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 | 4,311 | $298.0B |
| Q4 2025 | 3,993 | $223.3B |
| Q3 2025 | 3,802 | $225.3B |
| Q2 2025 | 3,707 | $189.0B |
| Q1 2025 | 3,825 | $222.9B |
| Q4 2024 | 3,764 | $194.0B |
| Q3 2024 | 3,487 | $198.0B |
| Q2 2024 | 3,510 | $214.0B |
| Q1 2024 | 3,522 | $212.7B |
| Q4 2023 | 3,477 | $200.3B |
| Q3 2023 | 3,338 | $222.6B |
| Q2 2023 | 3,285 | $205.0B |
| Q1 2023 | 3,272 | $217.1B |
| Q4 2022 | 3,288 | $243.6B |
| Q3 2022 | 3,056 | $195.7B |
| Q2 2022 | 3,060 | $198.4B |
| Q1 2022 | 3,070 | $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 |
|---|---|---|---|---|---|
| Employees Retirement System of Texas | 30,560 | $5.15M | 0.08% | 00.0% | Unchanged |
| Graypoint LLC | 30,554 | $5.15M | 0.48% | +1,767+6.1% | Added |
| Independent Financial Group, LLC | 30,539 | $5.15M | 0.34% | +5,047+19.8% | Added |
| Eudaimonia Partners, LLC | 30,393 | $5.12M | 1.24% | +411+1.4% | Added |
| Modera Wealth Management, LLC | 30,321 | $5.11M | 0.10% | −906−2.9% | Reduced |
| Carlson Capital L P | 30,300 | $5.11M | 0.40% | +8,707+40.3% | Added |
| Hilltop Holdings Inc. | 30,177 | $5.09M | 0.63% | +1,900+6.7% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 30,085 | $5.07M | 3.32% | −225−0.7% | Reduced |
| Resolute Capital Asset Partners LLC | 30,000 | $5.06M | 3.57% | +30,000 | New |
| Centerstone Investors, LLC | 30,000 | $5.06M | 5.17% | +7,500+33.3% | Added |
| Financial Advisory Service, Inc. | 29,893 | $5.04M | 0.54% | +1,517+5.3% | Added |
| Wills Financial Group, Inc. | 29,740 | $5.01M | 2.71% | +634+2.2% | Added |
| WESPAC Advisors SoCal, LLC | 29,674 | $5.00M | 1.69% | −38−0.1% | Reduced |
| Moneta Group Investment Advisors LLC | 29,653 | $5.00M | 0.11% | −36−0.1% | Reduced |
| Nations Financial Group Inc, | 29,596 | $4.99M | 0.50% | +1,723+6.2% | Added |
| Spire Wealth Management | 29,489 | $4.97M | 0.19% | −278−0.9% | Reduced |
| Brooks, Moore & Associates, Inc. | 29,443 | $4.96M | 3.75% | −22−0.1% | Reduced |
| Thompson Investment Management, Inc. | 29,442 | $4.96M | 0.88% | −225−0.8% | Reduced |
| RFG Advisory, LLC | 29,417 | $4.96M | 0.22% | −2,473−7.8% | Reduced |
| Duncker Streett & Co Inc | 29,415 | $4.96M | 1.15% | +975+3.4% | Added |
| Institutional & Family Asset Management, LLC | 29,410 | $4.96M | 0.81% | −3,450−10.5% | Reduced |
| Transcend Wealth Collective, LLC | 29,390 | $4.96M | 0.48% | +900+3.2% | Added |
| CSS LLC | 29,374 | $4.95M | 0.41% | +2,435+9.0% | Added |
| Lee Danner & Bass Inc | 29,325 | $4.95M | 0.45% | +1,917+7.0% | Added |
| Aull & Monroe Investment Management Corp | 29,277 | $4.94M | 2.58% | −200−0.7% | Reduced |
| Sunbelt Securities, Inc. | 29,176 | $4.92M | 0.68% | −1,990−6.4% | Reduced |
| Fairfield, Bush & Co. | 29,140 | $4.91M | 3.21% | −80.0% | Reduced |
| Yarbrough Capital, LLC | 29,107 | $4.91M | 0.29% | 00.0% | Unchanged |
