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
- 3,339
- +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
- 1,629 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 | 4,312 | $298.0B |
| Q4 2025 | 3,994 | $223.3B |
| Q3 2025 | 3,803 | $225.3B |
| Q2 2025 | 3,708 | $189.0B |
| Q1 2025 | 3,826 | $222.9B |
| Q4 2024 | 3,765 | $194.0B |
| Q3 2024 | 3,488 | $198.0B |
| Q2 2024 | 3,511 | $214.0B |
| Q1 2024 | 3,523 | $212.7B |
| Q4 2023 | 3,478 | $200.3B |
| Q3 2023 | 3,339 | $222.6B |
| Q2 2023 | 3,286 | $205.0B |
| Q1 2023 | 3,273 | $217.1B |
| Q4 2022 | 3,289 | $243.6B |
| Q3 2022 | 3,057 | $195.7B |
| Q2 2022 | 3,060 | $198.4B |
| Q1 2022 | 3,071 | $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 |
|---|---|---|---|---|---|
| Congress Wealth Management LLC | 140,380 | $23.7M | 0.49% | +7,425+5.6% | Added |
| Braun Stacey Associates Inc | 140,048 | $23.6M | 1.15% | −1,280−0.9% | Reduced |
| 1832 Asset Management L.P. | 140,041 | $23.6M | 0.05% | +9,647+7.4% | Added |
| Pacific Heights Asset Management LLC | 140,000 | $23.6M | 2.23% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 139,926 | $23.6M | 0.20% | +5,710+4.3% | Added |
| Guinness Asset Management LTD | 139,078 | $23.5M | 0.54% | +630.0% | Added |
| Virginia Retirement Systems Et Al | 138,572 | $23.4M | 0.23% | +10.0% | Added |
| Brinker Capital Investments, LLC | 138,454 | $23.3M | 0.28% | −15,861−10.3% | Reduced |
| Orion Portfolio Solutions, LLC | 138,454 | $23.3M | 0.28% | −15,861−10.3% | Reduced |
| Oregon Public Employees Retirement Fund | 137,371 | $23.2M | 0.32% | +1,666+1.2% | Added |
| Hyman Charles D | 136,389 | $23.0M | 1.50% | −370.0% | Reduced |
| Maryland State Retirement & Pension System | 136,289 | $23.0M | 0.53% | +4,080+3.1% | Added |
| Strategic Investment Solutions, Inc. | 142,134 | $23.0M | 0.28% | +140,038+6,681.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 135,182 | $22.8M | 1.69% | +314+0.2% | Added |
| Rothschild Investment Corp | 135,021 | $22.8M | 1.92% | +402+0.3% | Added |
| Jefferies Financial Group Inc. | 134,614 | $22.7M | 0.57% | −17,560−11.5% | Reduced |
| Hallmark Capital Management Inc | 133,903 | $22.6M | 1.88% | −4,485−3.2% | Reduced |
| Essex Savings Bank | 133,788 | $22.6M | 7.61% | +320+0.2% | Added |
| First Foundation Advisors | 133,311 | $22.5M | 1.05% | −11,781−8.1% | Reduced |
| LMCG Investments, LLC | 132,897 | $22.4M | 1.51% | +13,455+11.3% | Added |
| Verity & Verity, LLC | 132,609 | $22.4M | 2.80% | +1,835+1.4% | Added |
| Abner Herrman & Brock LLC | 131,982 | $22.3M | 3.41% | −18,440−12.3% | Reduced |
| JustInvest LLC | 131,874 | $22.2M | 0.66% | +14,954+12.8% | Added |
| Hemenway Trust Co LLC | 129,388 | $21.8M | 2.29% | +3,422+2.7% | Added |
| Janney Capital Management LLC | 129,340 | $21.8M | 1.68% | +822+0.6% | Added |
| HB Wealth Management, LLC | 129,049 | $21.8M | 0.35% | +4,955+4.0% | Added |
| Lowe Brockenbrough & Co Inc | 128,539 | $21.7M | 1.68% | −2,514−1.9% | Reduced |
