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 |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 25,451 | $4.29M | 0.41% | +3,442+15.6% | Added |
| Baugh & Associates, LLC | 25,429 | $4.29M | 2.68% | −78−0.3% | Reduced |
| Stanley-Laman Group, Ltd. | 25,396 | $4.28M | 0.73% | −50.0% | Reduced |
| Capital Investment Advisory Services, LLC | 25,393 | $4.28M | 0.42% | +1,430+6.0% | Added |
| Fund Management at Engine No. 1 LLC | 25,375 | $4.28M | 0.68% | +2,686+11.8% | Added |
| Choate Investment Advisors | 25,339 | $4.27M | 0.17% | +1,866+7.9% | Added |
| Mairs & Power Inc | 25,334 | $4.27M | 0.05% | −876−3.3% | Reduced |
| Montecito Bank & Trust | 25,278 | $4.26M | 1.00% | −229−0.9% | Reduced |
| Flagship Harbor Advisors, LLC | 25,229 | $4.25M | 0.35% | +744+3.0% | Added |
| Lake Street Advisors Group, LLC | 25,186 | $4.25M | 0.25% | −1,562−5.8% | Reduced |
| Good Life Advisors, LLC | 25,139 | $4.24M | 0.49% | +11,223+80.6% | Added |
| Ronald Blue Trust, Inc. | 26,926 | $4.24M | 0.06% | +7,059+35.5% | Added |
| Silicon Valley Community Foundation | 25,114 | $4.23M | 0.51% | +25,114 | New |
| Investmark Advisory Group LLC | 25,113 | $4.23M | 2.87% | +193+0.8% | Added |
| Cornerstone Wealth Group, LLC | 25,064 | $4.23M | 0.75% | +536+2.2% | Added |
| Douglass Winthrop Advisors, LLC | 25,063 | $4.23M | 0.10% | +1,295+5.4% | Added |
| Meeder Advisory Services, Inc. | 25,007 | $4.22M | 0.53% | −4,818−16.2% | Reduced |
| Laurel Wealth Advisors LLC | 24,990 | $4.21M | 0.90% | −1,139−4.4% | Reduced |
| Weatherly Asset Management L. P. | 24,962 | $4.21M | 0.50% | −965−3.7% | Reduced |
| Csenge Advisory Group | 24,932 | $4.20M | 0.29% | +2,981+13.6% | Added |
| Belpointe Asset Management LLC | 24,923 | $4.20M | 0.44% | +4,077+19.6% | Added |
| Exeter Financial, LLC | 24,887 | $4.20M | 2.22% | +298+1.2% | Added |
| McGowan Group Asset Management, Inc. | 24,854 | $4.19M | 0.66% | +13,320+115.5% | Added |
| Exchange Bank | 24,749 | $4.17M | 4.00% | −2,854−10.3% | Reduced |
| Moloney Securities Asset Management, LLC | 24,679 | $4.16M | 0.75% | +64+0.3% | Added |
| Independent Wealth Network Inc. | 24,671 | $4.16M | 2.56% | +116+0.5% | Added |
| Erste Asset Management GmbH | 24,571 | $4.16M | 0.07% | −18,327−42.7% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 24,612 | $4.15M | 0.06% | +4,598+23.0% | Added |
| Mission Creek Capital Partners, Inc. | 24,585 | $4.15M | 1.39% | +448+1.9% | Added |
| Davidson Trust Co | 24,547 | $4.14M | 3.07% | +281+1.2% | Added |
| Clarus Group, Inc. | 24,332 | $4.10M | 2.98% | −444−1.8% | Reduced |
| Radnor Capital Management, LLC | 24,316 | $4.10M | 0.82% | +24,316 | New |
| Chapin Davis, Inc. | 24,201 | $4.08M | 1.95% | +2,883+13.5% | Added |
| Jacobs & Co | 24,151 | $4.07M | 0.51% | −933−3.7% | Reduced |
| Reik & Co., LLC | 24,113 | $4.07M | 1.19% | +25+0.1% | Added |
| Deane Retirement Strategies, Inc. | 24,003 | $4.05M | 2.26% | +12,012+100.2% | Added |
| Herold Advisors, Inc. | 24,019 | $4.05M | 1.23% | +1,800+8.1% | Added |
| Robertson Stephens Wealth Management, LLC | 23,879 | $4.03M | 0.27% | +1,046+4.6% | Added |
| Sage Investment Advisers LLC | 23,875 | $4.03M | 5.52% | +185+0.8% | Added |
| StrongBox Wealth, LLC | 23,816 | $4.02M | 2.56% | +1,261+5.6% | Added |
| Selway Asset Management | 23,745 | $4.00M | 1.84% | −40−0.2% | Reduced |
| Investment Advisory Services Inc | 23,727 | $4.00M | 1.72% | +79+0.3% | Added |
| Greystone Financial Group, LLC | 23,723 | $4.00M | 1.00% | +23,723 | New |
| QV Investors Inc. | 23,717 | $4.00M | 0.41% | −540−2.2% | Reduced |
| Checchi Capital Advisers, LLC | 23,670 | $3.99M | 0.37% | −99−0.4% | Reduced |
| Two Sigma Advisers, LP | 23,636 | $3.99M | 0.01% | −21,864−48.1% | Reduced |
| Diligent Investors, LLC | 23,621 | $3.98M | 1.22% | +390+1.7% | Added |
| Enterprise Bank & Trust Co | 23,609 | $3.98M | 1.64% | +75+0.3% | Added |
| Builder Investment Group Inc | 23,600 | $3.98M | 1.56% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 27,528 | $3.98M | 0.98% | +2,478+9.9% | Added |
