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
- 3,338
- +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
- 1,628 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 |
|---|---|---|---|---|---|
| Capital Market Strategies LLC | 3,410 | $569.3K | 0.57% | −43−1.2% | Reduced |
| MEMBERS Trust Co | 3,341 | $569.9K | 0.02% | +148+4.6% | Added |
| Corrado Advisors, LLC | 3,385 | $570.8K | 0.39% | +3,385 | New |
| Chemistry Wealth Management LLC | 3,390 | $571.6K | 0.19% | −185−5.2% | Reduced |
| Essex LLC | 3,402 | $573.6K | 0.16% | +3,402 | New |
| Elmwood Wealth Management, Inc. | 3,409 | $574.8K | 0.28% | +5+0.1% | Added |
| RVW Wealth, LLC | 3,414 | $575.7K | 0.07% | −45−1.3% | Reduced |
| CJM Wealth Advisers, Ltd. | 3,415 | $575.9K | 0.28% | −308−8.3% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,419 | $576.6K | 0.08% | +448+15.1% | Added |
| Probity Advisors, Inc. | 3,428 | $578.0K | 0.13% | +151+4.6% | Added |
| MJP Associates Inc | 3,457 | $583.0K | 0.17% | +242+7.5% | Added |
| Icapital Wealth LLC | 3,459 | $583.3K | 0.41% | 00.0% | Unchanged |
| Truadvice, LLC | 4,089 | $584.6K | 0.23% | −634−13.4% | Reduced |
| ODonnell Financial Services, LLC | 3,472 | $585.4K | 0.33% | 00.0% | Unchanged |
| TSFG, LLC | 3,473 | $586.0K | 0.21% | +176+5.3% | Added |
| Mainsail Financial Group, LLC | 3,536 | $588.9K | 0.53% | +3,536 | New |
| Addison Capital Co | 3,494 | $589.0K | 0.46% | +155+4.6% | Added |
| Resolute Wealth Strategies, LLC | 3,495 | $589.3K | 0.44% | +25+0.7% | Added |
| Fca Corp | 3,500 | $590.2K | 0.22% | −1,284−26.8% | Reduced |
| Dopkins Wealth Management, LLC | 3,500 | $590.2K | 0.45% | +3,500 | New |
| Wealthstar Advisors, LLC | 3,503 | $590.8K | 0.26% | −145−4.0% | Reduced |
| Levin Capital Strategies, L.P. | 3,506 | $591.2K | 0.07% | +1,500+74.8% | Added |
| Cowa, LLC | 3,509 | $591.6K | 0.40% | −751−17.6% | Reduced |
| D L Carlson Investment Group Inc | 3,513 | $592.4K | 0.12% | −160−4.4% | Reduced |
| Client 1st Advisory Group, LLC | 3,518 | $593.2K | 0.31% | −20−0.6% | Reduced |
| Quantum Private Wealth, LLC | 3,521 | $593.7K | 0.28% | 00.0% | Unchanged |
| McAdam, LLC | 3,532 | $595.5K | 0.05% | +493+16.2% | Added |
| Vanguard Capital Wealth Advisors | 3,535 | $596.1K | 0.55% | +1,131+47.0% | Added |
| Hartford Funds Management Co LLC | 3,541 | $597.2K | 0.06% | +402+12.8% | Added |
| Sloy Dahl & Holst, LLC | 3,552 | $598.9K | 0.13% | 00.0% | Unchanged |
| Select Asset Management & Trust | 3,553 | $599.0K | 0.35% | +136+4.0% | Added |
| Roberts Wealth Advisors, LLC | 3,627 | $599.9K | 0.26% | −133−3.5% | Reduced |
| Astoria Portfolio Advisors LLC. | 3,894 | $602.6K | 0.29% | −26−0.7% | Reduced |
| EMC Capital Management | 3,577 | $603.0K | 0.44% | +3,577 | New |
| Genesee Capital Advisors, LLC | 3,583 | $604.2K | 0.43% | +31+0.9% | Added |
| Tower Wealth Partners, Inc. | 3,589 | $605.2K | 0.50% | +26+0.7% | Added |
| KC Investment Advisors, LLC | 3,595 | $606.1K | 0.39% | −15−0.4% | Reduced |
| McBroom & Associates, LLC | 3,603 | $607.5K | 0.48% | +282+8.5% | Added |
| Toth Financial Advisory Corp | 3,603 | $607.5K | 0.09% | +2,569+248.5% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 3,605 | $607.9K | 0.09% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 3,609 | $608.5K | 0.17% | +249+7.4% | Added |
| TCP Asset Management, LLC | 3,615 | $609.6K | 0.26% | −14−0.4% | Reduced |
| Cubic Asset Management, LLC | 3,619 | $610.2K | 0.17% | 00.0% | Unchanged |
| Redwood Financial Network Corp | 3,624 | $611.1K | 0.65% | +473+15.0% | Added |
| Winthrop Advisory Group LLC | 3,627 | $611.6K | 0.10% | −18−0.5% | Reduced |
| Covestor Ltd | 3,629 | $612.0K | 0.46% | +567+18.5% | Added |
| BSW Wealth Partners | 3,630 | $612.1K | 0.14% | −94−2.5% | Reduced |
| Charter Research & Investment Group, Inc. | 3,630 | $612.1K | 0.55% | 00.0% | Unchanged |
| Brave Asset Management Inc | 3,632 | $612.4K | 0.19% | −100−2.7% | Reduced |
| SOL Capital Management CO | 3,634 | $613.0K | 0.09% | 00.0% | Unchanged |
