment Management LLC | 9,000 | $1.52M | 0.26% | 00.0% | Unchanged |
| Axq Capital, LP | 9,000 | $1.52M | 0.53% | +9,000 | New |
| West Michigan Advisors, LLC | 9,010 | $1.52M | 0.81% | +137+1.5% | Added |
| Joseph Group Capital Management | 9,012 | $1.52M | 1.09% | +798+9.7% | Added |
| Benedetti & Gucer, Inc. | 9,014 | $1.52M | 0.83% | −1,047−10.4% | Reduced |
| Virtue Capital Management, LLC | 9,725 | $1.52M | 0.26% | 00.0% | Unchanged |
| Financial Management Network Inc | 9,327 | $1.52M | 0.50% | +2,424+35.1% | Added |
| Rice Partnership, LLC | 9,082 | $1.53M | 0.43% | −120−1.3% | Reduced |
| Prudent Man Advisors, LLC | 9,083 | $1.53M | 0.61% | −680−7.0% | Reduced |
| Hexagon Capital Partners LLC | 9,085 | $1.53M | 0.40% | +402+4.6% | Added |
| Firestone Capital Management | 9,095 | $1.53M | 0.52% | +10.0% | Added |
| Adalta Capital Management LLC | 9,118 | $1.54M | 1.05% | 00.0% | Unchanged |
| Peoples Bank | 9,117 | $1.54M | 1.32% | +9,117 | New |
| Blue Fin Capital, Inc. | 9,120 | $1.54M | 0.45% | −155−1.7% | Reduced |
| Harrell Investment Partners, LLC | 9,242 | $1.54M | 0.52% | +14+0.2% | Added |
| TLWM | 9,137 | $1.54M | 0.41% | +2,317+34.0% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 9,140 | $1.54M | 0.81% | −182−2.0% | Reduced |
| Monument Capital Management | 9,152 | $1.54M | 0.52% | −17,097−65.1% | Reduced |
| Nemes Rush Group LLC | 9,170 | $1.55M | 0.28% | −1,829−16.6% | Reduced |
| McKinley Capital Management LLC /Delaware | 9,183 | $1.55M | 0.22% | −102−1.1% | Reduced |
| Evoke Wealth, LLC | 9,196 | $1.55M | 0.05% | +2,846+44.8% | Added |
| BOS Asset Management, LLC | 9,201 | $1.55M | 1.14% | +13+0.1% | Added |
| Hubbell Strickland Wealth Management, LLC | 9,219 | $1.55M | 0.93% | −205−2.2% | Reduced |
| Lakeview Capital Partners, LLC | 9,222 | $1.55M | 0.30% | −966−9.5% | Reduced |
| Ledge Wealth Management, Inc. | 9,223 | $1.56M | 0.70% | +740+8.7% | Added |
| Symmetry Investments LP | 9,224 | $1.56M | 0.45% | −7,038−43.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 9,252 | $1.56M | 0.26% | −331−3.5% | Reduced |
| Glen Eagle Advisors, LLC | 9,274 | $1.56M | 0.36% | −1,582−14.6% | Reduced |
| Tradition Wealth Management, LLC | 9,278 | $1.56M | 0.19% | −117−1.2% | Reduced |
| Chesapeake Asset Management LLC | 9,297 | $1.57M | 1.53% | +628+7.2% | Added |
| AFS Financial Group, LLC | 9,301 | $1.57M | 1.07% | −225−2.4% | Reduced |
| WealthShield Partners, LLC | 9,308 | $1.57M | 0.24% | +4,631+99.0% | Added |
| Moseley Investment Management Inc | 9,382 | $1.58M | 0.95% | +281+3.1% | Added |
| Farmers Trust Co | 9,395 | $1.58M | 0.37% | −28−0.3% | Reduced |
| Front Street Capital Management, Inc. | 9,407 | $1.59M | 0.35% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 9,420 | $1.59M | 0.77% | +2,400+34.2% | Added |
| Monograph Wealth Advisors, LLC | 9,429 | $1.59M | 0.31% | +2,851+43.3% | Added |
| Etesian Wealth Advisors, Inc. | 9,431 | $1.59M | 1.07% | −205−2.1% | Reduced |
| Chicago Capital, LLC | 9,485 | $1.60M | 0.07% | −20.0% | Reduced |
| Shulman DeMeo Asset Management LLC | 9,496 | $1.60M | 0.53% | −792−7.7% | Reduced |
| Saranac Partners Ltd | 9,546 | $1.61M | 0.91% | +205+2.2% | Added |
| WBH Advisory Inc | 9,555 | $1.61M | 0.20% | −298−3.0% | Reduced |
| Gyroscope Capital Management Group, LLC | 9,577 | $1.61M | 0.37% | +9,577 | New |
