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 |
|---|---|---|---|---|---|
| Dover Advisors, LLC | 10,240 | $1.73M | 1.75% | +67+0.7% | Added |
| Redhawk Wealth Advisors, Inc. | 10,246 | $1.73M | 0.58% | −192−1.8% | Reduced |
| Dumont & Blake Investment Advisors LLC | 10,265 | $1.73M | 0.59% | +126+1.2% | Added |
| Birinyi Associates Inc | 10,268 | $1.73M | 0.69% | −1,496−12.7% | Reduced |
| Emfo, LLC | 10,304 | $1.74M | 1.64% | +1,000+10.7% | Added |
| Trust Investment Advisors | 10,306 | $1.74M | 1.49% | −1,691−14.1% | Reduced |
| Sentry Investment Management LLC | 10,306 | $1.74M | 0.83% | −2,172−17.4% | Reduced |
| Aspen Investment Management Inc | 10,311 | $1.74M | 1.05% | +15+0.1% | Added |
| Heritage Wealth Advisors | 10,335 | $1.74M | 0.10% | +994+10.6% | Added |
| EPG Wealth Management LLC | 10,349 | $1.75M | 0.53% | +1,071+11.5% | Added |
| Iams Wealth Management, LLC | 10,386 | $1.75M | 1.21% | +10,386 | New |
| Proquility Private Wealth Partners, LLC | 10,406 | $1.75M | 0.72% | −19−0.2% | Reduced |
| RBA Wealth Management, LLC | 10,462 | $1.76M | 0.85% | −110−1.0% | Reduced |
| Financial Engines Advisors L.L.C. | 9,650 | $1.77M | 0.00% | −2,265−19.0% | Reduced |
| Keating Investment Counselors Inc | 10,495 | $1.77M | 0.60% | +275+2.7% | Added |
| Cunning Capital Partners, LP | 10,495 | $1.77M | 1.16% | +10,495 | Added |
| Jmac Enterprises LLC | 10,508 | $1.77M | 0.44% | +1,735+19.8% | Added |
| Mechanics Financial Corp | 10,514 | $1.77M | 0.98% | −25−0.2% | Reduced |
| Old Second National Bank of Aurora | 10,560 | $1.78M | 0.54% | −274−2.5% | Reduced |
| Baker Ellis Asset Management LLC | 10,567 | $1.78M | 0.32% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 10,574 | $1.78M | 1.38% | −47−0.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 10,594 | $1.79M | 0.19% | +190+1.8% | Added |
| Wolverine Asset Management LLC | 10,599 | $1.79M | 0.03% | −35,101−76.8% | Reduced |
| Marco Investment Management LLC | 10,648 | $1.80M | 0.21% | +348+3.4% | Added |
| Chapman Investment Management, LLC | 10,663 | $1.80M | 1.52% | −2,515−19.1% | Reduced |
| Colonial River Wealth Management, LLC | 10,672 | $1.80M | 1.17% | +5,520+107.1% | Added |
| Oak Hill Wealth Advisors, LLC | 10,677 | $1.80M | 0.69% | +2,829+36.0% | Added |
| Archer Investment Corp | 10,677 | $1.80M | 0.63% | −15−0.1% | Reduced |
| Roanoke Asset Management Corp | 10,739 | $1.81M | 0.74% | −10−0.1% | Reduced |
| Sawyer & Company, Inc | 10,740 | $1.81M | 0.85% | +166+1.6% | Added |
| Concord Asset Management, LLC | 10,765 | $1.82M | 0.61% | +1,943+22.0% | Added |
| Apriem Advisors | 10,769 | $1.82M | 0.27% | +191+1.8% | Added |
| Traverso Chambers Private Wealth Management, LLC | 10,782 | $1.82M | 0.49% | +205+1.9% | Added |
| Northside Capital Management, LLC | 10,789 | $1.82M | 0.42% | +40.0% | Added |
| Signet Investment Advisory Group, Inc. | 10,800 | $1.82M | 1.21% | +392+3.8% | Added |
| Eaton Financial Holdings Company, LLC | 10,821 | $1.82M | 0.49% | +250+2.4% | Added |
| Seven Eight Capital, LP | 10,830 | $1.83M | 0.21% | +10,830 | New |
| Main Street Research LLC | 10,831 | $1.83M | 0.19% | −702−6.1% | Reduced |
| Silverlake Wealth Management LLC | 10,871 | $1.83M | 1.03% | +1,359+14.3% | Added |
| FinTrust Capital Advisors, LLC | 10,883 | $1.84M | 0.41% | −1,250−10.3% | Reduced |
| High Net Worth Advisory Group LLC | 10,890 | $1.84M | 0.74% | +673+6.6% | Added |
| Altus Wealth Group LLC | 10,911 | $1.84M | 1.17% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 10,923 | $1.84M | 0.83% | +681+6.6% | Added |
| Bremer Bank National Association | 10,944 | $1.85M | 0.37% | −382−3.4% | Reduced |
| Harfst & Associates, Inc. | 10,951 | $1.85M | 0.52% | −131−1.2% | Reduced |
| Regency Capital Management Inc. | 10,955 | $1.85M | 1.57% | −1,935−15.0% | Reduced |
| InTrack Investment Management Inc | 10,965 | $1.85M | 1.63% | +641+6.2% | Added |
| Capstone Investment Advisors, LLC | 10,998 | $1.85M | 0.05% | −61,023−84.7% | Reduced |
| Relative Value Partners Group, LLC | 11,002 | $1.86M | 0.12% | +2,096+23.5% | Added |
