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 |
|---|---|---|---|---|---|
| E Fund Management Co., Ltd. | 2,769 | $467.0K | 0.04% | −142−4.9% | Reduced |
| Requisite Capital Management, LLC | 2,775 | $467.9K | 0.12% | 00.0% | Unchanged |
| Towercrest Capital Management | 2,780 | $468.8K | 0.09% | +29+1.1% | Added |
| Vista Capital Partners, Inc. | 2,781 | $468.9K | 0.07% | −274−9.0% | Reduced |
| Fusion Capital, LLC | 2,788 | $470.1K | 0.26% | −89−3.1% | Reduced |
| Elevatus Welath Management | 2,791 | $470.7K | 0.43% | +270+10.7% | Added |
| Carmel Capital Partners, LLC | 2,793 | $471.0K | 0.21% | +232+9.1% | Added |
| Total Clarity Wealth Management, Inc. | 2,800 | $472.2K | 0.23% | −134−4.6% | Reduced |
| Semmax Financial Advisors Inc. | 3,287 | $473.3K | 0.19% | +3,287 | New |
| Gallacher Capital Management LLC | 2,808 | $473.5K | 0.30% | −1,073−27.6% | Reduced |
| First Personal Financial Services | 2,814 | $474.5K | 0.12% | +2,000+245.7% | Added |
| Aua Capital Management, LLC | 2,816 | $474.8K | 0.34% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 2,834 | $477.9K | 0.29% | +15+0.5% | Added |
| Thrive Capital Management, LLC | 2,845 | $479.8K | 0.27% | +880+44.8% | Added |
| Eagle Bay Advisors LLC | 2,853 | $481.0K | 0.22% | +993+53.4% | Added |
| Bell Investment Advisors, Inc | 2,856 | $481.6K | 0.11% | +662+30.2% | Added |
| Better Money Decisions, LLC | 2,867 | $483.4K | 0.43% | 00.0% | Unchanged |
| Avant Capital LLC | 2,881 | $485.8K | 0.56% | +23+0.8% | Added |
| UMA Financial Services, Inc. | 2,921 | $486.9K | 0.13% | +43+1.5% | Added |
| SRB Corp | 2,913 | $491.2K | 0.03% | +123+4.4% | Added |
| Occidental Asset Management, LLC | 2,922 | $492.7K | 0.11% | −315−9.7% | Reduced |
| Harvest Investment Services, LLC | 2,922 | $492.7K | 0.32% | +2,922 | New |
| Punch & Associates Investment Management, Inc. | 2,933 | $494.6K | 0.03% | +1,053+56.0% | Added |
| Carolinas Wealth Consulting LLC | 20,204 | $494.9K | 0.12% | +132+0.7% | Added |
| Prairie Sky Financial Group LLC | 2,946 | $496.7K | 0.35% | +36+1.2% | Added |
| General Partner, Inc. | 2,994 | $497.2K | 0.44% | 00.0% | Unchanged |
| Wela Strategies, Inc. | 2,950 | $497.5K | 0.30% | −47−1.6% | Reduced |
| LifeSteps Financial, Inc. | 2,955 | $498.3K | 0.51% | −187−6.0% | Reduced |
| Alliance Wealth Advisors, LLC | 2,960 | $499.1K | 0.18% | +91+3.2% | Added |
| Joule Financial, LLC | 2,965 | $500.0K | 0.26% | +378+14.6% | Added |
| Cabot Wealth Management Inc | 2,968 | $500.0K | 0.08% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 2,974 | $501.5K | 0.28% | +23+0.8% | Added |
| Compton Financial Group, LLC | 2,977 | $502.0K | 0.19% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 2,986 | $503.5K | 0.25% | −2,568−46.2% | Reduced |
| FNY Investment Advisers, LLC | 3,000 | $505.0K | 0.30% | +3,000 | New |
| Ashford Capital Management Inc | 2,996 | $505.2K | 0.07% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 3,022 | $509.6K | 0.22% | +18+0.6% | Added |
| Jag Capital Management, LLC | 3,027 | $510.4K | 0.06% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 3,030 | $510.9K | 0.22% | +10.0% | Added |
| Campbell Wealth Management | 3,059 | $516.0K | 0.06% | −148−4.6% | Reduced |
| HFR Wealth Management, LLC | 3,058 | $516.0K | 0.15% | +90+3.0% | Added |
| BetterWealth, LLC | 3,061 | $516.1K | 0.21% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 3,063 | $516.5K | 0.10% | −505−14.2% | Reduced |
| Abacus Wealth Partners, LLC | 3,072 | $517.9K | 0.16% | +939+44.0% | Added |
| Morton Capital Management LLC | 3,074 | $518.3K | 0.18% | 00.0% | Unchanged |
| Capital Markets Trading UK LLP | 3,080 | $519.0K | 0.45% | −9,147−74.8% | Reduced |
| Wedge Capital Management L L P | 3,088 | $520.7K | 0.01% | +135+4.6% | Added |
| Valley National Advisers Inc | 3,092 | $521.0K | 0.09% | +34+1.1% | Added |
| American Trust | 3,095 | $521.9K | 0.04% | −1,238−28.6% | Reduced |
