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 | 4,312 | $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 |
|---|---|---|---|---|---|
| Osher Van de Voorde Investment Management | 97,000 | $16.4M | 4.10% | +1,745+1.8% | Added |
| Spirit of America Management Corp | 96,690 | $16.3M | 3.68% | −2,350−2.4% | Reduced |
| Scotia Capital Inc. | 96,647 | $16.3M | 0.12% | −7,671−7.4% | Reduced |
| Alerus Financial NA | 96,173 | $16.2M | 1.44% | +41,806+76.9% | Added |
| Woodmont Investment Counsel LLC | 96,151 | $16.2M | 1.72% | −301−0.3% | Reduced |
| CTC LLC | 96,025 | $16.2M | 0.73% | −27,594−22.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 95,929 | $16.2M | 0.27% | −2,846−2.9% | Reduced |
| RMB Capital Management, LLC | 95,463 | $16.1M | 0.55% | +4,474+4.9% | Added |
| Castle Rock Wealth Management, LLC | 98,455 | $16.1M | 5.39% | +71+0.1% | Added |
| Hancock Whitney Corp | 94,837 | $16.0M | 0.66% | −251−0.3% | Reduced |
| Park Avenue Securities LLC | 94,556 | $15.9M | 0.25% | +5,233+5.9% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 94,303 | $15.9M | 0.55% | +4,537+5.1% | Added |
| Bryn Mawr Trust Co | 93,561 | $15.8M | 0.69% | −731−0.8% | Reduced |
| DuPont Capital Management Corp | 93,455 | $15.8M | 1.38% | +55,148+144.0% | Added |
| Moody Lynn & Lieberson, LLC | 93,201 | $15.7M | 1.35% | +16,053+20.8% | Added |
| Exencial Wealth Advisors, LLC | 93,170 | $15.7M | 0.76% | −3,191−3.3% | Reduced |
| Mayflower Financial Advisors, LLC | 92,831 | $15.7M | 2.34% | +554+0.6% | Added |
| New Mexico Educational Retirement Board | 92,616 | $15.6M | 0.67% | +6,200+7.2% | Added |
| Talbot Financial, LLC | 92,438 | $15.6M | 2.72% | +2,230+2.5% | Added |
| Maple Capital Management, Inc. | 92,422 | $15.6M | 1.78% | +3,117+3.5% | Added |
| Simmons Bank | 92,331 | $15.6M | 1.38% | −4,837−5.0% | Reduced |
| Beese Fulmer Investment Management, Inc. | 92,263 | $15.6M | 1.75% | +239+0.3% | Added |
| NBT Bank N A | 92,072 | $15.5M | 1.49% | +25,046+37.4% | Added |
| Segment Wealth Management, LLC | 91,990 | $15.5M | 1.58% | +62,594+212.9% | Added |
| Venture Visionary Partners LLC | 91,846 | $15.5M | 0.93% | +12,011+15.0% | Added |
| Parsons Capital Management Inc | 91,830 | $15.5M | 1.22% | +625+0.7% | Added |
| Richard C. Young & CO., LTD. | 91,772 | $15.5M | 2.20% | +644+0.7% | Added |
| Howe & Rusling Inc | 91,507 | $15.4M | 1.82% | −1,905−2.0% | Reduced |
| Kingsview Wealth Management, LLC | 91,268 | $15.4M | 0.55% | +3,355+3.8% | Added |
| Prospera Financial Services Inc | 91,236 | $15.4M | 0.60% | −11,115−10.9% | Reduced |
| MainStreet Investment Advisors LLC | 90,307 | $15.2M | 1.77% | −1,256−1.4% | Reduced |
