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 |
|---|---|---|---|---|---|
| Insight Wealth Partners, LLC | 1,776 | $299.5K | 0.25% | 00.0% | Unchanged |
| Three Seasons Wealth, LLC | 1,776 | $299.5K | 0.30% | +1,776 | New |
| Lockerman Financial Group, Inc. | 1,777 | $299.6K | 0.81% | −89−4.8% | Reduced |
| Green Harvest Asset Management LLC | 1,780 | $300.1K | 0.01% | +1,780 | New |
| Coulter & Justus Financial Services, LLC | 1,783 | $300.6K | 0.22% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 1,784 | $300.8K | 0.16% | +50+2.9% | Added |
| Kendall Capital Management | 1,788 | $301.0K | 0.13% | −145−7.5% | Reduced |
| Bluesphere Advisors, LLC | 1,791 | $302.0K | 0.22% | +162+9.9% | Added |
| Luts & Greenleigh Group, Inc | 1,796 | $302.8K | 0.38% | −94−5.0% | Reduced |
| Adamsbrown Wealth Consultants LLC | 1,799 | $303.4K | 0.15% | +42+2.4% | Added |
| MV Capital Management, Inc. | 1,803 | $304.0K | 0.04% | −152−7.8% | Reduced |
| Montis Financial, LLC | 1,807 | $304.7K | 0.20% | +203+12.7% | Added |
| IAG Wealth Partners, LLC | 1,817 | $306.4K | 0.09% | −150−7.6% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 1,823 | $307.0K | 0.07% | +350+23.8% | Added |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 1,821 | $307.1K | 0.16% | 00.0% | Unchanged |
| Seneca Financial Advisors LLC | 1,827 | $308.1K | 0.21% | +1,827 | New |
| Trust Co | 1,829 | $308.4K | 0.05% | −375−17.0% | Reduced |
| Index Fund Advisors, Inc. | 1,833 | $309.1K | 0.02% | +1,833 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1,834 | $309.3K | 0.16% | +1,834 | New |
| Fortem Financial Group, LLC | 1,838 | $309.9K | 0.18% | −78−4.1% | Reduced |
| KFG Wealth Management, LLC | 1,840 | $310.3K | 0.17% | 00.0% | Unchanged |
| Regis Acquisition Inc. | 1,844 | $311.0K | 0.13% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 1,845 | $311.1K | 0.08% | 00.0% | Unchanged |
| TFC Financial Management | 1,851 | $312.2K | 0.07% | +446+31.7% | Added |
| Concorde Asset Management, LLC | 1,852 | $312.2K | 0.28% | +71+4.0% | Added |
| Saturna Capital CORP | 1,852 | $312.3K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,857 | $313.1K | 0.06% | +132+7.7% | Added |
| Ambassador Advisors, LLC | 2,177 | $313.5K | 0.08% | −315−12.6% | Reduced |
| Ade, LLC | 1,860 | $313.6K | 0.24% | −24−1.3% | Reduced |
| Signet Financial Management, LLC | 1,861 | $313.9K | 0.05% | −162−8.0% | Reduced |
| Bensler, LLC | 1,863 | $314.2K | 0.06% | −195−9.5% | Reduced |
| Goldstream Capital Management Ltd | 1,872 | $315.7K | 0.25% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 1,873 | $315.9K | 0.08% | +350+23.0% | Added |
| Wealth Advisors of Iowa, LLC | 1,876 | $316.3K | 0.22% | +99+5.6% | Added |
| Terril Brothers, Inc. | 1,877 | $316.4K | 0.15% | +373+24.8% | Added |
| Affinity Investment Advisors, LLC | 1,878 | $316.7K | 0.20% | 00.0% | Unchanged |
| Fiduciary Planning LLC | 1,878 | $316.7K | 0.15% | +44+2.4% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 1,880 | $317.0K | 0.10% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 1,883 | $317.5K | 0.42% | 00.0% | Unchanged |
| Armbruster Capital Management, Inc. | 1,888 | $318.4K | 0.08% | −703−27.1% | Reduced |
| AllSquare Wealth Management LLC | 1,898 | $320.0K | 0.21% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 1,899 | $320.2K | 0.16% | −815−30.0% | Reduced |
| Caption Management, LLC | 1,900 | $320.4K | 0.04% | −17,600−90.3% | Reduced |
| Theory Financial LLC | 1,903 | $320.9K | 0.19% | +1,903 | New |
| Phocas Financial Corp. | 1,914 | $322.7K | 0.05% | +69+3.7% | Added |
| McLean Asset Management Corp | 1,943 | $323.7K | 0.13% | +176+10.0% | Added |
| Riverview Trust Co | 1,921 | $323.9K | 0.29% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 1,921 | $324.0K | 0.11% | −108−5.3% | Reduced |
| Tyler-Stone Wealth Management | 1,924 | $324.0K | 0.19% | −70−3.5% | Reduced |
| Carl Stuart Investment Advisor, Inc | 1,954 | $325.4K | 0.26% | −28−1.4% | Reduced |