| Cravens & Co Advisors, LLC | 9,597 | $1.62M | 1.52% | +321+3.5% | Added |
| Archford Capital Strategies, LLC | 9,625 | $1.62M | 0.32% | +791+9.0% | Added |
| Traphagen Investment Advisors LLC | 9,632 | $1.62M | 0.21% | −125−1.3% | Reduced |
| Access Financial Services, Inc. | 9,639 | $1.63M | 0.97% | +386+4.2% | Added |
| Front Row Advisors LLC | 9,643 | $1.63M | 0.75% | +14+0.1% | Added |
| Nilsine Partners, LLC | 9,648 | $1.63M | 0.25% | +7+0.1% | Added |
| Mastrapasqua Asset Management Inc | 9,654 | $1.63M | 0.19% | −1,518−13.6% | Reduced |
| Plancorp, LLC | 9,686 | $1.63M | 0.09% | +411+4.4% | Added |
| Prostatis Group LLC | 9,575 | $1.63M | 0.80% | −939,886−99.0% | Reduced |
| FRG Family Wealth Advisors LLC | 9,703 | $1.64M | 0.37% | −358−3.6% | Reduced |
| Tompkins Financial Corp | 9,705 | $1.64M | 0.26% | −24−0.2% | Reduced |
| Stevens Capital Management LP | 9,731 | $1.64M | 0.47% | +6,244+179.1% | Added |
| Legacy Bridge, LLC | 9,758 | $1.65M | 1.17% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 10,150 | $1.65M | 0.60% | +42+0.4% | Added |
| Harvest Portfolios Group Inc. | 9,782 | $1.65M | 0.08% | −321−3.2% | Reduced |
| Eudaimonia Advisors LLC | 9,803 | $1.65M | 1.16% | −349−3.4% | Reduced |
| Ariel Investments, LLC | 9,812 | $1.65M | 0.02% | +9,812 | New |
| Roof Eidam & Maycock | 9,814 | $1.65M | 0.55% | +2,000+25.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 9,838 | $1.66M | 0.77% | +363+3.8% | Added |
| WMS Partners, LLC | 9,838 | $1.66M | 0.13% | +1,556+18.8% | Added |
| Doheny Asset Management | 9,868 | $1.66M | 1.61% | +64+0.7% | Added |
| Menard Financial Group LLC | 9,893 | $1.67M | 2.41% | +337+3.5% | Added |
| TCM Advisors, LLC | – | $1.67M | 1.50% | – | – |
| SS&H Financial Advisors, Inc. | 9,906 | $1.67M | 0.78% | +9,906 | New |
| Gilbert & Cook, Inc. | 9,943 | $1.68M | 0.26% | +722+7.8% | Added |
| Bourgeon Capital Management LLC | 9,950 | $1.68M | 0.39% | −200−2.0% | Reduced |
| Claro Advisors LLC | 9,953 | $1.68M | 0.42% | +818+9.0% | Added |
| Girard Partners Ltd. | 9,953 | $1.68M | 0.19% | +2,968+42.5% | Added |
| TrinityPoint Wealth, LLC | 9,966 | $1.68M | 0.33% | +360+3.7% | Added |
| Canal Capital Management, LLC | 9,966 | $1.68M | 0.34% | +209+2.1% | Added |
| Stableford Capital II LLC | 10,890 | $1.69M | 0.78% | −1,253−10.3% | Reduced |
| Barbara Oil Co. | 10,000 | $1.69M | 0.80% | 00.0% | Unchanged |
| Wintrust Investments LLC | 10,042 | $1.69M | 0.18% | +813+8.8% | Added |
| Lodestone Wealth Management LLC | 10,041 | $1.69M | 1.19% | +79+0.8% | Added |
| Beaumont Financial Advisors, LLC | 10,043 | $1.69M | 0.17% | −88−0.9% | Reduced |
| Fortitude Advisory Group L.L.C. | 10,052 | $1.70M | 1.15% | +1,649+19.6% | Added |
| Advisory Research Inc | 10,056 | $1.70M | 0.24% | −1,875−15.7% | Reduced |
| Covenant Asset Management, LLC | 10,083 | $1.70M | 0.52% | +145+1.5% | Added |
| Wealth Management Associates, Inc. | 10,086 | $1.70M | 0.99% | −334−3.2% | Reduced |
| Nexus Investment Management ULC | 10,200 | $1.72M | 0.19% | −500−4.7% | Reduced |
| Clough Capital Partners L P | 10,200 | $1.72M | 0.18% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 10,216 | $1.72M | 0.24% | +216+2.2% | Added |
| Miller Investment Management, LP | 10,220 | $1.72M | 0.27% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 10,227 | $1.72M | 0.67% | −30−0.3% | Reduced |