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 |
|---|---|---|---|---|---|
| Red Door Wealth Management, LLC | 37,103 | $6.26M | 1.57% | +2,105+6.0% | Added |
| CoreCap Advisors, LLC | 37,008 | $6.24M | 0.45% | +1,874+5.3% | Added |
| Sepio Capital, LP | 36,924 | $6.23M | 0.54% | −6,509−15.0% | Reduced |
| Compass Wealth Management LLC | 36,837 | $6.21M | 1.95% | +727+2.0% | Added |
| Schulhoff & Co Inc | 36,823 | $6.21M | 3.14% | −199−0.5% | Reduced |
| NBC Securities, Inc. | 36,670 | $6.18M | 0.68% | +36,670 | New |
| Physicians Financial Services, Inc. | 36,629 | $6.18M | 2.53% | +300+0.8% | Added |
| Clearstead Advisors, LLC | 36,587 | $6.17M | 0.38% | +963+2.7% | Added |
| Founders Capital Management | 36,584 | $6.17M | 4.71% | +1,172+3.3% | Added |
| Madison Wealth Management | 36,506 | $6.16M | 1.29% | −604−1.6% | Reduced |
| Telemus Capital, LLC | 36,448 | $6.15M | 0.57% | +368+1.0% | Added |
| Chicago Trust Co NA | 36,421 | $6.14M | 1.54% | −585−1.6% | Reduced |
| Principle Wealth Partners LLC | 36,389 | $6.14M | 0.62% | −1,100−2.9% | Reduced |
| FDx Advisors, Inc. | 36,385 | $6.13M | 0.51% | −13,172−26.6% | Reduced |
| Fort Sheridan Advisors LLC | 36,275 | $6.12M | 1.39% | +1,618+4.7% | Added |
| Horizon Investments, LLC | 36,240 | $6.11M | 0.19% | +210+0.6% | Added |
| Pine Valley Investments Ltd Liability Co | 36,236 | $6.11M | 0.59% | +5,981+19.8% | Added |
| Strategic Advisors LLC | 36,211 | $6.11M | 1.20% | +639+1.8% | Added |
| Chesley Taft & Associates LLC | 36,202 | $6.10M | 0.40% | −250−0.7% | Reduced |
| Innovis Asset Management LLC | 36,188 | $6.10M | 2.35% | −860−2.3% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 36,176 | $6.10M | 1.71% | +5,474+17.8% | Added |
| TCG Advisory Services, LLC | 36,161 | $6.10M | 0.95% | +2,208+6.5% | Added |
| DFPG Investments, LLC | 42,956 | $6.10M | 0.57% | +2,792+7.0% | Added |
| Intrua Financial, LLC | 36,157 | $6.10M | 1.10% | −127−0.4% | Reduced |
| Ameritas Advisory Services, LLC | 36,106 | $6.10M | 0.30% | +15,341+73.9% | Added |
| Citizens Financial Group Inc | 36,119 | $6.09M | 0.25% | +3,456+10.6% | Added |
| Beverly Hills Private Wealth, LLC | 35,803 | $6.04M | 1.80% | −30,126−45.7% | Reduced |
| Jacobi Capital Management LLC | 35,771 | $6.03M | 0.68% | +819+2.3% | Added |
| TRUE Private Wealth Advisors | 35,688 | $6.02M | 0.84% | +1,183+3.4% | Added |
| Westfield Capital Management Co LP | 35,560 | $6.00M | 0.04% | +11,768+49.5% | Added |
| Private Trust Co NA | 35,560 | $6.00M | 0.79% | −573−1.6% | Reduced |
| Avidian Wealth Solutions, LLC | 35,532 | $5.99M | 0.42% | +842+2.4% | Added |
| Narwhal Capital Management | 35,475 | $5.98M | 0.73% | −257−0.7% | Reduced |
| Nelson Capital Management, LLC | 35,445 | $5.98M | 1.47% | −201−0.6% | Reduced |
| Avantax Planning Partners, Inc. | 35,426 | $5.97M | 0.25% | +4,207+13.5% | Added |
| Warren Averett Asset Management, LLC | 35,392 | $5.97M | 0.26% | +9,095+34.6% | Added |
| Citizens Business Bank | 34,082 | $5.96M | 1.40% | −7,481−18.0% | Reduced |
| Cincinnati Financial Corp | 35,139 | $5.93M | 0.14% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 35,103 | $5.92M | 0.44% | +4,137+13.4% | Added |
| Steel Peak Wealth Management LLC | 35,069 | $5.91M | 0.37% | −46,152−56.8% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 34,963 | $5.89M | 1.96% | +469+1.4% | Added |
| Harbor Capital Advisors, Inc. | 34,888 | $5.88M | 1.27% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 34,861 | $5.88M | 0.30% | −1,483−4.1% | Reduced |
| Garland Capital Management Inc | 34,851 | $5.88M | 4.14% | +460+1.3% | Added |
| Asahi Life Asset Management Co., Ltd. | 34,832 | $5.87M | 2.02% | +406+1.2% | Added |
| Eagle Capital Management, LLC | 34,690 | $5.85M | 3.22% | +152+0.4% | Added |
| Sandhill Capital Partners LLC | 34,572 | $5.83M | 0.55% | +456+1.3% | Added |
| IHT Wealth Management, LLC | 34,514 | $5.82M | 0.30% | +3,979+13.0% | Added |
| Madden Securities Corp | 34,435 | $5.81M | 3.28% | +97+0.3% | Added |