| Churchill Management Corp | 128,160 | $21.6M | 0.37% | −2,394−1.8% | Reduced |
| Morningstar Investment Services LLC | 126,634 | $21.6M | 0.28% | +1,198+1.0% | Added |
| Kestra Private Wealth Services, LLC | 127,783 | $21.5M | 0.68% | +22,225+21.1% | Added |
| BLB&B Advisors, LLC | 127,573 | $21.5M | 1.54% | +1,218+1.0% | Added |
| Farmers & Merchants Investments Inc | 127,415 | $21.5M | 0.84% | +3,721+3.0% | Added |
| Securian Asset Management, Inc | 127,323 | $21.5M | 0.64% | −18,968−13.0% | Reduced |
| M&G Investment Management Ltd | 126,455 | $21.4M | 0.16% | +1,522+1.2% | Added |
| Acadian Asset Management LLC | 125,845 | $21.2M | 0.09% | −26,865−17.6% | Reduced |
| United Bank | 125,173 | $21.1M | 2.77% | −619−0.5% | Reduced |
| Tiedemann Advisors, LLC | 123,400 | $20.8M | 0.89% | +4,827+4.1% | Added |
| MAI Capital Management | 123,140 | $20.8M | 0.31% | +9,857+8.7% | Added |
| Hartford Investment Management Co | 122,069 | $20.6M | 0.82% | −1,260−1.0% | Reduced |
| National Asset Management, Inc. | 121,825 | $20.5M | 0.56% | −222,637−64.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 120,401 | $20.3M | 0.78% | +14,182+13.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 120,097 | $20.3M | 0.06% | −3,450−2.8% | Reduced |
| Swiss Life Asset Management Ltd | 119,664 | $20.2M | 0.31% | +22,088+22.6% | Added |
| Godsey & Gibb Associates | 119,566 | $20.2M | 2.47% | −86−0.1% | Reduced |
| Canal Insurance CO | 119,240 | $20.1M | 5.79% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 118,680 | $20.0M | 2.27% | −2,561−2.1% | Reduced |
| Parallel Advisors, LLC | 118,393 | $20.0M | 0.67% | −1,133−0.9% | Reduced |
| Cadinha & Co LLC | 118,177 | $19.9M | 4.41% | +932+0.8% | Added |
| Hoylecohen, LLC | 117,924 | $19.9M | 1.84% | +1,167+1.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 117,081 | $19.7M | 0.92% | +8,366+7.7% | Added |
| F&V Capital Management, LLC | 116,861 | $19.7M | 6.75% | −1,405−1.2% | Reduced |
| Northeast Investment Management | 116,620 | $19.7M | 1.16% | +1,081+0.9% | Added |
| Cambridge Trust Co | 115,819 | $19.5M | 0.90% | +3,219+2.9% | Added |
| Assetmark, Inc | 115,511 | $19.5M | 0.08% | +38,373+49.7% | Added |
| Grandfield & Dodd, LLC | 114,361 | $19.3M | 1.42% | +1,685+1.5% | Added |
| Banco Santander, S.A. | 114,003 | $19.2M | 0.27% | +20,121+21.4% | Added |
| Ar Asset Management Inc | 113,136 | $19.1M | 5.35% | −500−0.4% | Reduced |
| Wedbush Securities Inc | 113,054 | $19.1M | 0.95% | +6,512+6.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 112,724 | $18.9M | 0.26% | −13,036−10.4% | Reduced |
| DDD Partners, LLC | 116,595 | $18.8M | 2.71% | −2,243−1.9% | Reduced |
| Country Club Bank | 109,690 | $18.7M | 1.52% | −1,871−1.7% | Reduced |
| Kanawha Capital Management LLC | 110,953 | $18.7M | 1.81% | +746+0.7% | Added |
| Dakota Wealth Management | 110,831 | $18.7M | 0.83% | −4,791−4.1% | Reduced |
| Hantz Financial Services, Inc. | 110,796 | $18.7M | 0.47% | +474+0.4% | Added |
