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 |
|---|---|---|---|---|---|
| Hubbell Strickland Wealth Management, LLC | 9,219 | $1.55M | 0.93% | −205−2.2% | Reduced |
| BOS Asset Management, LLC | 9,201 | $1.55M | 1.14% | +13+0.1% | Added |
| Evoke Wealth, LLC | 9,196 | $1.55M | 0.05% | +2,846+44.8% | Added |
| McKinley Capital Management LLC /Delaware | 9,183 | $1.55M | 0.22% | −102−1.1% | Reduced |
| Nemes Rush Group LLC | 9,170 | $1.55M | 0.28% | −1,829−16.6% | Reduced |
| Monument Capital Management | 9,152 | $1.54M | 0.52% | −17,097−65.1% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 9,140 | $1.54M | 0.81% | −182−2.0% | Reduced |
| TLWM | 9,137 | $1.54M | 0.41% | +2,317+34.0% | Added |
| Harrell Investment Partners, LLC | 9,242 | $1.54M | 0.52% | +14+0.2% | Added |
| Blue Fin Capital, Inc. | 9,120 | $1.54M | 0.45% | −155−1.7% | Reduced |
| Peoples Bank | 9,117 | $1.54M | 1.32% | +9,117 | New |
| Adalta Capital Management LLC | 9,118 | $1.54M | 1.05% | 00.0% | Unchanged |
| Firestone Capital Management | 9,095 | $1.53M | 0.52% | +10.0% | Added |
| Hexagon Capital Partners LLC | 9,085 | $1.53M | 0.40% | +402+4.6% | Added |
| Prudent Man Advisors, LLC | 9,083 | $1.53M | 0.61% | −680−7.0% | Reduced |
| Rice Partnership, LLC | 9,082 | $1.53M | 0.43% | −120−1.3% | Reduced |
| Financial Management Network Inc | 9,327 | $1.52M | 0.50% | +2,424+35.1% | Added |
| Virtue Capital Management, LLC | 9,725 | $1.52M | 0.26% | 00.0% | Unchanged |
| Benedetti & Gucer, Inc. | 9,014 | $1.52M | 0.83% | −1,047−10.4% | Reduced |
| Joseph Group Capital Management | 9,012 | $1.52M | 1.09% | +798+9.7% | Added |
| West Michigan Advisors, LLC | 9,010 | $1.52M | 0.81% | +137+1.5% | Added |
| Needham Investment Management LLC | 9,000 | $1.52M | 0.26% | 00.0% | Unchanged |
| Axq Capital, LP | 9,000 | $1.52M | 0.53% | +9,000 | New |
| Paragon Capital Management Inc | 8,994 | $1.52M | 1.29% | +8,994 | New |
| MCF Advisors LLC | 8,987 | $1.52M | 0.14% | +542+6.4% | Added |
| Thrive Wealth Management, LLC | 8,977 | $1.51M | 0.40% | +488+5.7% | Added |
| Cypress Wealth Services, LLC | 8,975 | $1.51M | 0.42% | +34+0.4% | Added |
| Mraz, Amerine & Associates, Inc. | 8,954 | $1.51M | 0.34% | −1,384−13.4% | Reduced |
| StrategIQ Financial Group, LLC | 8,952 | $1.51M | 0.17% | +55+0.6% | Added |
| Ossiam | 8,945 | $1.51M | 0.03% | +6,533+270.9% | Added |
| CVA Family Office, LLC | 8,928 | $1.51M | 0.34% | +99+1.1% | Added |
| Mayfair Advisory Group, LLC | 9,031 | $1.50M | 1.45% | +2,554+39.4% | Added |
| Leonteq Securities AG | 8,893 | $1.50M | 0.16% | −13,578−60.4% | Reduced |
| King Wealth | 8,891 | $1.50M | 0.32% | +4,423+99.0% | Added |
| Pacific Sage Partners, LLC | 8,879 | $1.50M | 0.45% | 00.0% | Unchanged |
| Alta Wealth Advisors LLC | 8,871 | $1.50M | 0.92% | +7,296+463.2% | Added |
| Catalyst Financial Partners LLC | 8,863 | $1.49M | 0.48% | +786+9.7% | Added |
| LifePro Asset Management | 8,862 | $1.49M | 1.23% | +137+1.6% | Added |
| BEAM Asset Management, LLC | 8,841 | $1.49M | 1.06% | +523+6.3% | Added |
| Wolff Financial Management LLC | 8,836 | $1.49M | 0.51% | +8,836 | New |
| Fishman Jay A Ltd | 8,823 | $1.49M | 0.19% | −15−0.2% | Reduced |
| Wells Trecaso Financial Group, LLC | 8,820 | $1.49M | 0.66% | −34−0.4% | Reduced |
| Evergreen Wealth Solutions, LLC | 8,818 | $1.49M | 1.50% | −96−1.1% | Reduced |
| Boston Research & Management Inc | 8,808 | $1.49M | 0.44% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 8,761 | $1.48M | 0.39% | +65+0.7% | Added |
| Energy Income Partners, LLC | 8,736 | $1.47M | 0.03% | +8,736 | New |
| Cadent Capital Advisors, LLC | 8,726 | $1.47M | 0.71% | +366+4.4% | Added |
| Abacus Planning Group, Inc. | 8,711 | $1.47M | 0.36% | +3,548+68.7% | Added |
| WT Wealth Management | 8,673 | $1.46M | 0.63% | −1,330−13.3% | Reduced |
| Walker Asset Management, LLC | 8,668 | $1.46M | 1.30% | +305+3.6% | Added |
