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 |
|---|---|---|---|---|---|
| Forza Wealth Management, LLC | 11,803 | $1.99M | 1.03% | +850+7.8% | Added |
| Conning Inc. | 11,834 | $2.00M | 0.07% | +50+0.4% | Added |
| Naviter Wealth, LLC | 11,839 | $2.00M | 0.48% | +1,528+14.8% | Added |
| Meiji Yasuda Life Insurance Co | 11,857 | $2.00M | 0.05% | −220−1.8% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 11,867 | $2.00M | 0.87% | +174+1.5% | Added |
| Godshalk Welsh Capital Management, Inc. | 11,888 | $2.00M | 1.51% | −600−4.8% | Reduced |
| Ledyard National Bank | 11,897 | $2.01M | 0.23% | +176+1.5% | Added |
| Centennial Bank | 11,906 | $2.01M | 1.39% | +854+7.7% | Added |
| ICW Investment Advisors LLC | 11,920 | $2.01M | 1.08% | +413+3.6% | Added |
| Brown Miller Wealth Management, LLC | 11,923 | $2.01M | 1.12% | +142+1.2% | Added |
| SageView Advisory Group, LLC | 11,923 | $2.01M | 0.12% | −1,388−10.4% | Reduced |
| Legacy Financial Advisors, Inc. | 11,932 | $2.01M | 0.40% | +879+8.0% | Added |
| Cox Capital Mgt LLC | 11,952 | $2.02M | 1.42% | +1,818+17.9% | Added |
| Wealth Effects LLC | 11,969 | $2.02M | 1.00% | −33−0.3% | Reduced |
| Paradigm Financial Partners, LLC | 12,114 | $2.02M | 0.56% | −147−1.2% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 12,000 | $2.02M | 0.76% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 12,006 | $2.02M | 0.05% | +1,484+14.1% | Added |
| Gratus Capital LLC | 12,017 | $2.03M | 0.14% | +275+2.3% | Added |
| Jackson Hole Capital Partners, LLC | 12,031 | $2.03M | 0.59% | −1,177−8.9% | Reduced |
| M. Kraus & Co | 12,045 | $2.03M | 0.72% | −35−0.3% | Reduced |
| Connolly Sarah T. | 12,048 | $2.03M | 1.34% | −631−5.0% | Reduced |
| Uncommon Cents Investing LLC | 12,072 | $2.04M | 0.75% | +250+2.1% | Added |
| Lineweaver Wealth Advisors, LLC | 12,073 | $2.04M | 0.59% | +5,459+82.5% | Added |
| NorthRock Partners, LLC | 12,082 | $2.04M | 0.21% | +750+6.6% | Added |
| Wedmont Private Capital | 12,224 | $2.04M | 0.21% | +976+8.7% | Added |
| Per Stirling Capital Management, LLC. | 12,094 | $2.04M | 0.42% | +197+1.7% | Added |
| Weik Capital Management | 12,097 | $2.04M | 1.00% | −350−2.8% | Reduced |
| North Star Asset Management Inc | 12,106 | $2.04M | 0.12% | −30−0.2% | Reduced |
| TriaGen Wealth Management LLC | 12,117 | $2.04M | 1.04% | 00.0% | Unchanged |
| Parthenon LLC | 12,121 | $2.04M | 0.31% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 12,122 | $2.04M | 1.21% | +552+4.8% | Added |
| Abundance Wealth Counselors | 12,145 | $2.05M | 0.58% | +12,145 | New |
| Baldwin Investment Management, LLC | 12,182 | $2.05M | 0.34% | −50.0% | Reduced |
| Armstrong, Fleming & Moore, Inc | 12,184 | $2.05M | 1.99% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 11,451 | $2.06M | 0.74% | −370−3.1% | Reduced |
| Gleason Group, Inc. | 12,193 | $2.06M | 0.54% | +109+0.9% | Added |
| Aire Advisors, LLC | 12,219 | $2.06M | 0.55% | −10.0% | Reduced |
| Holderness Investments Co | 12,231 | $2.06M | 0.80% | +517+4.4% | Added |
| Burke & Herbert Bank & Trust Co | 12,245 | $2.06M | 1.67% | −1,034−7.8% | Reduced |
| Legacy Capital Wealth Partners, LLC | 12,270 | $2.07M | 0.57% | +12,270 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 12,284 | $2.07M | 0.18% | −285−2.3% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 12,315 | $2.08M | 1.33% | +50.0% | Added |
| Greenfield Savings Bank | 12,324 | $2.08M | 1.30% | −183−1.5% | Reduced |
| Aigen Investment Management, LP | 12,347 | $2.08M | 0.39% | +12,347 | New |
| Alaethes Wealth LLC | 12,359 | $2.08M | 1.14% | +118+1.0% | Added |
| Ascent Wealth Partners, LLC | 12,364 | $2.08M | 0.38% | −348−2.7% | Reduced |
| Wealth Management Partners, LLC | 12,380 | $2.09M | 1.30% | +423+3.5% | Added |
| Pacific Capital Wealth Advisors, Inc | 12,392 | $2.09M | 0.59% | 00.0% | Unchanged |
| St Germain D J Co Inc | 12,394 | $2.09M | 0.12% | +321+2.7% | Added |
| Parkside Financial Bank & Trust | 12,422 | $2.09M | 0.49% | +2,396+23.9% | Added |
