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, Q4 2021
Institutional positions in Chevron Corp as of Dec 31, 2021. 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
- 2,904
- +365 vs. Q3 2021
- Shares held
- 1.30B
- +19.3M (+1.5%) vs. Q3 2021
- Total value
- $152.3B
- +$22.5B (+17.3%) vs. Q3 2021
- New holders
- 447
- 1,256 more added
- Sold out
- 82
- 926 more reduced
39 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: 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, Q4 2021
Shares, value and share of portfolio for each institution holding Chevron Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PSI Advisors, LLC | 5,384 | $666.0K | 0.27% | −278−4.9% | Reduced |
| Klingenstein Fields & Co LP | 5,702 | $669.0K | 0.03% | −3,593−38.7% | Reduced |
| Bowen Hanes & Co Inc | 5,700 | $669.0K | 0.02% | −3,250−36.3% | Reduced |
| 626 Financial, LLC | 5,697 | $669.0K | 0.41% | +5,697 | New |
| Evoke Wealth, LLC | 5,710 | $670.0K | 0.02% | −359−5.9% | Reduced |
| Select Asset Management & Trust | 5,731 | $673.0K | 0.45% | 00.0% | Unchanged |
| Shilanski & Associates, Inc. | 5,742 | $674.0K | 0.29% | −799−12.2% | Reduced |
| Elk River Wealth Management, LLC | 5,744 | $674.0K | 0.15% | +169+3.0% | Added |
| W Advisors, LLC | 5,750 | $674.0K | 0.50% | +5,750 | New |
| Accurate Wealth Management, LLC | 5,976 | $676.0K | 0.56% | +267+4.7% | Added |
| Polar Asset Management Partners Inc. | 5,768 | $677.0K | 0.01% | −52−0.9% | Reduced |
| Beirne Wealth Consulting Services, LLC | 5,770 | $677.0K | 0.37% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 5,770 | $677.0K | 0.60% | +5,770 | New |
| Weaver Consulting Group | 5,832 | $684.0K | 0.33% | +137+2.4% | Added |
| HBW Advisory Services LLC | 5,848 | $686.0K | 0.16% | +1,714+41.5% | Added |
| Orrstown Financial Services Inc | 5,398 | $687.0K | 1.05% | −90−1.6% | Reduced |
| Merriman Wealth Management, LLC | 5,852 | $687.0K | 0.05% | +624+11.9% | Added |
| Axiom Financial Strategies, LLC | 5,859 | $688.0K | 0.31% | −84−1.4% | Reduced |
| CVA Family Office, LLC | 5,860 | $688.0K | 0.17% | +1,371+30.5% | Added |
| Mosaic Family Wealth, LLC | 5,893 | $691.0K | 0.18% | +347+6.3% | Added |
| Capital Investment Counsel, Inc | 5,899 | $692.0K | 0.13% | −2,075−26.0% | Reduced |
| Outfitter Financial LLC | 5,900 | $692.0K | 0.51% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 5,901 | $692.0K | 0.13% | +1,238+26.5% | Added |
| Meixler Investment Management, Ltd. | 5,895 | $692.0K | 0.71% | +5,895 | New |
| Deuterium Capital Management, LLC | 5,913 | $694.0K | 1.03% | +5,913 | New |
| Appleton Partners Inc | 5,925 | $695.0K | 0.05% | +322+5.7% | Added |
| Engineers Gate Manager LP | 5,920 | $695.0K | 0.03% | +5,920 | New |
| John G Ullman & Associates Inc | 5,935 | $696.0K | 0.10% | +40+0.7% | Added |
| Amica Retiree Medical Trust | 5,942 | $697.0K | 0.59% | 00.0% | Unchanged |
| TCWP LLC | 5,946 | $697.0K | 0.14% | +5,946 | New |
| BEAM Asset Management, LLC | 5,966 | $700.0K | 0.80% | +443+8.0% | Added |
| Royal Fund Management, LLC | 5,997 | $703.0K | 0.10% | −52−0.9% | Reduced |
| GYL Financial Synergies, LLC | 5,987 | $703.0K | 0.19% | +186+3.2% | Added |
| Westover Capital Advisors, LLC | 5,993 | $703.0K | 0.20% | +2,202+58.1% | Added |
| Palisade Capital Management LLC | 6,002 | $704.0K | 0.01% | −43−0.7% | Reduced |
| Consolidated Investment Group LLC | 6,000 | $704.0K | 0.11% | +6,000 | New |
| SkyView Investment Advisors, LLC | 6,035 | $708.0K | 0.16% | +1,028+20.5% | Added |
| Integral Investment Advisors, Inc. | 6,034 | $708.0K | 0.51% | +6,034 | New |
| Monterey Private Wealth, Inc. | 6,061 | $711.0K | 0.35% | −385−6.0% | Reduced |
| Angeles Investment Advisors, LLC | 6,067 | $712.0K | 0.04% | +1,090+21.9% | Added |
| ODonnell Financial Services, LLC | 5,463 | $713.0K | 0.33% | +1,753+47.3% | Added |
| Traynor Capital Management, Inc. | 6,098 | $715.0K | 0.08% | +298+5.1% | Added |
| Legacy Wealth Management, LLC | 6,096 | $715.4K | 0.37% | +31+0.5% | Added |
| Seeyond | 6,118 | $717.0K | 0.07% | −36−0.6% | Reduced |
| Invst, LLC | 5,302 | $719.0K | 0.11% | +691+15.0% | Added |
| Assetmark, Inc | 6,134 | $720.0K | 0.00% | −334,076−98.2% | Reduced |
