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 |
|---|---|---|---|---|---|
| Bank of Stockton | 17,454 | $2.70M | 1.01% | +626+3.7% | Added |
| Cohen Lawrence B | 16,007 | $2.70M | 1.82% | −197−1.2% | Reduced |
| Triangle Securities Wealth Management | 16,000 | $2.70M | 0.96% | +167+1.1% | Added |
| Iat Reinsurance Co Ltd. | 16,000 | $2.70M | 0.53% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 15,940 | $2.69M | 0.28% | +1,005+6.7% | Added |
| Missouri Trust & Investment Co | 15,932 | $2.69M | 1.21% | +67+0.4% | Added |
| WealthTrust Axiom LLC | 15,928 | $2.69M | 0.97% | −782−4.7% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 17,209 | $2.68M | 1.25% | +417+2.5% | Added |
| Wealth Alliance | 15,903 | $2.68M | 0.42% | +2,740+20.8% | Added |
| Cutler Group LP | 15,873 | $2.68M | 0.43% | +11,899+299.4% | Added |
| Optiver Holding B.V. | 15,846 | $2.67M | 0.08% | −58,628−78.7% | Reduced |
| Hedeker Wealth, LLC | 15,723 | $2.65M | 0.92% | −264−1.7% | Reduced |
| Adirondack Trust Co | 15,721 | $2.65M | 1.32% | +31+0.2% | Added |
| Fort Point Capital Partners LLC | 15,627 | $2.64M | 0.43% | −1,774−10.2% | Reduced |
| Van Strum & Towne Inc. | 15,626 | $2.63M | 1.11% | +3,662+30.6% | Added |
| Dorsey & Whitney Trust CO LLC | 15,624 | $2.63M | 0.23% | +135+0.9% | Added |
| First United Bank Trust | 15,615 | $2.63M | 1.22% | −60−0.4% | Reduced |
| Sentinel Trust Co Lba | 15,601 | $2.63M | 0.37% | +418+2.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 15,535 | $2.62M | 0.05% | +14,954+2,573.8% | Added |
| Delta Financial Advisors LLC | 15,549 | $2.62M | 1.18% | −45−0.3% | Reduced |
| Edmp, Inc. | 15,511 | $2.62M | 2.67% | −640−4.0% | Reduced |
| Fortune Financial Advisors, LLC | 15,495 | $2.61M | 2.00% | +175+1.1% | Added |
| Redmond Asset Management, LLC | 15,411 | $2.60M | 0.93% | −92,207−85.7% | Reduced |
| Formidable Asset Management, LLC | 15,404 | $2.60M | 0.58% | −21−0.1% | Reduced |
| Insight Inv LLC | 15,285 | $2.58M | 2.86% | −440−2.8% | Reduced |
| Capital Advisors Wealth Management, LLC | 15,320 | $2.58M | 0.67% | +442+3.0% | Added |
| O'Brien Greene & Co. Inc | 15,303 | $2.58M | 0.94% | −40−0.3% | Reduced |
| Hoertkorn Richard Charles | 15,297 | $2.58M | 1.29% | +100+0.7% | Added |
| Somerset Group LLC | 15,263 | $2.57M | 2.42% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 15,247 | $2.57M | 1.52% | +2,870+23.2% | Added |
| Newman Dignan & Sheerar, Inc. | 15,207 | $2.56M | 0.84% | −128−0.8% | Reduced |
| Eads & Heald Wealth Management | 15,194 | $2.56M | 1.34% | −11−0.1% | Reduced |
| Marietta Investment Partners LLC | 15,171 | $2.56M | 0.72% | −445−2.8% | Reduced |
| Guardian Capital LP | 15,154 | $2.56M | 0.10% | +4,500+42.2% | Added |
| Private Portfolio Partners LLC | 15,151 | $2.55M | 0.66% | −1,003−6.2% | Reduced |
| Keudell/Morrison Wealth Management | 15,150 | $2.55M | 0.78% | +697+4.8% | Added |
| Winton Group Ltd | 15,130 | $2.55M | 0.21% | +15,130 | New |
| Siemens Fonds Invest GmbH | 15,119 | $2.55M | 0.26% | +93+0.6% | Added |
| Cassaday & Co Wealth Management LLC | 15,101 | $2.55M | 0.11% | +278+1.9% | Added |
| Herbst Group, LLC | 15,100 | $2.55M | 1.82% | +800+5.6% | Added |
| ICA Group Wealth Management, LLC | 15,056 | $2.54M | 0.71% | +307+2.1% | Added |
| Geneva Partners, LLC | 15,040 | $2.54M | 1.68% | −177−1.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 15,034 | $2.54M | 0.02% | −1,254−7.7% | Reduced |
| Personal Cfo Solutions, LLC | 15,027 | $2.53M | 0.50% | +596+4.1% | Added |
| Private Harbour Investment Management & Counsel, LLC | 15,005 | $2.53M | 2.90% | −59−0.4% | Reduced |
| Granby Capital Management, LLC | 15,000 | $2.53M | 1.96% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 14,976 | $2.53M | 0.14% | +943+6.7% | Added |
| Grandview Asset Management LLC | 14,936 | $2.52M | 1.45% | +14,936 | New |
| Portside Wealth Group, LLC | 14,920 | $2.52M | 0.47% | +219+1.5% | Added |
| Coastal Investment Advisors, Inc. | 15,986 | $2.52M | 0.58% | −772−4.6% | Reduced |
