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
- +364 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
- 83
- 926 more reduced
38 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 | 4,311 | $298.0B |
| Q4 2025 | 3,993 | $223.3B |
| Q3 2025 | 3,802 | $225.3B |
| Q2 2025 | 3,707 | $189.0B |
| Q1 2025 | 3,825 | $222.9B |
| Q4 2024 | 3,764 | $194.0B |
| Q3 2024 | 3,487 | $198.0B |
| Q2 2024 | 3,510 | $214.0B |
| Q1 2024 | 3,522 | $212.7B |
| Q4 2023 | 3,477 | $200.3B |
| Q3 2023 | 3,338 | $222.6B |
| Q2 2023 | 3,285 | $205.0B |
| Q1 2023 | 3,272 | $217.1B |
| Q4 2022 | 3,288 | $243.6B |
| Q3 2022 | 3,056 | $195.7B |
| Q2 2022 | 3,060 | $198.4B |
| Q1 2022 | 3,070 | $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 |
|---|---|---|---|---|---|
| Birch Hill Investment Advisors LLC | 17,146 | $2.01M | 0.10% | −221−1.3% | Reduced |
| Studio Investment Management LLC | 17,165 | $2.01M | 0.73% | +610+3.7% | Added |
| Foundations Investment Advisors, LLC | 15,826 | $2.02M | 0.08% | +1,162+7.9% | Added |
| Baker Avenue Asset Management, LP | 17,186 | $2.02M | 0.10% | +2,882+20.1% | Added |
| Reuter James Wealth Management, LLC | 17,215 | $2.02M | 0.78% | +17,215 | New |
| Beck Mack & Oliver LLC | 17,238 | $2.02M | 0.05% | −1,001−5.5% | Reduced |
| Thoroughbred Financial Services, LLC | 17,242 | $2.02M | 0.42% | +2,870+20.0% | Added |
| Parthenon LLC | 17,255 | $2.02M | 0.28% | +27+0.2% | Added |
| Aspiriant, LLC | 17,347 | $2.03M | 0.11% | +3,079+21.6% | Added |
| Townsend & Associates, Inc | 15,798 | $2.04M | 1.12% | +295+1.9% | Added |
| Convergence Investment Partners, LLC | 17,405 | $2.04M | 1.04% | +12,183+233.3% | Added |
| Bennicas & Associates, Inc. | 17,479 | $2.05M | 1.07% | −50−0.3% | Reduced |
| Formidable Asset Management, LLC | 16,993 | $2.05M | 0.39% | −41−0.2% | Reduced |
| Titleist Asset Management, Ltd. | 17,522 | $2.06M | 0.41% | +17,522 | New |
| Private Portfolio Partners LLC | 17,522 | $2.06M | 0.53% | +1,107+6.7% | Added |
| Camden Capital, LLC | 17,539 | $2.06M | 0.44% | −10,944−38.4% | Reduced |
| Winning Points Advisors, LLC | 16,534 | $2.06M | 1.50% | +9,425+132.6% | Added |
| Element Wealth, LLC | 17,551 | $2.06M | 1.56% | +68+0.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 15,532 | $2.07M | 0.03% | −41,101−72.6% | Reduced |
| CWS Financial Advisors, LLC | 17,632 | $2.07M | 0.73% | +17,632 | New |
| Hudson Value Partners, LLC | 17,642 | $2.07M | 1.00% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 17,644 | $2.07M | 0.10% | +197+1.1% | Added |
| Cardiff Park Advisors, LLC | 17,670 | $2.07M | 0.27% | +17,670 | New |
| Regent Investment Management LLC | 17,682 | $2.08M | 0.45% | −460−2.5% | Reduced |
| Savant Capital, LLC | 17,724 | $2.08M | 0.07% | +1,270+7.7% | Added |
| New Potomac Partners, LLC | 17,779 | $2.09M | 1.35% | −511−2.8% | Reduced |
