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
- 3,339
- +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 | 4,143 | $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 |
|---|---|---|---|---|---|
| KFA Private Wealth Group, LLC | 1,275 | $215.1K | 0.09% | +1,275 | New |
| New Millennium Group LLC | 1,277 | $215.4K | 0.20% | −6−0.5% | Reduced |
| Trust Co of Kansas | 1,282 | $216.0K | 0.14% | +1,282 | New |
| German American Bancorp, Inc. | 1,281 | $216.0K | 0.03% | +1,281 | New |
| Alpha Financial Partners, LLC | 1,281 | $216.0K | 0.25% | −690−35.0% | Reduced |
| Grant Street Asset Management, Inc. | 1,281 | $216.1K | 0.09% | +10+0.8% | Added |
| McIlrath & Eck, LLC | 1,285 | $216.8K | 0.04% | −26−2.0% | Reduced |
| Triton Wealth Management, PLLC | 1,476 | $216.8K | 0.15% | −264−15.2% | Reduced |
| Detalus Advisors, LLC | 1,287 | $217.1K | 0.10% | +6+0.5% | Added |
| Cumberland Advisors Inc | 1,290 | $217.5K | 0.10% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 1,292 | $217.9K | 0.18% | +1,292 | New |
| Red Wave Investments LLC | 1,293 | $218.0K | 0.09% | 00.0% | Unchanged |
| RAM Investment Partners, LLC | 1,293 | $218.0K | 0.09% | +21+1.7% | Added |
| GFG Capital, LLC | 1,294 | $218.2K | 0.07% | +1,294 | New |
| Disciplined Growth Investors Inc | 1,295 | $218.4K | 0.01% | 00.0% | Unchanged |
| Summit X, LLC | 1,298 | $219.0K | 0.07% | −4,402−77.2% | Reduced |
| Courage Miller Partners, LLC | 1,299 | $219.0K | 0.09% | 00.0% | Unchanged |
| Aquire Wealth Advisors, LLC | 1,302 | $219.5K | 0.09% | −40−3.0% | Reduced |
| BCM Advisors, LLC | 1,543 | $219.7K | 0.07% | 00.0% | Unchanged |
| Harbor Advisory Corp | 1,308 | $220.6K | 0.08% | 00.0% | Unchanged |
| Condor Capital Management | 1,310 | $220.9K | 0.03% | −85−6.1% | Reduced |
| Vestor Capital, LLC | 1,308 | $221.0K | 0.02% | −979−42.8% | Reduced |
| Lifestyle Asset Management, Inc. | 1,312 | $221.2K | 0.13% | +13+1.0% | Added |
| Ullmann Financial Group, Inc. | 1,312 | $221.3K | 0.04% | +1,312 | New |
| Motive Wealth Advisors | 1,314 | $221.6K | 0.24% | −68−4.9% | Reduced |
| Waypoint Capital Advisors, LLC | 1,319 | $222.4K | 0.07% | +1,319 | New |
| Stonebridge Financial Planning Group, LLC | 1,323 | $223.1K | 0.14% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 1,327 | $224.0K | 0.05% | −1,700−56.2% | Reduced |
| Marex Group plc | 1,331 | $224.4K | 0.03% | +1,331 | New |
| Meritas Wealth Management, LLC | 1,333 | $224.8K | 0.17% | −96−6.7% | Reduced |
| Westwood Management Corp | 1,336 | $225.0K | 0.03% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 1,335 | $225.1K | 0.05% | −1−0.1% | Reduced |
| Fiducient Advisors LLC | 1,342 | $226.3K | 0.01% | +1,342 | New |
| Sterling Manor Financial, LLC | 1,343 | $226.5K | 0.21% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 1,347 | $227.1K | 0.20% | 00.0% | Unchanged |
| Old North State Wealth Management, LLC | 1,347 | $227.3K | 0.20% | +1,347 | New |
| Accretive Wealth Partners, LLC | 1,349 | $227.5K | 0.14% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 1,358 | $228.9K | 0.14% | +3+0.2% | Added |
| Single Point Partners, LLC | 1,360 | $229.0K | 0.06% | +1,360 | New |
| Arcus Capital Partners, LLC | 1,363 | $229.8K | 0.07% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 1,364 | $229.9K | 0.03% | −48−3.4% | Reduced |
| Harvest Fund Management Co., Ltd | 1,365 | $230.0K | 0.04% | +163+13.6% | Added |
| Northstar Group, Inc. | 1,365 | $230.3K | 0.05% | −59−4.1% | Reduced |
| Armstrong Henry H Associates Inc | 1,367 | $230.5K | 0.03% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 1,367 | $231.0K | 0.15% | +1,367 | New |
| PFS Partners, LLC | 1,375 | $231.9K | 0.20% | +5+0.4% | Added |
| Reynders McVeigh Capital Management, LLC | 1,373 | $232.0K | 0.02% | 00.0% | Unchanged |
| LifePlan Investment Advisors, Inc. | 1,376 | $232.0K | 0.25% | +1,376 | New |
| Quad-Cities Investment Group, LLC | 1,377 | $232.2K | 0.16% | 00.0% | Unchanged |
| Parkside Advisors LLC | 1,377 | $232.3K | 0.07% | +4+0.3% | Added |