| Americana Partners, LLC | 90,549 | $15.2M | 1.64% | −12,317−12.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 89,735 | $15.1M | 0.60% | +7,738+9.4% | Added |
| Palisade Asset Management, LLC | 89,290 | $15.1M | 1.83% | +80+0.1% | Added |
| WSFS Capital Management, LLC | 88,819 | $15.0M | 0.98% | +12,959+17.1% | Added |
| Bailard, Inc. | 88,106 | $14.9M | 0.49% | +14,944+20.4% | Added |
| Goelzer Investment Management, Inc. | 87,827 | $14.8M | 1.04% | −2,540−2.8% | Reduced |
| Bridges Investment Management Inc | 87,218 | $14.7M | 0.52% | −1,702−1.9% | Reduced |
| Estabrook Capital Management | 87,045 | $14.7M | 2.58% | −686−0.8% | Reduced |
| Linscomb & Williams, Inc. | 86,869 | $14.6M | 0.86% | −3,482−3.9% | Reduced |
| Burton Enright Welch | 86,858 | $14.6M | 4.52% | −1,914−2.2% | Reduced |
| Norinchukin Bank, The | 86,733 | $14.6M | 0.34% | −97,497−52.9% | Reduced |
| Exchange Traded Concepts, LLC | 86,371 | $14.6M | 0.41% | −3,164−3.5% | Reduced |
| Connors Investor Services Inc | 86,408 | $14.5M | 1.79% | +12,787+17.4% | Added |
| Mirador Capital Partners LP | 86,178 | $14.5M | 3.31% | +27,967+48.0% | Added |
| Miramar Capital, LLC | 85,792 | $14.5M | 3.93% | −4,321−4.8% | Reduced |
| LGT Group Foundation | 86,828 | $14.5M | 0.36% | +1,556+1.8% | Added |
| Polaris Wealth Advisory Group, LLC | 85,574 | $14.4M | 1.10% | +48,016+127.8% | Added |
| Cheviot Value Management, LLC | 85,474 | $14.4M | 3.19% | −249−0.3% | Reduced |
| Foundations Investment Advisors, LLC | 84,819 | $14.3M | 0.44% | +13,521+19.0% | Added |
| Cornerstone Advisors, LLC | 84,800 | $14.3M | 0.67% | +12,100+16.6% | Added |
| Granite Bay Wealth Management, LLC | 88,123 | $14.3M | 0.14% | +88,123 | New |
| Trust Co of Vermont | 84,664 | $14.3M | 0.96% | +7,170+9.3% | Added |
| Core Alternative Capital | 84,519 | $14.3M | 2.20% | −4,700−5.3% | Reduced |
| Transform Wealth, LLC | 84,299 | $14.2M | 1.50% | −24,056−22.2% | Reduced |
| Axxcess Wealth Management, LLC | 84,141 | $14.2M | 0.48% | +26,413+45.8% | Added |
| Edmond de Rothschild Holding S.A. | 83,774 | $14.1M | 0.29% | +12,863+18.1% | Added |
| Fulton Breakefield Broenniman LLC | 83,514 | $14.1M | 1.22% | +2,960+3.7% | Added |
| CSM Advisors, LLC | 83,426 | $14.1M | 1.22% | −1,560−1.8% | Reduced |
| First American Bank | 83,410 | $14.1M | 1.27% | +60.0% | Added |
| Mengis Capital Management, Inc. | 83,200 | $14.0M | 2.92% | +42+0.1% | Added |
| Daymark Wealth Partners, LLC | 180,416 | $14.0M | 0.96% | +120,185+199.5% | Added |
| Savant Capital, LLC | 82,928 | $14.0M | 0.21% | +2,927+3.7% | Added |
| Kadensa Capital Ltd | 82,765 | $14.0M | 2.75% | +82,765 | New |
| Ieq Capital, LLC | 82,529 | $13.9M | 0.28% | +4,035+5.1% | Added |
| General American Investors Co Inc | 81,991 | $13.8M | 1.24% | 00.0% | Unchanged |
