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 |
|---|---|---|---|---|---|
| Ahl Investment Management, Inc. | 13,954 | $2.35M | 2.10% | −55−0.4% | Reduced |
| Pinnacle West Asset Management, Inc. | 13,940 | $2.35M | 2.30% | +400+3.0% | Added |
| Weaver C. Barksdale & Associates, Inc. | 13,885 | $2.34M | 2.00% | +2,195+18.8% | Added |
| Nvest Financial, LLC | 13,883 | $2.34M | 2.19% | +535+4.0% | Added |
| Harbour Investment Management LLC | 13,882 | $2.34M | 1.34% | −12−0.1% | Reduced |
| Ignite Planners, LLC | 14,274 | $2.34M | 0.71% | +4,305+43.2% | Added |
| Ti-Trust, Inc | 13,870 | $2.34M | 2.23% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 13,858 | $2.34M | 0.94% | +6,171+80.3% | Added |
| Argonautica Private Wealth Management, Inc | 13,845 | $2.33M | 1.05% | +19+0.1% | Added |
| JFS Wealth Advisors, LLC | 13,820 | $2.33M | 0.22% | +655+5.0% | Added |
| Centric Wealth Management | 13,807 | $2.33M | 0.97% | +560+4.2% | Added |
| Whitener Capital Management, Inc. | 13,789 | $2.33M | 0.93% | +228+1.7% | Added |
| Providence Wealth Advisors, LLC | 14,025 | $2.32M | 2.59% | +1,259+9.9% | Added |
| First Bank & Trust | 13,761 | $2.32M | 0.61% | +5,954+76.3% | Added |
| Bontempo Ohly Capital Mgmt LLC | 13,721 | $2.31M | 1.27% | −1,620−10.6% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 13,719 | $2.31M | 1.31% | +17+0.1% | Added |
| Martin & Co Inc | 13,657 | $2.30M | 0.60% | +182+1.4% | Added |
| New Potomac Partners, LLC | 13,646 | $2.30M | 1.58% | −45−0.3% | Reduced |
| Ostrum Asset Management | 13,633 | $2.30M | 0.21% | +2,953+27.6% | Added |
| Settian Capital LP | 13,600 | $2.29M | 1.95% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 13,590 | $2.29M | 0.45% | +319+2.4% | Added |
| Belmont Capital, LLC | 13,581 | $2.29M | 1.24% | +13,571+135,710.0% | Added |
| Cape Ann Savings Bank | 13,576 | $2.29M | 1.61% | −110−0.8% | Reduced |
| Titleist Asset Management, LLC | 13,547 | $2.28M | 0.47% | +816+6.4% | Added |
| Hedges Asset Management LLC | 13,542 | $2.28M | 1.99% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 13,537 | $2.28M | 0.42% | −271−2.0% | Reduced |
| TKG Advisors, LLC | 13,537 | $2.28M | 1.52% | −125−0.9% | Reduced |
| Blackstone Group Inc. | 13,529 | $2.28M | 0.01% | +5,851+76.2% | Added |
| Teamwork Financial Advisors, LLC | 13,502 | $2.28M | 0.37% | −472−3.4% | Reduced |
| Lafayette Investments, Inc. | 13,498 | $2.28M | 0.62% | −19−0.1% | Reduced |
| LVW Advisors, LLC | 13,476 | $2.27M | 0.49% | −3,510−20.7% | Reduced |
| Aft, Forsyth & Sober, LLC | 13,450 | $2.27M | 0.96% | 00.0% | Unchanged |
| TCWP LLC | 13,389 | $2.26M | 1.72% | +604+4.7% | Added |
| Eqis Capital Management, Inc. | 13,385 | $2.26M | 0.28% | −2,606−16.3% | Reduced |
| Lindenwold Advisors | 13,380 | $2.26M | 1.40% | −134−1.0% | Reduced |
| Magnus Financial Group LLC | 13,369 | $2.25M | 0.33% | +362+2.8% | Added |
| First City Capital Management, Inc. | 13,350 | $2.25M | 1.41% | −13−0.1% | Reduced |
| Clarkston Capital Partners, LLC | 13,340 | $2.25M | 0.04% | +1,100+9.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 13,337 | $2.25M | 0.37% | +93+0.7% | Added |
| First National Advisers, LLC | 13,333 | $2.25M | 1.00% | +8,423+171.5% | Added |
| Full Sail Capital, LLC | 13,327 | $2.25M | 0.20% | −75−0.6% | Reduced |
| Cypress Asset Management Inc | 13,326 | $2.25M | 0.75% | +665+5.3% | Added |
| Nixon Peabody Trust Co | 13,314 | $2.25M | 1.88% | −489−3.5% | Reduced |
| Scott & Selber, Inc. | 13,282 | $2.24M | 0.93% | −31−0.2% | Reduced |
| Manhattan West Asset Management, LLC | 13,910 | $2.24M | 0.69% | +2,559+22.5% | Added |
| LGT Financial Advisors LLC | 13,237 | $2.23M | 2.84% | −6,664−33.5% | Reduced |
| Delta Financial Group, Inc. | 13,229 | $2.23M | 0.77% | +13,229 | New |
| UniSuper Management Pty Ltd | 13,200 | $2.23M | 0.03% | +200+1.5% | Added |
| Center for Financial Planning, Inc. | 13,186 | $2.22M | 0.48% | −358−2.6% | Reduced |
| Pin Oak Investment Advisors Inc | 13,142 | $2.22M | 2.50% | −19−0.1% | Reduced |
