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 |
|---|---|---|---|---|---|
| Integrated Investment Consultants, LLC | 6,749 | $792.0K | 0.21% | +2,466+57.6% | Added |
| Roanoke Asset Management Corp | 6,754 | $793.0K | 0.26% | +1,055+18.5% | Added |
| Childress Capital Advisors, LLC | 6,763 | $794.0K | 0.33% | −1,675−19.9% | Reduced |
| Taylor Hoffman Wealth Management | 6,770 | $794.0K | 0.30% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 6,773 | $795.0K | 0.32% | +38+0.6% | Added |
| Vigilare Wealth Management | 6,805 | $799.0K | 0.47% | +907+15.4% | Added |
| Optas, LLC | 6,821 | $801.0K | 0.23% | +20.0% | Added |
| Krilogy Financial LLC | 6,822 | $801.0K | 0.08% | +419+6.5% | Added |
| Cornerstone National Bank & Trust Co | 6,842 | $802.9K | 0.35% | −1,064−13.5% | Reduced |
| Thrive Capital Management, LLC | 6,841 | $803.0K | 0.52% | −5,243−43.4% | Reduced |
| Birinyi Associates Inc | 6,850 | $804.0K | 0.25% | +250+3.8% | Added |
| Symphony Financial, Ltd. Co. | 6,740 | $804.0K | 0.22% | +2,001+42.2% | Added |
| Lineweaver Wealth Advisors, LLC | 6,862 | $805.0K | 0.23% | +85+1.3% | Added |
| Voya Financial Advisors, Inc. | 6,873 | $807.0K | 0.09% | −370−5.1% | Reduced |
| Fishman Jay A Ltd | 6,878 | $807.1K | 0.09% | +6,878 | New |
| Journey Advisory Group, LLC | 6,916 | $812.0K | 0.22% | −519−7.0% | Reduced |
| Coco Enterprises, LLC | 6,928 | $813.0K | 0.64% | +345+5.2% | Added |
| Abbot Financial Management, Inc. | 6,938 | $814.0K | 0.36% | −324−4.5% | Reduced |
| Xcel Wealth Management, LLC | 6,938 | $814.0K | 0.21% | +779+12.6% | Added |
| SOA Wealth Advisors, LLC. | 6,955 | $816.0K | 0.20% | +58+0.8% | Added |
| Claro Advisors LLC | 6,952 | $816.0K | 0.29% | +298+4.5% | Added |
| Warren Averett Asset Management, LLC | 5,882 | $817.0K | 0.07% | −1,620−21.6% | Reduced |
| First PREMIER Bank | 6,952 | $817.0K | 0.21% | +34+0.5% | Added |
| Stony Point Wealth Management Inc. | 6,970 | $818.0K | 0.43% | −1,291−15.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 9,702 | $819.0K | 0.02% | +1,223+14.4% | Added |
| Vaughan & Co Securities, Inc. | 6,978 | $819.0K | 0.56% | −40−0.6% | Reduced |
| Vantage Consulting Group Inc | 6,996 | $821.0K | 0.22% | −1,067−13.2% | Reduced |
| J. W. Coons Advisors, LLC | 6,981 | $821.0K | 0.25% | −1,000−12.5% | Reduced |
| Syntax Advisors, LLC | 6,996 | $821.0K | 0.61% | +6,996 | New |
| H. L. Ormond & Company, LLC | 6,038 | $825.0K | 0.97% | +6,038 | New |
| Fermata Advisors, LLC | 7,054 | $828.0K | 0.30% | −43−0.6% | Reduced |
| Financial Architects, Inc | 7,055 | $828.0K | 0.11% | +352+5.3% | Added |
| Edge Wealth Management LLC | 7,078 | $831.0K | 0.15% | +1,174+19.9% | Added |
| Red Spruce Capital, LLC | 7,142 | $838.0K | 0.46% | −60−0.8% | Reduced |
| Stonnington Group, LLC | 6,559 | $839.0K | 0.18% | +1,902+40.8% | Added |
| Campion Asset Management LLC | 7,167 | $841.0K | 0.70% | −227−3.1% | Reduced |
| First National Bank of South Miami | 7,175 | $842.0K | 0.51% | +359+5.3% | Added |
| Philadelphia Trust Co | 7,185 | $843.0K | 0.06% | +300+4.4% | Added |
| Domani Wealth, LLC | 7,204 | $845.0K | 0.17% | +102+1.4% | Added |
| Rice Partnership, LLC | 7,219 | $847.0K | 0.24% | +353+5.1% | Added |
| Versor Investments LP | 7,229 | $848.0K | 0.03% | +829+13.0% | Added |
| Gilbert & Cook, Inc. | 7,232 | $849.0K | 0.14% | +547+8.2% | Added |
| LCM Capital Management Inc | 7,243 | $850.0K | 0.66% | +239+3.4% | Added |
| Endurance Wealth Management, Inc. | 7,256 | $851.0K | 0.09% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 7,290 | $855.0K | 0.52% | +658+9.9% | Added |
| E&G Advisors, LP | 7,293 | $856.0K | 0.21% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 7,303 | $857.0K | 0.10% | +544+8.0% | Added |
| Curated Wealth Partners LLC | 7,324 | $861.0K | 0.28% | +51+0.7% | Added |
| Gradient Capital Advisors, LLC | 7,334 | $861.0K | 0.36% | +4,239+137.0% | Added |
| MBA Advisors LLC | 7,348 | $862.0K | 0.53% | +561+8.3% | Added |
