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 |
|---|---|---|---|---|---|
| Stockman Wealth Management, Inc. | 73,502 | $8.63M | 1.76% | −527−0.7% | Reduced |
| Oak Asset Management, LLC | 73,986 | $8.68M | 3.32% | −2,367−3.1% | Reduced |
| Mark Stevens | 74,035 | $8.69M | 0.91% | −2,439−3.2% | Reduced |
| Essex Financial Services, Inc. | 74,095 | $8.70M | 0.86% | +50,232+210.5% | Added |
| Griffin Asset Management, Inc. | 74,301 | $8.72M | 1.08% | −2,231−2.9% | Reduced |
| Independent Advisor Alliance | 74,334 | $8.72M | 0.43% | +12,452+20.1% | Added |
| Lincoln National Corp | 74,372 | $8.73M | 0.18% | +7,033+10.4% | Added |
| Kings Point Capital Management | 74,386 | $8.73M | 0.72% | +6,913+10.2% | Added |
| South State Corp. | 74,396 | $8.73M | 0.68% | +1,027+1.4% | Added |
| FourThought Financial, LLC | 74,857 | $8.78M | 1.10% | +3,364+4.7% | Added |
| Verdence Capital Advisors LLC | 74,863 | $8.79M | 1.04% | +2,443+3.4% | Added |
| Morgan Dempsey Capital Management LLC | 75,316 | $8.84M | 2.75% | −2,944−3.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 75,409 | $8.85M | 0.49% | +75,409 | New |
| Southeast Asset Advisors Inc. | 75,672 | $8.88M | 1.22% | +177+0.2% | Added |
| InterOcean Capital Group, LLC | 75,752 | $8.89M | 0.39% | +4,364+6.1% | Added |
| Parsons Capital Management Inc | 75,816 | $8.90M | 0.64% | +5,135+7.3% | Added |
| EP Wealth Advisors, LLC | 76,177 | $8.94M | 0.21% | +866+1.1% | Added |
| XML Financial, LLC | 76,329 | $8.96M | 1.08% | +455+0.6% | Added |
| Cresset Asset Management, LLC | 76,382 | $8.96M | 0.09% | −881−1.1% | Reduced |
| Regentatlantic Capital LLC | 76,933 | $9.03M | 0.25% | +2,542+3.4% | Added |
| Boston Private Wealth LLC | 77,057 | $9.04M | 0.15% | −630−0.8% | Reduced |
| Refined Wealth Management | 77,767 | $9.13M | 7.08% | −2,724−3.4% | Reduced |
| Cheviot Value Management, LLC | 78,132 | $9.17M | 2.15% | +350+0.4% | Added |
| Capital International Sarl | 78,193 | $9.18M | 0.44% | −1,525−1.9% | Reduced |
| Buckhead Capital Management LLC | 78,383 | $9.20M | 1.95% | −4,790−5.8% | Reduced |
| DuPont Capital Management Corp | 78,644 | $9.23M | 0.33% | +11,533+17.2% | Added |
| Kore Private Wealth LLC | 79,238 | $9.30M | 1.13% | −10,098−11.3% | Reduced |
| Eagle Global Advisors LLC | 79,445 | $9.32M | 0.59% | −923−1.1% | Reduced |
| Holloway Wealth Management, LLC | – | $9.32M | 2.66% | – | – |
| Shelton Capital Management | 79,705 | $9.35M | 0.33% | −23,983−23.1% | Reduced |
| Woodmont Investment Counsel LLC | 79,880 | $9.37M | 1.20% | +1,219+1.5% | Added |
| Richard Bernstein Advisors LLC | 79,954 | $9.38M | 0.18% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 80,142 | $9.40M | 2.10% | −1,046−1.3% | Reduced |
| Mechanics Bank Trust Department | 80,268 | $9.42M | 1.39% | −1,377−1.7% | Reduced |
| Fluent Financial, LLC | 80,714 | $9.47M | 3.86% | −5,388−6.3% | Reduced |
| Alpine Woods Capital Investors, LLC | 80,876 | $9.49M | 0.94% | +4,687+6.2% | Added |
| Financial Partners Capital Management LLC | 81,417 | $9.55M | 1.69% | −774−0.9% | Reduced |
| Strategic Wealth Advisors Group, LLC | 81,113 | $9.58M | 0.45% | −10,590−11.5% | Reduced |
| Easterly Investment Partners LLC | 81,989 | $9.62M | 0.70% | −11,959−12.7% | Reduced |
| Geneos Wealth Management Inc. | 82,473 | $9.68M | 0.37% | −2,716−3.2% | Reduced |
| Fort Pitt Capital Group, LLC | 83,083 | $9.75M | 0.35% | +11,538+16.1% | Added |
| Goodman Financial Corp | 83,108 | $9.75M | 2.56% | +1,173+1.4% | Added |
| Keystone Financial Planning, Inc. | 83,147 | $9.76M | 3.32% | −3,108−3.6% | Reduced |
| Hantz Financial Services, Inc. | 83,610 | $9.81M | 0.28% | +6,331+8.2% | Added |
| Northeast Financial Consultants Inc | 83,678 | $9.82M | 0.59% | +13,238+18.8% | Added |
| Bank of the West | 83,796 | $9.83M | 0.93% | +6,678+8.7% | Added |
| Congress Asset Management Co | 83,811 | $9.84M | 0.07% | +1,707+2.1% | Added |
| Nippon Life Global Investors Americas, Inc. | 84,230 | $9.88M | 0.47% | +20,880+33.0% | Added |
| Ameritas Investment Partners, Inc. | 84,577 | $9.92M | 0.33% | +1,348+1.6% | Added |
