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 |
|---|---|---|---|---|---|
| Laurel Wealth Advisors, Inc. | 56,813 | $6.67M | 0.52% | +16,122+39.6% | Added |
| Allworth Financial LP | 56,967 | $6.68M | 0.09% | +3,511+6.6% | Added |
| Meeder Asset Management Inc | 57,207 | $6.71M | 0.68% | +24,619+75.5% | Added |
| Prime Capital Investment Advisors, LLC | 57,328 | $6.73M | 0.36% | −7,450−11.5% | Reduced |
| Novare Capital Management LLC | 57,373 | $6.73M | 0.68% | +1,063+1.9% | Added |
| Brown Brothers Harriman & Co | 57,545 | $6.75M | 0.04% | +2,488+4.5% | Added |
| Visionary Wealth Advisors | 57,622 | $6.76M | 0.55% | +4,057+7.6% | Added |
| Stokes Family Office, LLC | 57,660 | $6.77M | 0.84% | +1,731+3.1% | Added |
| CSS LLC | 57,915 | $6.80M | 0.30% | +57,915 | New |
| Stratos Wealth Partners, LTD. | 58,047 | $6.81M | 0.15% | +3,874+7.2% | Added |
| Valicenti Advisory Services Inc | 58,218 | $6.83M | 1.70% | −369−0.6% | Reduced |
| Castle Rock Wealth Management, LLC | 53,946 | $6.85M | 2.79% | −1,760−3.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 58,406 | $6.85M | 0.34% | +3,922+7.2% | Added |
| New England Asset Management Inc | 58,465 | $6.86M | 0.11% | +3,850+7.0% | Added |
| Caldwell Trust Co | 58,470 | $6.86M | 0.79% | +770+1.3% | Added |
| First Nebraska Trust Co | 58,541 | $6.87M | 0.83% | −312−0.5% | Reduced |
| Strategic Blueprint, LLC | 58,539 | $6.87M | 0.87% | +47,403+425.7% | Added |
| Woodward Diversified Capital, LLC | 58,582 | $6.88M | 4.05% | −779−1.3% | Reduced |
| Bogart Wealth, LLC | 58,644 | $6.88M | 0.62% | +2,403+4.3% | Added |
| CWA Asset Management Group, LLC | 58,672 | $6.88M | 0.51% | +2,160+3.8% | Added |
| Iowa State Bank | 59,181 | $6.95M | 1.63% | +2,906+5.2% | Added |
| Lockheed Martin Investment Management Co | 59,265 | $6.95M | 0.37% | 00.0% | Unchanged |
| Boston Family Office LLC | 59,350 | $6.96M | 0.45% | −408−0.7% | Reduced |
| Dean Investment Associates, LLC | 59,667 | $7.00M | 1.23% | −77−0.1% | Reduced |
| Stamos Capital Partners, L.P. | 59,700 | $7.01M | 3.25% | −9,470−13.7% | Reduced |
| Prospera Financial Services Inc | 59,831 | $7.02M | 0.30% | +4,624+8.4% | Added |
| Coldstream Capital Management Inc | 59,856 | $7.02M | 0.22% | +43,401+263.8% | Added |
| Venture Visionary Partners LLC | 59,556 | $7.03M | 0.46% | +7,622+14.7% | Added |
| Mirador Capital Partners LP | 59,931 | $7.03M | 1.48% | +1,751+3.0% | Added |
| Park Avenue Securities LLC | 59,996 | $7.04M | 0.12% | +5,340+9.8% | Added |
| Peddock Capital Advisors, LLC | 60,064 | $7.05M | 2.33% | −93−0.2% | Reduced |
| Sky Investment Group LLC | 60,201 | $7.07M | 1.43% | +930+1.6% | Added |
| CBOE Vest Financial, LLC | 60,285 | $7.07M | 1.54% | +6,421+11.9% | Added |
| Resource Management, LLC | 60,416 | $7.09M | 0.73% | −988−1.6% | Reduced |
| Corbenic Partners LLC | 60,469 | $7.10M | 1.38% | −5,517−8.4% | Reduced |
| Mairs & Power Inc | 60,537 | $7.10M | 0.07% | −2,922−4.6% | Reduced |
| Biondo Investment Advisors, LLC | 59,866 | $7.10M | 1.18% | +2,124+3.7% | Added |
| Northern Oak Wealth Management Inc | 60,575 | $7.11M | 0.80% | +1,819+3.1% | Added |
| Live Oak Private Wealth LLC | 60,598 | $7.11M | 1.33% | +1,690+2.9% | Added |
| Resources Management Corp | 60,777 | $7.13M | 0.93% | −1,180−1.9% | Reduced |
| Meridian Investment Counsel Inc. | 60,944 | $7.15M | 2.38% | 00.0% | Unchanged |
| American National Bank | 61,248 | $7.19M | 1.40% | +4,183+7.3% | Added |
| Bard Financial Services, Inc. | 61,440 | $7.21M | 0.58% | +6,200+11.2% | Added |
| Oxbow Advisors, LLC | 61,518 | $7.22M | 0.69% | −71,150−53.6% | Reduced |
| Fulton Bank, N.A. | 61,588 | $7.23M | 0.32% | +934+1.5% | Added |
| Strategic Advisors LLC | 62,054 | $7.28M | 1.04% | +38,275+161.0% | Added |
| Birmingham Capital Management Co Inc | 62,133 | $7.29M | 2.63% | −170−0.3% | Reduced |
| Horizon Investments, LLC | 62,370 | $7.32M | 0.22% | +35,580+132.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 62,498 | $7.33M | 0.33% | +35,394+130.6% | Added |
| Annex Advisory Services, LLC | 63,293 | $7.43M | 0.51% | +5,481+9.5% | Added |
