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; 4,142 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 | 4,142 | $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 |
|---|---|---|---|---|---|
| Skandinaviska Enskilda Banken AB (publ) | 645 | $76.0K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 664 | $77.9K | 0.07% | +664 | New |
| Ossiam | 665 | $78.0K | 0.00% | −271,633−99.8% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 670 | $79.0K | 0.04% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 679 | $80.0K | 0.10% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 703 | $82.0K | 0.02% | −27−3.7% | Reduced |
| Investment Research & Advisory Group, Inc. | 703 | $82.0K | 0.05% | 00.0% | Unchanged |
| Truvestments Capital LLC | 713 | $84.0K | 0.04% | +1+0.1% | Added |
| Ulland Investment Advisors, LLC | 718 | $84.0K | 0.05% | +718 | New |
| Freedman Financial Associates, Inc. | 727 | $85.0K | 0.06% | −7−1.0% | Reduced |
| Lowe Wealth Advisors, LLC | 738 | $87.0K | 0.04% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 749 | $88.0K | 0.08% | +600+402.7% | Added |
| Moser Wealth Advisors, LLC | 765 | $90.0K | 0.05% | 00.0% | Unchanged |
| TFC Financial Management | 773 | $91.0K | 0.03% | −196−20.2% | Reduced |
| Mascoma Wealth Management LLC | 814 | $96.0K | 0.03% | 00.0% | Unchanged |
| TD Capital Management LLC | 838 | $98.0K | 0.01% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 842 | $99.0K | 0.05% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 855 | $100.0K | 0.04% | +287+50.5% | Added |
| Norwood Financial Corp | 860 | $101.0K | 0.14% | +860 | New |
| Clean Yield Group | 893 | $105.0K | 0.03% | 00.0% | Unchanged |
| AIA Group Ltd | 894 | $105.0K | 0.00% | +894 | New |
| Tarbox Family Office, Inc. | 932 | $109.0K | 0.02% | −444−32.3% | Reduced |
| Lipe & Dalton | 937 | $110.0K | 0.05% | +47+5.3% | Added |
| Clear Perspectives Financial Planning, LLC | 942 | $111.0K | 0.04% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 949 | $111.0K | 0.07% | +87+10.1% | Added |
| PrairieView Partners, LLC | 955 | $112.0K | 0.02% | −69−6.7% | Reduced |
| Earnest Partners LLC | 974 | $114.0K | 0.00% | −122−11.1% | Reduced |
| Cedar Mountain Advisors, LLC | 971 | $114.0K | 0.03% | −84−8.0% | Reduced |
| State of Wyoming | 975 | $114.0K | 0.05% | +744+322.1% | Added |
| First Washington CORP | 1,000 | $117.0K | 0.05% | 00.0% | Unchanged |
| Cove Street Capital, LLC | 1,000 | $117.0K | 0.02% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 1,000 | $117.0K | 0.05% | +1,000 | New |
| Sandy Cove Advisors, LLC | 1,000 | $117.0K | 0.10% | +1,000 | New |
| Financial Enhancement Group LLC | 1,032 | $121.0K | 0.02% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 1,031 | $121.0K | 0.07% | +183+21.6% | Added |
| IronBridge Private Wealth, LLC | 1,030 | $121.0K | 0.06% | +1,000+3,333.3% | Added |
| Tilia Fiduciary Partners, Inc. | 1,054 | $124.0K | 0.10% | +1,054 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,057 | $124.1K | 0.04% | +475+81.6% | Added |
| Westchester Capital Management, Inc. | 1,062 | $125.0K | 0.03% | 00.0% | Unchanged |
| Activest Wealth Management | 1,110 | $130.0K | 0.08% | +890+404.5% | Added |
| Column Capital Advisors, LLC | 1,118 | $131.0K | 0.03% | +6+0.5% | Added |
| PFS Partners, LLC | 1,137 | $133.4K | 0.10% | +1,137 | New |
| AlphaMark Advisors, LLC | 1,150 | $135.0K | 0.05% | +98+9.3% | Added |
| Hall Laurie J Trustee | 1,179 | $138.0K | 0.05% | −100−7.8% | Reduced |
| Bivin & Associates, Inc. | 1,178 | $138.0K | 0.12% | +1,178 | New |
| CKW Financial Group | 1,172 | $140.0K | 0.02% | +1+0.1% | Added |
| WD Rutherford LLC | 1,225 | $144.0K | 0.07% | 00.0% | Unchanged |
| Interactive Financial Advisors | 1,236 | $145.0K | 0.06% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 1,244 | $146.0K | 0.06% | +94+8.2% | Added |
