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 |
|---|---|---|---|---|---|
| Twin Lakes Capital Management, LLC | 1,540 | $259.7K | 0.19% | 00.0% | Unchanged |
| H&H Retirement Design & Management INC | 1,589 | $260.6K | 0.18% | 00.0% | Unchanged |
| Private Advisory Group LLC | 1,547 | $260.9K | 0.05% | +1,547 | New |
| Invst, LLC | 1,552 | $261.7K | 0.04% | +116+8.1% | Added |
| EWG Elevate Inc. | 1,554 | $262.0K | 0.12% | −46−2.9% | Reduced |
| Keystone Wealth Services, LLC | 1,566 | $264.1K | 0.10% | −121−7.2% | Reduced |
| AIMZ Investment Advisors, LLC | 1,566 | $264.1K | 0.12% | 00.0% | Unchanged |
| Paradiem, LLC | 1,567 | $264.2K | 0.08% | 00.0% | Unchanged |
| Unique Wealth, LLC | 1,568 | $264.4K | 0.11% | 00.0% | Unchanged |
| Blossom Wealth Management | 1,569 | $264.6K | 0.85% | +25+1.6% | Added |
| Eagle Strategies LLC | 1,569 | $264.7K | 0.07% | +4+0.3% | Added |
| Davy Global Fund Management Ltd | 1,578 | $266.1K | 0.05% | 00.0% | Unchanged |
| Integrity Financial Corp | 1,581 | $266.6K | 0.20% | +255+19.2% | Added |
| Indie Asset Partners, LLC | 1,582 | $266.7K | 0.27% | +74+4.9% | Added |
| Leverty Financial Group, LLC | 1,584 | $267.0K | 0.19% | 00.0% | Unchanged |
| Sequent Asset Management, LLC | 1,588 | $267.8K | 0.29% | 00.0% | Unchanged |
| American Money Management, LLC | 1,589 | $267.9K | 0.07% | +127+8.7% | Added |
| Aldebaran Financial Inc. | 1,590 | $268.1K | 0.44% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 1,591 | $268.4K | 0.01% | 00.0% | Unchanged |
| Raub Brock Capital Management LP | 1,594 | $268.8K | 0.05% | +6+0.4% | Added |
| Financial Advisory Corp | 1,596 | $269.0K | 0.12% | +179+12.6% | Added |
| SNS Financial Group, LLC | 1,596 | $269.1K | 0.04% | +29+1.9% | Added |
| Stone Point Wealth LLC | 1,596 | $269.1K | 0.12% | 00.0% | Unchanged |
| Consilium Wealth Advisory, LLC | 1,598 | $269.5K | 0.19% | −4,754−74.8% | Reduced |
| Penbrook Management LLC | 1,600 | $269.8K | 0.20% | −100−5.9% | Reduced |
| Financial Enhancement Group LLC | 1,633 | $270.1K | 0.05% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 1,602 | $270.3K | 0.17% | −123−7.1% | Reduced |
| Manchester Financial Inc | 1,604 | $270.4K | 0.08% | +1+0.1% | Added |
| Regal Wealth Group, Inc. | 1,606 | $270.7K | 0.18% | +1+0.1% | Added |
| Lane & Associates LLC | 1,608 | $271.2K | 0.22% | +26+1.6% | Added |
| Sterling Financial Planning, Inc. | 1,612 | $271.8K | 0.14% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 1,616 | $272.5K | 0.25% | +143+9.7% | Added |
| Cahill Financial Advisors Inc | 1,618 | $272.8K | 0.05% | −39−2.4% | Reduced |
| Acas, LLC | 1,624 | $273.8K | 0.34% | −8−0.5% | Reduced |
| Dakota Community Bank & Trust NA | 1,624 | $273.8K | 1.74% | −21−1.3% | Reduced |
| Demars Financial Group, LLC | 1,631 | $275.0K | 0.16% | −144−8.1% | Reduced |
| Liberty Capital Management, Inc. | 1,632 | $275.2K | 0.08% | +37+2.3% | Added |
| Westshore Wealth, LLC | 1,633 | $275.4K | 0.15% | +31+1.9% | Added |
| Keebeck Alpha, LP | 1,634 | $275.5K | 0.27% | +1,634 | New |
| Trinity Financial Advisors LLC | 1,634 | $275.6K | 0.15% | +8+0.5% | Added |
| Divergent Planning, LLC | 1,655 | $275.9K | 0.15% | 00.0% | Unchanged |
| Landaas & Co | 1,638 | $276.0K | 0.12% | 00.0% | Unchanged |
| Annandale Capital, LLC | 1,636 | $276.0K | 0.08% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 1,637 | $276.0K | 0.09% | +75+4.8% | Added |
| Bullseye Investment Management, LLC | 1,640 | $276.5K | 0.22% | +1,640 | New |
| Charles Schwab Investment Advisory, Inc. | 1,642 | $276.8K | 0.00% | +64+4.1% | Added |
| Miller Wealth Advisors, LLC | 1,643 | $277.0K | 0.19% | +9+0.6% | Added |
| Heritage Investment Group, Inc. | 1,641 | $277.0K | 0.08% | −199−10.8% | Reduced |
| Biltmore Family Office, LLC | 1,644 | $277.1K | 0.06% | −35−2.1% | Reduced |
| GDS Wealth Management | 1,647 | $277.7K | 0.04% | −302−15.5% | Reduced |