| PSI Advisors, LLC | 11,050 | $1.86M | 0.81% | +591+5.7% | Added |
| Oxbow Advisors, LLC | 11,070 | $1.87M | 0.29% | −190−1.7% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 11,084 | $1.87M | 0.83% | +2,837+34.4% | Added |
| Athena Investment Management | 11,086 | $1.87M | 1.34% | −206−1.8% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 11,114 | $1.87M | 1.46% | −125−1.1% | Reduced |
| Ogorek Anthony Joseph | 11,131 | $1.88M | 0.74% | −125−1.1% | Reduced |
| SeaBridge Investment Advisors LLC | 11,196 | $1.89M | 0.62% | +1,168+11.6% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 11,219 | $1.89M | 0.31% | +11,219 | New |
| Pinnacle Bancorp, Inc. | 11,222 | $1.89M | 0.67% | −320−2.8% | Reduced |
| Nicolet Bankshares Inc | 11,269 | $1.90M | 0.58% | −1,571−12.2% | Reduced |
| Pacitti Group Inc. | 11,270 | $1.90M | 1.33% | +60+0.5% | Added |
| Pensionmark Financial Group, LLC | 11,295 | $1.90M | 0.38% | +775+7.4% | Added |
| Park Place Capital Corp | 11,298 | $1.91M | 0.56% | +1,569+16.1% | Added |
| Clear Creek Financial Management, LLC | 11,305 | $1.91M | 0.33% | +342+3.1% | Added |
| Capital Advantage, Inc. | 11,335 | $1.91M | 0.41% | −982−8.0% | Reduced |
| West Paces Advisors Inc. | 11,354 | $1.91M | 0.60% | −376−3.2% | Reduced |
| Waddell & Associates, LLC | 11,360 | $1.92M | 0.28% | −731−6.0% | Reduced |
| Aries Wealth Management | 11,590 | $1.92M | 0.75% | +850+7.9% | Added |
| PYA Waltman Capital, LLC | 11,374 | $1.92M | 0.81% | +2,263+24.8% | Added |
| Midwest Professional Planners, LTD. | 11,377 | $1.92M | 0.86% | +2,152+23.3% | Added |
| SevenBridge Financial Group, LLC | 11,383 | $1.92M | 0.50% | +381+3.5% | Added |
| TrimTabs Asset Management, LLC | 11,385 | $1.92M | 1.02% | −311−2.7% | Reduced |
| Compton Wealth Advisory Group, LLC | 11,425 | $1.93M | 0.66% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 11,437 | $1.93M | 0.53% | −1,039−8.3% | Reduced |
| Harvey Investment Co LLC | 11,442 | $1.93M | 0.25% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 11,441 | $1.93M | 1.68% | −59−0.5% | Reduced |
| Osborne Partners Capital Management, LLC | 11,458 | $1.93M | 0.14% | +73+0.6% | Added |
| Centaurus Financial, Inc. | 11,483 | $1.94M | 0.17% | −381−3.2% | Reduced |
| St. Louis Financial Planners Asset Management, LLC | 11,881 | $1.94M | 1.55% | +588+5.2% | Added |
| Widmann Financial Services, Inc. | 11,496 | $1.94M | 1.93% | +475+4.3% | Added |
| Neumann Capital Management, LLC | 11,510 | $1.94M | 0.85% | 00.0% | Unchanged |
| Garner Asset Management Corp | 11,511 | $1.94M | 1.16% | +1,063+10.2% | Added |
| Blackhill Capital Inc | 11,550 | $1.95M | 0.19% | 00.0% | Unchanged |
| Romano Brothers and Company | 11,598 | $1.96M | 0.30% | +365+3.2% | Added |
| Atlas Private Wealth Advisors | 11,610 | $1.96M | 0.37% | +2,046+21.4% | Added |
| Hollencrest Capital Management | 11,651 | $1.96M | 0.22% | +28+0.2% | Added |
| PFG Investments, LLC | 11,667 | $1.97M | 0.37% | +827+7.6% | Added |
| Platform Technology Partners | 11,672 | $1.97M | 0.92% | +671+6.1% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 11,687 | $1.97M | 0.06% | +89+0.8% | Added |
| Ethic Inc. | 11,689 | $1.97M | 0.07% | +1,646+16.4% | Added |
| Keystone Investors Pte Ltd | 11,700 | $1.97M | 0.23% | +11,700 | New |
| Edgestream Partners, L.P. | 11,705 | $1.97M | 0.16% | +11,705 | New |
| Gradient Capital Advisors, LLC | 11,717 | $1.98M | 0.83% | +3,105+36.1% | Added |
| Clearview Wealth Advisors LLC | 11,728 | $1.98M | 2.45% | −366−3.0% | Reduced |
| Vise Technologies, Inc. | 11,736 | $1.98M | 0.49% | +731+6.6% | Added |
| Keystone Financial Group | 11,740 | $1.98M | 0.33% | +951+8.8% | Added |
| Autumn Glory Partners, LLC | 11,747 | $1.98M | 1.21% | +740+6.7% | Added |
| Wellington Shields Capital Management, LLC | 11,758 | $1.98M | 0.26% | +10.0% | Added |
| CoreCommodity Management, LLC | 11,762 | $1.98M | 0.66% | −2,172−15.6% | Reduced |
| IFG Advisory, LLC | 11,769 | $1.98M | 0.17% | −107−0.9% | Reduced |
| Summit Financial Group Inc | 11,792 | $1.99M | 0.84% | −1,305−10.0% | Reduced |