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 |
|---|---|---|---|---|---|
| Atlas Capital Advisors LLC | 2,047 | $345.3K | 0.06% | +484+31.0% | Added |
| Norris Perne & French LLP | 2,054 | $346.3K | 0.03% | +100+5.1% | Added |
| Powell Investment Advisors, LLC | 2,054 | $346.4K | 0.21% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 2,055 | $346.5K | 0.03% | 00.0% | Unchanged |
| Alps Advisors Inc | 2,060 | $347.4K | 0.00% | +2,060 | New |
| Weil Company, Inc. | 2,061 | $347.5K | 0.17% | +10.0% | Added |
| Constitution Capital LLC | 2,076 | $350.1K | 0.24% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 2,076 | $350.1K | 0.21% | +423+25.6% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 2,078 | $350.3K | 0.19% | +244+13.3% | Added |
| Blackston Financial Advisory Group, LLC | 2,080 | $350.7K | 0.24% | +85+4.3% | Added |
| Curated Wealth Partners LLC | 2,086 | $351.7K | 0.06% | −50−2.3% | Reduced |
| Juncture Wealth Strategies, LLC | 2,086 | $351.8K | 0.17% | −5−0.2% | Reduced |
| Community Bank of Raymore | 2,087 | $351.9K | 0.16% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 2,087 | $351.9K | 0.01% | +472+29.2% | Added |
| Compass Financial Group, INC | 2,090 | $352.5K | 0.11% | +126+6.4% | Added |
| Parisi Gray Wealth Management | 2,092 | $352.7K | 0.16% | +717+52.1% | Added |
| ASB Consultores, LLC | 2,095 | $353.3K | 0.14% | −689−24.7% | Reduced |
| Altfest L J & Co Inc | 2,101 | $354.0K | 0.06% | −362−14.7% | Reduced |
| Ontario Teachers Pension Plan Board | 2,105 | $354.9K | 0.00% | −4,961−70.2% | Reduced |
| OneAscent Financial Services LLC | 2,108 | $355.0K | 0.09% | +2,108 | New |
| Meridian Wealth Partners, LLC | 2,106 | $355.0K | 0.07% | +154+7.9% | Added |
| Unionview, LLC | 2,106 | $355.1K | 0.34% | +47+2.3% | Added |
| Wooster Corthell Wealth Management, Inc. | 2,117 | $357.0K | 0.09% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 2,117 | $357.0K | 0.16% | −22−1.0% | Reduced |
| First Citizens Financial Corp | 2,120 | $357.5K | 0.25% | 00.0% | Unchanged |
| Partners in Financial Planning | 2,124 | $358.1K | 0.09% | +2,124 | New |
| Buck Wealth Strategies, LLC | 2,126 | $358.5K | 0.14% | +40+1.9% | Added |
| Sonata Capital Group Inc | 2,128 | $359.0K | 0.19% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 2,130 | $359.1K | 0.16% | +79+3.9% | Added |
| Capital Insight Partners, LLC | 2,135 | $360.0K | 0.08% | −426−16.6% | Reduced |
| Yoder Wealth Management, Inc. | 2,146 | $361.9K | 0.30% | −314−12.8% | Reduced |
| LWMG, LLC | 2,148 | $362.1K | 0.10% | +71+3.4% | Added |
| Lazari Capital Management, Inc. | 2,151 | $362.8K | 0.22% | +19+0.9% | Added |
| Financial Perspectives, Inc | 2,154 | $363.1K | 0.17% | −47−2.1% | Reduced |
| Diker Management LLC | 2,156 | $363.5K | 0.32% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 2,158 | $363.9K | 0.10% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 2,158 | $363.9K | 0.40% | +800+58.9% | Added |
| Geller Advisors LLC | 2,163 | $364.7K | 0.04% | +50+2.4% | Added |
| Kensington Investment Counsel, LLC | 2,163 | $364.7K | 0.23% | +259+13.6% | Added |
| Community Financial Services Group, LLC | 2,166 | $365.2K | 0.09% | +2,166 | New |
| Watershed Private Wealth LLC | 2,167 | $365.3K | 0.23% | +2+0.1% | Added |
| Dynamic Technology Lab Private Ltd | 2,169 | $366.0K | 0.04% | −9,944−82.1% | Reduced |
| Breakwater Capital Group | 2,546 | $366.6K | 0.13% | +799+45.7% | Added |
| WFA of San Diego, LLC | 2,179 | $367.4K | 0.38% | −250−10.3% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 2,185 | $368.4K | 0.06% | −59−2.6% | Reduced |
| Nadler Financial Group, Inc. | 2,187 | $368.8K | 0.06% | +7+0.3% | Added |
| ShoreHaven Wealth Partners, LLC | 2,188 | $368.9K | 0.25% | +8+0.4% | Added |
| Strategic Wealth Designers | 2,196 | $370.3K | 0.07% | +162+8.0% | Added |
| Rede Wealth, LLC | 2,200 | $370.9K | 0.19% | −887−28.7% | Reduced |