| HITE Hedge Asset Management LLC | 13,114 | $2.21M | 0.24% | +13,114 | New |
| Lion Street Advisors, LLC | 13,102 | $2.21M | 0.72% | −1,851−12.4% | Reduced |
| Financial Advisors Network, Inc. | 13,079 | $2.21M | 0.50% | +13,079 | New |
| Highlander Capital Management, LLC | 13,076 | $2.21M | 0.87% | +1,158+9.7% | Added |
| CWS Financial Advisors, LLC | 13,070 | $2.20M | 0.88% | +106+0.8% | Added |
| FIL Ltd | 13,069 | $2.20M | 0.00% | −73,175−84.8% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 13,055 | $2.20M | 0.02% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 13,043 | $2.20M | 0.02% | −154−1.2% | Reduced |
| Laidlaw Wealth Management LLC | 13,016 | $2.19M | 0.73% | −5,307−29.0% | Reduced |
| Home Federal Bank of Tennessee | 13,004 | $2.19M | 0.81% | −31−0.2% | Reduced |
| Hendershot Investments Inc. | 12,963 | $2.19M | 0.37% | −1,586−10.9% | Reduced |
| Lindbrook Capital, LLC | 12,933 | $2.18M | 0.24% | +72+0.6% | Added |
| Cascade Investment Group, Inc. | 12,927 | $2.18M | 2.06% | +279+2.2% | Added |
| Schear Investment Advisers, LLC | 12,922 | $2.18M | 2.35% | −374−2.8% | Reduced |
| McDaniel Terry & Co | 12,883 | $2.17M | 0.23% | +3,567+38.3% | Added |
| Hayek Kallen Investment Management | 12,868 | $2.17M | 0.97% | −91−0.7% | Reduced |
| Onyx Bridge Wealth Group LLC | 12,806 | $2.16M | 0.50% | +265+2.1% | Added |
| Taurus Asset Management, LLC | 12,748 | $2.15M | 0.26% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 12,736 | $2.15M | 0.45% | +3,897+44.1% | Added |
| Outlook Wealth Advisors, LLC | 12,694 | $2.14M | 0.82% | +639+5.3% | Added |
| TBH Global Asset Management, LLC | 12,690 | $2.14M | 0.41% | +205+1.6% | Added |
| Richelieu Gestion PLC | 12,682 | $2.14M | 1.99% | −4,284−25.3% | Reduced |
| Wellington Shields & Co., LLC | 12,661 | $2.13M | 0.53% | +2,936+30.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12,627 | $2.13M | 0.51% | +60.0% | Added |
| CWA Asset Management Group, LLC | 12,621 | $2.13M | 0.16% | +1,983+18.6% | Added |
| SYSTM Wealth Solutions LLC | 12,612 | $2.13M | 0.33% | −11,435−47.6% | Reduced |
| Traynor Capital Management, Inc. | 12,608 | $2.13M | 0.28% | +554+4.6% | Added |
| Washington Trust Co | 12,535 | $2.11M | 0.09% | −675−5.1% | Reduced |
| TrueWealth Advisors, LLC | 12,535 | $2.11M | 0.89% | −491−3.8% | Reduced |
| Miller Howard Investments Inc | 12,492 | $2.11M | 0.08% | −25−0.2% | Reduced |
| Delta Asset Management LLC | 12,458 | $2.10M | 0.22% | 00.0% | Unchanged |
| Smithbridge Asset Management Inc | 12,453 | $2.10M | 0.52% | 00.0% | Unchanged |
| Knuff & Co LLC | 12,449 | $2.10M | 0.84% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 12,443 | $2.10M | 0.63% | −1,725−12.2% | Reduced |
| Consolidated Portfolio Review Corp | 12,437 | $2.10M | 0.51% | +559+4.7% | Added |
| Mendel Money Management | 12,429 | $2.10M | 1.12% | −511−3.9% | Reduced |
| Parkside Financial Bank & Trust | 12,422 | $2.09M | 0.49% | +2,396+23.9% | Added |
| St Germain D J Co Inc | 12,394 | $2.09M | 0.12% | +321+2.7% | Added |
| Pacific Capital Wealth Advisors, Inc | 12,392 | $2.09M | 0.59% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 12,380 | $2.09M | 1.30% | +423+3.5% | Added |
| Ascent Wealth Partners, LLC | 12,364 | $2.08M | 0.38% | −348−2.7% | Reduced |
| Alaethes Wealth LLC | 12,359 | $2.08M | 1.14% | +118+1.0% | Added |
| Aigen Investment Management, LP | 12,347 | $2.08M | 0.39% | +12,347 | New |
| Greenfield Savings Bank | 12,324 | $2.08M | 1.30% | −183−1.5% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 12,315 | $2.08M | 1.33% | +50.0% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 12,284 | $2.07M | 0.18% | −285−2.3% | Reduced |
| Legacy Capital Wealth Partners, LLC | 12,270 | $2.07M | 0.57% | +12,270 | New |
| Burke & Herbert Bank & Trust Co | 12,245 | $2.06M | 1.67% | −1,034−7.8% | Reduced |
| Holderness Investments Co | 12,231 | $2.06M | 0.80% | +517+4.4% | Added |
| Aire Advisors, LLC | 12,219 | $2.06M | 0.55% | −10.0% | Reduced |