| First Wilshire Securities Management Inc | 1,650 | $278.0K | 0.10% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $278.2K | 0.24% | – | – |
| Acorn Financial Advisory Services Inc | 1,659 | $278.5K | 0.05% | +10+0.6% | Added |
| Crown Wealth Group, LLC | 1,652 | $278.6K | 0.21% | +83+5.3% | Added |
| Column Capital Advisors, LLC | 1,652 | $278.6K | 0.04% | +5+0.3% | Added |
| Columbus Macro, LLC | 1,657 | $279.3K | 0.12% | −25−1.5% | Reduced |
| WealthBridge Capital Management, LLC | 1,669 | $281.5K | 0.12% | +60+3.7% | Added |
| L & S Advisors Inc | 1,671 | $281.8K | 0.04% | −560−25.1% | Reduced |
| Tranquilli Financial Advisor LLC | 1,680 | $283.3K | 0.20% | +49+3.0% | Added |
| Capital Wealth Alliance, LLC | 1,682 | $283.6K | 0.21% | +7+0.4% | Added |
| Firethorn Wealth Partners, LLC | 1,684 | $284.0K | 0.22% | +19+1.1% | Added |
| Check Capital Management Inc | 1,687 | $284.5K | 0.02% | 00.0% | Unchanged |
| Saiph Capital, LLC | 1,696 | $286.0K | 0.16% | +1,696 | New |
| RF&L Wealth Management, LLC | 1,700 | $286.7K | 0.27% | 00.0% | Unchanged |
| Savoie Capital LLC | 1,700 | $286.7K | 0.08% | +1,700 | New |
| Rooted Wealth Advisors, Inc. | 1,987 | $287.0K | 0.18% | +243+13.9% | Added |
| Aufman Associates Inc | 1,704 | $287.3K | 0.24% | −35−2.0% | Reduced |
| Nalls Sherbakoff Group, LLC | 1,704 | $287.3K | 0.28% | 00.0% | Unchanged |
| SBB Research Group LLC | 1,708 | $287.9K | 0.51% | +16+0.9% | Added |
| Carr Financial Group Corp | 1,952 | $288.1K | 0.11% | 00.0% | Unchanged |
| Summit Wealth & Retirement Planning, Inc. | 1,709 | $288.2K | 0.12% | +1+0.1% | Added |
| Heritage Wealth Management, Inc./Texas | 1,712 | $288.7K | 0.26% | −7−0.4% | Reduced |
| Jacobsen Capital Management | 1,713 | $288.8K | 0.16% | +1,713 | New |
| Windsor Group LTD | 1,715 | $289.0K | 0.05% | −246−12.5% | Reduced |
| Bank of Nova Scotia Trust Co | 1,716 | $289.4K | 0.03% | −95−5.2% | Reduced |
| Bridge Advisory, LLC | 1,716 | $289.4K | 0.10% | +178+11.6% | Added |
| Sykon Capital LLC | 1,718 | $289.7K | 0.12% | +1,718 | New |
| Verus Financial Partners, Inc. | 1,769 | $290.3K | 0.04% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 1,722 | $290.4K | 0.20% | −400−18.9% | Reduced |
| V Wealth Advisors LLC | 1,729 | $291.5K | 0.24% | −5,278−75.3% | Reduced |
| Family Investment Center, Inc. | 1,731 | $291.9K | 0.18% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 1,733 | $292.2K | 0.05% | 00.0% | Unchanged |
| Gunn & Co Investment Management, Inc. | 1,740 | $293.0K | 0.26% | +1,740 | New |
| Marotta Asset Management | 1,739 | $293.2K | 0.07% | −92−5.0% | Reduced |
| Wealthstream Advisors, Inc. | 1,741 | $293.5K | 0.15% | +192+12.4% | Added |
| O'Rourke & Company, Inc | 1,744 | $294.0K | 0.21% | +124+7.7% | Added |
| Arbor Investment Advisors, LLC | 1,744 | $294.0K | 0.05% | 00.0% | Unchanged |
| Allegiance Financial Group Advisory Services LLC | 1,749 | $295.0K | 0.17% | 00.0% | Unchanged |
| Kooman & Associates | 1,750 | $295.1K | 0.15% | +182+11.6% | Added |
| Strategic Investment Advisors | 1,758 | $296.5K | 0.05% | +65+3.8% | Added |
| Oder Investment Management, LLC | 1,759 | $296.7K | 0.32% | +2+0.1% | Added |
| Fairfield Financial Advisors, LTD | 1,762 | $297.1K | 0.13% | +282+19.1% | Added |
| Northcape Wealth Management, LLC | 1,762 | $297.1K | 0.11% | −326−15.6% | Reduced |
| Planning Alternatives Ltd | 1,763 | $297.2K | 0.06% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 1,765 | $297.6K | 0.44% | −6,489−78.6% | Reduced |
| Capital Advisors, Ltd. LLC | 1,770 | $298.0K | 0.05% | −74−4.0% | Reduced |
| Investors Research Corp | 1,769 | $298.3K | 0.08% | +11+0.6% | Added |
| Paladin Advisory Group, LLC | 1,774 | $299.1K | 0.25% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 1,775 | $299.3K | 0.15% | +167+10.4% | Added |
| EdgeRock Capital LLC | 1,775 | $299.3K | 0.18% | +230+14.9% | Added |