| Journey Strategic Wealth LLC | 14,913 | $2.51M | 0.12% | +2,714+22.2% | Added |
| CX Institutional | 14,911 | $2.51M | 0.14% | +848+6.0% | Added |
| Winslow Asset Management Inc | 14,903 | $2.51M | 0.58% | +528+3.7% | Added |
| Atomi Financial Group, Inc. | 14,871 | $2.51M | 0.84% | −10.0% | Reduced |
| Systematic Alpha Investments, LLC | 14,854 | $2.50M | 0.13% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 14,853 | $2.50M | 0.60% | +2,004+15.6% | Added |
| Kiley Juergens Wealth Management, LLC | 14,849 | $2.50M | 0.90% | +213+1.5% | Added |
| RMR Wealth Builders | 14,835 | $2.50M | 0.40% | +3,584+31.9% | Added |
| Karpas Strategies, LLC | 14,783 | $2.49M | 0.92% | +37+0.3% | Added |
| Hunter Associates Investment Management LLC | 14,741 | $2.49M | 0.51% | +490+3.4% | Added |
| NovaPoint Capital, LLC | 14,728 | $2.48M | 0.99% | +678+4.8% | Added |
| Campbell & CO Investment Adviser LLC | 14,699 | $2.48M | 0.30% | +11,678+386.6% | Added |
| Cornercap Investment Counsel Inc | 14,663 | $2.47M | 0.45% | +4,336+42.0% | Added |
| Trust Co of Oklahoma | 14,656 | $2.47M | 0.99% | −825−5.3% | Reduced |
| Bull Street Advisors, LLC | 14,624 | $2.47M | 1.30% | +82+0.6% | Added |
| Notis-McConarty Edward | 14,565 | $2.46M | 1.00% | +1,685+13.1% | Added |
| Chicago Partners Investment Group LLC | 15,284 | $2.46M | 0.13% | +155+1.0% | Added |
| True North Advisors, LLC | 14,558 | $2.45M | 0.76% | −7,960−35.3% | Reduced |
| Monarch Capital Management Inc | 14,537 | $2.45M | 0.79% | 00.0% | Unchanged |
| Somerset Trust Co | 14,526 | $2.45M | 1.12% | +41+0.3% | Added |
| Oakworth Capital, Inc. | 14,505 | $2.45M | 0.22% | −158−1.1% | Reduced |
| DeDora Capital, Inc. | 14,502 | $2.45M | 0.96% | +1,222+9.2% | Added |
| Berkeley Capital Partners, LLC | 14,489 | $2.44M | 0.88% | +156+1.1% | Added |
| Quadrant Private Wealth Management, LLC | 14,449 | $2.44M | 0.82% | −2,520−14.9% | Reduced |
| Longfellow Investment Management Co LLC | 14,447 | $2.44M | 0.64% | +1,689+13.2% | Added |
| Arbor Trust Wealth Advisors, LLC | 14,437 | $2.43M | 1.60% | −626−4.2% | Reduced |
| Schechter Investment Advisors, LLC | 14,431 | $2.43M | 0.24% | +103+0.7% | Added |
| Summit Trail Advisors, LLC | 14,402 | $2.43M | 0.09% | +2,376+19.8% | Added |
| Private Capital Advisors, Inc. | 16,603 | $2.42M | 0.37% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 14,346 | $2.42M | 1.13% | −1,012−6.6% | Reduced |
| CIC Wealth, LLC | 14,328 | $2.42M | 0.87% | +203+1.4% | Added |
| Sutton Wealth Advisors Inc. | 14,322 | $2.41M | 1.19% | +118+0.8% | Added |
| Smith Chas P & Associates Pa Cpas | 14,312 | $2.41M | 0.18% | −320−2.2% | Reduced |
| Allred Capital Management, LLC | 14,309 | $2.41M | 1.20% | −256−1.8% | Reduced |
| Lodestar Private Asset Management LLC | 14,285 | $2.41M | 0.41% | +10.0% | Added |
| Bedell Frazier Investment Counseling, LLC | 14,253 | $2.40M | 0.72% | +750+5.6% | Added |
| New Hampshire Trust | 14,219 | $2.40M | 0.65% | −222−1.5% | Reduced |
| Concord Wealth Partners | 14,205 | $2.40M | 0.51% | +1,049+8.0% | Added |
| SignalPoint Asset Management, LLC | 14,190 | $2.39M | 0.76% | +40.0% | Added |
| Horizon Kinetics Asset Management LLC | 14,182 | $2.39M | 0.05% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 14,156 | $2.39M | 1.22% | +4,032+39.8% | Added |
| Chemung Canal Trust Co | 14,141 | $2.38M | 0.55% | −310−2.1% | Reduced |
| Pavion Blue Capital, LLC | 15,012 | $2.38M | 1.45% | +120+0.8% | Added |
| World Equity Group, Inc. | 14,108 | $2.38M | 0.50% | +6,603+88.0% | Added |
| Brady Family Wealth, LLC | 14,084 | $2.37M | 0.92% | +2,006+16.6% | Added |
| Castleark Management LLC | 14,062 | $2.37M | 0.12% | +14,062 | New |
| Curbstone Financial Management Corp | 14,056 | $2.37M | 0.59% | −150−1.1% | Reduced |
| Monticello Wealth Management, LLC | 14,038 | $2.37M | 0.24% | +5,899+72.5% | Added |
| AdvisorNet Financial, Inc | 13,969 | $2.36M | 0.21% | −2,661−16.0% | Reduced |
| Bank Ozk | 13,966 | $2.35M | 1.29% | −5,697−29.0% | Reduced |