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 |
|---|---|---|---|---|---|
| Founders Financial Securities LLC | 8,015 | $1.35M | 0.18% | +2,282+39.8% | Added |
| First Commonwealth Financial Corp | 8,004 | $1.35M | 0.45% | +120+1.5% | Added |
| Union Savings Bank | 8,002 | $1.35M | 0.84% | +408+5.4% | Added |
| Mach-1 Financial Group, Inc. | 8,000 | $1.35M | 0.57% | +512+6.8% | Added |
| Apeiron RIA LLC | 7,986 | $1.35M | 0.46% | +12+0.2% | Added |
| Castellan Group, LLC | 7,978 | $1.35M | 0.95% | −322−3.9% | Reduced |
| Citizens & Northern Corp | 7,974 | $1.34M | 0.54% | −300−3.6% | Reduced |
| Court Place Advisors, LLC | 7,933 | $1.34M | 0.48% | −13−0.2% | Reduced |
| Members Capital Advisors Inc | 7,924 | $1.34M | 1.66% | +7,924 | New |
| Spouting Rock Asset Management, LLC | 7,922 | $1.34M | 0.43% | +2,003+33.8% | Added |
| Indiana Trust & Investment Management CO | 7,915 | $1.33M | 0.67% | 00.0% | Unchanged |
| MBL Wealth, LLC | 7,895 | $1.33M | 0.19% | −292−3.6% | Reduced |
| Hodges Capital Management Inc. | 7,855 | $1.32M | 0.16% | +445+6.0% | Added |
| Wambolt & Associates, LLC | 7,955 | $1.32M | 0.48% | +907+12.9% | Added |
| Oliver Lagore Vanvalin Investment Group | 7,857 | $1.32M | 0.52% | +2,361+43.0% | Added |
| St. Johns Investment Management Company, LLC | 7,840 | $1.32M | 0.75% | −304−3.7% | Reduced |
| 1620 Investment Advisors, Inc. | 7,814 | $1.32M | 1.53% | −62−0.8% | Reduced |
| DRW Securities, LLC | 7,809 | $1.32M | 0.10% | −591−7.0% | Reduced |
| JGP Wealth Management, LLC | 7,806 | $1.32M | 0.22% | −675−8.0% | Reduced |
| EHP Funds Inc. | 7,800 | $1.32M | 0.62% | −7,100−47.7% | Reduced |
| Key Financial Inc | 7,800 | $1.32M | 0.44% | 00.0% | Unchanged |
| Fiera Capital Corp | 7,796 | $1.31M | 0.00% | −1,680−17.7% | Reduced |
| Mogy Joel R Investment Counsel Inc | 7,793 | $1.31M | 0.11% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 7,773 | $1.31M | 0.49% | +3,703+91.0% | Added |
| Rogco, LP | 7,732 | $1.30M | 0.64% | +7,732 | New |
| Ackerman Capital Advisors, LLC | 7,707 | $1.30M | 0.36% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 7,706 | $1.30M | 0.25% | 00.0% | Unchanged |
| Strong Tower Advisory Services | 7,677 | $1.29M | 0.65% | +108+1.4% | Added |
| My Legacy Advisors, LLC | 7,654 | $1.29M | 0.53% | +5+0.1% | Added |
| ABLE Financial Group, LLC | 7,656 | $1.29M | 0.65% | −598−7.2% | Reduced |
| Capstone Wealth Management Group, LLC | 7,651 | $1.29M | 1.34% | −86−1.1% | Reduced |
| Westmount Partners, LLC | 7,648 | $1.29M | 0.57% | −198−2.5% | Reduced |
| Solitude Financial Services | 7,600 | $1.28M | 0.72% | −970−11.3% | Reduced |
| Element Wealth, LLC | 7,599 | $1.28M | 0.93% | +262+3.6% | Added |
| Register Financial Advisors LLC | 7,576 | $1.28M | 0.94% | +1,802+31.2% | Added |
| Schrum Private Wealth Management LLC | 7,560 | $1.27M | 1.45% | +5+0.1% | Added |
| Oak Family Advisors, LLC | 7,556 | $1.27M | 0.60% | +320+4.4% | Added |
| Wulff, Hansen & Co. | 7,516 | $1.27M | 1.48% | +296+4.1% | Added |
| Argus Investors' Counsel, Inc. | 7,514 | $1.27M | 0.91% | +348+4.9% | Added |
| LexAurum Advisors, LLC | 7,512 | $1.27M | 0.37% | +4,140+122.8% | Added |
| Brandywine Oak Private Wealth LLC | 7,507 | $1.27M | 0.15% | −1,516−16.8% | Reduced |
| Doliver Advisors, LP | 7,496 | $1.26M | 0.38% | +51+0.7% | Added |
| Austin Private Wealth, LLC | 7,490 | $1.26M | 0.18% | +440+6.2% | Added |
| David Loasby | 7,739 | $1.26M | 0.14% | +1,540+24.8% | Added |
| Apella Capital, LLC | 7,458 | $1.26M | 0.09% | −229−3.0% | Reduced |
| S. R. Schill & Associates | 7,454 | $1.26M | 0.61% | +411+5.8% | Added |
| Syntal Capital Partners, LLC | 7,405 | $1.25M | 0.97% | −10,073−57.6% | Reduced |
| First Community Trust NA | 7,402 | $1.25M | 1.43% | −35−0.5% | Reduced |
| Washington Trust Advisors, Inc. | 7,401 | $1.25M | 0.13% | 00.0% | Unchanged |
