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 |
|---|---|---|---|---|---|
| RSM US Wealth Management LLC | 56,942 | $9.60M | 0.34% | +534+0.9% | Added |
| Haverford Financial Services, Inc. | 56,673 | $9.56M | 3.08% | +18,557+48.7% | Added |
| Farther Finance Advisors, LLC | 56,650 | $9.55M | 1.50% | +1,270+2.3% | Added |
| Valicenti Advisory Services Inc | 56,644 | $9.55M | 3.26% | +4,652+8.9% | Added |
| Sky Investment Group LLC | 56,452 | $9.52M | 2.16% | +465+0.8% | Added |
| Grassi Investment Management | 56,396 | $9.51M | 1.09% | 00.0% | Unchanged |
| Pictet North America Advisors SA | 56,354 | $9.50M | 1.35% | +16,728+42.2% | Added |
| Snowden Capital Advisors LLC | 56,232 | $9.48M | 0.40% | −12,514−18.2% | Reduced |
| Woodward Diversified Capital, LLC | 56,221 | $9.48M | 6.83% | +573+1.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 56,003 | $9.44M | 0.26% | +1,034+1.9% | Added |
| Klingenstein Fields & Co LP | 55,683 | $9.39M | 0.46% | +50,473+968.8% | Added |
| Commerzbank Aktiengesellschaft | 55,673 | $9.39M | 0.45% | +24,656+79.5% | Added |
| Verdence Capital Advisors LLC | 55,606 | $9.38M | 1.02% | +6,100+12.3% | Added |
| Novare Capital Management LLC | 55,555 | $9.37M | 1.06% | +1,202+2.2% | Added |
| Greenleaf Trust | 55,552 | $9.37M | 0.11% | +1,812+3.4% | Added |
| Alaska Permanent Fund Corp | 55,456 | $9.35M | 0.18% | +12,125+28.0% | Added |
| Stockman Wealth Management, Inc. | 55,374 | $9.34M | 2.06% | +149+0.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 55,078 | $9.29M | 0.22% | −7,094−11.4% | Reduced |
| Gluskin Sheff & Assoc Inc | 54,896 | $9.26M | 0.71% | −7,978−12.7% | Reduced |
| Regal Investment Advisors LLC | 54,785 | $9.24M | 0.80% | +6,127+12.6% | Added |
| Journey Advisory Group, LLC | 54,707 | $9.22M | 1.38% | +4,234+8.4% | Added |
| Laffer Tengler Investments | 54,454 | $9.18M | 2.70% | +16,123+42.1% | Added |
| Strategy Asset Managers LLC | 54,381 | $9.17M | 2.40% | −11,676−17.7% | Reduced |
| Equitable Holdings, Inc. | 54,245 | $9.15M | 0.13% | +5,524+11.3% | Added |
| Pioneer Trust Bank N A | 54,215 | $9.14M | 3.03% | −6,405−10.6% | Reduced |
| Dynamic Advisor Solutions LLC | 54,206 | $9.14M | 0.43% | +3,317+6.5% | Added |
| Sawtooth Solutions, LLC | 53,922 | $9.09M | 0.29% | −4,401−7.5% | Reduced |
| Close Asset Management Ltd | 53,572 | $9.04M | 0.47% | +15,556+40.9% | Added |
| WealthPLAN Partners, LLC | 53,550 | $9.03M | 1.05% | +25,003+87.6% | Added |
| Quantinno Capital Management LP | 53,496 | $9.02M | 0.41% | +5,628+11.8% | Added |
| Wealth Advisory Solutions, LLC | 53,177 | $8.97M | 1.76% | −1,302−2.4% | Reduced |
| Key Bridge Compliance, LLC | 53,177 | $8.97M | 2.81% | +53,177 | New |
| Richard Bernstein Advisors LLC | 53,174 | $8.97M | 0.20% | +34,398+183.2% | Added |
| SlateStone Wealth, LLC | 53,166 | $8.96M | 1.30% | +27,785+109.5% | Added |
| Covington Investment Advisors Inc. | 53,060 | $8.95M | 1.83% | +2,300+4.5% | Added |
| Fiduciary Alliance LLC | 52,873 | $8.92M | 2.06% | +1,923+3.8% | Added |
| Federation des caisses Desjardins du Quebec | 52,824 | $8.91M | 0.09% | −4,596−8.0% | Reduced |
| Banque Cantonale Vaudoise | 52,715 | $8.89M | 0.44% | −4,590−8.0% | Reduced |
| C2C Wealth Management, LLC | 53,421 | $8.85M | 1.26% | +7,015+15.1% | Added |
| Lynch & Associates | 52,390 | $8.83M | 2.33% | +1,237+2.4% | Added |
| Advocate Group LLC | 51,823 | $8.74M | 2.03% | +1,185+2.3% | Added |
| Edge Capital Group, LLC | 51,668 | $8.71M | 0.56% | +3,161+6.5% | Added |
| Lyell Wealth Management, LP | 51,491 | $8.68M | 1.17% | +2,692+5.5% | Added |
| Meridian Wealth Management, LLC | 51,382 | $8.66M | 0.53% | +26,974+110.5% | Added |
| Skba Capital Management LLC | 51,350 | $8.66M | 1.60% | 00.0% | Unchanged |
| Balentine LLC | 51,307 | $8.65M | 0.29% | +3,241+6.7% | Added |
| Bleakley Financial Group, LLC | 51,268 | $8.64M | 0.30% | −2,903−5.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 50,767 | $8.56M | 1.00% | −175−0.3% | Reduced |
| Citizens National Bank Trust Department | 50,619 | $8.54M | 2.34% | +71+0.1% | Added |
