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 |
|---|---|---|---|---|---|
| Venturi Wealth Management, LLC | 18,587 | $3.13M | 0.25% | +3,218+20.9% | Added |
| Roundview Capital LLC | 18,545 | $3.13M | 0.31% | −1,919−9.4% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 18,543 | $3.13M | 0.67% | +489+2.7% | Added |
| Knollwood Investment Advisory, LLC | 18,540 | $3.13M | 1.46% | +3,000+19.3% | Added |
| Providence Capital Advisors, LLC | 18,535 | $3.13M | 0.82% | +317+1.7% | Added |
| Empire Financial Management Company, LLC | 18,522 | $3.12M | 1.36% | −102−0.5% | Reduced |
| North Star Investment Management Corp. | 18,481 | $3.12M | 0.26% | −785−4.1% | Reduced |
| Boyd Watterson Asset Management LLC | 18,468 | $3.11M | 1.36% | −75−0.4% | Reduced |
| Hudock, Inc. | 18,442 | $3.11M | 0.74% | +252+1.4% | Added |
| Peoples Financial Services Corp. | 18,418 | $3.11M | 1.46% | +365+2.0% | Added |
| Armstrong Shaw Associates Inc | 18,409 | $3.10M | 3.26% | 00.0% | Unchanged |
| Field & Main Bank | 18,379 | $3.10M | 1.45% | +2,450+15.4% | Added |
| Harbour Investments, Inc. | 18,354 | $3.09M | 0.16% | +1,289+7.6% | Added |
| Patron Partners Advisors, LLC | 18,340 | $3.09M | 2.28% | −245−1.3% | Reduced |
| Paradigm Asset Management Co LLC | 18,228 | $3.07M | 0.87% | −900−4.7% | Reduced |
| Owen LaRue, LLC | 18,184 | $3.07M | 3.37% | −619−3.3% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 18,157 | $3.06M | 0.66% | +745+4.3% | Added |
| Bangor Savings Bank | 18,121 | $3.06M | 0.36% | −67−0.4% | Reduced |
| Change Path, LLC | 18,112 | $3.05M | 0.22% | −12,635−41.1% | Reduced |
| West Oak Capital, LLC | 18,103 | $3.05M | 1.52% | −63−0.3% | Reduced |
| Old Port Advisors | 18,101 | $3.05M | 1.11% | +18,101 | New |
| Syon Capital LLC | 18,072 | $3.05M | 0.38% | +18,072 | New |
| CMG Global Holdings, LLC | 18,053 | $3.04M | 2.60% | +13,787+323.2% | Added |
| Berkshire Bank | 18,030 | $3.04M | 0.88% | −280−1.5% | Reduced |
| Mystic Asset Management, Inc. | 18,012 | $3.04M | 1.71% | −175−1.0% | Reduced |
| Cooper Financial Group | 17,889 | $3.02M | 0.73% | +92+0.5% | Added |
| Wealth Alliance Advisory Group, LLC | 17,869 | $3.01M | 0.89% | +160+0.9% | Added |
| Ironwood Investment Counsel, LLC | 17,844 | $3.01M | 0.71% | +5,458+44.1% | Added |
| Chesapeake Wealth Management | 17,825 | $3.01M | 1.25% | −557−3.0% | Reduced |
| Marcum Wealth, LLC | 17,802 | $3.00M | 0.36% | +170+1.0% | Added |
| Banco de Sabadell, S.A | 17,769 | $3.00M | 2.60% | −1,720−8.8% | Reduced |
| Arbor Capital Management Inc | 17,905 | $3.00M | 2.67% | −572−3.1% | Reduced |
| Sterling Investment Advisors, Ltd. | 17,782 | $3.00M | 1.05% | +3,252+22.4% | Added |
| KLCM Advisors, Inc. | 17,747 | $2.99M | 0.56% | +72+0.4% | Added |
| Wimmer Associates 1, LLC | 17,744 | $2.99M | 1.87% | +857+5.1% | Added |
| Navellier & Associates Inc | 17,727 | $2.99M | 0.51% | +1,044+6.3% | Added |
| Washington Trust Bank | 17,688 | $2.98M | 0.31% | +902+5.4% | Added |
| Smith, Moore & Co. | 17,674 | $2.98M | 0.39% | +319+1.8% | Added |
| Engineers Gate Manager LP | 17,585 | $2.97M | 0.11% | +11,187+174.9% | Added |
| Prosperitas Financial LLC | 17,558 | $2.96M | 2.30% | +17,558 | New |
| Acropolis Investment Management, LLC | 17,557 | $2.96M | 0.23% | −1,175−6.3% | Reduced |
| CNB Bank | 17,533 | $2.96M | 1.74% | −216−1.2% | Reduced |
| IMA Wealth, Inc. | 17,454 | $2.94M | 0.76% | −254−1.4% | Reduced |
| Trustco Bank Corp N Y | 17,443 | $2.94M | 3.35% | −181−1.0% | Reduced |
| Columbia Trust Co 01012016 | 17,397 | $2.93M | 1.70% | +247+1.4% | Added |
| CFM Wealth Partners LLC | 17,390 | $2.93M | 0.77% | +879+5.3% | Added |
| Benin Management CORP | 17,385 | $2.93M | 1.09% | −300−1.7% | Reduced |
| Atlantic Trust, LLC | 17,343 | $2.92M | 0.96% | −136−0.8% | Reduced |
| Clear Harbor Asset Management, LLC | 17,303 | $2.92M | 0.30% | +55+0.3% | Added |
| Evanson Asset Management, LLC | 17,236 | $2.91M | 0.28% | +1,299+8.2% | Added |