| Community Bank & Trust, Waco, Texas | 40,395 | $5.80M | 2.06% | +1,414+3.6% | Added |
| Ridgecrest Wealth Partners, LLC | 34,358 | $5.79M | 4.06% | −3,000−8.0% | Reduced |
| Capital City Trust Co | 34,270 | $5.78M | 1.91% | −5,233−13.2% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 34,210 | $5.77M | 4.16% | 00.0% | Unchanged |
| Community Bank, N.A. | 34,119 | $5.75M | 0.81% | −203−0.6% | Reduced |
| Thomas Story & Son LLC | 33,795 | $5.70M | 2.78% | +9,116+36.9% | Added |
| Investors Asset Management of Georgia Inc | 34,325 | $5.69M | 3.15% | +27,105+375.4% | Added |
| Resonant Capital Advisors, LLC | 33,634 | $5.67M | 0.60% | +100+0.3% | Added |
| Pekin Hardy Strauss, Inc. | 33,569 | $5.66M | 0.90% | −44−0.1% | Reduced |
| Oliver Luxxe Assets LLC | 33,507 | $5.65M | 1.45% | +279+0.8% | Added |
| Two Sigma Securities, LLC | 33,504 | $5.65M | 0.26% | +33,504 | New |
| Sumitomo Life Insurance Co | 33,315 | $5.62M | 0.16% | −444−1.3% | Reduced |
| Concentric Wealth Management, LLC | 33,277 | $5.61M | 1.85% | +71+0.2% | Added |
| Columbia Asset Management | 33,274 | $5.61M | 1.25% | +403+1.2% | Added |
| Harbour Capital Advisors, LLC | 33,234 | $5.60M | 1.68% | −1,000−2.9% | Reduced |
| River Wealth Advisors LLC | 33,019 | $5.57M | 1.00% | −37−0.1% | Reduced |
| Trivant Custom Portfolio Group, LLC | 32,958 | $5.56M | 4.09% | +212+0.6% | Added |
| Teza Capital Management LLC | 32,871 | $5.54M | 0.90% | +10,519+47.1% | Added |
| Forum Financial Management, LP | 32,730 | $5.52M | 0.12% | +821+2.6% | Added |
| Salem Investment Counselors Inc | 32,597 | $5.50M | 0.21% | +746+2.3% | Added |
| Spring Capital Management, LLC | 32,594 | $5.50M | 4.62% | +1,273+4.1% | Added |
| White Pine Investment CO | 32,537 | $5.49M | 1.93% | −103−0.3% | Reduced |
| Intrust Bank NA | 32,459 | $5.47M | 0.70% | +792+2.5% | Added |
| Financial & Tax Architects, LLC | 32,303 | $5.45M | 1.69% | +1,350+4.4% | Added |
| Veriti Management LLC | 32,271 | $5.44M | 0.62% | +1,373+4.4% | Added |
| PGGM Investments | 32,215 | $5.43M | 0.09% | −31,201−49.2% | Reduced |
| Moran Wealth Management, LLC | 32,206 | $5.43M | 0.21% | −78,317−70.9% | Reduced |
| Camden National Bank | 32,197 | $5.43M | 1.11% | +283+0.9% | Added |
| Gladstone Institutional Advisory LLC | 32,109 | $5.41M | 0.35% | −2,793−8.0% | Reduced |
| Aldebaran Capital, LLC | 32,093 | $5.41M | 5.52% | −318−1.0% | Reduced |
| Destination Wealth Management | 32,068 | $5.41M | 0.21% | −1,027−3.1% | Reduced |
| Inscription Capital, LLC | 32,044 | $5.40M | 1.76% | −163−0.5% | Reduced |
| Heritage Trust Co | 31,887 | $5.38M | 0.84% | −30−0.1% | Reduced |
| Ballentine Partners, LLC | 31,833 | $5.37M | 0.13% | +1,532+5.1% | Added |
| Principal Street Partners, LLC | 31,821 | $5.37M | 1.06% | −67−0.2% | Reduced |
| Financial Partners Group, LLC | 31,729 | $5.35M | 2.57% | +4,170+15.1% | Added |
| Colonial Trust Co | 31,716 | $5.35M | 1.32% | −1,251−3.8% | Reduced |
| Western Wealth Management, LLC | 31,456 | $5.30M | 0.45% | +1,212+4.0% | Added |
| Azzad Asset Management Inc | 31,326 | $5.28M | 0.75% | +110+0.4% | Added |
| Equitable Trust Co | 31,270 | $5.27M | 0.44% | +1,467+4.9% | Added |
| Texas Yale Capital Corp. | 31,250 | $5.27M | 0.24% | +9,073+40.9% | Added |
| Peak Asset Management, LLC | 31,097 | $5.24M | 1.27% | −63−0.2% | Reduced |
| Gateway Advisory, LLC | 31,058 | $5.24M | 1.07% | +2,039+7.0% | Added |
| Argyle Capital Management Inc. | 31,022 | $5.23M | 1.92% | +1,300+4.4% | Added |
| Fundamentun, LLC | 30,918 | $5.21M | 0.78% | +5,499+21.6% | Added |
| Hengehold Capital Management LLC | 30,915 | $5.21M | 0.68% | −246−0.8% | Reduced |
| Kidder Stephen W | 30,892 | $5.21M | 1.81% | +3,046+10.9% | Added |
| Marble Harbor Investment Counsel, LLC | 30,752 | $5.19M | 0.68% | +823+2.7% | Added |
| Hills Bank & Trust Co | 30,724 | $5.18M | 0.60% | +1,994+6.9% | Added |
| WCG Wealth Advisors LLC | 30,213 | $5.18M | 0.38% | +6,562+27.7% | Added |
| Moreno Evelyn V | 30,688 | $5.17M | 1.13% | −6,994−18.6% | Reduced |