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 |
|---|---|---|---|---|---|
| HF Advisory Group, LLC | 2,324 | $397.3K | 0.29% | +900+63.2% | Added |
| Analyst IMS Investment Management Services Ltd. | 2,331 | $398.0K | 0.02% | +655+39.1% | Added |
| Ssi Investment Management LLC | 2,363 | $398.4K | 0.03% | −25−1.0% | Reduced |
| Sather Financial Group Inc | 2,367 | $399.1K | 0.03% | +59+2.6% | Added |
| Granite Harbor Advisors, Inc. | 2,368 | $399.3K | 0.32% | +41+1.8% | Added |
| Taylor Hoffman Wealth Management | 2,375 | $400.5K | 0.21% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 2,381 | $401.0K | 0.00% | +223+10.3% | Added |
| JSF Financial, LLC | 2,380 | $401.4K | 0.16% | −40−1.7% | Reduced |
| Objective Capital Management, LLC | 2,381 | $401.5K | 0.36% | −22−0.9% | Reduced |
| Well Done, LLC | 2,383 | $401.8K | 0.09% | −6−0.3% | Reduced |
| Midwest Heritage Bank, FSB | 2,400 | $404.7K | 0.30% | 00.0% | Unchanged |
| Mma Asset Management LLC | 2,405 | $405.6K | 0.23% | +3+0.1% | Added |
| Private Wealth Advisors | 2,416 | $407.5K | 0.18% | −96−3.8% | Reduced |
| Grey Fox Wealth Advisors, LLC | 2,421 | $408.1K | 0.20% | −144−5.6% | Reduced |
| Chico Wealth RIA | 2,424 | $408.7K | 0.49% | +2,424 | New |
| Summitry LLC | 2,424 | $408.8K | 0.03% | +26+1.1% | Added |
| Zimmermann Investment Management & Planning LLC | 2,424 | $408.8K | 0.20% | −265−9.9% | Reduced |
| Triune Financial Partners, LLC | 2,429 | $409.5K | 0.17% | +18+0.7% | Added |
| Idaho Trust Bank | 2,432 | $410.1K | 0.27% | −34−1.4% | Reduced |
| Old Mission Capital LLC | 2,440 | $411.4K | 0.01% | +2,440 | New |
| Alan B. Lancz & Associates, Inc. | 2,443 | $411.9K | 0.47% | 00.0% | Unchanged |
| Western Financial Corp | 2,448 | $412.8K | 0.30% | −22−0.9% | Reduced |
| River Street Advisors LLC | 2,460 | $414.9K | 0.39% | +126+5.4% | Added |
| Lesa Sroufe & Co | 2,465 | $416.0K | 0.45% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 2,469 | $416.3K | 0.12% | 00.0% | Unchanged |
| RS Crum Inc. | 2,472 | $416.8K | 0.15% | +405+19.6% | Added |
| Kathmere Capital Management, LLC | 2,474 | $417.2K | 0.06% | −1,192−32.5% | Reduced |
| Royal Capital Wealth Management, LLC | 2,481 | $418.4K | 0.40% | −30−1.2% | Reduced |
| Financial Insights, Inc. | 2,873 | $418.7K | 0.15% | +59+2.1% | Added |
| Princeton Capital Management LLC | 2,483 | $418.7K | 0.19% | 00.0% | Unchanged |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,484 | $418.8K | 0.14% | +770+44.9% | Added |
| Worth Financial Advisory Group, LLC | 2,496 | $420.9K | 0.38% | −14−0.6% | Reduced |
| Mirabella Financial Services LLP | 2,500 | $421.6K | 0.06% | −14,101−84.9% | Reduced |
| Drexel Morgan & Co. | 2,500 | $421.6K | 0.11% | 00.0% | Unchanged |
| Brogan Financial, Inc. | 2,506 | $422.5K | 0.37% | 00.0% | Unchanged |
| Riverwater Partners LLC | 2,507 | $422.7K | 0.38% | +22+0.9% | Added |
| Acima Private Wealth, LLC | 2,510 | $423.2K | 0.19% | −115−4.4% | Reduced |
| RIA Advisory Group LLC | 2,511 | $423.7K | 0.19% | +2,511 | New |
| West Coast Financial LLC | 2,517 | $424.3K | 0.06% | −73−2.8% | Reduced |
| Seven Mile Advisory | 2,519 | $424.7K | 0.45% | +290+13.0% | Added |
| United Community Bank | 2,519 | $424.8K | 0.21% | +30+1.2% | Added |
| Rocky Mountain Advisers, LLC | 2,527 | $426.1K | 0.21% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 2,528 | $426.3K | 0.22% | +25+1.0% | Added |
| Jump Financial, LLC | 2,530 | $426.6K | 0.02% | −23,339−90.2% | Reduced |
| Silicon Valley Capital Partners | 2,531 | $426.8K | 0.08% | −272−9.7% | Reduced |
| AAFCPAs Wealth Management, LLC | 2,535 | $427.5K | 0.28% | −55−2.1% | Reduced |
| Family Firm, Inc. | 2,535 | $427.5K | 0.12% | +14+0.6% | Added |
| Banco BTG Pactual S.A. | 2,542 | $428.6K | 0.17% | +2,542 | New |
| Newbridge Financial Services Group, Inc. | 2,547 | $429.5K | 0.22% | −89−3.4% | Reduced |
