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 |
|---|---|---|---|---|---|
| Eaton Financial Holdings Company, LLC | 10,821 | $1.82M | 0.49% | +250+2.4% | Added |
| Signet Investment Advisory Group, Inc. | 10,800 | $1.82M | 1.21% | +392+3.8% | Added |
| Northside Capital Management, LLC | 10,789 | $1.82M | 0.42% | +40.0% | Added |
| Traverso Chambers Private Wealth Management, LLC | 10,782 | $1.82M | 0.49% | +205+1.9% | Added |
| Apriem Advisors | 10,769 | $1.82M | 0.27% | +191+1.8% | Added |
| Concord Asset Management, LLC | 10,765 | $1.82M | 0.61% | +1,943+22.0% | Added |
| Roanoke Asset Management Corp | 10,739 | $1.81M | 0.74% | −10−0.1% | Reduced |
| Sawyer & Company, Inc | 10,740 | $1.81M | 0.85% | +166+1.6% | Added |
| Archer Investment Corp | 10,677 | $1.80M | 0.63% | −15−0.1% | Reduced |
| Oak Hill Wealth Advisors, LLC | 10,677 | $1.80M | 0.69% | +2,829+36.0% | Added |
| Colonial River Wealth Management, LLC | 10,672 | $1.80M | 1.17% | +5,520+107.1% | Added |
| Chapman Investment Management, LLC | 10,663 | $1.80M | 1.52% | −2,515−19.1% | Reduced |
| Marco Investment Management LLC | 10,648 | $1.80M | 0.21% | +348+3.4% | Added |
| Wolverine Asset Management LLC | 10,599 | $1.79M | 0.03% | −35,101−76.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 10,594 | $1.79M | 0.19% | +190+1.8% | Added |
| Garrison Point Advisors, LLC | 10,574 | $1.78M | 1.38% | −47−0.4% | Reduced |
| Baker Ellis Asset Management LLC | 10,567 | $1.78M | 0.32% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 10,560 | $1.78M | 0.54% | −274−2.5% | Reduced |
| Mechanics Financial Corp | 10,514 | $1.77M | 0.98% | −25−0.2% | Reduced |
| Jmac Enterprises LLC | 10,508 | $1.77M | 0.44% | +1,735+19.8% | Added |
| Cunning Capital Partners, LP | 10,495 | $1.77M | 1.16% | +10,495 | Added |
| Keating Investment Counselors Inc | 10,495 | $1.77M | 0.60% | +275+2.7% | Added |
| Financial Engines Advisors L.L.C. | 9,650 | $1.77M | 0.00% | −2,265−19.0% | Reduced |
| RBA Wealth Management, LLC | 10,462 | $1.76M | 0.85% | −110−1.0% | Reduced |
| Proquility Private Wealth Partners, LLC | 10,406 | $1.75M | 0.72% | −19−0.2% | Reduced |
| Iams Wealth Management, LLC | 10,386 | $1.75M | 1.21% | +10,386 | New |
| EPG Wealth Management LLC | 10,349 | $1.75M | 0.53% | +1,071+11.5% | Added |
| Heritage Wealth Advisors | 10,335 | $1.74M | 0.10% | +994+10.6% | Added |
| Sentry Investment Management LLC | 10,306 | $1.74M | 0.83% | −2,172−17.4% | Reduced |
| Aspen Investment Management Inc | 10,311 | $1.74M | 1.05% | +15+0.1% | Added |
| Trust Investment Advisors | 10,306 | $1.74M | 1.49% | −1,691−14.1% | Reduced |
| Emfo, LLC | 10,304 | $1.74M | 1.64% | +1,000+10.7% | Added |
| Birinyi Associates Inc | 10,268 | $1.73M | 0.69% | −1,496−12.7% | Reduced |
| Dumont & Blake Investment Advisors LLC | 10,265 | $1.73M | 0.59% | +126+1.2% | Added |
| Redhawk Wealth Advisors, Inc. | 10,246 | $1.73M | 0.58% | −192−1.8% | Reduced |
| Dover Advisors, LLC | 10,240 | $1.73M | 1.75% | +67+0.7% | Added |
| D.B. Root & Company, LLC | 10,227 | $1.72M | 0.67% | −30−0.3% | Reduced |
| Miller Investment Management, LP | 10,220 | $1.72M | 0.27% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 10,216 | $1.72M | 0.24% | +216+2.2% | Added |
| Nexus Investment Management ULC | 10,200 | $1.72M | 0.19% | −500−4.7% | Reduced |
| Clough Capital Partners L P | 10,200 | $1.72M | 0.18% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 10,086 | $1.70M | 0.99% | −334−3.2% | Reduced |
| Covenant Asset Management, LLC | 10,083 | $1.70M | 0.52% | +145+1.5% | Added |
| Advisory Research Inc | 10,056 | $1.70M | 0.24% | −1,875−15.7% | Reduced |
| Fortitude Advisory Group L.L.C. | 10,052 | $1.70M | 1.15% | +1,649+19.6% | Added |
| Beaumont Financial Advisors, LLC | 10,043 | $1.69M | 0.17% | −88−0.9% | Reduced |
| Lodestone Wealth Management LLC | 10,041 | $1.69M | 1.19% | +79+0.8% | Added |
| Wintrust Investments LLC | 10,042 | $1.69M | 0.18% | +813+8.8% | Added |