| Independent Solutions Wealth Management, LLC | 17,193 | $2.90M | 0.80% | −1,689−8.9% | Reduced |
| Te Ahumairangi Investment Management Ltd | 17,190 | $2.90M | 0.47% | +2,390+16.1% | Added |
| Northstar Asset Management LLC | 17,188 | $2.90M | 0.83% | +400+2.4% | Added |
| Fiduciary Group LLC | 17,185 | $2.90M | 0.37% | −157−0.9% | Reduced |
| HCR Wealth Advisors | 17,183 | $2.90M | 0.64% | −393−2.2% | Reduced |
| Burney Co | 17,174 | $2.90M | 0.14% | −359−2.0% | Reduced |
| Wilkinson Global Asset Management LLC | 17,132 | $2.89M | 0.22% | 00.0% | Unchanged |
| South Street Advisors LLC | 17,130 | $2.89M | 0.58% | 00.0% | Unchanged |
| Imprint Wealth LLC | 17,122 | $2.89M | 2.44% | −16,889−49.7% | Reduced |
| Resurgent Financial Advisors LLC | 17,096 | $2.88M | 1.97% | +649+3.9% | Added |
| Founders Financial Alliance, LLC | 16,990 | $2.86M | 1.25% | −1,338−7.3% | Reduced |
| GM Advisory Group, Inc. | 16,967 | $2.86M | 0.23% | +282+1.7% | Added |
| Joel Isaacson & Co., LLC | 16,924 | $2.85M | 0.20% | +40.0% | Added |
| Cohen Capital Management, Inc. | 16,908 | $2.85M | 0.58% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 16,869 | $2.84M | 0.69% | −663−3.8% | Reduced |
| Beacon Financial Group | 17,656 | $2.84M | 0.40% | +6,550+59.0% | Added |
| Grove Bank & Trust | 16,858 | $2.84M | 0.58% | +2,682+18.9% | Added |
| Consolidated Investment Group LLC | 16,800 | $2.83M | 0.55% | +1,800+12.0% | Added |
| Excalibur Management Corp | 16,789 | $2.83M | 1.47% | +531+3.3% | Added |
| Symphony Financial, Ltd. Co. | 16,930 | $2.82M | 0.69% | +3,625+27.2% | Added |
| Liberty One Investment Management, LLC | 16,692 | $2.81M | 0.41% | +924+5.9% | Added |
| Pacific Center for Financial Services | 16,629 | $2.80M | 0.95% | +1,289+8.4% | Added |
| Kampmann Melissa S. | 16,592 | $2.80M | 2.70% | +16,592 | New |
| Insigneo Advisory Services, LLC | 16,575 | $2.79M | 0.57% | +1,970+13.5% | Added |
| Family Management Corp | 16,575 | $2.79M | 0.64% | +122+0.7% | Added |
| Birch Hill Investment Advisors LLC | 16,567 | $2.79M | 0.17% | +485+3.0% | Added |
| Mount Lucas Management LP | 16,526 | $2.79M | 1.06% | −792−4.6% | Reduced |
| Sterling Investment Management, Inc. | 16,474 | $2.78M | 2.47% | −290−1.7% | Reduced |
| Private Capital Management, LLC | 16,417 | $2.77M | 0.33% | −18−0.1% | Reduced |
| Main Street Financial Solutions, LLC | 16,414 | $2.77M | 0.39% | +4,048+32.7% | Added |
| Delta Investment Management, LLC | 16,405 | $2.77M | 0.77% | +674+4.3% | Added |
| Page Arthur B | 16,389 | $2.76M | 2.87% | +1,517+10.2% | Added |
| Valmark Advisers, Inc. | 16,348 | $2.76M | 0.06% | +419+2.6% | Added |
| Clarius Group, LLC | 16,301 | $2.75M | 0.26% | −3,569−18.0% | Reduced |
| Nicholas Hoffman & Company, LLC. | 16,258 | $2.74M | 0.20% | +9+0.1% | Added |
| Jeppson Wealth Management, LLC | 16,240 | $2.74M | 1.26% | −520−3.1% | Reduced |
| Adviser Investments LLC | 16,230 | $2.74M | 0.06% | +6,799+72.1% | Added |
| Woodard & Co Asset Management Group Inc | 16,218 | $2.73M | 0.93% | −35−0.2% | Reduced |
| Chilton Capital Management LLC | 16,184 | $2.73M | 0.15% | −80.0% | Reduced |
| Van Cleef Asset Management,Inc | 16,164 | $2.73M | 0.43% | +10.0% | Added |
| Raab & Moskowitz Asset Management LLC | 16,163 | $2.73M | 0.96% | −295−1.8% | Reduced |
| Pinkerton Retirement Specialists, LLC | 16,137 | $2.72M | 0.59% | −14,080−46.6% | Reduced |
| Modus Advisors, LLC | 16,118 | $2.72M | 1.19% | +546+3.5% | Added |
| Finer Wealth Management, Inc. | 16,077 | $2.71M | 2.17% | −581−3.5% | Reduced |
| Bristlecone Advisors, LLC | 16,072 | $2.71M | 0.30% | −90−0.6% | Reduced |
| Arrow Financial Corp | 16,064 | $2.71M | 0.32% | −349−2.1% | Reduced |
| CoreFirst Bank & Trust | 16,052 | $2.71M | 1.92% | −361−2.2% | Reduced |
| Certified Advisory Corp | 16,052 | $2.71M | 0.50% | +452+2.9% | Added |
| Krilogy Financial LLC | 16,029 | $2.70M | 0.25% | +5,063+46.2% | Added |
| Lake Street Financial LLC | 15,835 | $2.70M | 0.49% | +553+3.6% | Added |