| Meridian Financial, LLC | 2,209 | $372.6K | 0.35% | 00.0% | Unchanged |
| Etfidea, LLC | 2,213 | $373.1K | 0.16% | +90+4.2% | Added |
| Paces Ferry Wealth Advisors, LLC | 2,215 | $373.4K | 0.30% | +7+0.3% | Added |
| Frisch Financial Group, Inc. | 2,216 | $374.0K | 0.15% | −275−11.0% | Reduced |
| Wharton Business Group, LLC | 2,219 | $374.0K | 0.02% | 00.0% | Unchanged |
| Source Financial Advisors LLC | 2,227 | $375.5K | 0.13% | +122+5.8% | Added |
| Texas Capital Bank Wealth Management Services Inc | 2,228 | $375.6K | 0.05% | −32−1.4% | Reduced |
| GEM Asset Management, LLC | 2,228 | $375.7K | 0.30% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 2,228 | $376.0K | 0.33% | +698+45.6% | Added |
| Operose Advisors LLC | 2,231 | $376.2K | 0.15% | +1,997+853.4% | Added |
| Palisades Hudson Asset Management, L.P. | 2,234 | $377.0K | 0.21% | 00.0% | Unchanged |
| Financial Advisors, LLC | 2,237 | $377.1K | 0.09% | −521−18.9% | Reduced |
| Tiff Advisory Services Inc | 2,237 | $377.2K | 0.32% | −4,056−64.5% | Reduced |
| Solstein Capital, LLC | 2,240 | $377.7K | 0.32% | 00.0% | Unchanged |
| Falcon Wealth Planning | 2,240 | $377.7K | 0.08% | −156−6.5% | Reduced |
| S&T Bank | 2,239 | $378.0K | 0.07% | +200+9.8% | Added |
| Aft, Forsyth & Company, Inc. | 2,244 | $378.4K | 0.28% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 2,250 | $379.0K | 0.04% | +24+1.1% | Added |
| Garden State Investment Advisory Services LLC | 2,251 | $379.8K | 0.18% | +105+4.9% | Added |
| Park Edge Advisors, LLC | 2,254 | $380.1K | 0.14% | +182+8.8% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 2,259 | $380.9K | 0.09% | +370+19.6% | Added |
| Wilkins Investment Counsel Inc | 2,260 | $381.0K | 0.10% | −150−6.2% | Reduced |
| Financial Security Advisor, Inc. | 2,263 | $381.7K | 0.18% | +2,263 | New |
| Mason & Associates Inc | 2,265 | $381.9K | 0.12% | 00.0% | Unchanged |
| Lakeside Advisors, INC. | 2,272 | $383.0K | 0.29% | 00.0% | Unchanged |
| Socha Financial Group, LLC | 2,279 | $384.3K | 0.20% | 00.0% | Unchanged |
| Bowman & Co S.C. | 2,280 | $384.5K | 0.31% | 00.0% | Unchanged |
| Provident Investment Management, Inc. | 2,286 | $385.5K | 0.04% | +6+0.3% | Added |
| Kerntke Otto McGlone Wealth Management Group | 2,286 | $385.6K | 0.40% | −36−1.6% | Reduced |
| Montz Harcus Wealth Management LLC | 2,296 | $387.1K | 0.33% | +6+0.3% | Added |
| Southern Capital Advisors, LLC | 2,296 | $387.1K | 0.32% | −52−2.2% | Reduced |
| Instrumental Wealth, LLC | 2,313 | $387.6K | 0.45% | +348+17.7% | Added |
| Kure Advisory, LLC | 2,302 | $388.2K | 0.22% | +2,302 | New |
| Johnson Bixby & Associates, LLC | 2,310 | $389.5K | 0.08% | −134−5.5% | Reduced |
| Crane Advisory, LLC | 2,338 | $389.8K | 0.10% | +2,338 | New |
| Security National Bank of Sioux City Iowa | 2,313 | $390.0K | 0.30% | 00.0% | Unchanged |
| Shayne & Co., LLC | 2,314 | $390.2K | 0.13% | +314+15.7% | Added |
| Northstar Advisory Group, LLC | 2,317 | $390.7K | 0.28% | +2,317 | New |
| O'Dell Group, LLC | 2,317 | $390.8K | 0.12% | +174+8.1% | Added |
| Archvest Wealth Advisors, Inc. | 2,324 | $391.8K | 0.32% | −11−0.5% | Reduced |
| Goldstone Financial Group, LLC | 2,324 | $391.9K | 0.12% | −124−5.1% | Reduced |
| Isthmus Partners, LLC | 2,327 | $392.4K | 0.06% | +202+9.5% | Added |
| PAX Financial Group, LLC | 2,329 | $392.7K | 0.09% | +39+1.7% | Added |
| Eukles Asset Management | 2,330 | $392.9K | 0.21% | +27+1.2% | Added |
| Werba Rubin Papier Wealth Management | 2,339 | $394.3K | 0.14% | +2+0.1% | Added |
| Matisse Capital | 2,340 | $394.5K | 0.28% | −28−1.2% | Reduced |
| Alliance Wealth Advisors, LLC | 2,341 | $394.7K | 0.29% | +58+2.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 2,347 | $395.8K | 0.14% | +2,347 | New |
| Verum Partners LLC | 2,350 | $396.2K | 0.18% | +2,350 | New |
| PVG Asset Management Corp | 2,354 | $396.9K | 2.71% | +12+0.5% | Added |
| Pettinga Financial Advisors, LLC | 2,356 | $397.3K | 0.12% | +10.0% | Added |