| KLCM Advisors, Inc. | 7,418 | $871.0K | 0.19% | −998−11.9% | Reduced |
| Merit Financial Group, LLC | 7,439 | $873.0K | 0.09% | −141−1.9% | Reduced |
| RSM US Wealth Management LLC | 7,451 | $874.0K | 0.04% | −325−4.2% | Reduced |
| Berkeley Capital Partners, LLC | 7,449 | $874.0K | 0.36% | +668+9.9% | Added |
| Virtue Capital Management, LLC | 7,478 | $878.0K | 0.13% | −1,162−13.4% | Reduced |
| Reilly Financial Advisors, LLC | 7,496 | $880.0K | 0.07% | +132+1.8% | Added |
| Optimum Investment Advisors | 7,505 | $881.0K | 0.34% | +145+2.0% | Added |
| Day & Ennis, LLC | 7,516 | $882.0K | 0.29% | +282+3.9% | Added |
| Court Place Advisors, LLC | 7,541 | $885.0K | 0.24% | −212−2.7% | Reduced |
| Pflug Koory, LLC | 7,550 | $886.0K | 0.45% | −154−2.0% | Reduced |
| Tradition Wealth Management, LLC | 7,550 | $886.0K | 0.11% | +4,409+140.4% | Added |
| JB Capital LLC | 7,551 | $886.2K | 0.09% | +359+5.0% | Added |
| Financial Engines Advisors L.L.C. | 7,570 | $888.0K | 0.00% | −2,836−27.3% | Reduced |
| Arcadia Investment Management Corp | 7,588 | $890.0K | 0.15% | +522+7.4% | Added |
| Robinson Value Management, Ltd. | 7,595 | $891.0K | 0.73% | −12,786−62.7% | Reduced |
| Magnolia Capital Advisors LLC | 7,599 | $892.0K | 0.26% | −466−5.8% | Reduced |
| Amussen Hunsaker Associates LLC | 7,306 | $892.0K | 0.21% | +20+0.3% | Added |
| TrueWealth Advisors, LLC | 7,597 | $892.0K | 0.40% | +526+7.4% | Added |
| Cito Capital Group, LLC | 7,620 | $894.0K | 0.37% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 7,640 | $897.0K | 0.11% | −598−7.3% | Reduced |
| Pictet Bank & Trust Ltd | 7,640 | $897.0K | 0.46% | −110−1.4% | Reduced |
| First Community Trust NA | 7,657 | $898.5K | 0.74% | +7,657 | New |
| Roosevelt Investment Group LLC | 7,670 | $900.0K | 0.05% | +465+6.5% | Added |
| Relative Value Partners Group, LLC | 7,679 | $901.0K | 0.06% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 7,679 | $901.0K | 0.46% | +369+5.0% | Added |
| Summit Financial, LLC | 7,690 | $902.4K | 0.07% | +510+7.1% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 7,706 | $904.0K | 0.16% | 00.0% | Unchanged |
| Eos Management, L.P. | 7,700 | $904.0K | 0.53% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 7,721 | $906.0K | 0.15% | +7,721 | New |
| Compass Financial Advisors LLC | 7,733 | $907.0K | 1.00% | +7,733 | New |
| Cedar Wealth Management, LLC | 7,759 | $911.0K | 0.37% | −2,522−24.5% | Reduced |
| First Command Financial Services, Inc. | 7,756 | $911.0K | 0.13% | +1,423+22.5% | Added |
| Indiana Trust & Investment Management CO | 7,768 | $912.0K | 0.42% | −200−2.5% | Reduced |
| FRG Family Wealth Advisors LLC | 7,784 | $913.0K | 0.17% | +417+5.7% | Added |
| IndexIQ Advisors LLC | 7,805 | $916.0K | 0.03% | +1,013+14.9% | Added |
| Windsor Capital Management, LLC | 7,815 | $917.0K | 0.28% | +141+1.8% | Added |
| Consilium Wealth Advisory, LLC | 7,880 | $925.0K | 0.60% | +7,880 | New |
| S.A. Mason LLC | 7,891 | $926.0K | 0.56% | +74+0.9% | Added |
| TBH Global Asset Management, LLC | 7,887 | $926.0K | 0.19% | +2,841+56.3% | Added |
| Investors Asset Management of Georgia Inc | 7,904 | $928.0K | 0.44% | +195+2.5% | Added |
| Wulff, Hansen & Co. | 7,905 | $928.0K | 0.80% | +7,905 | New |
| Echo Street Capital Management LLC | 7,945 | $932.0K | 0.01% | +7,945 | New |
| United Bank | 7,957 | $934.0K | 0.50% | +369+4.9% | Added |
| Global Trust Asset Management, LLC | 7,956 | $934.0K | 0.37% | +4,050+103.7% | Added |
| Clear Perspective Advisors, LLC | 7,966 | $935.0K | 0.28% | +760+10.5% | Added |
| Eagle Bluffs Wealth Management LLC | 7,980 | $936.0K | 0.98% | +7,980 | New |
| Miller Howard Investments Inc | 7,989 | $938.0K | 0.03% | −225−2.7% | Reduced |
| Barr E S & Co | 7,989 | $938.0K | 0.06% | +377+5.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 8,000 | $938.0K | 0.02% | +2,000+33.3% | Added |
| P.A.W. Capital Corp | 8,000 | $939.0K | 0.86% | −1,000−11.1% | Reduced |