| Tucker Asset Management LLC | 1,255 | $147.3K | 0.05% | +241+23.8% | Added |
| Atlantic Trust, LLC | 1,265 | $148.0K | 0.09% | 00.0% | Unchanged |
| Life Planning Partners, Inc | 1,284 | $150.0K | 0.15% | +1,284 | New |
| Regency Capital Management Inc. | 1,324 | $155.0K | 0.10% | −341−20.5% | Reduced |
| Coastal Capital Group, Inc. | 1,326 | $156.0K | 0.03% | +46+3.6% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 1,367 | $161.0K | 0.00% | +61+4.7% | Added |
| Syverson Strege & Co | 1,390 | $163.0K | 0.12% | +37+2.7% | Added |
| Total Clarity Wealth Management, Inc. | 1,401 | $164.0K | 0.07% | +1,072+325.8% | Added |
| Eukles Asset Management | 1,410 | $165.0K | 0.08% | +146+11.6% | Added |
| Covestor Ltd | 1,409 | $165.0K | 0.23% | +1,409 | New |
| Trust Co | 1,417 | $166.0K | 0.04% | +292+26.0% | Added |
| Andrew Hill Investment Advisors, Inc. | 1,416 | $166.0K | 0.16% | +1,416 | New |
| Kames Capital plc | 1,425 | $167.0K | 0.00% | 00.0% | Unchanged |
| RGT Wealth Advisors, LLC | 1,433 | $168.0K | 0.03% | +1,433 | New |
| Catalyst Capital Advisors LLC | 1,491 | $175.0K | 0.01% | −1,950−56.7% | Reduced |
| First Eagle Investment Management, LLC | 1,490 | $175.0K | 0.00% | +1,490 | New |
| Tortoise Investment Management, LLC | 1,508 | $177.0K | 0.03% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 1,509 | $177.0K | 0.15% | +1,509 | New |
| Winch Advisory Services, LLC | 1,514 | $178.0K | 0.06% | +71+4.9% | Added |
| Hillsdale Investment Management Inc. | 1,519 | $178.0K | 0.01% | +1,024+206.9% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1,545 | $181.0K | 0.09% | +1,545 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 1,570 | $184.0K | 0.10% | −149−8.7% | Reduced |
| Contravisory Investment Management, Inc. | 1,565 | $184.0K | 0.05% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 1,346 | $184.0K | 0.06% | +46+3.5% | Added |
| Focused Wealth Management, Inc | 1,580 | $185.0K | 0.03% | +8+0.5% | Added |
| Miller Wealth Advisors, LLC | 1,586 | $186.0K | 0.13% | +1,586 | New |
| MV Capital Management, Inc. | 1,595 | $187.0K | 0.03% | +199+14.3% | Added |
| RE Dickinson Investment Advisors, LLC | 1,636 | $192.0K | 0.15% | +1,636 | New |
| JJJ Advisors Inc. | 1,643 | $193.0K | 0.06% | +413+33.6% | Added |
| Bellevue Asset Management, LLC | 1,660 | $195.0K | 0.11% | +5+0.3% | Added |
| Leverty Financial Group, LLC | 1,677 | $196.0K | 0.15% | +1,677 | New |
| Investors Research Corp | 1,686 | $198.0K | 0.06% | 00.0% | Unchanged |
| ERn Financial, LLC | 1,707 | $200.0K | 0.04% | +1,707 | New |
| Summit Financial Strategies, Inc. | 1,725 | $202.0K | 0.04% | +1,725 | New |
| Kendall Capital Management | 1,719 | $202.0K | 0.10% | +1,719 | New |
| Manhattan West Asset Management, LLC | 1,718 | $202.0K | 0.12% | +1,718 | New |
| Burns Matteson Capital Management, LLC | 1,725 | $202.4K | 0.14% | +1,725 | New |
| Check Capital Management Inc | 1,727 | $203.0K | 0.02% | −500−22.5% | Reduced |
| BCM Advisors, LLC | 1,543 | $203.0K | 0.05% | +1,543 | New |
| Acorn Wealth Advisors, LLC | 1,726 | $203.0K | 0.13% | +1,726 | New |
| Legacy Wealth Planning, LLC | 1,727 | $203.0K | 0.23% | +1,727 | New |
| ML & R Wealth Management LLC | 1,726 | $203.0K | 0.08% | +1,726 | New |
| Willner & Heller, LLC | 1,996 | $203.0K | 0.27% | +1,996 | New |
| Garrett Wealth Advisory Group, LLC | 1,741 | $204.0K | 0.10% | +1,741 | New |
| Alta Wealth Advisors LLC | 1,739 | $204.0K | 0.13% | +1,739 | New |
| Howard Capital Management Group, LLC | 1,735 | $204.0K | 0.02% | +1,735 | New |
| Corrigan Financial, Inc. | 1,739 | $204.0K | 0.06% | +1,739 | New |
| Eagle Bay Advisors LLC | 1,743 | $205.0K | 0.13% | −783−31.0% | Reduced |
| Renaissance Investment Group LLC | 1,750 | $205.0K | 0.05% | +1,750 | New |
| Pluribus Labs, LLC | 1,748 | $205.0K | 0.22% | +1,748 | New |
| One Wealth Advisors, LLC | 1,756 | $206.0K | 0.05% | −299−14.5% | Reduced |