| Wagner Wealth Management, LLC | 6,147 | $721.0K | 0.55% | +746+13.8% | Added |
| Empowered Funds, LLC | 6,167 | $724.0K | 0.08% | +32+0.5% | Added |
| Canal Capital Management, LLC | 6,191 | $726.0K | 0.18% | +1,571+34.0% | Added |
| Intercontinental Wealth Advisors, LLC | 6,214 | $729.0K | 0.15% | −795−11.3% | Reduced |
| Sound Financial Strategies Group, LLC | 6,222 | $730.0K | 0.37% | −166−2.6% | Reduced |
| Sterneck Capital Management, LLC | 6,221 | $730.0K | 0.43% | 00.0% | Unchanged |
| M&R Capital Management Inc | 6,261 | $734.0K | 0.15% | +828+15.2% | Added |
| Copperwynd Financial, LLC | 6,264 | $735.0K | 0.28% | +873+16.2% | Added |
| Cambridge Advisors Inc. | 6,292 | $738.0K | 0.17% | +11+0.2% | Added |
| Hardman Johnston Global Advisors LLC | 6,300 | $739.0K | 0.02% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 6,320 | $741.7K | 0.18% | +4,351+221.0% | Added |
| Beaumont Financial Partners, LLC | 3,625 | $742.0K | 0.05% | −2,954−44.9% | Reduced |
| Biltmore Family Office, LLC | 6,333 | $743.0K | 0.14% | +3,080+94.7% | Added |
| Gryphon Financial Partners LLC | 6,336 | $744.0K | 0.15% | +1,180+22.9% | Added |
| Golden Green, Inc. | 6,345 | $745.0K | 0.60% | +2,534+66.5% | Added |
| Collective Family Office LLC | 6,369 | $747.0K | 0.29% | −71−1.1% | Reduced |
| Independent Investors Inc | 6,370 | $748.0K | 0.16% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 6,375 | $748.0K | 0.13% | +4,489+238.0% | Added |
| Wealth Management Associates, Inc. | 6,383 | $749.0K | 0.40% | +440+7.4% | Added |
| Alliance Wealth Advisors, LLC | 6,379 | $749.0K | 0.61% | +13+0.2% | Added |
| Wealthquest Corp | 6,411 | $752.0K | 0.12% | +1,092+20.5% | Added |
| LBMC Investment Advisors, LLC | 6,417 | $753.0K | 0.07% | +240+3.9% | Added |
| Avestar Capital, LLC | 6,424 | $754.0K | 0.14% | −20.0% | Reduced |
| Schrum Private Wealth Management LLC | 6,412 | $754.0K | 0.69% | +6,412 | New |
| Nova R Wealth, Inc. | 6,439 | $756.0K | 0.61% | +6,439 | New |
| Chickasaw Capital Management LLC | 6,457 | $758.0K | 0.04% | −775−10.7% | Reduced |
| Monticello Wealth Management, LLC | 6,456 | $758.0K | 0.07% | +989+18.1% | Added |
| Morris Retirement Advisors, LLC | 6,458 | $758.0K | 0.59% | +1,358+26.6% | Added |
| Aberdeen Wealth Management LLC | 6,479 | $760.0K | 0.50% | +75+1.2% | Added |
| Corundum Group, Inc. | 6,498 | $763.0K | 0.50% | +367+6.0% | Added |
| Cooper/Haims Advisors, LLC | 6,538 | $767.0K | 0.47% | −99−1.5% | Reduced |
| Covenant Partners, LLC | 6,536 | $767.0K | 0.28% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 6,555 | $769.0K | 0.30% | −889−11.9% | Reduced |
| Crescent Grove Advisors, LLC | 6,570 | $771.0K | 0.07% | −373−5.4% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 6,580 | $772.0K | 0.21% | +34+0.5% | Added |
| City State Bank | 6,575 | $772.0K | 0.48% | +6,575 | New |
| Merrion Investment Management Co, LLC | 6,601 | $774.0K | 0.57% | +10.0% | Added |
| Financial Management Network Inc | 6,370 | $774.0K | 0.35% | +333+5.5% | Added |
| O'Neil Global Advisors, Inc. | 6,595 | $774.0K | 1.27% | +6,595 | New |
| Forte Capital LLC | 6,607 | $775.0K | 0.10% | +47+0.7% | Added |
| Davidson Trust Co | 6,621 | $777.0K | 0.53% | +185+2.9% | Added |
| Wendell David Associates Inc | 6,644 | $780.0K | 0.08% | −34−0.5% | Reduced |
| Wealth Dimensions Group, Ltd. | 6,643 | $780.0K | 0.38% | +231+3.6% | Added |
| Westshore Wealth, LLC | 6,655 | $781.0K | 0.54% | −95−1.4% | Reduced |
| Rosenberg Matthew Hamilton | 6,651 | $781.0K | 0.28% | +193+3.0% | Added |
| Townsend Asset Management Corp | 6,657 | $781.0K | 0.37% | +214+3.3% | Added |
| Renasant Bank | 6,670 | $783.0K | 0.53% | −305−4.4% | Reduced |
| 55I, LLC | 6,685 | $784.0K | 0.02% | +2,446+57.7% | Added |
| Sompo Asset Management Co., Ltd. | 6,700 | $786.0K | 0.16% | +6,700 | New |
| Baader Bank INC | 6,697 | $786.0K | 0.06% | +6,697 | New |
| Hexagon Capital Partners LLC | 6,706 | $787.0K | 0.21% | −362−5.1% | Reduced |
| Waterfront Wealth Inc. | 6,711 | $788.0K | 0.31% | +229+3.5% | Added |
| Signature Wealth Management Partners, LLC | 6,736 | $790.0K | 0.67% | −100−1.5% | Reduced |
| Pathstone Family Office, LLC | 6,756 | $791.0K | 0.02% | −3,907−36.6% | Reduced |