| Dechtman Wealth Management, LLC | 3,642 | $614.0K | 0.18% | −478−11.6% | Reduced |
| Hohimer Wealth Management, LLC | 3,647 | $615.0K | 0.18% | 00.0% | Unchanged |
| First National Corp | 3,650 | $615.5K | 0.17% | −272−6.9% | Reduced |
| LaSalle St. Investment Advisors, LLC | 3,653 | $616.0K | 0.31% | +2,002+121.3% | Added |
| Heirloom Wealth Management | 3,661 | $617.3K | 0.27% | −76−2.0% | Reduced |
| Capital Square, LLC | 3,658 | $618.0K | 0.83% | −85−2.3% | Reduced |
| Financial Advisory Group | 3,669 | $618.7K | 0.13% | −4−0.1% | Reduced |
| Sax Wealth Advisors, LLC | 3,675 | $619.7K | 0.12% | +845+29.9% | Added |
| Root Financial Partners, LLC | 3,676 | $619.8K | 0.33% | +2+0.1% | Added |
| Affinity Capital Advisors, LLC | 3,680 | $620.5K | 0.17% | −34−0.9% | Reduced |
| SRS Capital Advisors, Inc. | 3,681 | $620.8K | 0.08% | −152−4.0% | Reduced |
| Trillium Asset Management, LLC | 3,694 | $623.0K | 0.02% | +110+3.1% | Added |
| Klingman & Associates, LLC | 3,701 | $624.1K | 0.05% | +219+6.3% | Added |
| Ellis Investment Partners, LLC | 3,709 | $625.4K | 0.16% | −754−16.9% | Reduced |
| St. Louis Trust Co | 3,709 | $625.4K | 0.12% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 3,710 | $625.6K | 0.08% | +3,710 | New |
| Hyperion Partners, LLC | 3,716 | $626.6K | 0.54% | +209+6.0% | Added |
| Windsor Advisory Group, LLC | 3,720 | $627.3K | 1.49% | +720+24.0% | Added |
| Crumly & Associates Inc. | 3,726 | $628.3K | 0.25% | −159−4.1% | Reduced |
| Round Rock Advisors, LLC | 3,729 | $628.8K | 0.24% | −32−0.9% | Reduced |
| Revolve Wealth Partners, LLC | 3,730 | $628.9K | 0.15% | +299+8.7% | Added |
| Elite Wealth Management, Inc. | 3,737 | $630.1K | 0.20% | −105−2.7% | Reduced |
| Golden Green, Inc. | 3,737 | $630.1K | 0.66% | −61−1.6% | Reduced |
| Rice Hall James & Associates, LLC | 3,737 | $630.1K | 0.04% | 00.0% | Unchanged |
| Van Leeuwen & Company, LLC | 3,738 | $630.4K | 0.39% | +52+1.4% | Added |
| Deseret Mutual Benefit Administrators | 3,740 | $630.6K | 0.31% | −521−12.2% | Reduced |
| America First Investment Advisors, LLC | 3,748 | $632.0K | 0.18% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 3,750 | $632.3K | 0.21% | +3,750 | New |
| Bordeaux Wealth Advisors LLC | 3,777 | $636.9K | 0.26% | +145+4.0% | Added |
| A. D. Beadell Investment Counsel, Inc. | 3,783 | $637.0K | 0.66% | +400+11.8% | Added |
| Beacon Capital Management, LLC | 4,057 | $638.4K | 0.17% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 3,790 | $639.1K | 0.59% | −40−1.0% | Reduced |
| Matthew Goff Investment Advisor, LLC | 3,794 | $639.7K | 0.15% | +10.0% | Added |
| Ameliora Wealth Management Ltd. | 3,795 | $639.9K | 0.38% | +188+5.2% | Added |
| SCP Investment, LP | 3,800 | $640.8K | 0.49% | +3,800 | New |
| SPC Financial, Inc. | 3,801 | $641.0K | 0.07% | +178+4.9% | Added |
| Whelan Financial | 3,811 | $642.6K | 0.34% | +2,052+116.7% | Added |
| Guinness Atkinson Asset Management Inc | 3,822 | $644.5K | 0.36% | −163−4.1% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 3,829 | $645.6K | 0.22% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 3,835 | $646.7K | 0.57% | −300−7.3% | Reduced |
| Van Den Berg Management I, Inc | 3,839 | $647.3K | 0.23% | +2,359+159.4% | Added |
| JJJ Advisors Inc. | 3,852 | $649.5K | 0.17% | +543+16.4% | Added |
| Bernardo Wealth Planning LLC | 3,855 | $650.0K | 0.26% | +46+1.2% | Added |
| Maryland Capital Advisors Inc. | 3,856 | $650.2K | 0.50% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 3,858 | $650.5K | 0.37% | −38−1.0% | Reduced |
| Xcel Wealth Management, LLC | 3,860 | $650.9K | 0.26% | −737−16.0% | Reduced |
| Pictet Bank & Trust Ltd | 3,860 | $650.9K | 0.70% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 3,860 | $651.0K | 0.08% | +22+0.6% | Added |
| New Jersey Better Educational Savings Trust | 3,861 | $651.0K | 1.60% | 00.0% | Unchanged |
| Lakewood Asset Management LLC | 3,866 | $651.9K | 0.53% | +150+4.0% | Added |