| Barbara Oil Co. | 10,000 | $1.69M | 0.80% | 00.0% | Unchanged |
| Stableford Capital II LLC | 10,890 | $1.69M | 0.78% | −1,253−10.3% | Reduced |
| Canal Capital Management, LLC | 9,966 | $1.68M | 0.34% | +209+2.1% | Added |
| TrinityPoint Wealth, LLC | 9,966 | $1.68M | 0.33% | +360+3.7% | Added |
| Girard Partners Ltd. | 9,953 | $1.68M | 0.19% | +2,968+42.5% | Added |
| Claro Advisors LLC | 9,953 | $1.68M | 0.42% | +818+9.0% | Added |
| Bourgeon Capital Management LLC | 9,950 | $1.68M | 0.39% | −200−2.0% | Reduced |
| Gilbert & Cook, Inc. | 9,943 | $1.68M | 0.26% | +722+7.8% | Added |
| SS&H Financial Advisors, Inc. | 9,906 | $1.67M | 0.78% | +9,906 | New |
| TCM Advisors, LLC | – | $1.67M | 1.50% | – | – |
| Menard Financial Group LLC | 9,893 | $1.67M | 2.41% | +337+3.5% | Added |
| Doheny Asset Management | 9,868 | $1.66M | 1.61% | +64+0.7% | Added |
| WMS Partners, LLC | 9,838 | $1.66M | 0.13% | +1,556+18.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 9,838 | $1.66M | 0.77% | +363+3.8% | Added |
| Roof Eidam & Maycock | 9,814 | $1.65M | 0.55% | +2,000+25.6% | Added |
| Ariel Investments, LLC | 9,812 | $1.65M | 0.02% | +9,812 | New |
| Eudaimonia Advisors LLC | 9,803 | $1.65M | 1.16% | −349−3.4% | Reduced |
| Harvest Portfolios Group Inc. | 9,782 | $1.65M | 0.08% | −321−3.2% | Reduced |
| Kozak & Associates, Inc. | 10,150 | $1.65M | 0.60% | +42+0.4% | Added |
| Legacy Bridge, LLC | 9,758 | $1.65M | 1.17% | 00.0% | Unchanged |
| Stevens Capital Management LP | 9,731 | $1.64M | 0.47% | +6,244+179.1% | Added |
| Tompkins Financial Corp | 9,705 | $1.64M | 0.26% | −24−0.2% | Reduced |
| FRG Family Wealth Advisors LLC | 9,703 | $1.64M | 0.37% | −358−3.6% | Reduced |
| Prostatis Group LLC | 9,575 | $1.63M | 0.80% | −939,886−99.0% | Reduced |
| Plancorp, LLC | 9,686 | $1.63M | 0.09% | +411+4.4% | Added |
| Mastrapasqua Asset Management Inc | 9,654 | $1.63M | 0.19% | −1,518−13.6% | Reduced |
| Nilsine Partners, LLC | 9,648 | $1.63M | 0.25% | +7+0.1% | Added |
| Front Row Advisors LLC | 9,643 | $1.63M | 0.75% | +14+0.1% | Added |
| Access Financial Services, Inc. | 9,639 | $1.63M | 0.97% | +386+4.2% | Added |
| Traphagen Investment Advisors LLC | 9,632 | $1.62M | 0.21% | −125−1.3% | Reduced |
| Archford Capital Strategies, LLC | 9,625 | $1.62M | 0.32% | +791+9.0% | Added |
| Cravens & Co Advisors, LLC | 9,597 | $1.62M | 1.52% | +321+3.5% | Added |
| Gyroscope Capital Management Group, LLC | 9,577 | $1.61M | 0.37% | +9,577 | New |
| WBH Advisory Inc | 9,555 | $1.61M | 0.20% | −298−3.0% | Reduced |
| Saranac Partners Ltd | 9,546 | $1.61M | 0.91% | +205+2.2% | Added |
| Shulman DeMeo Asset Management LLC | 9,496 | $1.60M | 0.53% | −792−7.7% | Reduced |
| Chicago Capital, LLC | 9,485 | $1.60M | 0.07% | −20.0% | Reduced |
| Etesian Wealth Advisors, Inc. | 9,431 | $1.59M | 1.07% | −205−2.1% | Reduced |
| Monograph Wealth Advisors, LLC | 9,429 | $1.59M | 0.31% | +2,851+43.3% | Added |
| Cito Capital Group, LLC | 9,420 | $1.59M | 0.77% | +2,400+34.2% | Added |
| Front Street Capital Management, Inc. | 9,407 | $1.59M | 0.35% | 00.0% | Unchanged |
| Farmers Trust Co | 9,395 | $1.58M | 0.37% | −28−0.3% | Reduced |
| Moseley Investment Management Inc | 9,382 | $1.58M | 0.95% | +281+3.1% | Added |
| WealthShield Partners, LLC | 9,308 | $1.57M | 0.24% | +4,631+99.0% | Added |
| AFS Financial Group, LLC | 9,301 | $1.57M | 1.07% | −225−2.4% | Reduced |
| Chesapeake Asset Management LLC | 9,297 | $1.57M | 1.53% | +628+7.2% | Added |
| Tradition Wealth Management, LLC | 9,278 | $1.56M | 0.19% | −117−1.2% | Reduced |
| Glen Eagle Advisors, LLC | 9,274 | $1.56M | 0.36% | −1,582−14.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 9,252 | $1.56M | 0.26% | −331−3.5% | Reduced |
| Symmetry Investments LP | 9,224 | $1.56M | 0.45% | −7,038−43.3% | Reduced |
| Ledge Wealth Management, Inc. | 9,223 | $1.56M | 0.70% | +740+8.7% | Added |
| Lakeview Capital Partners, LLC | 9,222 | $1.55M | 0.30% | −966−9.5% | Reduced |