| Terry L. Blaker | 50,401 | $8.50M | 0.76% | −1,496−2.9% | Reduced |
| Grimes & Company, Inc. | 50,386 | $8.50M | 0.33% | +1,864+3.8% | Added |
| Eisler Capital (UK) Ltd. | 50,236 | $8.47M | 0.37% | +22,290+79.8% | Added |
| Culbertson A N & Co Inc | 50,018 | $8.43M | 1.69% | +951+1.9% | Added |
| One Capital Management, LLC | 49,823 | $8.40M | 0.37% | +2,590+5.5% | Added |
| Spinnaker Trust | 49,734 | $8.39M | 0.63% | +978+2.0% | Added |
| Montag A & Associates Inc | 49,716 | $8.38M | 0.53% | −3,152−6.0% | Reduced |
| 1st Source Bank | 49,455 | $8.34M | 0.57% | −362−0.7% | Reduced |
| Artemis Investment Management LLP | 49,418 | $8.33M | 0.12% | +49,418 | New |
| Sequoia Financial Advisors, LLC | 49,368 | $8.32M | 0.15% | −1,838−3.6% | Reduced |
| Financial Advocates Investment Management | 49,176 | $8.29M | 0.61% | +713+1.5% | Added |
| Alberta Investment Management Corp | 49,100 | $8.28M | 0.09% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 49,072 | $8.27M | 0.25% | −7,873−13.8% | Reduced |
| TCW Group Inc | 49,062 | $8.27M | 0.10% | −40−0.1% | Reduced |
| United Services Automobile Association | 48,859 | $8.24M | 0.21% | +5,968+13.9% | Added |
| Iowa State Bank | 48,839 | $8.24M | 2.14% | −5,031−9.3% | Reduced |
| Apollon Wealth Management, LLC | 48,374 | $8.16M | 0.41% | −4,297−8.2% | Reduced |
| Nicholas Company, Inc. | 48,155 | $8.12M | 0.16% | −200−0.4% | Reduced |
| Rodgers Brothers Inc. | 48,117 | $8.11M | 1.38% | +5,053+11.7% | Added |
| Stolper Co | 48,034 | $8.10M | 3.51% | +397+0.8% | Added |
| Ipswich Investment Management Co., Inc. | 47,919 | $8.08M | 2.21% | +100+0.2% | Added |
| Shorepoint Capital Partners LLC | 47,904 | $8.08M | 2.37% | +306+0.6% | Added |
| Diversified Trust Co | 47,740 | $8.05M | 0.30% | −3,641−7.1% | Reduced |
| Pictet & Cie (Europe) SA | 47,711 | $8.05M | 0.28% | +5,355+12.6% | Added |
| Mark Stevens | 47,671 | $8.04M | 1.07% | +2,748+6.1% | Added |
| Channing Capital Management, LLC | 47,578 | $8.02M | 0.26% | −226−0.5% | Reduced |
| Pettyjohn, Wood & White, Inc | 47,555 | $8.02M | 1.89% | +364+0.8% | Added |
| Bayesian Capital Management, LP | 47,296 | $7.98M | 0.91% | +11,566+32.4% | Added |
| Sigma Planning Corp | 47,271 | $7.97M | 0.30% | −459−1.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 47,240 | $7.97M | 0.11% | +5,628+13.5% | Added |
| Cary Street Partner Investment Advisory LLC | 47,196 | $7.96M | 0.43% | +4,881+11.5% | Added |
| Beach Investment Counsel Inc | 47,160 | $7.95M | 0.99% | +13,359+39.5% | Added |
| Lockheed Martin Investment Management Co | 50,385 | $7.95M | 0.61% | −8,480−14.4% | Reduced |
| Amica Mutual Insurance Co | 47,095 | $7.94M | 0.93% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 46,958 | $7.92M | 0.07% | +1,990+4.4% | Added |
| Advanced Asset Management Advisors Inc | 46,824 | $7.90M | 1.89% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 46,641 | $7.86M | 0.77% | +7,431+19.0% | Added |
| Rowland & Co Investment Counsel | 46,486 | $7.84M | 1.93% | +246+0.5% | Added |
| Vinva Investment Management Ltd | 45,877 | $7.83M | 0.75% | +1,553+3.5% | Added |
| Boothe Investment Group, Inc. | 46,364 | $7.82M | 3.93% | +46,364 | New |
| New England Asset Management Inc | 46,324 | $7.81M | 1.28% | −3,096−6.3% | Reduced |
| Fruth Investment Management | 46,256 | $7.80M | 2.31% | −160−0.3% | Reduced |
| Schnieders Capital Management LLC | 46,106 | $7.77M | 1.74% | +1,150+2.6% | Added |
| Lawson Kroeker Investment Management Inc | 46,093 | $7.77M | 1.71% | +139+0.3% | Added |
| Marathon Capital Management | 45,906 | $7.74M | 1.95% | +281+0.6% | Added |
| NewEdge Wealth, LLC | 45,622 | $7.69M | 0.24% | +2,664+6.2% | Added |
| Sonora Investment Management Group, LLC | 45,622 | $7.69M | 0.66% | +2,249+5.2% | Added |
| Coldstream Capital Management Inc | 45,477 | $7.67M | 0.25% | +1,418+3.2% | Added |
| Farmers National Bank | 45,342 | $7.65M | 2.66% | +858+1.9% | Added |
| First Hawaiian Bank | 45,219 | $7.62M | 0.26% | −507−1.1% | Reduced |
| Puzo Michael J | 45,061 | $7.60M | 2.58% | +1,406+3.2% | Added |