| Signaturefd, LLC | 29,105 | $4.91M | 0.13% | +5,969+25.8% | Added |
| TCI Wealth Advisors, Inc. | 29,058 | $4.90M | 0.63% | +210+0.7% | Added |
| Foster & Motley Inc | 29,039 | $4.90M | 0.40% | +2,743+10.4% | Added |
| First National Bank & Trust Co of Newtown | 29,005 | $4.89M | 1.12% | −630−2.1% | Reduced |
| McGinn Investment Management, Inc. | 28,833 | $4.86M | 3.83% | −172−0.6% | Reduced |
| Trinity Legacy Partners, LLC | 28,823 | $4.86M | 1.68% | −4,331−13.1% | Reduced |
| Peregrine Asset Advisers, Inc. | 28,783 | $4.85M | 2.52% | +6,289+28.0% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 28,712 | $4.84M | 2.44% | −742−2.5% | Reduced |
| Mission Wealth Management, LP | 28,687 | $4.84M | 0.18% | +751+2.7% | Added |
| Capital Planning Advisors, LLC | 28,683 | $4.84M | 1.01% | +5,207+22.2% | Added |
| IMC-Chicago, LLC | 28,574 | $4.82M | 0.31% | +28,574 | New |
| B.O.S.S. Retirement Advisors, LLC | 28,504 | $4.81M | 1.03% | +118+0.4% | Added |
| Crescent Sterling, Ltd. | 28,377 | $4.78M | 5.06% | −2,157−7.1% | Reduced |
| Consolidated Planning Corp | 28,376 | $4.78M | 1.06% | +1,235+4.6% | Added |
| West Family Investments, Inc. | 28,306 | $4.77M | 1.66% | −297−1.0% | Reduced |
| Cobblestone Capital Advisors LLC | 28,301 | $4.77M | 0.35% | +24+0.1% | Added |
| Legacy Advisors, LLC | 28,281 | $4.77M | 0.77% | −1,926−6.4% | Reduced |
| Mill Capital Management, LLC | 28,236 | $4.76M | 0.47% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 28,141 | $4.75M | 0.98% | +28,141 | New |
| Benjamin Edwards Inc | 28,142 | $4.75M | 1.12% | +2,070+7.9% | Added |
| StoneX Group Inc. | 28,097 | $4.74M | 0.51% | −83−0.3% | Reduced |
| MTM Investment Management, LLC | 28,095 | $4.74M | 2.39% | +456+1.6% | Added |
| Souders Financial Advisors | 28,018 | $4.72M | 0.91% | +1,237+4.6% | Added |
| Pacific Global Investment Management CO | 28,017 | $4.72M | 1.04% | +630+2.3% | Added |
| Ritholtz Wealth Management | 27,846 | $4.70M | 0.21% | +366+1.3% | Added |
| Buffington Mohr McNeal | 27,826 | $4.69M | 1.07% | +665+2.4% | Added |
| Butensky & Cohen Financial Security, Inc | 27,776 | $4.68M | 1.70% | +1,699+6.5% | Added |
| Wahed Invest LLC | 27,709 | $4.67M | 1.52% | +2,774+11.1% | Added |
| Orleans Capital Management Corp | 27,706 | $4.67M | 3.47% | −25−0.1% | Reduced |
| Hudson Valley Investment Advisors Inc | 27,557 | $4.65M | 0.66% | −1,066−3.7% | Reduced |
| Headinvest, LLC | 27,829 | $4.63M | 1.01% | +402+1.5% | Added |
| Warren Street Wealth Advisors, LLC | 27,430 | $4.63M | 3.06% | −2,286−7.7% | Reduced |
| Benedict Financial Advisors Inc | 27,373 | $4.62M | 1.33% | +102+0.4% | Added |
| Pegasus Asset Management, Inc. | 27,338 | $4.61M | 2.14% | +397+1.5% | Added |
| Confluence Wealth Services, Inc. | 27,302 | $4.60M | 0.91% | +2,037+8.1% | Added |
