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 |
|---|---|---|---|---|---|
| Alpha Cubed Investments, LLC | 8,005 | $939.0K | 0.06% | +1,029+14.8% | Added |
| Dividend Assets Capital, LLC | 8,011 | $940.0K | 0.17% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 8,024 | $942.0K | 0.09% | +672+9.1% | Added |
| CJM Wealth Advisers, Ltd. | 8,052 | $944.9K | 0.67% | +8,052 | New |
| Modera Wealth Management, LLC | 8,085 | $949.0K | 0.04% | +1,873+30.2% | Added |
| Vantage Financial Partners Ltd., Inc. | 8,100 | $951.0K | 0.48% | +1,700+26.6% | Added |
| Warther Private Wealth, LLC | 8,002 | $954.0K | 0.71% | +2,121+36.1% | Added |
| Vishria Bird Financial Group, LLC | 8,134 | $955.0K | 0.44% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 8,157 | $957.0K | 0.49% | +8,157 | New |
| Cypress Wealth Services, LLC | 8,175 | $959.0K | 0.26% | −190−2.3% | Reduced |
| Fox Run Management, L.L.C. | 8,170 | $959.0K | 0.57% | +8,170 | New |
| TLWM | 8,185 | $961.0K | 0.32% | +500+6.5% | Added |
| Sheets Smith Wealth Management | 8,200 | $962.0K | 0.12% | +168+2.1% | Added |
| Oak Harbor Wealth Partners, LLC | 8,196 | $962.0K | 0.33% | +8,196 | New |
| Plante Moran Financial Advisors, LLC | 8,216 | $964.0K | 0.16% | −143−1.7% | Reduced |
| Valley Brook Capital Group | 8,224 | $965.0K | 0.83% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 8,248 | $968.0K | 0.49% | −518−5.9% | Reduced |
| Retirement Planning Co of New England, Inc. | 8,260 | $969.0K | 0.47% | +8,260 | New |
| Conservest Capital Advisors, Inc. | 8,279 | $971.0K | 0.10% | −537−6.1% | Reduced |
| Schmidt P J Investment Management Inc | 7,392 | $971.0K | 0.19% | +55+0.7% | Added |
| XR Securities LLC | 8,311 | $975.0K | 0.11% | +8,311 | New |
| Sargent Bickham Lagudis LLC | 8,337 | $978.0K | 0.07% | +204+2.5% | Added |
| Quent Capital, LLC | 8,353 | $980.0K | 0.21% | +8,353 | New |
| Arkadios Wealth Advisors | 8,370 | $982.0K | 0.13% | −4,442−34.7% | Reduced |
| Capital Advisors Wealth Management, LLC | 8,372 | $982.0K | 0.30% | +889+11.9% | Added |
| Nations Financial Group Inc, | 8,364 | $982.0K | 0.13% | +3,053+57.5% | Added |
| BCS Wealth Management | 8,373 | $983.0K | 0.35% | +475+6.0% | Added |
| Searle & Co. | 8,411 | $987.0K | 0.36% | 00.0% | Unchanged |
| Galvin, Gaustad & Stein, LLC | 8,411 | $987.0K | 0.09% | +102+1.2% | Added |
| American State Bank (Iowa) | 8,417 | $987.7K | 0.68% | +21+0.3% | Added |
| Ascension Asset Management LLC | 8,425 | $989.0K | 0.59% | +8,425 | New |
| Jmac Enterprises LLC | 7,303 | $991.0K | 0.23% | +7,303 | New |
| Parkside Financial Bank & Trust | 8,479 | $995.0K | 0.25% | −689−7.5% | Reduced |
| Sweet Financial Partners, LLC | 8,483 | $995.0K | 0.41% | +8,483 | New |
| Amarillo National Bank | 8,490 | $996.0K | 0.19% | +600+7.6% | Added |
| Garrett Investment Advisors LLC | 8,485 | $996.0K | 0.26% | +1,972+30.3% | Added |
| Keystone Financial Group | 8,516 | $999.0K | 0.16% | −216−2.5% | Reduced |
| Moseley Investment Management Inc | 8,521 | $1.00M | 0.46% | +746+9.6% | Added |
| Plancorp, LLC | 8,533 | $1.00M | 0.06% | −1,503−15.0% | Reduced |
| Investment Partners, Ltd. | 8,531 | $1.00M | 0.41% | +275+3.3% | Added |
| WMS Partners, LLC | 8,554 | $1.00M | 0.22% | +283+3.4% | Added |
| Mountain Pacific Investment Advisers Inc | 8,599 | $1.01M | 0.06% | −150−1.7% | Reduced |
| Apeiron RIA LLC | 8,607 | $1.01M | 0.41% | +8,607 | New |
| Tradewinds Capital Management, LLC | 8,612 | $1.01M | 0.15% | +261+3.1% | Added |
| Sargent Investment Group, LLC | 8,623 | $1.01M | 0.23% | −170−1.9% | Reduced |
| First Farmers & Merchants Bank / Trust | 8,621 | $1.01M | 1.01% | +8,621 | New |
| Tiedemann Advisors, LLC | 8,621 | $1.01M | 0.05% | −20.0% | Reduced |
| Cable Hill Partners, LLC | 8,644 | $1.01M | 0.21% | 00.0% | Unchanged |
| Wintrust Investments LLC | 8,656 | $1.02M | 0.10% | +8,656 | New |
