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 |
|---|---|---|---|---|---|
| J.W. Cole Advisors, Inc. | 28,252 | $3.31M | 0.22% | +1,344+5.0% | Added |
| Anchor Investment Management, LLC | 28,252 | $3.32M | 0.41% | +3,467+14.0% | Added |
| Hilltop Holdings Inc. | 28,284 | $3.32M | 0.35% | −2,340−7.6% | Reduced |
| West Family Investments, Inc. | 28,392 | $3.33M | 0.93% | +1,715+6.4% | Added |
| Segment Wealth Management, LLC | 28,428 | $3.34M | 0.35% | +16,877+146.1% | Added |
| Moloney Securities Asset Management, LLC | 28,488 | $3.34M | 0.57% | −103−0.4% | Reduced |
| Benedict Financial Advisors Inc | 28,563 | $3.35M | 0.87% | −93−0.3% | Reduced |
| Sittner & Nelson, LLC | 28,582 | $3.35M | 1.95% | +45+0.2% | Added |
| Ahrens Investment Partners LLC | 28,602 | $3.36M | 1.48% | +13,183+85.5% | Added |
| Legacy Capital Partners, Inc. | 28,603 | $3.36M | 1.09% | +1,110+4.0% | Added |
| Lynch Asset Management, Inc. | 28,650 | $3.36M | 2.34% | +28,650 | New |
| Prio Wealth Limited Partnership | 28,742 | $3.37M | 0.10% | −232−0.8% | Reduced |
| Affinity Investment Advisors, LLC | 28,760 | $3.38M | 1.35% | −205−0.7% | Reduced |
| Headinvest, LLC | 28,873 | $3.39M | 0.60% | −138−0.5% | Reduced |
| Covington Investment Advisors Inc. | 28,938 | $3.40M | 0.69% | +309+1.1% | Added |
| Peoples Bank | 28,981 | $3.40M | 1.68% | +33+0.1% | Added |
| Koshinski Asset Management, Inc. | 29,173 | $3.42M | 0.28% | +2,127+7.9% | Added |
| Arden Trust Co | 29,287 | $3.44M | 0.58% | −1,508−4.9% | Reduced |
| Liberty Wealth Management LLC | 29,338 | $3.45M | 1.31% | −3,341−10.2% | Reduced |
| TCI Wealth Advisors, Inc. | 29,582 | $3.47M | 0.51% | −2,062−6.5% | Reduced |
| F3Logic, LLC | 29,652 | $3.48M | 0.41% | −2,482−7.7% | Reduced |
| Dowling & Yahnke LLC | 29,710 | $3.49M | 0.17% | −4,731−13.7% | Reduced |
| Schnieders Capital Management LLC | 29,748 | $3.49M | 0.82% | +950+3.3% | Added |
| Fort Sheridan Advisors LLC | 29,786 | $3.50M | 1.01% | +1,350+4.7% | Added |
| Granby Capital Management, LLC | 30,000 | $3.52M | 2.46% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 30,114 | $3.53M | 0.41% | +12,250+68.6% | Added |
| Dorsey & Whitney Trust CO LLC | 30,130 | $3.54M | 0.30% | +236+0.8% | Added |
| Sound View Wealth Advisors Group, LLC | 30,168 | $3.54M | 0.67% | +506+1.7% | Added |
| Veriti Management LLC | 30,264 | $3.55M | 0.46% | −972−3.1% | Reduced |
| Mattern Wealth Management LLC | 30,331 | $3.56M | 1.05% | +331+1.1% | Added |
| Grand Central Investment Group | 30,347 | $3.56M | 4.26% | +268+0.9% | Added |
| Bell & Brown Wealth Advisors, LLC | 25,931 | $3.56M | 1.72% | +474+1.9% | Added |
| Cobblestone Capital Advisors LLC | 30,679 | $3.60M | 0.23% | +675+2.2% | Added |
| Integrated Wealth Concepts LLC | 30,705 | $3.60M | 0.11% | +5,524+21.9% | Added |
| Intrua Financial, LLC | 30,912 | $3.63M | 0.64% | −567−1.8% | Reduced |
| Wellington Shields Capital Management, LLC | 30,972 | $3.63M | 0.47% | +11,534+59.3% | Added |
| Resonant Capital Advisors, LLC | 31,009 | $3.64M | 0.55% | +3,135+11.2% | Added |
| Belpointe Asset Management LLC | 31,056 | $3.64M | 0.23% | −37,395−54.6% | Reduced |
| Bath Savings Trust Co | 31,086 | $3.65M | 0.38% | −68−0.2% | Reduced |
| Butensky & Cohen Financial Security, Inc | 31,131 | $3.65M | 1.30% | +561+1.8% | Added |
| Aull & Monroe Investment Management Corp | 31,156 | $3.66M | 1.63% | −300−1.0% | Reduced |
| Avantax Planning Partners, Inc. | 31,184 | $3.66M | 0.15% | +1,822+6.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 31,275 | $3.67M | 0.23% | +1,564+5.3% | Added |
| Enterprise Trust & Investment Co | 31,289 | $3.67M | 1.28% | −300−0.9% | Reduced |
| First Bank & Trust | 31,311 | $3.67M | 1.55% | +627+2.0% | Added |
| First National Bank & Trust Co of Newtown | 31,447 | $3.69M | 0.71% | −108−0.3% | Reduced |
| Sonora Investment Management Group, LLC | 31,530 | $3.70M | 0.43% | +31,530 | New |
| Boenning & Scattergood, Inc. | 31,589 | $3.71M | 0.59% | +93+0.3% | Added |
| We Are One Seven, LLC | 31,646 | $3.71M | 0.39% | +8,376+36.0% | Added |
