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; 4,142 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
- 3,339
- +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
- 1,629 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 | 4,142 | $243.4B |
| Q1 2026 | 4,312 | $298.0B |
| Q4 2025 | 3,994 | $223.3B |
| Q3 2025 | 3,803 | $225.3B |
| Q2 2025 | 3,708 | $189.0B |
| Q1 2025 | 3,826 | $222.9B |
| Q4 2024 | 3,765 | $194.0B |
| Q3 2024 | 3,488 | $198.0B |
| Q2 2024 | 3,511 | $214.0B |
| Q1 2024 | 3,523 | $212.7B |
| Q4 2023 | 3,478 | $200.3B |
| Q3 2023 | 3,339 | $222.6B |
| Q2 2023 | 3,286 | $205.0B |
| Q1 2023 | 3,273 | $217.1B |
| Q4 2022 | 3,289 | $243.6B |
| Q3 2022 | 3,057 | $195.7B |
| Q2 2022 | 3,060 | $198.4B |
| Q1 2022 | 3,071 | $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 |
|---|---|---|---|---|---|
| Cornerstone Planning Group LLC | 695 | $117.2K | 0.04% | −21−2.9% | Reduced |
| Annapolis Financial Services, LLC | 695 | $117.2K | 0.03% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 703 | $118.5K | 0.07% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 718 | $121.0K | 0.13% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 738 | $124.4K | 0.07% | 00.0% | Unchanged |
| Truvestments Capital LLC | 743 | $125.2K | 0.07% | −967−56.5% | Reduced |
| Proffitt & Goodson Inc | 744 | $125.5K | 0.03% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 753 | $127.0K | 0.04% | +12+1.6% | Added |
| Foster Dykema Cabot & Co Inc | 776 | $131.0K | 0.02% | +17+2.2% | Added |
| Iron Horse Wealth Management, LLC | 795 | $134.1K | 0.07% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 800 | $134.8K | 0.03% | +8+1.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 800 | $134.9K | 0.09% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 802 | $135.2K | 0.03% | 00.0% | Unchanged |
| Norwood Financial Corp | 805 | $135.7K | 0.22% | 00.0% | Unchanged |
| Clean Yield Group | 843 | $135.8K | 0.06% | −39−4.4% | Reduced |
| Strengthening Families & Communities, LLC | 844 | $142.0K | 0.06% | −130−13.3% | Reduced |
| Financial Freedom, LLC | 843 | $142.1K | 0.10% | +7+0.8% | Added |
| Earnest Partners LLC | 874 | $147.4K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 884 | $149.1K | 0.33% | +50+6.0% | Added |
| Tfo-TDC, LLC | 960 | $151.1K | 0.03% | +494+106.0% | Added |
| Antonetti Capital Management LLC | 899 | $151.6K | 0.24% | 00.0% | Unchanged |
| Disciplined Equity Management, Inc. | 900 | $151.8K | 0.13% | 00.0% | Unchanged |
| Granite FO LLC | 900 | $151.8K | 0.11% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 912 | $153.0K | 0.06% | +308+51.0% | Added |
| PrairieView Partners, LLC | 920 | $155.0K | 0.02% | −141−13.3% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 922 | $155.5K | 0.03% | +291+46.1% | Added |
| Westchester Capital Management, Inc. | 932 | $157.2K | 0.05% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 933 | $157.3K | 0.04% | −2−0.2% | Reduced |
| HighMark Wealth Management LLC | 934 | $157.5K | 0.13% | +205+28.1% | Added |
| AXS Investments LLC | 960 | $161.9K | 0.04% | −837−46.6% | Reduced |
| Abound Wealth Management | 978 | $165.0K | 0.07% | −4−0.4% | Reduced |
| Cove Street Capital, LLC | 1,000 | $166.7K | 0.06% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 1,000 | $168.6K | 0.06% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 1,029 | $173.0K | 0.07% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,042 | $176.0K | 0.08% | +126+13.8% | Added |
| J.Safra Asset Management Corp | 1,044 | $176.0K | 0.03% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 1,047 | $177.0K | 0.12% | +106+11.3% | Added |
| Garde Capital, Inc. | 1,063 | $179.0K | 0.02% | −370−25.8% | Reduced |
| TD Capital Management LLC | 1,081 | $182.3K | 0.02% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 1,113 | $187.7K | 0.05% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1,114 | $187.9K | 0.06% | +7+0.6% | Added |
| Creative Capital Management Investments LLC | 1,118 | $188.5K | 0.13% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 1,135 | $191.4K | 0.02% | +590+108.3% | Added |
| Horizon Bancorp Inc | 1,137 | $192.0K | 0.12% | +109+10.6% | Added |