| CFO4Life Group, LLC | 8,665 | $1.02M | 0.21% | +151+1.8% | Added |
| Beaird Harris Wealth Management, LLC | 8,667 | $1.02M | 0.37% | +8,667 | New |
| Roof Eidam & Maycock | 8,682 | $1.02M | 0.34% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 8,684 | $1.02M | 0.30% | 00.0% | Unchanged |
| Girard Partners Ltd. | 8,699 | $1.02M | 0.11% | +454+5.5% | Added |
| Wells Trecaso Financial Group, LLC | 8,693 | $1.02M | 0.44% | +5,301+156.3% | Added |
| Evergreen Wealth Solutions, LLC | 8,728 | $1.02M | 0.93% | +8,728 | New |
| JFS Wealth Advisors, LLC | 8,735 | $1.02M | 0.10% | +481+5.8% | Added |
| Mastrapasqua Asset Management Inc | 8,735 | $1.02M | 0.10% | +8,735 | New |
| Legacy Wealth Asset Management, LLC | 8,760 | $1.03M | 0.35% | +191+2.2% | Added |
| Navellier & Associates Inc | 8,768 | $1.03M | 0.15% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 8,772 | $1.03M | 0.06% | +2,707+44.6% | Added |
| Farmers Trust Co | 8,781 | $1.03M | 0.21% | +143+1.7% | Added |
| LMR Partners LLP | 8,778 | $1.03M | 0.01% | +8,778 | New |
| Icapital Wealth LLC | 8,786 | $1.03M | 0.40% | +8,786 | New |
| Capstone Wealth Management Group, LLC | 8,789 | $1.03M | 0.84% | +8,789 | New |
| Wolff Financial Management LLC | 8,811 | $1.03M | 0.39% | +8,811 | New |
| Greenline Partners, LLC | 8,826 | $1.04M | 0.20% | −5,580−38.7% | Reduced |
| Chapman Investment Management, LLC | 8,825 | $1.04M | 0.47% | +1,520+20.8% | Added |
| TKG Advisors, LLC | 8,831 | $1.04M | 0.82% | +8,831 | New |
| Roberts Glore & Co Inc | 8,836 | $1.04M | 0.27% | −50−0.6% | Reduced |
| TRH Financial, LLC | 8,872 | $1.04M | 0.33% | −350−3.8% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 8,871 | $1.04M | 0.65% | −267−2.9% | Reduced |
| Legacy Bridge, LLC | 8,884 | $1.04M | 0.54% | +165+1.9% | Added |
| MRJ Capital Inc | 8,952 | $1.05M | 0.61% | −150−1.6% | Reduced |
| Boston Research & Management Inc | 8,963 | $1.05M | 0.29% | 00.0% | Unchanged |
| Needham Investment Management LLC | 9,000 | $1.06M | 0.13% | 00.0% | Unchanged |
| Herbst Group, LLC | 9,000 | $1.06M | 0.65% | +9,000 | New |
| Cooper Financial Group | 9,028 | $1.06M | 0.40% | −242−2.6% | Reduced |
| Heritage Wealth Advisors | 9,067 | $1.06M | 0.06% | −1,429−13.6% | Reduced |
| Citizens & Northern Corp | 9,075 | $1.06M | 0.38% | −1,069−10.5% | Reduced |
| Firestone Capital Management | 9,076 | $1.06M | 0.34% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 9,080 | $1.07M | 0.12% | −294−3.1% | Reduced |
| Washington Trust Advisors, Inc. | 9,086 | $1.07M | 0.07% | +9,086 | New |
| Adalta Capital Management LLC | 9,118 | $1.07M | 0.49% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 9,127 | $1.07M | 0.27% | +3,386+59.0% | Added |
| Walker Asset Management, LLC | 9,128 | $1.07M | 0.94% | +9,128 | New |
| Mitchell & Pahl Private Wealth, LLC | 9,171 | $1.08M | 0.69% | +600+7.0% | Added |
| Meristem Family Wealth, LLC | 9,182 | $1.08M | 0.09% | +399+4.5% | Added |
| Fosun International Ltd | 9,140 | $1.08M | 0.06% | +3,140+52.3% | Added |
| Valmark Advisers, Inc. | 9,195 | $1.08M | 0.02% | +1,689+22.5% | Added |
| StrongBox Wealth, LLC | 9,194 | $1.08M | 0.54% | +4,612+100.7% | Added |
| Oak Family Advisors, LLC | 9,220 | $1.08M | 0.52% | +2,220+31.7% | Added |
| Bourgeon Capital Management LLC | 9,233 | $1.08M | 0.22% | +287+3.2% | Added |
| Fiera Capital Corp | 9,256 | $1.09M | 0.00% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 9,260 | $1.09M | 0.41% | −1,643−15.1% | Reduced |
| Altavista Wealth Management, Inc. | 9,265 | $1.09M | 0.22% | +75+0.8% | Added |
| Golden State Wealth Management, LLC | 9,259 | $1.09M | 0.19% | +2,384+34.7% | Added |
| Harrell Investment Partners, LLC | 9,270 | $1.09M | 0.33% | −19−0.2% | Reduced |
| StrategIQ Financial Group, LLC | 9,309 | $1.09M | 0.11% | +881+10.5% | Added |
| Front Street Capital Management, Inc. | 10,234 | $1.09M | 0.20% | −561−5.2% | Reduced |