| Simmons Bank | 84,678 | $9.94M | 0.70% | −854−1.0% | Reduced |
| Tower Bridge Advisors | 84,703 | $9.94M | 0.61% | −113−0.1% | Reduced |
| Howe & Rusling Inc | 84,929 | $9.97M | 1.17% | −400−0.5% | Reduced |
| Hennessy Advisors Inc | 85,525 | $10.0M | 0.57% | −6,350−6.9% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 85,974 | $10.1M | 0.61% | +1,176+1.4% | Added |
| Edge Capital Group, LLC | 86,075 | $10.1M | 0.72% | −45,514−34.6% | Reduced |
| Summit Global Investments | 86,168 | $10.1M | 0.65% | +13,934+19.3% | Added |
| Maryland Capital Management | 86,472 | $10.1M | 0.55% | +2,490+3.0% | Added |
| Carret Asset Management, LLC | 86,639 | $10.2M | 1.13% | −1,659−1.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 86,723 | $10.2M | 0.20% | −1,112−1.3% | Reduced |
| Richard C. Young & CO., LTD. | 87,289 | $10.2M | 1.29% | +3,153+3.7% | Added |
| First Financial Bank - Trust Division | 87,434 | $10.3M | 1.04% | −730−0.8% | Reduced |
| Stonebridge Capital Advisors LLC | 87,579 | $10.3M | 1.14% | +5,294+6.4% | Added |
| Aigen Investment Management, LP | 87,794 | $10.3M | 0.63% | +87,794 | New |
| First American Bank | 88,031 | $10.3M | 0.55% | +3,912+4.7% | Added |
| CCM Investment Advisers LLC | 88,084 | $10.3M | 1.25% | +6,197+7.6% | Added |
| Ingalls & Snyder LLC | 88,283 | $10.4M | 0.47% | −13,919−13.6% | Reduced |
| Bridgeway Capital Management, LLC | 88,323 | $10.4M | 0.19% | −10,800−10.9% | Reduced |
| Motco | 88,673 | $10.4M | 0.64% | −964−1.1% | Reduced |
| Northeast Investment Management | 89,760 | $10.5M | 0.51% | +1,646+1.9% | Added |
| Palisade Asset Management, LLC | 89,921 | $10.6M | 1.18% | +2,977+3.4% | Added |
| Fulton Breakefield Broenniman LLC | 90,166 | $10.6M | 0.78% | +87+0.1% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 90,321 | $10.6M | 0.85% | +515+0.6% | Added |
| Vestmark Advisory Solutions, Inc. | 90,425 | $10.6M | 0.60% | +7,001+8.4% | Added |
| Beese Fulmer Investment Management, Inc. | 90,462 | $10.6M | 1.10% | −908−1.0% | Reduced |
| Mayflower Financial Advisors, LLC | 90,612 | $10.6M | 1.41% | +824+0.9% | Added |
| Estabrook Capital Management | 90,750 | $10.6M | 1.51% | +5,042+5.9% | Added |
| Guardian Capital Advisors LP | 83,668 | $10.7M | 1.03% | −160−0.2% | Reduced |
| Autus Asset Management, LLC | 90,797 | $10.7M | 1.07% | +1,440+1.6% | Added |
| United Asset Strategies, Inc. | 90,963 | $10.7M | 1.27% | −293−0.3% | Reduced |
| Spearhead Capital Advisors, LLC | 92,220 | $10.8M | 1.31% | +2,040+2.3% | Added |
| Osterweis Capital Management Inc | 92,253 | $10.8M | 0.54% | −95−0.1% | Reduced |
| Congress Wealth Management LLC | 92,729 | $10.9M | 0.22% | +92,729 | New |
| Alley Co LLC | 92,776 | $10.9M | 1.73% | +2,576+2.9% | Added |
| QV Investors Inc. | 92,900 | $10.9M | 0.76% | +11,730+14.5% | Added |
| Adams Asset Advisors, LLC | 93,173 | $10.9M | 1.99% | +212+0.2% | Added |
| Asahi Life Asset Management Co., Ltd. | 93,746 | $11.0M | 1.39% | −6,047−6.1% | Reduced |
| Arosa Capital Management LP | 93,750 | $11.0M | 4.02% | −11,250−10.7% | Reduced |
| Doyle Wealth Management | 93,918 | $11.0M | 0.79% | −695−0.7% | Reduced |
| Connectus Wealth, LLC | 94,050 | $11.0M | 0.43% | +94,050 | New |
| MainStreet Investment Advisors LLC | 95,390 | $11.2M | 0.98% | −524−0.5% | Reduced |
| Hemenway Trust Co LLC | 96,029 | $11.3M | 1.03% | +1,838+2.0% | Added |
| Goelzer Investment Management, Inc. | 96,978 | $11.4M | 0.93% | −1,834−1.9% | Reduced |
| Brightworth | 97,031 | $11.4M | 1.04% | +1,771+1.9% | Added |
| Crestwood Advisors Group LLC | 97,164 | $11.4M | 0.30% | −1,779−1.8% | Reduced |
| Tufton Capital Management | 97,423 | $11.4M | 1.76% | +3,280+3.5% | Added |
| Eagle Rock Investment Company, LLC | 98,051 | $11.5M | 2.20% | +98,051 | New |
| CSM Advisors, LLC | 98,506 | $11.6M | 0.77% | +33,435+51.4% | Added |
| TD Private Client Wealth LLC | 98,935 | $11.6M | 0.48% | −5,437−5.2% | Reduced |
| Linscomb & Williams, Inc. | 99,027 | $11.6M | 0.56% | +1,357+1.4% | Added |
| Bryn Mawr Trust Co | 100,009 | $11.7M | 0.42% | +486+0.5% | Added |