| Conservest Capital Advisors, Inc. | 7,388 | $1.25M | 0.15% | −44−0.6% | Reduced |
| Channel Wealth LLC | 7,377 | $1.24M | 0.70% | +471+6.8% | Added |
| Gryphon Financial Partners LLC | 7,357 | $1.24M | 0.30% | +762+11.6% | Added |
| Proficio Capital Partners LLC | 7,332 | $1.24M | 0.16% | −845−10.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 7,331 | $1.24M | 0.16% | −1,223−14.3% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 7,317 | $1.23M | 1.30% | +3,623+98.1% | Added |
| Bridgewater Associates, LP | 7,298 | $1.23M | 0.01% | −135,941−94.9% | Reduced |
| Alpha DNA Investment Management LLC | 7,295 | $1.23M | 0.79% | +680+10.3% | Added |
| M&R Capital Management Inc | 7,293 | $1.23M | 0.34% | +108+1.5% | Added |
| Advisory Alpha, LLC | 7,284 | $1.23M | 0.06% | −2,566−26.1% | Reduced |
| American State Bank (Iowa) | 7,280 | $1.23M | 0.88% | −106−1.4% | Reduced |
| Vista Finance, LLC | 7,274 | $1.23M | 1.79% | +7,274 | New |
| Covenant Partners, LLC | 7,244 | $1.22M | 0.44% | −92−1.3% | Reduced |
| Dixon Fnancial Services, Inc. | 7,220 | $1.22M | 0.82% | +128+1.8% | Added |
| First PREMIER Bank | 7,219 | $1.22M | 0.37% | −150−2.0% | Reduced |
| SkyOak Wealth, LLC | 7,195 | $1.21M | 0.35% | +415+6.1% | Added |
| Synergy Financial Management, LLC | 7,194 | $1.21M | 0.24% | +7,194 | New |
| Pure Financial Advisors, Inc. | 7,173 | $1.21M | 0.05% | −116−1.6% | Reduced |
| Windsor Capital Management, LLC | 7,173 | $1.21M | 0.42% | 00.0% | Unchanged |
| Pflug Koory, LLC | 7,167 | $1.21M | 0.70% | +16+0.2% | Added |
| Carson Advisory Inc. | 7,166 | $1.21M | 1.06% | +1,449+25.3% | Added |
| Money Concepts Capital Corp | 7,119 | $1.20M | 0.13% | +391+5.8% | Added |
| First Interstate Bank | 7,114 | $1.20M | 0.10% | −117−1.6% | Reduced |
| Lloyd Advisory Services, LLC. | 7,105 | $1.20M | 0.40% | +7,105 | New |
| Norden Group LLC | 7,105 | $1.20M | 0.40% | +7,105 | New |
| PDS Planning, Inc | 7,086 | $1.19M | 0.15% | +135+1.9% | Added |
| Coastal Bridge Advisors, LLC | 7,067 | $1.19M | 0.32% | −447−5.9% | Reduced |
| Eley Financial Management, Inc | 6,969 | $1.19M | 0.61% | −6−0.1% | Reduced |
| Day & Ennis, LLC | 7,032 | $1.19M | 0.44% | −116−1.6% | Reduced |
| Sentry LLC | 7,022 | $1.18M | 0.25% | −6−0.1% | Reduced |
| Ballast Advisors LLC | 7,013 | $1.18M | 0.47% | −895−11.3% | Reduced |
| Baron Wealth Management LLC | 7,007 | $1.18M | 0.75% | +85+1.2% | Added |
| Impact Partnership Wealth, LLC | 6,997 | $1.18M | 0.37% | +5,280+307.5% | Added |
| J. W. Coons Advisors, LLC | 6,997 | $1.18M | 0.34% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 6,994 | $1.18M | 0.09% | +170+2.5% | Added |
| Guardian Wealth Advisors, LLC | 6,970 | $1.18M | 0.20% | +60+0.9% | Added |
| Rosenberg Matthew Hamilton | 6,942 | $1.17M | 0.39% | +155+2.3% | Added |
| Northwest Quadrant Wealth Management, LLC | 6,934 | $1.17M | 0.33% | +302+4.6% | Added |
| Balboa Wealth Partners | 6,907 | $1.16M | 0.44% | −97−1.4% | Reduced |
| RFP Financial Group LLC | 6,881 | $1.16M | 0.51% | −1,332−16.2% | Reduced |
| ORG Partners LLC | 6,872 | $1.16M | 0.34% | −4,359−38.8% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 6,872 | $1.16M | 0.10% | −274−3.8% | Reduced |
| Sheets Smith Wealth Management | 6,871 | $1.16M | 0.18% | +116+1.7% | Added |
| Campion Asset Management LLC | 6,862 | $1.16M | 1.07% | 00.0% | Unchanged |
| Barr E S & Co | 6,854 | $1.16M | 0.08% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 6,852 | $1.16M | 0.55% | +67+1.0% | Added |
| Valley Brook Capital Group | 6,850 | $1.16M | 1.14% | −1,475−17.7% | Reduced |
| Phillips Wealth Planners LLC | 6,819 | $1.15M | 1.56% | +43+0.6% | Added |
| Voya Financial Advisors, Inc. | 6,735 | $1.15M | 0.14% | +336+5.3% | Added |
| Summit Financial, LLC | 6,812 | $1.15M | 0.08% | +1,618+31.2% | Added |
| Charles Carroll Financial Partners, LLC | 6,800 | $1.15M | 1.42% | 00.0% | Unchanged |