| Keystone Financial Planning, Inc. | 27,250 | $4.59M | 1.61% | −1,006−3.6% | Reduced |
| Gamco Investors, Inc. Et Al | 27,158 | $4.58M | 0.05% | +1,098+4.2% | Added |
| Arvest Trust Co N A | 27,152 | $4.58M | 0.30% | +29+0.1% | Added |
| Lynch Asset Management, Inc. | 27,150 | $4.58M | 3.01% | 00.0% | Unchanged |
| Nippon Life Global Investors Americas, Inc. | 27,090 | $4.57M | 0.28% | −12,110−30.9% | Reduced |
| Bill Few Associates, Inc. | 27,049 | $4.56M | 2.39% | +612+2.3% | Added |
| Bath Savings Trust Co | 27,013 | $4.55M | 0.56% | +262+1.0% | Added |
| Asset Dedication, LLC | 26,743 | $4.54M | 0.39% | +471+1.8% | Added |
| We Are One Seven, LLC | 26,871 | $4.53M | 0.35% | +21+0.1% | Added |
| Auxier Asset Management | 26,869 | $4.53M | 0.77% | +570+2.2% | Added |
| Atlas Brown,Inc. | 26,543 | $4.48M | 2.04% | +459+1.8% | Added |
| Charles Schwab Trust Co | 26,474 | $4.46M | 0.50% | +10,396+64.7% | Added |
| Slagle Financial, LLC | 26,461 | $4.46M | 2.74% | +1,240+4.9% | Added |
| Murphy Pohlad Asset Management LLC | 26,447 | $4.46M | 1.96% | −435−1.6% | Reduced |
| Little House Capital LLC | 26,403 | $4.45M | 1.83% | +4,533+20.7% | Added |
| Naples Global Advisors, LLC | 26,400 | $4.45M | 0.54% | +784+3.1% | Added |
| Sittner & Nelson, LLC | 26,398 | $4.45M | 2.56% | −894−3.3% | Reduced |
| NJ State Employees Deferred Compensation Plan | 26,393 | $4.45M | 0.68% | +6,493+32.6% | Added |
| Keene & Associates, Inc. | 26,342 | $4.44M | 3.56% | +691+2.7% | Added |
| Peoples Bank | 26,340 | $4.44M | 2.90% | −59−0.2% | Reduced |
| Old Mission Investment Co LLC | 26,281 | $4.43M | 1.72% | +208+0.8% | Added |
| Marketfield Asset Management LLC | 26,214 | $4.42M | 3.75% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 26,171 | $4.41M | 0.17% | +876+3.5% | Added |
| BFSG, LLC | 26,121 | $4.41M | 0.71% | −130.0% | Reduced |
| Broderick Brian C | 26,117 | $4.40M | 1.21% | +605+2.4% | Added |
| Mitchell Sinkler & Starr | 25,940 | $4.37M | 1.35% | +6,784+35.4% | Added |
| Red Cedar Investment Management, LLC | 25,939 | $4.37M | 0.67% | +251+1.0% | Added |
| Hudson Value Partners, LLC | 25,907 | $4.37M | 2.29% | +1,373+5.6% | Added |
| Easterly Investment Partners LLC | 25,887 | $4.37M | 0.48% | +501+2.0% | Added |
| Meritage Portfolio Management | 25,835 | $4.36M | 0.32% | −242−0.9% | Reduced |
| NTV Asset Management LLC | 25,801 | $4.35M | 0.79% | −33−0.1% | Reduced |
| Fidelis Capital Partners, LLC | 25,773 | $4.35M | 1.49% | +2,709+11.7% | Added |
| Wright Investors Service Inc | 25,755 | $4.34M | 1.26% | +94+0.4% | Added |
| Pring Turner Capital Group Inc | 25,681 | $4.33M | 3.63% | +162+0.6% | Added |
| Davis R M Inc | 25,627 | $4.32M | 0.11% | −805−3.0% | Reduced |
| GHP Investment Advisors, Inc. | 26,249 | $4.31M | 0.26% | +812+3.2% | Added |
| Van Hulzen Asset Management, LLC | 25,533 | $4.30M | 0.33% | −607−2.3% | Reduced |