| Baugh & Associates, LLC | 31,778 | $3.73M | 2.06% | −25−0.1% | Reduced |
| Inscription Capital, LLC | 31,779 | $3.73M | 1.02% | +2,122+7.2% | Added |
| Summitry LLC | 31,789 | $3.73M | 0.22% | +97+0.3% | Added |
| Arlington Financial Advisors, LLC | 31,799 | $3.73M | 1.27% | −360−1.1% | Reduced |
| Bill Few Associates, Inc. | 31,925 | $3.75M | 1.94% | +31,925 | New |
| Argyle Capital Management Inc. | 31,977 | $3.75M | 1.17% | −30−0.1% | Reduced |
| River Wealth Advisors LLC | 31,999 | $3.75M | 0.58% | +1,196+3.9% | Added |
| Brooks, Moore & Associates, Inc. | 32,146 | $3.77M | 2.21% | −138−0.4% | Reduced |
| Advisors Management Group Inc | 32,163 | $3.77M | 1.13% | −100−0.3% | Reduced |
| Columbia Asset Management | 32,196 | $3.78M | 0.77% | −395−1.2% | Reduced |
| IBM Retirement Fund | 32,200 | $3.78M | 0.47% | −22,380−41.0% | Reduced |
| Signature Wealth Management Group | 32,304 | $3.79M | 1.91% | −656−2.0% | Reduced |
| Axxcess Wealth Management, LLC | 32,343 | $3.79M | 0.29% | +32,343 | New |
| Bridge Creek Capital Management LLC | 32,363 | $3.80M | 1.30% | −598−1.8% | Reduced |
| Agf Investments Inc. | 32,478 | $3.81M | 0.03% | −1,564−4.6% | Reduced |
| Opus Investment Management Inc | 32,500 | $3.81M | 0.55% | 00.0% | Unchanged |
| Ruffer LLP | 32,000 | $3.83M | 0.09% | −8,000−20.0% | Reduced |
| Transcend Wealth Collective, LLC | 32,698 | $3.84M | 0.34% | +1,468+4.7% | Added |
| Keene & Associates, Inc. | 32,767 | $3.85M | 3.32% | +32,767 | New |
| Hollow Brook Wealth Management LLC | 32,776 | $3.85M | 1.97% | +5,044+18.2% | Added |
| Nomura Holdings Inc | 33,105 | $3.86M | 0.02% | −37,428−53.1% | Reduced |
| Money Concepts Capital Corp | 32,958 | $3.87M | 0.33% | +32,958 | New |
| GSB Wealth Management, LLC | 32,981 | $3.87M | 1.11% | +7,856+31.3% | Added |
| Plimoth Trust Co LLC | 32,996 | $3.87M | 0.98% | +1,697+5.4% | Added |
| Spring Capital Management, LLC | 33,068 | $3.88M | 3.08% | +33,068 | New |
| Empirical Finance, LLC | 33,168 | $3.89M | 0.46% | +9,107+37.8% | Added |
| Fundamentun, LLC | 33,182 | $3.89M | 0.61% | +100+0.3% | Added |
| Investment Management of Virginia LLC | 33,252 | $3.90M | 0.63% | −367−1.1% | Reduced |
| Bragg Financial Advisors, Inc | 38,504 | $3.91M | 0.25% | 00.0% | Unchanged |
| Montecito Bank & Trust | 33,372 | $3.92M | 0.69% | −2,853−7.9% | Reduced |
| Altium Wealth Management LLC | 33,596 | $3.94M | 0.25% | +2,157+6.9% | Added |
| Private Trust Co NA | 33,602 | $3.94M | 0.54% | −77−0.2% | Reduced |
| Intrust Bank NA | 33,620 | $3.94M | 0.47% | +1,931+6.1% | Added |
| Pacific Center for Financial Services | 33,642 | $3.95M | 1.59% | +4,322+14.7% | Added |
| Swarthmore Group Inc | 33,672 | $3.95M | 0.94% | −2,030−5.7% | Reduced |
| January Capital Advisors LLC | 33,688 | $3.95M | 3.14% | +33,688 | New |
| Hengehold Capital Management LLC | 33,730 | $3.96M | 0.49% | −105−0.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 33,809 | $3.97M | 0.15% | −3,056−8.3% | Reduced |
| Compagnie Lombard Odier SCmA | 33,995 | $3.99M | 0.08% | −9,456−21.8% | Reduced |
| Nwam LLC | 34,069 | $4.00M | 0.32% | +8,772+34.7% | Added |
| Brick & Kyle, Associates | 34,110 | $4.00M | 1.87% | +198+0.6% | Added |
| Fairfield, Bush & Co. | 34,120 | $4.00M | 1.92% | −1,817−5.1% | Reduced |
| IFP Advisors, Inc | 33,799 | $4.01M | 0.08% | −5,135−13.2% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 34,134 | $4.01M | 2.32% | −829−2.4% | Reduced |
| First Citizens Bank & Trust Co | 34,354 | $4.03M | 0.16% | −7,201−17.3% | Reduced |
| Financial & Tax Architects, LLC | 34,361 | $4.03M | 1.65% | +676+2.0% | Added |
| Citizens Business Bank | 33,121 | $4.03M | 0.49% | −228−0.7% | Reduced |
| Ameritas Advisory Services, LLC | 34,516 | $4.05M | 0.15% | +34,516 | New |
| Jacobi Capital Management LLC | 34,600 | $4.06M | 0.48% | −2,804−7.5% | Reduced |
| Pekin Hardy Strauss, Inc. | 34,712 | $4.07M | 0.55% | +110.0% | Added |
| Lawson Kroeker Investment Management Inc | 34,782 | $4.08M | 1.27% | −168−0.5% | Reduced |