| Sara-Bay Financial | 1,931 | $325.6K | 0.17% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 1,932 | $325.8K | 0.04% | −82−4.1% | Reduced |
| Mattern Capital Management, LLC | 1,938 | $326.8K | 0.05% | −275−12.4% | Reduced |
| Tilia Fiduciary Partners, Inc. | 1,942 | $327.4K | 0.34% | +10+0.5% | Added |
| KWB Wealth | 2,081 | $327.5K | 0.05% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 1,944 | $327.8K | 0.19% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 1,947 | $328.3K | 0.20% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 1,947 | $328.3K | 0.22% | −16−0.8% | Reduced |
| Keystone Financial Services | 1,951 | $329.0K | 0.17% | +1,951 | New |
| Arkfeld Wealth Strategies, L.L.C. | 1,976 | $329.1K | 0.24% | +7+0.4% | Added |
| Trilogy Capital Inc. | 1,952 | $329.2K | 0.02% | −721−27.0% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 1,954 | $329.5K | 0.31% | −121−5.8% | Reduced |
| Von Berge Wealth Management Group, LLC | 1,955 | $329.7K | 0.28% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 1,958 | $330.2K | 0.09% | +60+3.2% | Added |
| Spinnaker Investment Group, LLC | 1,960 | $330.5K | 0.11% | 00.0% | Unchanged |
| Silverleafe Capital Partners, LLC | 1,964 | $331.2K | 0.17% | −457−18.9% | Reduced |
| Burt Wealth Advisors | 1,966 | $331.5K | 0.10% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 1,970 | $332.1K | 0.09% | +284+16.8% | Added |
| Corundum Trust Company, INC | 1,970 | $332.2K | 0.99% | −270−12.1% | Reduced |
| True Link Financial Advisors, LLC | 1,972 | $332.5K | 0.04% | +207+11.7% | Added |
| Marks Group Wealth Management, Inc | 1,977 | $333.4K | 0.04% | +4+0.2% | Added |
| Texas Capital Bancshares Inc | 1,978 | $333.5K | 0.18% | −81−3.9% | Reduced |
| Ballast, Inc. | 1,983 | $334.4K | 0.13% | +318+19.1% | Added |
| Israel Discount Bank of New York | 1,984 | $334.5K | 0.28% | −13−0.7% | Reduced |
| Financial Strategies Group, Inc. | 1,998 | $334.9K | 0.11% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 1,989 | $335.3K | 0.22% | +10+0.5% | Added |
| Cedar Wealth Management, LLC | 1,991 | $335.7K | 0.13% | +164+9.0% | Added |
| Leo H. Evart, Inc. | 1,993 | $336.1K | 0.52% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 2,000 | $337.0K | 0.11% | +71+3.7% | Added |
| BigSur Wealth Management LLC | 2,000 | $337.2K | 0.17% | 00.0% | Unchanged |
| Slow Capital, Inc. | 2,000 | $337.2K | 0.06% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 2,000 | $337.2K | 0.09% | +231+13.1% | Added |
| Insight Advisors, LLC | 2,002 | $337.5K | 0.08% | +31+1.6% | Added |
| Security National Bank of So Dak | 2,004 | $337.9K | 0.25% | −108−5.1% | Reduced |
| CMT Capital Markets Trading GmbH | 2,007 | $338.0K | 0.19% | +2,007 | New |
| Defender Capital, LLC. | 2,005 | $338.1K | 0.12% | −4,000−66.6% | Reduced |
| WealthTrust Asset Management, LLC | 2,006 | $338.2K | 0.31% | +15+0.8% | Added |
| Patriot Investment Management Inc. | 2,007 | $338.4K | 0.03% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 2,010 | $339.0K | 0.13% | −22−1.1% | Reduced |
| Claris Advisors, LLC | 2,012 | $339.3K | 0.22% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 2,008 | $339.6K | 0.12% | 00.0% | Unchanged |
| Broadleaf Partners, LLC | 2,015 | $339.8K | 0.11% | −46−2.2% | Reduced |
| Transatlantique Private Wealth LLC | 2,016 | $339.9K | 0.18% | +35+1.8% | Added |
| Wolff Wiese Magana LLC | 2,019 | $340.4K | 0.28% | 00.0% | Unchanged |
| Fort, L.P. | 2,022 | $340.9K | 0.94% | +168+9.1% | Added |
| Heritage Financial Services, LLC | 2,034 | $343.0K | 0.07% | +75+3.8% | Added |
| Lakeshore Financial Planning, Inc. | 2,035 | $343.1K | 0.20% | +2,035 | New |
| FSB Premier Wealth Management, Inc. | 2,039 | $343.8K | 0.19% | +749+58.1% | Added |
| Steigerwald, Gordon & Koch Inc. | 2,039 | $343.8K | 0.05% | −57−2.7% | Reduced |
| Fountainhead AM, LLC | 2,040 | $344.1K | 0.12% | −889−30.4% | Reduced |