| Means Investment Co., Inc. | 63,409 | $7.44M | 1.32% | +2,608+4.3% | Added |
| Neville Rodie & Shaw Inc | 63,571 | $7.46M | 0.53% | +1,028+1.6% | Added |
| Greystone Financial Group, LLC | 63,741 | $7.48M | 1.79% | +5,573+9.6% | Added |
| Sand Hill Global Advisors, LLC | 63,930 | $7.50M | 0.42% | +78+0.1% | Added |
| American Research & Management Co. | 64,041 | $7.51M | 1.63% | −215−0.3% | Reduced |
| Parcion Private Wealth LLC | 59,438 | $7.66M | 0.69% | +1,143+2.0% | Added |
| Huber Capital Management LLC | 65,400 | $7.67M | 2.02% | −4,200−6.0% | Reduced |
| Montag A & Associates Inc | 65,452 | $7.68M | 0.38% | +18,780+40.2% | Added |
| Smith Group Asset Management, LLC | 65,576 | $7.70M | 0.35% | +110+0.2% | Added |
| Pioneer Trust Bank N A | 65,816 | $7.72M | 2.01% | −40−0.1% | Reduced |
| Engrave Wealth Partners LLC | 65,895 | $7.73M | 2.23% | −3,444−5.0% | Reduced |
| Nikko Asset Management Americas, Inc. | 65,720 | $7.74M | 0.04% | −18,889−22.3% | Reduced |
| Montgomery Investment Management Inc | 65,942 | $7.74M | 2.60% | −200−0.3% | Reduced |
| Crossvault Capital Management LLC | 65,977 | $7.74M | 2.32% | +1,651+2.6% | Added |
| Illinois Municipal Retirement Fund | 66,292 | $7.78M | 0.22% | +1,983+3.1% | Added |
| Madden Securities Corp | 66,462 | $7.80M | 3.65% | −601−0.9% | Reduced |
| ARS Investment Partners, LLC | 66,535 | $7.81M | 0.72% | +11,125+20.1% | Added |
| Shell Asset Management Co | 66,732 | $7.83M | 0.16% | −4,420−6.2% | Reduced |
| Kingsview Wealth Management, LLC | 66,856 | $7.85M | 0.33% | +8,157+13.9% | Added |
| Spire Wealth Management | 67,108 | $7.88M | 0.17% | +16,620+32.9% | Added |
| Rockland Trust Co | 67,411 | $7.91M | 0.50% | −2,872−4.1% | Reduced |
| Wade G W & Inc | 67,422 | $7.91M | 0.34% | +1,513+2.3% | Added |
| Violich Capital Management, Inc. | 67,529 | $7.92M | 1.14% | +6,658+10.9% | Added |
| Banque Cantonale Vaudoise | 67,827 | $7.96M | 0.31% | +7,894+13.2% | Added |
| Core Alternative Capital | 73,528 | $7.96M | 1.60% | −3,138−4.1% | Reduced |
| Dearborn Partners LLC | 68,282 | $8.01M | 0.29% | −34,648−33.7% | Reduced |
| Sigma Planning Corp | 68,307 | $8.02M | 0.22% | +18,121+36.1% | Added |
| Frontier Wealth Management LLC | 68,371 | $8.02M | 0.53% | +4,149+6.5% | Added |
| Colonial Trust Advisors | 68,515 | $8.04M | 0.90% | +106+0.2% | Added |
| Premier Asset Management LLC | 68,555 | $8.04M | 1.40% | −26,267−27.7% | Reduced |
| Integrated Advisors Network LLC | 68,639 | $8.05M | 0.48% | +39,752+137.6% | Added |
| Skba Capital Management LLC | 69,150 | $8.12M | 1.53% | −5,700−7.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 69,424 | $8.15M | 0.14% | −3,544−4.9% | Reduced |
| Bartlett & Co. LLC | 69,424 | $8.15M | 0.14% | −3,544−4.9% | Reduced |
| Castleview Partners, LLC | 956,403 | $8.15M | 0.07% | +956,403 | New |
| Corient Capital Partners, LLC | 70,041 | $8.22M | 0.54% | +1,459+2.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 70,171 | $8.24M | 0.11% | +70,171 | New |
| NBT Bank N A | 70,242 | $8.24M | 1.06% | −1,004−1.4% | Reduced |
| Allied Investment Advisors, LLC | 70,493 | $8.27M | 2.83% | +1,268+1.8% | Added |
| Burns J W & Co Inc | 71,090 | $8.34M | 1.21% | −90−0.1% | Reduced |
| Retirement Group, LLC | 71,212 | $8.36M | 3.65% | −12,346−14.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 71,387 | $8.38M | 0.28% | +7,194+11.2% | Added |
| SeaCrest Wealth Management, LLC | 71,525 | $8.39M | 0.92% | +4,406+6.6% | Added |
| Paloma Partners Management Co | 71,647 | $8.41M | 0.27% | +71,647 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 72,071 | $8.46M | 0.08% | +3,494+5.1% | Added |
| Cutler Investment Counsel LLC | 72,106 | $8.46M | 1.27% | +605+0.8% | Added |
| Mutual Advisors, LLC | 72,222 | $8.47M | 0.45% | +810+1.1% | Added |
| Mengis Capital Management, Inc. | 72,292 | $8.48M | 1.59% | +5,642+8.5% | Added |
| Kestra Private Wealth Services, LLC | 72,614 | $8.52M | 0.41% | +9,688+15.4% | Added |
| MAI Capital Management | 72,728 | $8.54M | 0.14% | +4,084+5.9% | Added |