| Plante Moran Financial Advisors, LLC | 8,663 | $1.46M | 0.18% | −528−5.7% | Reduced |
| Chilton Investment Co LLC | 8,629 | $1.46M | 0.05% | +1,131+15.1% | Added |
| Transamerica Financial Advisors, Inc. | 8,610 | $1.45M | 0.20% | −618−6.7% | Reduced |
| Kowal Investment Group, LLC | 8,566 | $1.44M | 0.39% | +225+2.7% | Added |
| Timber Creek Capital Management LLC | 8,566 | $1.44M | 0.52% | −44−0.5% | Reduced |
| KG&L Capital Management,LLC | 8,584 | $1.44M | 0.70% | −1,210−12.4% | Reduced |
| Abn Amro Investment Solutions | 8,545 | $1.44M | 0.03% | +1,116+15.0% | Added |
| Aveo Capital Partners, LLC | 8,535 | $1.44M | 0.19% | −222−2.5% | Reduced |
| CFO4Life Group, LLC | 8,527 | $1.44M | 0.33% | +140+1.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 8,482 | $1.43M | 0.14% | −15,841−65.1% | Reduced |
| MONECO Advisors, LLC | 8,465 | $1.43M | 0.39% | +34+0.4% | Added |
| Retirement Planning Co of New England, Inc. | 8,459 | $1.43M | 0.79% | −191−2.2% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 8,450 | $1.42M | 0.82% | +825+10.8% | Added |
| Amarillo National Bank | 8,436 | $1.42M | 0.30% | 00.0% | Unchanged |
| Red Spruce Capital, LLC | 8,434 | $1.42M | 0.81% | −356−4.1% | Reduced |
| Schmidt P J Investment Management Inc | 8,404 | $1.42M | 0.30% | −79−0.9% | Reduced |
| Reuter James Wealth Management, LLC | 8,421 | $1.42M | 1.06% | +1,762+26.5% | Added |
| Johnson Financial Group, Inc. | 8,414 | $1.42M | 0.10% | +841+11.1% | Added |
| Searle & Co. | 8,401 | $1.42M | 0.48% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 8,376 | $1.41M | 0.11% | −822−8.9% | Reduced |
| Argent Advisors, Inc. | 8,345 | $1.41M | 0.64% | −39−0.5% | Reduced |
| Sage Mountain Advisors LLC | 8,340 | $1.41M | 0.19% | +1,948+30.5% | Added |
| Oak Harbor Wealth Partners, LLC | 8,338 | $1.41M | 0.50% | −38−0.5% | Reduced |
| Drive Wealth Management, LLC | 8,326 | $1.40M | 0.51% | +580+7.5% | Added |
| Paragon Capital Management LLC | 8,302 | $1.40M | 0.82% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 8,292 | $1.40M | 0.29% | −983−10.6% | Reduced |
| Palisade Capital Management LLC | 8,285 | $1.40M | 0.04% | −127−1.5% | Reduced |
| Great Lakes Retirement, Inc. | 8,274 | $1.40M | 0.25% | +485+6.2% | Added |
| Inlet Private Wealth, LLC | 8,250 | $1.39M | 0.46% | −35,387−81.1% | Reduced |
| First County Bank | 8,241 | $1.39M | 0.72% | +1,240+17.7% | Added |
| Tradewinds, LLC. | 8,235 | $1.39M | 0.82% | −62−0.7% | Reduced |
| Curi Capital | 8,233 | $1.39M | 0.21% | −179−2.1% | Reduced |
| BlueCrest Capital Management Ltd | 8,221 | $1.39M | 0.22% | +5,152+167.9% | Added |
| Machina Capital S.A.S. | 8,204 | $1.38M | 0.77% | −5,485−40.1% | Reduced |
| Enterprise Financial Services Corp | 8,197 | $1.38M | 0.96% | −29−0.4% | Reduced |
| Black Swift Group, LLC | 8,195 | $1.38M | 0.45% | +345+4.4% | Added |
| Quintet Private Bank (Europe) S.A. | 8,168 | $1.38M | 0.09% | +802+10.9% | Added |
| Wendell David Associates Inc | 8,161 | $1.38M | 0.16% | +983+13.7% | Added |
| Capula Management Ltd | 8,150 | $1.37M | 0.09% | +7,411+1,002.8% | Added |
| Sawgrass Asset Management LLC | 8,145 | $1.37M | 0.17% | −927−10.2% | Reduced |
| Bedel Financial Consulting, Inc. | 8,136 | $1.37M | 0.28% | −133−1.6% | Reduced |
| Bedel Financial Consulting Inc | 8,136 | $1.37M | 0.28% | +8,136 | New |
| Connecticut Wealth Management, LLC | 8,123 | $1.37M | 0.09% | +3,811+88.4% | Added |
| Matrix Trust Co | 8,065 | $1.36M | 0.35% | 00.0% | Unchanged |
| S.A. Mason LLC | 8,063 | $1.36M | 0.98% | +31+0.4% | Added |
| Investment Partners, Ltd. | 8,056 | $1.36M | 0.71% | +20+0.2% | Added |
| LCM Capital Management Inc | 8,046 | $1.36M | 1.11% | +318+4.1% | Added |
| Vicus Capital | 8,034 | $1.35M | 0.14% | +663+9.0% | Added |
| Orser Capital Management, LLC | 8,023 | $1.35M | 1.36% | +1,470+22.4% | Added |
| McGlone Suttner Wealth Management, Inc. | 8,019 | $1.35M | 0.31% | +206+2.6% | Added |