| Empire Life Investments Inc. | 110,523 | $18.6M | 1.36% | −443−0.4% | Reduced |
| Louisiana State Employees Retirement System | 109,900 | $18.5M | 0.43% | +2,100+1.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 109,481 | $18.5M | 0.10% | −226,618−67.4% | Reduced |
| Buckley Wealth Management, LLC | 109,357 | $18.4M | 6.90% | −3,713−3.3% | Reduced |
| First Long Island Investors, LLC | 108,254 | $18.3M | 1.77% | +27,220+33.6% | Added |
| RPG Investment Advisory, LLC | 107,813 | $18.2M | 3.34% | +150.0% | Added |
| Community Trust & Investment Co | 107,704 | $18.2M | 1.52% | +524+0.5% | Added |
| Bollard Group LLC | 106,533 | $18.0M | 0.66% | +801+0.8% | Added |
| Integrated Wealth Concepts LLC | 106,355 | $17.9M | 0.32% | +2,019+1.9% | Added |
| Camden Capital, LLC | 106,087 | $17.9M | 2.12% | +1,201+1.1% | Added |
| Callahan Advisors, LLC | 106,008 | $17.9M | 2.25% | −2,527−2.3% | Reduced |
| First Horizon Advisors, Inc. | 105,808 | $17.8M | 0.65% | −3,311−3.0% | Reduced |
| Charter Trust Co | 105,476 | $17.8M | 1.42% | −1,177−1.1% | Reduced |
| Nomura Holdings Inc | 105,226 | $17.7M | 0.19% | +52,290+98.8% | Added |
| Capital Fund Management S.A. | 104,444 | $17.6M | 0.24% | −5,556−5.1% | Reduced |
| Old National Bancorp | 103,345 | $17.4M | 0.50% | −741−0.7% | Reduced |
| Ziegler Capital Management, LLC | 102,666 | $17.3M | 0.69% | −1,244−1.2% | Reduced |
| Lido Advisors, LLC | 102,385 | $17.3M | 0.19% | +2,061+2.1% | Added |
| Vident Advisory, LLC | 102,348 | $17.3M | 0.53% | +102,348 | New |
| Boston Family Office LLC | 102,308 | $17.3M | 1.41% | +2,808+2.8% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 102,263 | $17.2M | 1.70% | +1,315+1.3% | Added |
| Franklin Street Advisors Inc | 102,149 | $17.2M | 1.53% | +7,220+7.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 102,000 | $17.2M | 0.08% | −148,000−59.2% | Reduced |
| Cape Cod Five Cents Savings Bank | 100,704 | $17.0M | 0.92% | +51,068+102.9% | Added |
| EP Wealth Advisors, LLC | 100,694 | $17.0M | 0.26% | +80,618+401.6% | Added |
| Applied Finance Capital Management, LLC | 100,672 | $17.0M | 1.85% | +5,007+5.2% | Added |
| Jones Financial Companies LLLP | 100,610 | $17.0M | 0.03% | −4,137−3.9% | Reduced |
| Highland Capital Management, LLC | 100,454 | $16.9M | 1.16% | +340.0% | Added |
| Profund Advisors LLC | 100,260 | $16.9M | 0.93% | −4,250−4.1% | Reduced |
| Twinbeech Capital LP | 100,215 | $16.9M | 0.32% | +98,126+4,697.3% | Added |
| Annex Advisory Services, LLC | 99,471 | $16.8M | 1.01% | +10,968+12.4% | Added |
| Alley Investment Management Company, LLC | 99,055 | $16.7M | 2.83% | +728+0.7% | Added |
| Trust Co of Virginia | 98,720 | $16.6M | 1.84% | +1,133+1.2% | Added |
| Fort Pitt Capital Group, LLC | 98,694 | $16.6M | 0.62% | +6,627+7.2% | Added |
| Stewart & Patten Co LLC | 98,266 | $16.6M | 2.88% | +880+0.9% | Added |
| Moors & Cabot, Inc. | 97,367 | $16.4M | 1.11% | +643+0.7% | Added |