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 |
|---|---|---|---|---|---|
| Private Asset Management Inc | 75,208 | $12.7M | 2.98% | −10,504−12.3% | Reduced |
| Metis Global Partners, LLC | 75,047 | $12.7M | 0.61% | +12,596+20.2% | Added |
| Cohen & Steers, Inc. | 74,967 | $12.6M | 0.03% | +49,614+195.7% | Added |
| Perigon Wealth Management, LLC | 74,709 | $12.6M | 0.51% | −1,242−1.6% | Reduced |
| Crossmark Global Holdings, Inc. | 75,282 | $12.5M | 0.28% | −252−0.3% | Reduced |
| TD Private Client Wealth LLC | 73,603 | $12.4M | 0.54% | +3,197+4.5% | Added |
| Metropolitan Life Insurance Co | 73,408 | $12.4M | 0.64% | −2,536−3.3% | Reduced |
| United Asset Strategies, Inc. | 72,257 | $12.2M | 1.58% | +242+0.3% | Added |
| Bridgeway Capital Management, LLC | 72,067 | $12.2M | 0.29% | −8,006−10.0% | Reduced |
| ARS Investment Partners, LLC | 71,923 | $12.1M | 1.50% | +691+1.0% | Added |
| Willis Investment Counsel | 71,871 | $12.1M | 0.92% | +300+0.4% | Added |
| Griffin Asset Management, Inc. | 71,587 | $12.1M | 1.72% | −996−1.4% | Reduced |
| James Investment Research Inc | 71,278 | $12.0M | 1.59% | −683−0.9% | Reduced |
| Colonial Trust Advisors | 71,138 | $12.0M | 1.37% | +112+0.2% | Added |
| Oak Harvest Investment Services | 71,026 | $12.0M | 2.53% | +17,874+33.6% | Added |
| Baldwin Brothers Inc | 70,516 | $11.9M | 1.02% | −744−1.0% | Reduced |
| Tufton Capital Management | 70,395 | $11.9M | 2.65% | −169−0.2% | Reduced |
| Leavell Investment Management, Inc. | 70,395 | $11.9M | 0.83% | +717+1.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 79,591 | $11.8M | 0.13% | −370−0.5% | Reduced |
| Cutler Investment Counsel LLC | 69,949 | $11.8M | 1.86% | +227+0.3% | Added |
| Barings LLC | 69,754 | $11.8M | 0.40% | +138+0.2% | Added |
| Dearborn Partners LLC | 69,519 | $11.7M | 0.46% | +531+0.8% | Added |
| Adams Asset Advisors, LLC | 69,504 | $11.7M | 1.57% | +5,857+9.2% | Added |
| Bogart Wealth, LLC | 69,336 | $11.7M | 0.72% | −516−0.7% | Reduced |
| Atlantic Union Bankshares Corp | 69,007 | $11.6M | 1.19% | −2,396−3.4% | Reduced |
| Pittenger & Anderson Inc | 68,966 | $11.6M | 0.59% | −1,438−2.0% | Reduced |
| First Financial Bank - Trust Division | 68,862 | $11.6M | 1.27% | −10,465−13.2% | Reduced |
| American National Bank | 68,744 | $11.6M | 1.97% | −674−1.0% | Reduced |
| Bard Financial Services, Inc. | 68,670 | $11.6M | 1.43% | +1,925+2.9% | Added |
| Guardian Capital Advisors LP | 71,859 | $11.6M | 1.30% | −1,213−1.7% | Reduced |
| Northern Oak Wealth Management Inc | 68,287 | $11.5M | 1.43% | +2,018+3.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 67,977 | $11.5M | 0.44% | −4,177−5.8% | Reduced |
| Violich Capital Management, Inc. | 67,789 | $11.4M | 1.95% | −1,881−2.7% | Reduced |
| Hendley & Co Inc | 67,623 | $11.4M | 4.60% | +590+0.9% | Added |
| Allied Investment Advisors, LLC | 67,570 | $11.4M | 3.41% | +286+0.4% | Added |
| CCM Investment Advisers LLC | 67,380 | $11.4M | 1.57% | −590−0.9% | Reduced |
| Stratos Wealth Partners, LTD. | 67,075 | $11.3M | 0.24% | +3,224+5.0% | Added |
| Managed Asset Portfolios, LLC | 67,016 | $11.3M | 1.73% | +1,939+3.0% | Added |
| Caldwell Trust Co | 66,996 | $11.3M | 1.54% | +931+1.4% | Added |
| Morgan Dempsey Capital Management LLC | 66,890 | $11.3M | 3.51% | −1,097−1.6% | Reduced |
| First Nebraska Trust Co | 66,758 | $11.3M | 1.40% | +8,475+14.5% | Added |
| Mechanics Bank Trust Department | 66,543 | $11.2M | 1.87% | −272−0.4% | Reduced |
| ARS Wealth Advisors Group, LLC | 66,444 | $11.2M | 1.84% | +1,087+1.7% | Added |
| Prudential PLC | 66,251 | $11.2M | 0.13% | −6,748−9.2% | Reduced |
| Advisor Partners II, LLC | 66,078 | $11.1M | 0.45% | +6,055+10.1% | Added |
| Motco | 65,529 | $11.0M | 0.76% | −4,788−6.8% | Reduced |
| Montgomery Investment Management Inc | 65,437 | $11.0M | 3.80% | −280−0.4% | Reduced |
| Fagan Associates, Inc. | 65,299 | $11.0M | 2.66% | +4,899+8.1% | Added |
| Brookstone Capital Management | 65,100 | $11.0M | 0.24% | +12,835+24.6% | Added |
| Neville Rodie & Shaw Inc | 65,265 | $11.0M | 0.98% | −404−0.6% | Reduced |