| New England Capital Financial Advisors LLC | 2,552 | $430.3K | 0.30% | +3+0.1% | Added |
| Roman Butler Fullerton & Co | 2,624 | $430.5K | 0.20% | +115+4.6% | Added |
| LWM Advisory Services, LLC | 2,563 | $431.2K | 0.46% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 2,560 | $431.7K | 0.17% | +133+5.5% | Added |
| Foster Victor Wealth Advisors, LLC | 2,666 | $432.5K | 0.05% | −518−16.3% | Reduced |
| Advance Capital Management, Inc. | 2,565 | $432.5K | 0.04% | +37+1.5% | Added |
| Prentice Wealth Management LLC | 2,566 | $432.7K | 0.20% | −56−2.1% | Reduced |
| IVC Wealth Advisors LLC | 2,567 | $432.8K | 0.29% | +4+0.2% | Added |
| J2 Capital Management Inc | 2,573 | $433.9K | 0.55% | +2,573 | New |
| Interchange Capital Partners, LLC | 2,579 | $434.8K | 0.35% | +267+11.5% | Added |
| One River Asset Management, LLC | 2,552 | $434.9K | 0.20% | −1,003−28.2% | Reduced |
| NWK Group, Inc. | 2,585 | $435.9K | 0.27% | 00.0% | Unchanged |
| Avitas Wealth Management LLC | 2,591 | $436.9K | 0.08% | −83−3.1% | Reduced |
| Innova Wealth Partners | 2,600 | $438.4K | 0.39% | 00.0% | Unchanged |
| MMBG Investment Advisors Co. | 2,600 | $438.4K | 0.06% | 00.0% | Unchanged |
| Lee Financial Co | 2,604 | $439.1K | 0.08% | +24+0.9% | Added |
| Archetype Wealth Partners | 2,608 | $440.0K | 0.09% | −2−0.1% | Reduced |
| Ferguson Shapiro LLC | 2,611 | $440.4K | 0.24% | +1,046+66.8% | Added |
| Gateway Wealth Partners, LLC | 2,613 | $440.6K | 0.08% | +71+2.8% | Added |
| NWF Advisory Services Inc. | 2,614 | $440.8K | 0.10% | −57−2.1% | Reduced |
| Silvant Capital Management LLC | 2,615 | $440.9K | 0.03% | 00.0% | Unchanged |
| Straight Path Wealth Management | 2,621 | $442.0K | 0.30% | +100+4.0% | Added |
| Midwest Financial Group LLC | 2,629 | $443.0K | 0.37% | +11+0.4% | Added |
| Malaga Cove Capital, LLC | 2,631 | $443.6K | 0.20% | 00.0% | Unchanged |
| Sym Financial Corp | 2,631 | $443.7K | 0.08% | +229+9.5% | Added |
| Beacon Bridge Wealth Partners, LLC | 2,640 | $445.1K | 0.23% | −182−6.4% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 2,640 | $445.2K | 0.13% | +2,640 | New |
| FMB Wealth Management | 2,640 | $445.2K | 0.48% | +826+45.5% | Added |
| Olistico Wealth, LLC | 2,648 | $446.6K | 0.40% | −82−3.0% | Reduced |
| BIP Wealth, LLC | 2,649 | $446.8K | 0.04% | −2,928−52.5% | Reduced |
| SFE Investment Counsel | 2,667 | $449.7K | 0.13% | 00.0% | Unchanged |
| Stillwater Capital Advisors, LLC | 2,669 | $450.0K | 0.08% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 2,670 | $450.2K | 0.46% | −44−1.6% | Reduced |
| Kennedy Investment Group | 2,674 | $450.8K | 0.27% | −160−5.6% | Reduced |
| Meixler Investment Management, Ltd. | 2,681 | $452.1K | 0.41% | −997−27.1% | Reduced |
| Private Ocean, LLC | 2,688 | $453.2K | 0.06% | −279−9.4% | Reduced |
| Schubert & Co | 2,693 | $454.2K | 0.46% | +10.0% | Added |
| Princeton Global Asset Management LLC | 2,696 | $454.5K | 0.13% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 2,700 | $455.3K | 0.10% | 00.0% | Unchanged |
| Holistic Financial Partners | 2,707 | $456.5K | 0.30% | +76+2.9% | Added |
| David R. Rahn & Associates Inc. | 2,713 | $457.5K | 0.23% | 00.0% | Unchanged |
| Private Capital Management LLC | 2,724 | $459.3K | 0.13% | +29+1.1% | Added |
| Aspen Grove Capital, LLC | 2,724 | $459.3K | 0.17% | +366+15.5% | Added |
| Denver Wealth Management, Inc. | 2,731 | $460.5K | 0.30% | +50+1.9% | Added |
| Shepherd Financial Partners LLC | 2,743 | $462.3K | 0.07% | +717+35.4% | Added |
| Summit Financial Strategies, Inc. | 2,744 | $462.8K | 0.09% | −33−1.2% | Reduced |
| TNF LLC | 2,742 | $463.7K | 0.22% | +8+0.3% | Added |
| Sunflower Bank, N.A. | 2,752 | $464.0K | 0.11% | −38−1.4% | Reduced |
| Atwater Malick LLC | 2,755 | $464.5K | 0.20% | −800−22.5% | Reduced |
| Old North State Trust, LLC | 2,764 | $466.0K | 0.36% | −176−6.0% | Reduced |
| Sandy Cove Advisors, LLC | 2,767 | $466.5K | 0.27% | +197+7.7% | Added |