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 |
|---|---|---|---|---|---|
| Legacy Private Trust Co. | 45,048 | $7.60M | 0.65% | −4,124−8.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 45,022 | $7.59M | 0.76% | +10,757+31.4% | Added |
| Fred Alger Management, LLC | 44,982 | $7.58M | 0.04% | −85−0.2% | Reduced |
| Vestcor Inc | 44,563 | $7.51M | 0.28% | −4,487−9.1% | Reduced |
| Beacon Investment Advisory Services, Inc. | 44,524 | $7.51M | 0.37% | +4,173+10.3% | Added |
| ProVise Management Group, LLC | 44,498 | $7.50M | 0.70% | +469+1.1% | Added |
| Moody National Bank Trust Division | 44,233 | $7.46M | 0.48% | +4,341+10.9% | Added |
| Asset Planning Services Inc | 44,070 | $7.43M | 4.88% | +100+0.2% | Added |
| Aptus Capital Advisors, LLC | 43,990 | $7.42M | 0.22% | +25,664+140.0% | Added |
| EverSource Wealth Advisors, LLC | 43,952 | $7.41M | 0.79% | +1,038+2.4% | Added |
| Chelsea Counsel Co | 43,859 | $7.40M | 3.80% | −70−0.2% | Reduced |
| BancorpSouth Bank | 43,827 | $7.39M | 0.65% | −27−0.1% | Reduced |
| Hourglass Capital, LLC | 43,724 | $7.37M | 2.60% | +690+1.6% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 43,708 | $7.37M | 3.87% | −422−1.0% | Reduced |
| Hamel Associates, Inc. | 43,716 | $7.37M | 2.69% | −90−0.2% | Reduced |
| Boston Financial Mangement LLC | 43,576 | $7.35M | 0.27% | +44+0.1% | Added |
| Essex Financial Services, Inc. | 43,517 | $7.34M | 0.85% | −801−1.8% | Reduced |
| Agf Management Ltd | 43,461 | $7.33M | 0.05% | −6,434−12.9% | Reduced |
| Woodstock Corp | 43,394 | $7.32M | 0.92% | +5,059+13.2% | Added |
| First Manhattan Co | 43,373 | $7.31M | 0.03% | +651+1.5% | Added |
| Calamos Wealth Management LLC | 43,268 | $7.30M | 0.55% | −25,355−36.9% | Reduced |
| Rockland Trust Co | 43,223 | $7.29M | 0.44% | −104−0.2% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 44,748 | $7.26M | 0.99% | −1,108−2.4% | Reduced |
| Bank of Hawaii | 43,017 | $7.25M | 0.42% | −288−0.7% | Reduced |
| Cohen Klingenstein LLC | 43,000 | $7.25M | 0.33% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 44,363 | $7.23M | 0.36% | +388+0.9% | Added |
| XML Financial, LLC | 42,838 | $7.22M | 0.87% | +2,616+6.5% | Added |
| Valeo Financial Advisors, LLC | 42,712 | $7.20M | 0.33% | −16,430−27.8% | Reduced |
| Penobscot Investment Management Company, Inc. | 42,503 | $7.17M | 0.97% | +9,809+30.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 42,469 | $7.16M | 0.46% | −10,947−20.5% | Reduced |
| Ibex Wealth Advisors | 42,389 | $7.15M | 1.82% | +42,389 | New |
| Kovack Advisors, Inc. | 42,357 | $7.14M | 1.00% | +2,699+6.8% | Added |
| Coastline Trust Co | 42,344 | $7.14M | 1.05% | −1,219−2.8% | Reduced |
| Dudley Capital Management, LLC | 42,181 | $7.11M | 4.99% | −95−0.2% | Reduced |
| HBK Sorce Advisory LLC | 42,148 | $7.11M | 0.31% | +913+2.2% | Added |
| Symmetry Partners, LLC | 42,097 | $7.10M | 0.38% | −9,076−17.7% | Reduced |
| FineMark National Bank & Trust | 42,006 | $7.08M | 0.31% | −329−0.8% | Reduced |
| Abbrea Capital, LLC | 41,914 | $7.07M | 1.12% | +374+0.9% | Added |
| AMG National Trust Bank | 41,763 | $7.04M | 0.25% | −1,072−2.5% | Reduced |
| Fulton Bank, N.A. | 41,685 | $7.03M | 0.35% | +4,429+11.9% | Added |
| IFP Advisors, Inc | 41,604 | $7.02M | 0.32% | −825−1.9% | Reduced |
| Trustmark National Bank Trust Department | 41,562 | $7.01M | 0.69% | +713+1.7% | Added |
| Twin Capital Management Inc | 41,536 | $7.00M | 1.01% | −1,770−4.1% | Reduced |
| Silvia McColl Wealth Management, LLC | 41,452 | $6.99M | 6.99% | −348−0.8% | Reduced |
| Resources Investment Advisors, LLC. | 41,011 | $6.92M | 0.15% | +1,964+5.0% | Added |
| Evergreen Capital Management LLC | 40,993 | $6.91M | 0.30% | +1,605+4.1% | Added |
| S&CO Inc | 40,849 | $6.89M | 0.57% | −300−0.7% | Reduced |
| Plimoth Trust Co LLC | 40,840 | $6.89M | 2.16% | +224+0.6% | Added |
| City Holding Co | 40,822 | $6.88M | 1.23% | +206+0.5% | Added |
| GQG Partners LLC | 40,579 | $6.84M | 0.02% | +5,304+15.0% | Added |