| Boston Private Wealth LLC | 65,092 | $11.0M | 0.24% | −1,853−2.8% | Reduced |
| Means Investment Co., Inc. | 64,969 | $11.0M | 1.79% | −2,636−3.9% | Reduced |
| Hennessy Advisors Inc | 64,932 | $10.9M | 0.77% | +2,707+4.4% | Added |
| Biondo Investment Advisors, LLC | 64,884 | $10.9M | 2.06% | +1,858+2.9% | Added |
| Courier Capital LLC | 64,857 | $10.9M | 0.91% | −74−0.1% | Reduced |
| Dean Investment Associates, LLC | 64,413 | $10.9M | 1.78% | −397−0.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 64,409 | $10.9M | 0.69% | +2,363+3.8% | Added |
| Visionary Wealth Advisors | 64,263 | $10.8M | 0.88% | +535+0.8% | Added |
| BTC Capital Management, Inc. | 63,945 | $10.8M | 1.24% | −1,041−1.6% | Reduced |
| EagleClaw Capital Managment, LLC | 63,860 | $10.8M | 2.44% | +2,063+3.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 63,824 | $10.8M | 0.84% | +1,266+2.0% | Added |
| Redwood Investment Management, LLC | 63,502 | $10.7M | 0.94% | +47,476+296.2% | Added |
| WealthPlan Investment Management, LLC | 63,416 | $10.7M | 1.89% | +30,317+91.6% | Added |
| Live Oak Private Wealth LLC | 63,138 | $10.6M | 2.27% | +170.0% | Added |
| Credit Agricole S A | 63,128 | $10.6M | 0.33% | +19,162+43.6% | Added |
| Empirical Finance, LLC | 63,050 | $10.6M | 0.78% | +5,128+8.9% | Added |
| FourThought Financial Partners, LLC | 62,979 | $10.6M | 1.48% | −83−0.1% | Reduced |
| Meridian Investment Counsel Inc. | 62,868 | $10.6M | 3.97% | −118−0.2% | Reduced |
| SeaCrest Wealth Management, LLC | 62,866 | $10.6M | 1.38% | +1,318+2.1% | Added |
| Freestone Capital Holdings, LLC | 62,823 | $10.6M | 0.56% | +13,918+28.5% | Added |
| Baxter Bros Inc | 62,742 | $10.6M | 1.61% | +6,443+11.4% | Added |
| Stokes Family Office, LLC | 62,211 | $10.5M | 1.23% | +614+1.0% | Added |
| Itau Unibanco Holding S.A. | 62,013 | $10.5M | 0.47% | −132,987−68.2% | Reduced |
| Alpine Woods Capital Investors, LLC | 61,959 | $10.4M | 1.68% | −1,409−2.2% | Reduced |
| Stamos Capital Partners, L.P. | 61,960 | $10.4M | 2.33% | −4,560−6.9% | Reduced |
| Trust Co of Toledo NA | 61,737 | $10.4M | 2.05% | +2,837+4.8% | Added |
| Sand Hill Global Advisors, LLC | 61,570 | $10.4M | 0.57% | +141+0.2% | Added |
| Gotham Asset Management, LLC | 61,461 | $10.4M | 0.21% | −31,584−33.9% | Reduced |
| Cambria Investment Management, L.P. | 61,454 | $10.4M | 0.84% | +13,592+28.4% | Added |
| Peddock Capital Advisors, LLC | 61,142 | $10.3M | 3.44% | +192+0.3% | Added |
| Patten & Patten Inc | 60,798 | $10.3M | 0.90% | −3,910−6.0% | Reduced |
| Shelton Capital Management | 60,671 | $10.2M | 0.38% | +7,638+14.4% | Added |
| Ashton Thomas Private Wealth, LLC | 60,528 | $10.2M | 0.74% | +4,076+7.2% | Added |
| National Mutual Insurance Federation of Agricultural Cooperatives | 60,000 | $10.1M | 0.12% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 59,694 | $10.1M | 1.04% | +2,921+5.1% | Added |
| LaFleur & Godfrey LLC | 59,610 | $10.1M | 1.61% | +1,030+1.8% | Added |
| Shell Asset Management Co | 59,571 | $10.0M | 0.42% | −21,339−26.4% | Reduced |
| Intact Investment Management Inc. | 59,400 | $10.0M | 0.43% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 59,100 | $9.97M | 0.33% | +470+0.8% | Added |
| Engrave Wealth Partners LLC | 59,034 | $9.95M | 3.06% | +1,559+2.7% | Added |
| Petredis Investment Advisors LLC | 59,011 | $9.95M | 1.42% | +299+0.5% | Added |
| Ameritas Investment Partners, Inc. | 58,833 | $9.92M | 0.40% | +344+0.6% | Added |
| Canandaigua National Bank & Trust Co | 58,805 | $9.92M | 1.61% | +1,186+2.1% | Added |
| South Dakota Investment Council | 58,486 | $9.86M | 0.23% | +23,112+65.3% | Added |
| Resources Management Corp | 58,176 | $9.81M | 1.60% | −207−0.4% | Reduced |
| Waverton Investment Management Ltd | 58,026 | $9.79M | 0.28% | −181,267−75.8% | Reduced |
| LMG Wealth Partners, LLC | 57,913 | $9.77M | 2.98% | +1,562+2.8% | Added |
| Great Valley Advisor Group, Inc. | 57,859 | $9.76M | 0.40% | +2,440+4.4% | Added |
| Birmingham Capital Management Co Inc | 57,219 | $9.65M | 3.99% | +3,975+7.5% | Added |
| Cypress Capital Group | 57,007 | $9.61M | 1.39% | +102+0.2% | Added |