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 |
|---|---|---|---|---|---|
| Coulter & Justus Financial Services, LLC | 1,759 | $206.0K | 0.16% | +1,759 | New |
| Meridian Financial, LLC | 1,760 | $206.5K | 0.19% | +1,760 | New |
| Five Oceans Advisors | 1,768 | $207.0K | 0.18% | +1,768 | New |
| Terra Nova Asset Management LLC | 1,776 | $208.0K | 0.16% | +1,776 | New |
| Brown Advisory Securities, LLC | 1,776 | $209.0K | 0.09% | −3,715−67.7% | Reduced |
| Geller Advisors LLC | 1,789 | $210.0K | 0.04% | +1,789 | New |
| Reliant Investment Management, LLC | 1,794 | $211.0K | 0.09% | −1,200−40.1% | Reduced |
| IAG Wealth Partners, LLC | 1,800 | $211.0K | 0.07% | +750+71.4% | Added |
| Penbrook Management LLC | 1,800 | $211.0K | 0.13% | +1,800 | New |
| Insight Wealth Partners, LLC | 1,794 | $211.0K | 0.12% | +1,794 | New |
| Round Rock Advisors, LLC | 1,798 | $211.0K | 0.09% | +1,798 | New |
| West Chester Capital Advisors, Inc | 1,803 | $212.0K | 0.15% | +1,803 | New |
| Innova Wealth Partners | 1,808 | $212.0K | 0.15% | +1,808 | New |
| Aurora Private Wealth, Inc. | 1,812 | $213.0K | 0.09% | −1,594−46.8% | Reduced |
| Dash Acquisitions Inc. | 1,813 | $213.0K | 0.09% | +1,813 | New |
| Client 1st Advisory Group, LLC | 1,813 | $213.0K | 0.10% | +1,813 | New |
| Tobam | 1,822 | $214.0K | 0.01% | 00.0% | Unchanged |
| Capital One Financial Corp | 1,825 | $214.0K | 0.03% | +1,825 | New |
| First Citizens Financial Corp | 1,820 | $214.0K | 0.16% | +1,820 | New |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 1,821 | $214.0K | 0.20% | +1,821 | New |
| FirstPurpose Wealth LLC | 1,822 | $214.0K | 0.13% | +1,822 | New |
| Cornercap Investment Counsel Inc | 1,833 | $215.0K | 0.03% | −603−24.8% | Reduced |
| Sym Financial Corp | 1,833 | $215.0K | 0.08% | +1,833 | New |
| Dana Investment Advisors, Inc. | 1,836 | $215.0K | 0.01% | +1,836 | New |
| Arcus Capital Partners, LLC | 1,830 | $215.0K | 0.07% | +1,830 | New |
| Oxinas Partners Wealth Management LLC | 1,837 | $216.0K | 0.12% | −1,893−50.8% | Reduced |
| AIMZ Investment Advisors, LLC | 1,838 | $216.0K | 0.08% | +1,838 | New |
| Kelly Financial Services LLC | 1,844 | $216.4K | 0.10% | +33+1.8% | Added |
| 1776 Wealth LLC | 1,847 | $217.0K | 0.12% | −126−6.4% | Reduced |
| McCarthy Asset Management, Inc. | 1,846 | $217.0K | 0.15% | −86−4.5% | Reduced |
| Hofer & Associates. Inc | 1,852 | $217.0K | 0.20% | +1,852 | New |
| McIlrath & Eck, LLC | 1,868 | $219.0K | 0.06% | +674+56.4% | Added |
| Bruderman Asset Management, LLC | 1,863 | $219.0K | 0.17% | +1,863 | New |
| Genesee Capital Advisors, LLC | 1,868 | $219.0K | 0.10% | +1,868 | New |
| Mezzasalma Advisors, LLC | 1,862 | $219.0K | 0.12% | +1,862 | New |
| Pine Haven Investment Counsel, Inc | 1,867 | $219.0K | 0.20% | +1,867 | New |
| Reynders McVeigh Capital Management, LLC | 1,873 | $220.0K | 0.01% | +1,873 | New |
| Fernwood Investment Management, LLC | 1,876 | $220.0K | 0.07% | +1,876 | New |
| Ade, LLC | 1,884 | $221.0K | 0.19% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 1,883 | $221.0K | 0.13% | +1,883 | New |
| Afg Fiduciary Services Limited Partnership | 1,894 | $222.0K | 0.16% | +1,894 | New |
| AllSquare Wealth Management LLC | 1,898 | $223.0K | 0.13% | 00.0% | Unchanged |
| Manchester Financial Inc | 1,897 | $223.0K | 0.08% | +1,897 | New |
| Ballast, Inc. | 1,907 | $223.0K | 0.09% | +1,907 | New |
| Financial Strategies Group, Inc. | 1,897 | $223.0K | 0.09% | +1,897 | New |
| McLean Asset Management Corp | 1,749 | $223.0K | 0.09% | +1,749 | New |
| Mason & Associates Inc | 1,903 | $223.0K | 0.07% | +1,903 | New |
| Ten Capital Wealth Advisors, LLC | 1,910 | $224.0K | 0.09% | −90−4.5% | Reduced |
| Norris Perne & French LLP | 1,905 | $224.0K | 0.02% | +1,905 | New |
| Aufman Associates Inc | 1,912 | $224.0K | 0.17% | +1,912 | New |