| Insight Folios Inc | 40,392 | $6.81M | 3.33% | −5,191−11.4% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 40,383 | $6.81M | 2.01% | −503−1.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 40,231 | $6.78M | 0.70% | +2,382+6.3% | Added |
| Nikko Asset Management Americas, Inc. | 40,154 | $6.77M | 0.08% | +8,157+25.5% | Added |
| Buckhead Capital Management LLC | 40,107 | $6.76M | 2.81% | −31,575−44.0% | Reduced |
| Martin Capital Partners, LLC | 40,102 | $6.76M | 2.85% | +419+1.1% | Added |
| Putnam Investments LLC | 40,085 | $6.76M | 0.01% | −494−1.2% | Reduced |
| Capital Analysts, LLC | 39,994 | $6.74M | 0.38% | +175+0.4% | Added |
| Hollow Brook Wealth Management LLC | 39,965 | $6.74M | 2.81% | +883+2.3% | Added |
| Compagnie Lombard Odier SCmA | 39,745 | $6.70M | 0.15% | +5,219+15.1% | Added |
| Integrated Advisors Network LLC | 39,693 | $6.69M | 0.41% | +301+0.8% | Added |
| Stratos Wealth Advisors, LLC | 39,660 | $6.69M | 0.44% | +5,616+16.5% | Added |
| Wetherby Asset Management Inc | 39,577 | $6.67M | 0.38% | +148+0.4% | Added |
| Morse Asset Management, Inc | 39,563 | $6.67M | 2.11% | +183+0.5% | Added |
| Wallace Advisory Group, LLC | 42,374 | $6.67M | 4.79% | +43+0.1% | Added |
| Bragg Financial Advisors, Inc | 39,510 | $6.66M | 0.35% | −819−2.0% | Reduced |
| Verition Fund Management LLC | 39,106 | $6.59M | 0.09% | +7,963+25.6% | Added |
| SG Americas Securities, LLC | 39,094 | $6.59M | 0.09% | −31,769−44.8% | Reduced |
| Northwest Bancshares, Inc. | 39,071 | $6.59M | 1.26% | +28,034+254.0% | Added |
| Perkins Coie Trust Co | 39,051 | $6.58M | 1.86% | +2,668+7.3% | Added |
| WoodTrust Financial Corp | 38,979 | $6.57M | 1.26% | +89+0.2% | Added |
| Hartford Financial Management Inc. | 38,777 | $6.54M | 1.67% | −50.0% | Reduced |
| Level Four Advisory Services, LLC | 38,729 | $6.53M | 0.42% | −3,041−7.3% | Reduced |
| Mattern Wealth Management LLC | 38,698 | $6.53M | 1.91% | +3,779+10.8% | Added |
| Summit Global Investments | 38,686 | $6.52M | 0.43% | +20,406+111.6% | Added |
| Wealthspire Advisors, LLC | 38,672 | $6.52M | 0.11% | +2,956+8.3% | Added |
| Monte Financial Group, LLC | 38,645 | $6.52M | 3.30% | +240+0.6% | Added |
| Geneos Wealth Management Inc. | 38,642 | $6.52M | 0.34% | +2,500+6.9% | Added |
| Sandy Spring Bank | 38,544 | $6.50M | 0.36% | −439−1.1% | Reduced |
| Retirement Group, LLC | 38,491 | $6.49M | 2.71% | +5,136+15.4% | Added |
| McDonald Partners LLC | 38,490 | $6.49M | 2.11% | +1,703+4.6% | Added |
| Sage Capital Advisors,llc | 38,251 | $6.45M | 2.37% | +38,251 | New |
| Capital International Sarl | 38,232 | $6.45M | 0.29% | −13,676−26.3% | Reduced |
| Windle Wealth, LLC | 38,177 | $6.44M | 4.80% | −331−0.9% | Reduced |
| TCTC Holdings, LLC | 38,107 | $6.43M | 0.25% | +650+1.7% | Added |
| Patton Albertson Miller Group, LLC | 38,072 | $6.42M | 1.26% | +369+1.0% | Added |
| Soltis Investment Advisors LLC | 37,838 | $6.38M | 0.82% | +3,252+9.4% | Added |
| Stonebridge Capital Management Inc | 37,822 | $6.38M | 3.48% | −1,825−4.6% | Reduced |
| Parcion Private Wealth LLC | 37,687 | $6.35M | 0.66% | +455+1.2% | Added |
| Papp L Roy & Associates | 37,580 | $6.34M | 0.86% | +773+2.1% | Added |
| Tudor Investment Corp Et Al | 37,439 | $6.31M | 0.09% | −207,591−84.7% | Reduced |
| IronBridge Private Wealth, LLC | 37,432 | $6.31M | 3.42% | +891+2.4% | Added |
| Shufro Rose & Co LLC | 37,395 | $6.31M | 0.60% | +20,162+117.0% | Added |
| Somerville Kurt F | 37,374 | $6.30M | 1.27% | +712+1.9% | Added |
| Refined Wealth Management | 37,354 | $6.30M | 5.65% | −9,979−21.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 37,277 | $6.29M | 0.46% | −75,754−67.0% | Reduced |
| Greylin Investment Mangement Inc | 37,261 | $6.28M | 1.13% | −1,354−3.5% | Reduced |
| Zions Bancorporation, N.A. | 37,174 | $6.27M | 0.55% | +13,274+55.5% | Added |
| Anchor Investment Management, LLC | 37,156 | $6.27M | 0.82% | +216+0.6% | Added |
| Sound View Wealth Advisors Group, LLC | 37,144 | $6.26M | 0.78% | +1,242+3.5% | Added |