| Sigma Investment Counselors Inc | 17,847 | $2.09M | 0.15% | −324−1.8% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 17,848 | $2.09M | 1.90% | +17,848 | New |
| Chicago Partners Investment Group LLC | 15,361 | $2.10M | 0.15% | +529+3.6% | Added |
| Investment Advisory Services Inc | 17,933 | $2.10M | 1.15% | −263−1.4% | Reduced |
| North Star Investment Management Corp. | 17,932 | $2.10M | 0.15% | +365+2.1% | Added |
| FORA Capital, LLC | 17,959 | $2.11M | 0.82% | −30,573−63.0% | Reduced |
| First United Bank Trust | 17,971 | $2.11M | 0.78% | −20.0% | Reduced |
| LCNB Corp | 17,983 | $2.11M | 0.96% | +147+0.8% | Added |
| YHB Investment Advisors, Inc. | 18,006 | $2.11M | 0.17% | −610−3.3% | Reduced |
| Mystic Asset Management, Inc. | 18,051 | $2.12M | 1.00% | +18,051 | New |
| Bowling Portfolio Management LLC | 18,071 | $2.12M | 0.44% | −236−1.3% | Reduced |
| Quantinno Capital Management LP | 18,188 | $2.13M | 0.39% | +18,188 | New |
| Pettee Investors, Inc. | 18,196 | $2.13M | 0.89% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 18,188 | $2.13M | 1.24% | +90+0.5% | Added |
| Knuff & Co LLC | 18,200 | $2.14M | 0.66% | +18,000+9,000.0% | Added |
| Gables Capital Management Inc. | 18,235 | $2.14M | 1.27% | 00.0% | Unchanged |
| Berkshire Bank | 18,269 | $2.14M | 0.47% | +1,204+7.1% | Added |
| Sentry Investment Management LLC | 18,300 | $2.15M | 0.56% | +782+4.5% | Added |
| Shufro Rose & Co LLC | 18,319 | $2.15M | 0.16% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 18,339 | $2.15M | 0.87% | −329−1.8% | Reduced |
| Hendershot Investments Inc. | 18,384 | $2.16M | 0.33% | +13,481+275.0% | Added |
| Baldwin Brothers Inc | 18,418 | $2.16M | 0.22% | +96+0.5% | Added |
| Man Group plc | 18,431 | $2.16M | 0.01% | −23,596−56.1% | Reduced |
| WorthPointe, LLC | 20,641 | $2.16M | 1.93% | +20,641 | New |
| Hancock Whitney Investment Services Inc. | 18,425 | $2.16M | 0.38% | +18,425 | New |
| Leelyn Smith, LLC | 18,436 | $2.16M | 0.58% | −209−1.1% | Reduced |
| Liberty One Investment Management, LLC | 18,450 | $2.17M | 0.33% | +1,036+5.9% | Added |
| Western Wealth Management, LLC | 18,474 | $2.17M | 0.21% | +18,474 | New |
| G&S Capital LLC | 18,474 | $2.17M | 1.08% | −2,871−13.5% | Reduced |
| Continuum Advisory, LLC | 18,473 | $2.17M | 0.49% | +860+4.9% | Added |
| Burney Co | 18,502 | $2.17M | 0.09% | −22−0.1% | Reduced |
| Conning Inc. | 18,552 | $2.18M | 0.06% | −1,329−6.7% | Reduced |
| Meiji Yasuda Life Insurance Co | 18,700 | $2.19M | 0.04% | −714−3.7% | Reduced |
| Marcum Wealth, LLC | 18,692 | $2.19M | 0.31% | −171−0.9% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 18,718 | $2.20M | 2.10% | +18,718 | New |
| Morse Asset Management, Inc | 18,784 | $2.20M | 0.49% | +840+4.7% | Added |
| HCR Wealth Advisors | 18,803 | $2.21M | 0.34% | +309+1.7% | Added |
| Ropes Wealth Advisors LLC | 18,828 | $2.21M | 0.39% | −8,968−32.3% | Reduced |
