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 |
|---|---|---|---|---|---|
| Connor, Clark & Lunn Investment Management Ltd. | 44,701 | $5.25M | 0.03% | −41,141−47.9% | Reduced |
| Hourglass Capital, LLC | 44,765 | $5.25M | 1.76% | −7,505−14.4% | Reduced |
| Culbertson A N & Co Inc | 44,912 | $5.27M | 0.99% | +1,617+3.7% | Added |
| Hamel Associates, Inc. | 44,921 | $5.27M | 1.89% | −2,672−5.6% | Reduced |
| First Foundation Advisors | 45,290 | $5.32M | 0.18% | −11,465−20.2% | Reduced |
| City Holding Co | 36,984 | $5.33M | 0.89% | +926+2.6% | Added |
| Tokio Marine Asset Management Co Ltd | 45,410 | $5.33M | 0.42% | +1,103+2.5% | Added |
| C2C Wealth Management, LLC | 45,430 | $5.33M | 0.77% | +45,430 | New |
| Principle Wealth Partners LLC | 45,440 | $5.33M | 0.56% | −338−0.7% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 45,517 | $5.34M | 1.77% | −1,742−3.7% | Reduced |
| Rowland & Co Investment Counsel | 45,637 | $5.36M | 1.20% | −3,487−7.1% | Reduced |
| Vontobel Holding Ltd. | 45,678 | $5.36M | 0.04% | +5,812+14.6% | Added |
| B. Riley Wealth Management, Inc. | 45,721 | $5.37M | 0.37% | +3,375+8.0% | Added |
| Puzo Michael J | 45,795 | $5.38M | 1.52% | +420+0.9% | Added |
| HGK Asset Management Inc | 45,814 | $5.38M | 1.67% | −1,316−2.8% | Reduced |
| RMB Capital Management, LLC | 45,940 | $5.39M | 0.16% | +1,426+3.2% | Added |
| Principal Street Partners, LLC | 46,013 | $5.40M | 1.30% | +953+2.1% | Added |
| Valeo Financial Advisors, LLC | 46,051 | $5.40M | 0.30% | +39+0.1% | Added |
| Buckingham Strategic Wealth, LLC | 46,449 | $5.45M | 0.11% | −310−0.7% | Reduced |
| Rodgers Brothers Inc. | 46,523 | $5.46M | 0.97% | −744−1.6% | Reduced |
| Cunning Capital Partners, LP | 46,730 | $5.48M | 2.98% | 00.0% | Unchanged |
| Advanced Asset Management Advisors Inc | 46,820 | $5.49M | 1.14% | 00.0% | Unchanged |
| Cypress Capital Management LLC | 46,857 | $5.50M | 0.62% | +1,991+4.4% | Added |
| Fruth Investment Management | 46,984 | $5.51M | 1.51% | −50−0.1% | Reduced |
| Capital Analysts, LLC | 47,047 | $5.52M | 0.33% | −619−1.3% | Reduced |
| Somerville Kurt F | 47,186 | $5.54M | 0.77% | −305−0.6% | Reduced |
| Meridian Wealth Advisors, LLC | 47,318 | $5.55M | 1.35% | +197+0.4% | Added |
| Exchange Traded Concepts, LLC | 47,479 | $5.57M | 0.11% | +47,066+11,396.1% | Added |
| Perigon Wealth Management, LLC | 47,674 | $5.59M | 0.40% | +2,571+5.7% | Added |
| American Portfolios Advisors | 47,974 | $5.63M | 0.19% | +2,420+5.3% | Added |
| Cohen & Steers, Inc. | 48,140 | $5.65M | 0.01% | −47,668−49.8% | Reduced |
| EagleClaw Capital Managment, LLC | 48,296 | $5.67M | 1.24% | +2,825+6.2% | Added |
| Willis Investment Counsel | 48,328 | $5.67M | 0.30% | −50,866−51.3% | Reduced |
| HighTower Trust Services, LTA | 48,333 | $5.67M | 0.55% | −1,856−3.7% | Reduced |
| 1st Source Bank | 48,385 | $5.68M | 0.33% | +745+1.6% | Added |
| Pettyjohn, Wood & White, Inc | 48,590 | $5.70M | 1.18% | +735+1.5% | Added |
| Parallel Advisors, LLC | 48,696 | $5.71M | 0.21% | +3,457+7.6% | Added |
| Ieq Capital, LLC | 48,746 | $5.72M | 0.13% | +5,194+11.9% | Added |
| JustInvest LLC | 48,967 | $5.75M | 0.34% | +19,048+63.7% | Added |
| First Hawaiian Bank | 48,982 | $5.75M | 0.17% | −1,235−2.5% | Reduced |
| First Midwest Bank Trust Division | 49,380 | $5.79M | 0.75% | +3,378+7.3% | Added |
| Graves-Light Private Wealth Management, Inc. | 49,577 | $5.82M | 0.83% | −259−0.5% | Reduced |
| Cape Cod Five Cents Savings Bank | 49,638 | $5.83M | 0.56% | −2,032−3.9% | Reduced |
| Focus Financial Network, Inc. | 49,731 | $5.84M | 0.85% | +7,780+18.5% | Added |
| Trustmark National Bank Trust Department | 49,791 | $5.84M | 0.45% | +1,650+3.4% | Added |
| Chelsea Counsel Co | 50,100 | $5.88M | 2.55% | −2,733−5.2% | Reduced |
| Monte Financial Group, LLC | 50,178 | $5.89M | 3.10% | −689−1.4% | Reduced |
| Terry L. Blaker | 50,669 | $5.95M | 0.46% | −3,401−6.3% | Reduced |
| Zions Bancorporation, N.A. | 50,711 | $5.95M | 0.53% | −615−1.2% | Reduced |