| Chase Investment Counsel Corp | 23,561 | $3.97M | 1.98% | −784−3.2% | Reduced |
| Continuum Advisory, LLC | 23,473 | $3.96M | 0.63% | +129+0.6% | Added |
| Marshall Wace, LLP | 23,472 | $3.96M | 0.01% | −1,262,300−98.2% | Reduced |
| First Command Advisory Services, Inc. | 23,446 | $3.95M | 0.05% | +23,445+2,344,500.0% | Added |
| PFG Advisors | 23,422 | $3.95M | 0.35% | −2,806−10.7% | Reduced |
| FLC Capital Advisors | 23,363 | $3.94M | 1.19% | +110+0.5% | Added |
| RB Capital Management, LLC | 23,348 | $3.94M | 1.27% | +2,630+12.7% | Added |
| Koshinski Asset Management, Inc. | 23,319 | $3.93M | 0.45% | −553−2.3% | Reduced |
| NEOS Investment Management LLC | 23,270 | $3.92M | 0.50% | +23,270 | New |
| Greatmark Investment Partners, Inc. | 23,244 | $3.92M | 0.69% | +245+1.1% | Added |
| Pathway Financial Advisers, LLC | 23,222 | $3.92M | 1.62% | +23,222 | New |
| Greenline Partners, LLC | 23,222 | $3.92M | 0.74% | 00.0% | Unchanged |
| Mather Group, LLC. | 23,189 | $3.91M | 0.07% | −675−2.8% | Reduced |
| RKL Wealth Management LLC | 23,163 | $3.91M | 0.48% | +483+2.1% | Added |
| MidWestOne Financial Group, Inc. | 23,143 | $3.90M | 0.88% | −375−1.6% | Reduced |
| Boltwood Capital Management | 23,118 | $3.90M | 1.44% | +14+0.1% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 23,118 | $3.90M | 2.54% | +3,000+14.9% | Added |
| B & T Capital Management DBA Alpha Capital Management | 23,071 | $3.89M | 0.91% | +406+1.8% | Added |
| Rench Wealth Management, Inc. | 23,015 | $3.88M | 1.78% | +215+0.9% | Added |
| Baker Avenue Asset Management, LP | 22,958 | $3.87M | 0.19% | −531−2.3% | Reduced |
| YHB Investment Advisors, Inc. | 22,953 | $3.87M | 0.36% | +1,302+6.0% | Added |
| Bridge Creek Capital Management LLC | 22,936 | $3.87M | 1.47% | −125−0.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 22,902 | $3.86M | 0.26% | −2,388−9.4% | Reduced |
| Cape Investment Advisory, Inc. | 22,889 | $3.86M | 2.19% | +12,614+122.8% | Added |
| Arlington Financial Advisors, LLC | 22,887 | $3.86M | 1.37% | −133−0.6% | Reduced |
| Financial Advisory Partners, LLC | 22,837 | $3.85M | 1.55% | +376+1.7% | Added |
| Kingswood Wealth Advisors, LLC | 3,326 | $3.84M | 0.66% | −1,735−34.3% | Reduced |
| Wealthcare Advisory Partners LLC | 22,768 | $3.84M | 0.18% | −565−2.4% | Reduced |
| Nwam LLC | 22,691 | $3.83M | 0.39% | −2,202−8.8% | Reduced |
| Brookmont Capital Management | 22,608 | $3.81M | 2.38% | −129−0.6% | Reduced |
| Middleton & Co Inc | 22,547 | $3.80M | 0.53% | +755+3.5% | Added |
| Waldron Private Wealth LLC | 22,423 | $3.78M | 0.20% | +3,465+18.3% | Added |
| GFS Advisors, LLC | 22,399 | $3.78M | 0.59% | +4,640+26.1% | Added |
| Whalerock Point Partners, LLC | 22,328 | $3.76M | 1.30% | +585+2.7% | Added |
| Proequities, Inc. | 22,308 | $3.76M | 0.29% | +654+3.0% | Added |
| Kinloch Capital, LLC | 22,259 | $3.75M | 2.35% | −93−0.4% | Reduced |
| Ruffer LLP | 22,000 | $3.75M | 0.21% | 00.0% | Unchanged |
| Gifford Fong Associates | 22,200 | $3.74M | 0.90% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 22,101 | $3.73M | 0.13% | +1,110+5.3% | Added |
| Brick & Kyle, Associates | 22,057 | $3.72M | 1.97% | +1,247+6.0% | Added |
| Keeler Thomas Management LLC | 22,076 | $3.72M | 1.38% | +22,076 | New |
| Guardian Investment Management | 21,962 | $3.70M | 3.39% | 00.0% | Unchanged |
| Webster Bank, N. A. | 21,945 | $3.70M | 0.50% | +217+1.0% | Added |
| Norway Savings Bank | 21,932 | $3.70M | 1.82% | −146−0.7% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 21,905 | $3.69M | 1.09% | −124−0.6% | Reduced |
| Huber Capital Management LLC | 21,900 | $3.69M | 0.87% | +200+0.9% | Added |
| VeraBank, N.A. | 21,847 | $3.68M | 1.41% | 00.0% | Unchanged |
| Bank of New Hampshire | 21,795 | $3.68M | 1.10% | +145+0.7% | Added |
| Beaton Management Co. Inc. | 21,629 | $3.65M | 2.37% | −72−0.3% | Reduced |
| Ropes Wealth Advisors LLC | 21,604 | $3.64M | 0.71% | −840−3.7% | Reduced |