| Telemus Capital, LLC | 18,831 | $2.21M | 0.18% | −1,353−6.7% | Reduced |
| Summit Financial Wealth Advisors, LLC | 18,197 | $2.21M | 0.43% | +130+0.7% | Added |
| Curbstone Financial Management Corp | 18,852 | $2.21M | 0.39% | −1,050−5.3% | Reduced |
| Pin Oak Investment Advisors Inc | 18,852 | $2.21M | 2.24% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 18,847 | $2.21M | 0.07% | +867+4.8% | Added |
| Acropolis Investment Management, LLC | 18,998 | $2.23M | 0.20% | +484+2.6% | Added |
| Radnor Capital Management, LLC | 19,000 | $2.23M | 0.55% | +19,000 | New |
| Chesapeake Wealth Management | 19,106 | $2.24M | 0.75% | −194−1.0% | Reduced |
| Green Square Capital Advisors LLC | 19,162 | $2.25M | 0.44% | −2,145−10.1% | Reduced |
| Spinnaker Trust | 19,191 | $2.25M | 0.14% | +5,500+40.2% | Added |
| Equitable Trust Co | 19,252 | $2.26M | 0.14% | +206+1.1% | Added |
| Ritholtz Wealth Management | 19,262 | $2.26M | 0.14% | −309−1.6% | Reduced |
| Moneta Group Investment Advisors LLC | 19,421 | $2.28M | 0.09% | +121+0.6% | Added |
| Lantz Financial LLC | 19,441 | $2.28M | 1.05% | +512+2.7% | Added |
| Keudell/Morrison Wealth Management | 19,481 | $2.29M | 0.90% | −50−0.3% | Reduced |
| Warren Street Wealth Advisors, LLC | 19,507 | $2.29M | 2.15% | +19,507 | New |
| Wakefield Asset Management LLLP | 19,545 | $2.29M | 0.79% | +827+4.4% | Added |
| RB Capital Management, LLC | 19,569 | $2.30M | 0.72% | +90+0.5% | Added |
| Clear Harbor Asset Management, LLC | 19,594 | $2.30M | 0.25% | +323+1.7% | Added |
| Shoker Investment Counsel, Inc. | 19,604 | $2.30M | 1.05% | +463+2.4% | Added |
| Botty Investors LLC | 19,610 | $2.30M | 0.68% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 19,652 | $2.31M | 0.21% | +1,279+7.0% | Added |
| Deseret Mutual Benefit Administrators | 19,729 | $2.31M | 0.39% | −824−4.0% | Reduced |
| Laidlaw Wealth Management LLC | 19,745 | $2.32M | 0.37% | +19,745 | New |
| Roundview Capital LLC | 19,750 | $2.32M | 0.23% | −460−2.3% | Reduced |
| Peoples Financial Services Corp. | 19,759 | $2.32M | 0.90% | 00.0% | Unchanged |
| Valley National Advisers Inc | 19,771 | $2.32M | 0.43% | +474+2.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 19,813 | $2.33M | 0.12% | −519−2.6% | Reduced |
| Syntal Capital Partners, LLC | 19,842 | $2.33M | 1.00% | −1,763−8.2% | Reduced |
| Arrow Financial Corp | 19,976 | $2.34M | 0.28% | −2,755−12.1% | Reduced |
| United Fire Group Inc | 20,000 | $2.35M | 1.10% | 00.0% | Unchanged |
| Patten Group, Inc. | 20,041 | $2.35M | 0.62% | +1,863+10.2% | Added |
| Checchi Capital Advisers, LLC | 20,050 | $2.35M | 0.26% | −438−2.1% | Reduced |
| Armstrong Shaw Associates Inc | 20,089 | $2.36M | 1.92% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 20,093 | $2.36M | 0.49% | +40.0% | Added |
| GHP Investment Advisors, Inc. | 20,096 | $2.36M | 0.17% | +405+2.1% | Added |