| ForthRight Wealth Management, LLC | 1,915 | $225.0K | 0.12% | −84−4.2% | Reduced |
| Demars Financial Group, LLC | 1,923 | $226.0K | 0.12% | +1,923 | New |
| Sara-Bay Financial | 1,931 | $227.0K | 0.07% | +1,931 | New |
| Opal Wealth Advisors, LLC | 1,945 | $228.0K | 0.14% | +1,945 | New |
| Disciplined Growth Investors Inc | 1,950 | $229.0K | 0.00% | +1,950 | New |
| Falcon Wealth Planning | 1,962 | $230.0K | 0.08% | −80−3.9% | Reduced |
| Fiduciary Planning LLC | 1,959 | $230.0K | 0.13% | +1,959 | New |
| Kerntke Otto McGlone Wealth Management Group | 1,964 | $230.0K | 0.28% | +1,964 | New |
| Beacon Financial Advisory LLC | 1,968 | $231.0K | 0.11% | +1,968 | New |
| Fortune 45 LLC | 1,971 | $231.0K | 0.20% | +1,971 | New |
| Clare Market Investments LLC | 1,975 | $231.8K | 0.06% | +1,975 | New |
| Chiron Capital Management, LLC | 1,978 | $232.0K | 0.17% | −2,400−54.8% | Reduced |
| IVC Wealth Advisors LLC | 1,989 | $233.0K | 0.15% | −231−10.4% | Reduced |
| Corrado Advisors, LLC | 1,984 | $233.0K | 0.14% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 1,982 | $233.0K | 0.13% | +1,982 | New |
| Tudor Investment Corp Et Al | 1,997 | $234.0K | 0.00% | −25,545−92.7% | Reduced |
| Leo H. Evart, Inc. | 1,993 | $234.0K | 0.23% | +1,993 | New |
| Shayne & Co., LLC | 2,000 | $235.0K | 0.13% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 2,004 | $235.0K | 0.09% | 00.0% | Unchanged |
| Delphia (USA) Inc. | 2,002 | $235.0K | 0.25% | +2,002 | New |
| Straight Path Wealth Management | 2,000 | $235.0K | 0.20% | +2,000 | New |
| Financial Perspectives, Inc | 2,011 | $236.0K | 0.11% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 2,008 | $236.0K | 0.05% | +2,008 | New |
| Pointe Capital Management LLC | 2,016 | $237.0K | 0.15% | −10−0.5% | Reduced |
| Sterling Financial Planning, Inc. | 2,018 | $237.0K | 0.15% | +148+7.9% | Added |
| Levin Capital Strategies, L.P. | 2,029 | $238.0K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 2,031 | $238.0K | 0.07% | +102+5.3% | Added |
| Fiducient Advisors LLC | 2,030 | $238.0K | 0.07% | +2,030 | New |
| Wambolt & Associates, LLC | 2,036 | $239.0K | 0.09% | +15+0.7% | Added |
| Sound Income Strategies, LLC | 2,041 | $240.0K | 0.03% | −369−15.3% | Reduced |
| Legacy Advisors, LLC | 2,046 | $240.0K | 0.09% | −82−3.9% | Reduced |
| Portfolio Solutions, LLC | 2,045 | $240.0K | 0.03% | 00.0% | Unchanged |
| Denver Wealth Management, Inc. | 2,042 | $240.0K | 0.23% | +2,042 | New |
| HYA Advisors, Inc | 2,053 | $241.0K | 0.09% | +7+0.3% | Added |
| Cribstone Capital Management, LLC | 2,053 | $241.0K | 0.13% | +1,970+2,373.5% | Added |
| Ballew Advisors, Inc | 1,878 | $242.0K | 0.17% | −48−2.5% | Reduced |
| FSB Premier Wealth Management, Inc. | 2,076 | $243.0K | 0.10% | −65−3.0% | Reduced |
| RS Crum Inc. | 2,074 | $243.0K | 0.13% | +2,074 | New |
| Carl Stuart Investment Advisor, Inc | 2,072 | $243.0K | 0.18% | +2,072 | New |
| Noesis Capital Mangement Corp | 2,081 | $244.0K | 0.05% | −264−11.3% | Reduced |
| Isthmus Partners, LLC | 2,077 | $244.0K | 0.04% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 2,094 | $245.0K | 0.18% | −1,035−33.1% | Reduced |
| Sunburst Financial Group, LLC | 2,088 | $245.0K | 0.12% | −236−10.2% | Reduced |
| NWK Group, Inc. | 2,085 | $245.0K | 0.09% | 00.0% | Unchanged |
| Community Bank of Raymore | 2,087 | $245.0K | 0.11% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 2,089 | $245.0K | 0.04% | +85+4.2% | Added |
| Future Financial Wealth Managment LLC | 2,056 | $245.0K | 0.20% | +2,056 | New |
| Carmel Capital Partners, LLC | 2,084 | $245.0K | 0.18% | +2,084 | New |
| Machina Capital S.A.S. | 2,100 | $246.0K | 0.59% | −538−20.4% | Reduced |
| US Asset Management LLC | 2,097 | $246.0K | 0.24% | −3−0.1% | Reduced |