| Cohen Capital Management, Inc. | 50,792 | $5.96M | 0.98% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 46,280 | $5.97M | 0.48% | +4,377+10.4% | Added |
| Heritage Trust Co | 50,939 | $5.98M | 0.77% | −850−1.6% | Reduced |
| Ipswich Investment Management Co., Inc. | 50,999 | $5.99M | 1.40% | +56+0.1% | Added |
| Surevest, LLC | 51,091 | $6.00M | 1.42% | −5,264−9.3% | Reduced |
| Murphy Capital Management Inc | 51,093 | $6.00M | 0.64% | +795+1.6% | Added |
| Clear Street Markets LLC | 51,100 | $6.00M | 0.54% | +19,106+59.7% | Added |
| Lynch & Associates | 51,383 | $6.03M | 1.42% | +5,612+12.3% | Added |
| Erste Asset Management GmbH | 51,260 | $6.04M | 0.11% | +2,906+6.0% | Added |
| Gladstone Institutional Advisory LLC | 51,473 | $6.04M | 0.47% | +19,764+62.3% | Added |
| Diversified Trust Co | 51,495 | $6.04M | 0.20% | −20,914−28.9% | Reduced |
| Insight Folios Inc | 51,522 | $6.05M | 2.83% | +590+1.2% | Added |
| Stonebridge Capital Management Inc | 51,539 | $6.05M | 2.10% | −1,075−2.0% | Reduced |
| One Capital Management, LLC | 51,551 | $6.05M | 0.46% | −1,583−3.0% | Reduced |
| Avidian Wealth Solutions, LLC | 51,589 | $6.05M | 0.38% | +5,123+11.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 51,656 | $6.06M | 0.56% | +1,865+3.7% | Added |
| Hendley & Co Inc | 51,846 | $6.08M | 1.99% | −70.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 51,896 | $6.09M | 0.06% | +12,595+32.0% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 51,919 | $6.09M | 1.72% | −513−1.0% | Reduced |
| Ibex Wealth Advisors | 52,011 | $6.10M | 1.08% | +1,416+2.8% | Added |
| Leavell Investment Management, Inc. | 52,078 | $6.11M | 0.41% | +8,903+20.6% | Added |
| HBK Sorce Advisory LLC | 52,409 | $6.15M | 0.31% | +2,949+6.0% | Added |
| National Asset Management, Inc. | 52,410 | $6.15M | 0.18% | +5,238+11.1% | Added |
| Fagan Associates, Inc. | 52,445 | $6.15M | 1.17% | +41,642+385.5% | Added |
| Beach Investment Counsel Inc | 52,613 | $6.17M | 0.82% | +40,714+342.2% | Added |
| Voloridge Investment Management, LLC | 52,700 | $6.18M | 0.03% | −745,529−93.4% | Reduced |
| Miramar Capital, LLC | 52,787 | $6.20M | 2.10% | +2,772+5.5% | Added |
| Old National Bancorp | 52,930 | $6.21M | 0.22% | −5,674−9.7% | Reduced |
| Martin Capital Partners, LLC | 53,049 | $6.22M | 2.94% | −243−0.5% | Reduced |
| Dynamic Advisor Solutions LLC | 53,146 | $6.24M | 0.45% | −861−1.6% | Reduced |
| Financial Advocates Investment Management | 53,426 | $6.27M | 0.45% | +140+0.3% | Added |
| Kanen Wealth Management LLC | 53,479 | $6.28M | 2.17% | +8,998+20.2% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 54,003 | $6.34M | 0.69% | +186+0.3% | Added |
| Calamos Wealth Management LLC | 54,013 | $6.34M | 0.46% | +817+1.5% | Added |
| Trust Co of Toledo NA | 54,084 | $6.35M | 0.95% | +1,175+2.2% | Added |
| Exencial Wealth Advisors, LLC | 54,349 | $6.38M | 0.31% | +3,114+6.1% | Added |
| Freestone Capital Holdings, LLC | 55,031 | $6.46M | 0.27% | +4,656+9.2% | Added |
| Courier Capital LLC | 55,040 | $6.46M | 0.60% | −1,710−3.0% | Reduced |
| Americana Partners, LLC | 55,330 | $6.49M | 1.18% | +5,177+10.3% | Added |
| Canandaigua National Corp | 55,385 | $6.50M | 0.96% | −670−1.2% | Reduced |
| Amica Mutual Insurance Co | 55,588 | $6.52M | 0.55% | 00.0% | Unchanged |
| Patten & Patten Inc | 55,743 | $6.54M | 0.45% | +36+0.1% | Added |
| Sowell Financial Services LLC | 55,901 | $6.56M | 0.38% | −13,876−19.9% | Reduced |
| Great Valley Advisor Group, Inc. | 56,178 | $6.56M | 0.41% | +7,081+14.4% | Added |
| Grassi Investment Management | 55,946 | $6.57M | 0.66% | 00.0% | Unchanged |
| Transform Wealth, LLC | 55,976 | $6.57M | 0.69% | +49,490+763.0% | Added |
| Sunbelt Securities, Inc. | 48,151 | $6.57M | 1.07% | +582+1.2% | Added |
| Centre Asset Management, LLC | 56,546 | $6.64M | 3.36% | +12,656+28.8% | Added |
| Sepio Capital, LP | 56,599 | $6.64M | 0.50% | +2,689+5.0% | Added |
| Azzad Asset Management Inc | 56,746 | $6.66M | 0.89% | −490−0.9% | Reduced |
| Trust Co of Vermont | 56,814 | $6.67M | 0.42% | −662−1.2% | Reduced |