| ML & R Wealth Management LLC | 3,097 | $522.2K | 0.14% | −20,066−86.6% | Reduced |
| Sweeney & Michel, LLC | 3,686 | $524.9K | 0.27% | −9−0.2% | Reduced |
| Sugarloaf Wealth Management, LLC | 3,121 | $526.3K | 0.13% | +4+0.1% | Added |
| Creative Financial Designs Inc | 3,124 | $526.7K | 0.06% | +135+4.5% | Added |
| Smith Shellnut Wilson LLC | 3,124 | $526.8K | 0.32% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 3,125 | $526.9K | 0.10% | −1,254−28.6% | Reduced |
| MinichMacGregor Wealth Management, LLC | 3,134 | $528.5K | 0.18% | −21−0.7% | Reduced |
| Dash Acquisitions Inc. | 3,280 | $528.8K | 0.21% | −30−0.9% | Reduced |
| Trail Ridge Investment Advisors, LLC | 3,140 | $529.5K | 0.36% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 3,141 | $529.6K | 0.12% | +354+12.7% | Added |
| GTS Securities LLC | 3,155 | $532.0K | 0.01% | −18,821−85.6% | Reduced |
| RWM Asset Management, LLC | 3,170 | $534.5K | 0.11% | +648+25.7% | Added |
| Axiom Advisory, LLC | 3,171 | $534.6K | 0.48% | 00.0% | Unchanged |
| Horan Securities, Inc. | 3,174 | $535.2K | 0.28% | −25−0.8% | Reduced |
| Lanham O'Dell & Company, Inc. | 3,185 | $537.0K | 0.44% | −37−1.1% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 3,186 | $538.0K | 0.05% | 00.0% | Unchanged |
| Total Investment Management Inc | 3,207 | $540.7K | 0.08% | −81−2.5% | Reduced |
| Berger Financial Group, Inc | 3,209 | $541.1K | 0.06% | +6+0.2% | Added |
| Rather & Kittrell, Inc. | 3,214 | $542.0K | 0.22% | −267−7.7% | Reduced |
| Pacifica Partners Inc. | 3,326 | $545.0K | 0.30% | +584+21.3% | Added |
| Commonwealth Financial Services, LLC | 3,249 | $547.9K | 0.16% | +3,249 | New |
| Kahn Brothers Group Inc | 3,248 | $548.0K | 0.09% | 00.0% | Unchanged |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 3,253 | $548.5K | 0.13% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 3,253 | $549.0K | 0.20% | +204+6.7% | Added |
| Marino, Stram & Associates LLC | 3,262 | $550.0K | 0.16% | +158+5.1% | Added |
| Spotlight Asset Group, Inc. | 3,265 | $550.5K | 0.50% | 00.0% | Unchanged |
| Legacy Financial Group, Inc. | 3,277 | $552.6K | 0.27% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 3,283 | $553.6K | 0.50% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 3,284 | $553.7K | 0.18% | +1,676+104.2% | Added |
| Purus Wealth Management, LLC | 3,285 | $553.9K | 0.37% | +56+1.7% | Added |
| Centiva Capital, LP | 3,290 | $554.8K | 0.03% | −19,962−85.9% | Reduced |
| Waterloo Capital, L.P. | 3,296 | $555.8K | 0.16% | +1,431+76.7% | Added |
| Zhang Financial LLC | 3,299 | $556.3K | 0.06% | 00.0% | Unchanged |
| Ocean Capital Management, LLC | 3,300 | $556.4K | 0.26% | +300+10.0% | Added |
| Legacy Trust | 3,301 | $556.6K | 0.16% | −302−8.4% | Reduced |
| Carlson Capital Management | 3,307 | $557.6K | 0.03% | −83−2.4% | Reduced |
| Ellerson Group Inc | 3,307 | $557.6K | 0.52% | +422+14.6% | Added |
| One Wealth Advisors, LLC | 3,308 | $557.8K | 0.12% | +35+1.1% | Added |
| Nikulski Financial, Inc. | 3,308 | $557.8K | 0.23% | −22−0.7% | Reduced |
| Renasant Bank | 3,314 | $558.8K | 0.47% | −235−6.6% | Reduced |
| WESPAC Advisors, LLC | 3,316 | $559.2K | 0.42% | +4+0.1% | Added |
| Chatham Capital Group, Inc. | 3,318 | $559.5K | 0.12% | −25−0.7% | Reduced |
| Wealth Architects, LLC | 3,328 | $561.2K | 0.10% | +243+7.9% | Added |
| Rock Point Advisors, LLC | 3,335 | $562.3K | 0.19% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 3,885 | $563.5K | 0.22% | +715+22.6% | Added |
| Fulcrum Equity Management | 3,342 | $563.6K | 0.66% | +3,342 | New |
| Accuvest Global Advisors | 3,346 | $564.0K | 0.31% | −39−1.2% | Reduced |
| Beaird Harris Wealth Management, LLC | 3,346 | $564.2K | 0.07% | +62+1.9% | Added |
| waypoint wealth counsel | 3,355 | $565.8K | 0.53% | +30+0.9% | Added |
| Hartline Investment Corp | 3,361 | $566.7K | 0.10% | 00.0% | Unchanged |
| Aspire Capital Advisors LLC | 3,374 | $569.0K | 0.26% | −287−7.8% | Reduced |