| Chiron Capital Management, LLC | 1,378 | $232.4K | 0.20% | 00.0% | Unchanged |
| Avalon Trust Co | 1,383 | $233.3K | 0.02% | −75−5.1% | Reduced |
| Afg Fiduciary Services Limited Partnership | 1,430 | $234.7K | 0.21% | −79−5.2% | Reduced |
| McCarthy Asset Management, Inc. | 1,394 | $235.1K | 0.17% | −91−6.1% | Reduced |
| Briggs Advisory Group, Inc. | 1,395 | $235.1K | 0.13% | 00.0% | Unchanged |
| Sterling Investment Advisors LLC | 1,400 | $236.1K | 0.15% | 00.0% | Unchanged |
| NBW Capital LLC | 1,411 | $237.9K | 0.06% | −89−5.9% | Reduced |
| First National Bank | 1,412 | $238.1K | 0.21% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 1,419 | $239.2K | 0.09% | 00.0% | Unchanged |
| Callan Capital, LLC | 1,424 | $240.1K | 0.03% | +1,424 | New |
| Collaborative Wealth Managment Inc. | 1,424 | $240.1K | 0.14% | −116−7.5% | Reduced |
| Petrus Trust Company, LTA | 1,426 | $240.5K | 0.03% | +1,426 | New |
| Authentikos Wealth Advisory, LLC | 1,430 | $241.1K | 0.23% | −12−0.8% | Reduced |
| BCGM Wealth Management, LLC | 1,435 | $242.0K | 0.11% | 00.0% | Unchanged |
| Diversified Investment Strategies, LLC | 1,436 | $242.1K | 0.18% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 1,449 | $244.0K | 0.04% | 00.0% | Unchanged |
| Wade Financial Advisory, Inc | 1,453 | $245.0K | 0.10% | 00.0% | Unchanged |
| Yarger Wealth Strategies, LLC | 1,457 | $245.6K | 0.21% | +1,457 | New |
| Vawter Financial, Ltd. | 1,460 | $246.2K | 0.22% | −50−3.3% | Reduced |
| Marathon Trading Investment Management LLC | 1,461 | $246.4K | 0.19% | −2,795−65.7% | Reduced |
| 4J Wealth Management LLC | 1,462 | $246.5K | 0.25% | 00.0% | Unchanged |
| American Financial Advisors, LLC | 1,475 | $248.7K | 0.04% | +7+0.5% | Added |
| ForthRight Wealth Management, LLC | 1,476 | $248.9K | 0.11% | +14+1.0% | Added |
| Stonehearth Capital Management, LLC | 1,483 | $250.1K | 0.14% | 00.0% | Unchanged |
| Hilton Capital Management, LLC | 1,484 | $250.2K | 0.03% | −89−5.7% | Reduced |
| Walker Financial Services, Inc. | 1,487 | $250.7K | 0.24% | −97−6.1% | Reduced |
| Oakwell Private Wealth Management, LLC | 1,490 | $251.2K | 0.11% | −23−1.5% | Reduced |
| Heritage Wealth Partners, LLC | 1,491 | $251.5K | 0.54% | −140−8.6% | Reduced |
| Intrepid Capital Management Inc | 1,492 | $251.6K | 0.17% | 00.0% | Unchanged |
| REDW Wealth LLC | 1,493 | $251.7K | 0.08% | +7+0.5% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,494 | $251.9K | 0.14% | +1,494 | New |
| Continental Investors Services, Inc. | 1,499 | $252.7K | 0.77% | −1,537−50.6% | Reduced |
| Financial Planning & Information Services, Inc. | 1,501 | $253.1K | 0.05% | 00.0% | Unchanged |
| Petra Financial Advisors Inc | 1,504 | $253.6K | 0.21% | +225+17.6% | Added |
| Founders Capital Management, LLC | 1,505 | $253.8K | 0.06% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 1,511 | $254.8K | 0.19% | +101+7.2% | Added |
| Cottage Street Advisors LLC | 1,516 | $255.7K | 0.19% | +63+4.3% | Added |
| Carroll Investors, Inc | 1,506 | $256.0K | 0.23% | +1,506 | New |
| Smith & Howard Wealth Management, LLC | 1,519 | $256.1K | 0.09% | −34−2.2% | Reduced |
| Blue Barn Wealth, LLC | 1,519 | $256.1K | 0.17% | +137+9.9% | Added |
| Kesler, Norman & Wride, LLC | 1,522 | $256.6K | 0.06% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 1,522 | $256.6K | 0.07% | +127+9.1% | Added |
| Beddow Capital Management Inc | 1,525 | $257.0K | 0.13% | +1,525 | New |
| Castleview Partners, LLC | 1,530 | $258.0K | 0.24% | −109−6.7% | Reduced |
| Sharkey, Howes & Javer | 1,530 | $258.0K | 0.05% | −6−0.4% | Reduced |
| One Charles Private Wealth Services, LLC | 1,535 | $258.8K | 0.15% | −47−3.0% | Reduced |
| Austin Wealth Management, LLC | 1,789 | $259.2K | 0.08% | +1,789 | New |
| Gilman Hill Asset Management, LLC | 1,538 | $259.4K | 0.05% | −39−2.5% | Reduced |
| BNC Wealth Management, LLC | 1,539 | $259.6K | 0.14% | −32−2.0% | Reduced |
| Cornerstone Advisors Asset Management, LLC | 1,540 | $259.7K | 0.10% | +1,540 | New |