| Mendel Money Management | 12,429 | $2.10M | 1.12% | −511−3.9% | Reduced |
| Consolidated Portfolio Review Corp | 12,437 | $2.10M | 0.51% | +559+4.7% | Added |
| Secure Asset Management, LLC | 12,443 | $2.10M | 0.63% | −1,725−12.2% | Reduced |
| Knuff & Co LLC | 12,449 | $2.10M | 0.84% | 00.0% | Unchanged |
| Smithbridge Asset Management Inc | 12,453 | $2.10M | 0.52% | 00.0% | Unchanged |
| Delta Asset Management LLC | 12,458 | $2.10M | 0.22% | 00.0% | Unchanged |
| Miller Howard Investments Inc | 12,492 | $2.11M | 0.08% | −25−0.2% | Reduced |
| TrueWealth Advisors, LLC | 12,535 | $2.11M | 0.89% | −491−3.8% | Reduced |
| Washington Trust Co | 12,535 | $2.11M | 0.09% | −675−5.1% | Reduced |
| Traynor Capital Management, Inc. | 12,608 | $2.13M | 0.28% | +554+4.6% | Added |
| SYSTM Wealth Solutions LLC | 12,612 | $2.13M | 0.33% | −11,435−47.6% | Reduced |
| CWA Asset Management Group, LLC | 12,621 | $2.13M | 0.16% | +1,983+18.6% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12,627 | $2.13M | 0.51% | +60.0% | Added |
| Wellington Shields & Co., LLC | 12,661 | $2.13M | 0.53% | +2,936+30.2% | Added |
| Richelieu Gestion PLC | 12,682 | $2.14M | 1.99% | −4,284−25.3% | Reduced |
| TBH Global Asset Management, LLC | 12,690 | $2.14M | 0.41% | +205+1.6% | Added |
| Outlook Wealth Advisors, LLC | 12,694 | $2.14M | 0.82% | +639+5.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 12,736 | $2.15M | 0.45% | +3,897+44.1% | Added |
| Taurus Asset Management, LLC | 12,748 | $2.15M | 0.26% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 12,806 | $2.16M | 0.50% | +265+2.1% | Added |
| Hayek Kallen Investment Management | 12,868 | $2.17M | 0.97% | −91−0.7% | Reduced |
| McDaniel Terry & Co | 12,883 | $2.17M | 0.23% | +3,567+38.3% | Added |
| Schear Investment Advisers, LLC | 12,922 | $2.18M | 2.35% | −374−2.8% | Reduced |
| Cascade Investment Group, Inc. | 12,927 | $2.18M | 2.06% | +279+2.2% | Added |
| Lindbrook Capital, LLC | 12,933 | $2.18M | 0.24% | +72+0.6% | Added |
| Hendershot Investments Inc. | 12,963 | $2.19M | 0.37% | −1,586−10.9% | Reduced |
| Home Federal Bank of Tennessee | 13,004 | $2.19M | 0.81% | −31−0.2% | Reduced |
| Laidlaw Wealth Management LLC | 13,016 | $2.19M | 0.73% | −5,307−29.0% | Reduced |
| Candriam Luxembourg S.C.A. | 13,043 | $2.20M | 0.02% | −154−1.2% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 13,055 | $2.20M | 0.02% | 00.0% | Unchanged |
| FIL Ltd | 13,069 | $2.20M | 0.00% | −73,175−84.8% | Reduced |
| CWS Financial Advisors, LLC | 13,070 | $2.20M | 0.88% | +106+0.8% | Added |
| Highlander Capital Management, LLC | 13,076 | $2.21M | 0.87% | +1,158+9.7% | Added |
| Financial Advisors Network, Inc. | 13,079 | $2.21M | 0.50% | +13,079 | New |
| Lion Street Advisors, LLC | 13,102 | $2.21M | 0.72% | −1,851−12.4% | Reduced |
| HITE Hedge Asset Management LLC | 13,114 | $2.21M | 0.24% | +13,114 | New |
| Pin Oak Investment Advisors Inc | 13,142 | $2.22M | 2.50% | −19−0.1% | Reduced |
| Center for Financial Planning, Inc. | 13,186 | $2.22M | 0.48% | −358−2.6% | Reduced |
| UniSuper Management Pty Ltd | 13,200 | $2.23M | 0.03% | +200+1.5% | Added |
| Delta Financial Group, Inc. | 13,229 | $2.23M | 0.77% | +13,229 | New |
| LGT Financial Advisors LLC | 13,237 | $2.23M | 2.84% | −6,664−33.5% | Reduced |
| Manhattan West Asset Management, LLC | 13,910 | $2.24M | 0.69% | +2,559+22.5% | Added |
| Scott & Selber, Inc. | 13,282 | $2.24M | 0.93% | −31−0.2% | Reduced |
| Nixon Peabody Trust Co | 13,314 | $2.25M | 1.88% | −489−3.5% | Reduced |
| Cypress Asset Management Inc | 13,326 | $2.25M | 0.75% | +665+5.3% | Added |
| Full Sail Capital, LLC | 13,327 | $2.25M | 0.20% | −75−0.6% | Reduced |
| First National Advisers, LLC | 13,333 | $2.25M | 1.00% | +8,423+171.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 13,337 | $2.25M | 0.37% | +93+0.7% | Added |
| Clarkston Capital Partners, LLC | 13,340 | $2.25M | 0.04% | +1,100+9.0% | Added |
| First City Capital Management, Inc. | 13,350 | $2.25M | 1.41% | −13−0.1% | Reduced |