| Capital International Inc | 81,923 | $13.8M | 0.26% | −3,871−4.5% | Reduced |
| iA Global Asset Management Inc. | 81,917 | $13.8M | 0.36% | −7,380−8.3% | Reduced |
| Nicholas Investment Partners, LP | 81,350 | $13.7M | 1.02% | 00.0% | Unchanged |
| South State Corp. | 81,250 | $13.7M | 1.30% | +607+0.8% | Added |
| Jarislowsky, Fraser Ltd | 81,193 | $13.7M | 0.09% | −3,832−4.5% | Reduced |
| Telos Capital Management, Inc. | 81,118 | $13.7M | 1.90% | +3,634+4.7% | Added |
| Carret Asset Management, LLC | 80,532 | $13.6M | 1.89% | +65+0.1% | Added |
| GYL Financial Synergies, LLC | 80,351 | $13.5M | 1.32% | −3,537−4.2% | Reduced |
| Stonebridge Capital Advisors LLC | 80,152 | $13.5M | 1.49% | +1,939+2.5% | Added |
| Eagle Global Advisors LLC | 80,025 | $13.5M | 0.87% | +88+0.1% | Added |
| Tower Bridge Advisors | 79,810 | $13.5M | 1.25% | −815−1.0% | Reduced |
| Absher Wealth Management, LLC | 79,650 | $13.4M | 2.24% | +4,726+6.3% | Added |
| Lincoln National Corp | 79,529 | $13.4M | 0.27% | +4,841+6.5% | Added |
| Azimuth Capital Investment Management LLC | 79,401 | $13.4M | 0.66% | −1,031−1.3% | Reduced |
| Point72 Middle East FZE | 78,854 | $13.3M | 0.80% | −21,861−21.7% | Reduced |
| Crestwood Advisors Group LLC | 78,724 | $13.3M | 0.35% | +6,901+9.6% | Added |
| Flputnam Investment Management Co | 78,401 | $13.2M | 0.37% | +12,323+18.6% | Added |
| Oak Asset Management, LLC | 77,902 | $13.1M | 5.64% | +2,880+3.8% | Added |
| Allworth Financial LP | 77,837 | $13.1M | 0.11% | +1,153+1.5% | Added |
| Burns J W & Co Inc | 77,757 | $13.1M | 2.12% | −2,545−3.2% | Reduced |
| Mutual Advisors, LLC | 77,727 | $13.1M | 0.51% | +214+0.3% | Added |
| Sowell Financial Services LLC | 77,511 | $13.1M | 0.82% | +771+1.0% | Added |
| PKO Investment Management Joint-Stock Co | 77,273 | $13.0M | 1.77% | −12,750−14.2% | Reduced |
| Southeast Asset Advisors Inc. | 76,869 | $13.0M | 1.82% | +2,311+3.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 76,794 | $12.9M | 0.20% | +6,376+9.1% | Added |
| Tower Research Capital LLC (TRC) | 76,765 | $12.9M | 0.40% | +44,719+139.5% | Added |
| Eagle Rock Investment Company, LLC | 76,639 | $12.9M | 2.92% | −1,011−1.3% | Reduced |
| LVM Capital Management Ltd | 76,588 | $12.9M | 1.82% | +9,395+14.0% | Added |
| Ingalls & Snyder LLC | 76,047 | $12.8M | 0.62% | +1,041+1.4% | Added |
| Northeast Financial Consultants Inc | 76,007 | $12.8M | 0.80% | −350−0.5% | Reduced |
| Intech Investment Management LLC | 75,940 | $12.8M | 0.19% | −7,105−8.6% | Reduced |
| Wade G W & Inc | 75,929 | $12.8M | 0.48% | +1,203+1.6% | Added |
| Alpha Omega Wealth Management LLC | 75,883 | $12.8M | 2.21% | −403−0.5% | Reduced |
| KMG Fiduciary Partners, LLC | 75,741 | $12.8M | 1.69% | +1,753+2.4% | Added |