| WR Wealth Planners, LLC | 1,150 | $193.9K | 0.07% | +279+32.0% | Added |
| Aspire Private Capital, LLC | 1,161 | $195.9K | 0.06% | +19+1.7% | Added |
| ZRC Wealth Management, LLC | 1,182 | $199.3K | 0.17% | +2+0.2% | Added |
| R. W. Roge & Company, Inc. | 1,390 | $200.0K | 0.15% | 00.0% | Unchanged |
| Opes Wealth Management LLC | 1,194 | $201.3K | 0.06% | +1,194 | New |
| AlphaCentric Advisors LLC | 1,195 | $201.5K | 0.11% | −148−11.0% | Reduced |
| Optas, LLC | 1,195 | $201.5K | 0.07% | +1,195 | New |
| Cognios Beta Neutral Large Cap Fund, LP | 1,199 | $202.2K | 0.26% | +1,199 | New |
| BlackDiamond Wealth Management Inc. | 1,386 | $202.5K | 0.18% | +76+5.8% | Added |
| Advisor Resource Council | 1,204 | $203.0K | 0.13% | +1,204 | New |
| Maven Securities LTD | 1,205 | $203.2K | 0.02% | −8,932−88.1% | Reduced |
| Platte River Wealth Advisors, LLC | 1,205 | $203.2K | 0.07% | +1,205 | New |
| Obsidian Personal Planning Solutions LLC | 1,212 | $204.4K | 0.17% | +1,212 | New |
| Horizon Investment Services, LLC | 1,212 | $204.4K | 0.12% | +1,212 | New |
| GoalFusion Wealth Management, LLC | 1,215 | $204.9K | 0.15% | +1,215 | New |
| VitalStone Financial, LLC | 1,432 | $205.0K | 0.17% | +78+5.8% | Added |
| Mizuho Securities Co. Ltd. | 1,220 | $205.7K | 0.96% | +900+281.3% | Added |
| Ami Investment Management Inc | 1,222 | $206.1K | 0.09% | +1,222 | New |
| Applied Capital LLC | 1,224 | $206.4K | 0.13% | +1,224 | New |
| Rockingstone Advisors LLC | 1,224 | $206.4K | 0.11% | +1,224 | New |
| Caxton Associates LP | 1,226 | $206.7K | 0.03% | +1,226 | New |
| Hanlon Investment Management, Inc. | 1,227 | $206.9K | 0.06% | +1,227 | New |
| Kraft, Davis & Associates, LLC | 1,244 | $207.0K | 0.08% | +1,244 | New |
| ETF Store, Inc. | 1,227 | $207.2K | 0.15% | +1,227 | New |
| Omnia Family Wealth, LLC | 1,230 | $207.4K | 0.13% | −421−25.5% | Reduced |
| ESL Trust Services, LLC | 1,232 | $207.7K | 0.07% | +1,232 | New |
| Bellevue Asset Management, LLC | 1,232 | $207.9K | 0.14% | −40−3.1% | Reduced |
| Interactive Financial Advisors | 1,236 | $208.4K | 0.14% | +1,236 | New |
| Peak Financial Management, Inc. | 1,236 | $208.4K | 0.08% | +1,236 | New |
| Laraway Financial Inc | 1,241 | $209.3K | 0.22% | 00.0% | Unchanged |
| Fragasso Group Inc. | 1,243 | $209.5K | 0.02% | +1,243 | New |
| Jackson Thornton Asset Management, LLC | 1,243 | $209.6K | 0.04% | +1,243 | New |
| O'Keefe Stevens Advisory, Inc. | 1,244 | $209.8K | 0.10% | +1,244 | New |
| Droms Strauss Advisors Inc | 1,248 | $210.0K | 0.09% | +1,248 | New |
| Brio Consultants, LLC | 1,246 | $210.0K | 0.04% | +1,246 | New |
| Oversea-Chinese Banking CORP Ltd | 1,232 | $210.2K | 0.01% | +1,232 | New |
| Tiemann Investment Advisors, LLC | 1,250 | $210.8K | 0.11% | −100−7.4% | Reduced |
| Pine Haven Investment Counsel, Inc | 1,250 | $210.8K | 0.22% | +1,250 | New |
| Syntegra Private Wealth Group, LLC | 1,250 | $210.8K | 0.03% | +1,250 | New |
| Financial Network Wealth Management LLC | 1,271 | $211.0K | 0.10% | 00.0% | Unchanged |
| Hill Island Financial LLC | 1,253 | $211.2K | 0.08% | +1,253 | New |
| Invenio Wealth Partners LLC | 1,253 | $211.3K | 0.19% | +1,253 | New |
| Blue Chip Partners, Inc. | 1,256 | $211.7K | 0.03% | −38−2.9% | Reduced |
| Safeguard Financial, LLC | 1,256 | $211.8K | 0.10% | −19−1.5% | Reduced |
| Grant/GrossMendelsohn, LLC | 1,257 | $212.0K | 0.09% | +1,257 | New |
| Centerpoint Advisors, LLC | 1,259 | $212.0K | 0.09% | +55+4.6% | Added |
| Glassy Mountain Advisors, Inc. | 1,273 | $212.0K | 0.10% | −13−1.0% | Reduced |
| Hilltop Partners LLC | 1,260 | $212.4K | 0.09% | +1,260 | New |
| Corbyn Investment Management Inc | 1,264 | $213.1K | 0.11% | +1,264 | New |
| Silver Oak Advisory Group, Inc. | 1,272 | $214.0K | 0.14% | +1,272 | New |
| Awm Capital, LLC | 1,271 | $214.3K | 0.04% | +1,271 | New |
| SC&H Financial Advisors, Inc. | 1,273 | $214.7K | 0.07% | 00.0% | Unchanged |
| Whitcomb & Hess, Inc. | 1,274 | $214.8K | 0.08% | +1,274 | New |
| Pegasus Partners Ltd. | 1,274 | $214.8K | 0.03% | −94−6.9% | Reduced |
| Hofer & Associates. Inc | 1,275 | $215.0K | 0.22% | 00.0% | Unchanged |
| CKW Financial Group | 1,275 | $215.0K | 0.03% | +2+0.2% | Added |