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 |
|---|---|---|---|---|---|
| Strengthening Families & Communities, LLC | 1,620 | $247.0K | 0.19% | +1,620 | New |
| Family Firm, Inc. | 2,111 | $248.0K | 0.06% | +23+1.1% | Added |
| Occidental Asset Management, LLC | 2,112 | $248.0K | 0.06% | −181−7.9% | Reduced |
| Wooster Corthell Wealth Management, Inc. | 2,117 | $248.0K | 0.06% | 00.0% | Unchanged |
| Sharkey, Howes & Javer | 2,116 | $248.0K | 0.06% | 00.0% | Unchanged |
| TAP Consulting, LLC | 2,115 | $248.0K | 0.06% | +6+0.3% | Added |
| Circle Wealth Management, LLC | 2,111 | $248.0K | 0.03% | +15+0.7% | Added |
| Triton Wealth Management, PLLC | 1,860 | $248.0K | 0.13% | −23−1.2% | Reduced |
| Forefront Wealth Management Inc. | 2,113 | $248.0K | 0.24% | +2,113 | New |
| Planning Alternatives Ltd | 2,123 | $249.0K | 0.04% | +2,123 | New |
| Madison Wealth Partners, Inc | 2,122 | $249.0K | 0.13% | +2,122 | New |
| Punch & Associates Investment Management, Inc. | 2,134 | $250.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 2,128 | $250.0K | 0.13% | 00.0% | Unchanged |
| H&H Retirement Design & Management INC | 1,854 | $250.0K | 0.16% | +1,854 | New |
| Sovereign Financial Group, Inc. | 2,129 | $250.0K | 0.10% | +2,129 | New |
| Claris Advisors, LLC | 2,139 | $251.0K | 0.27% | +2,139 | New |
| Montz Harcus Wealth Management LLC | 2,140 | $251.0K | 0.22% | +2,140 | New |
| Axiom Investment Management LLC | 2,158 | $252.0K | 0.24% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 2,148 | $252.0K | 0.17% | +7+0.3% | Added |
| Continental Investors Services, Inc. | 1,546 | $252.0K | 0.67% | +1,546 | New |
| Triune Financial Partners, LLC | 2,152 | $252.5K | 0.13% | +2,152 | New |
| Diker Management LLC | 2,156 | $253.0K | 0.17% | 00.0% | Unchanged |
| Modus Advisors, LLC | 2,164 | $254.0K | 0.11% | 00.0% | Unchanged |
| Lakeside Advisors, INC. | 2,169 | $254.0K | 0.19% | +2,169 | New |
| Palisades Hudson Asset Management, L.P. | 2,173 | $255.0K | 0.11% | +122+5.9% | Added |
| Acorn Financial Advisory Services Inc | 2,170 | $255.0K | 0.05% | +2,170 | New |
| Pathway Financial Advisors LLC | 1,945 | $255.0K | 0.09% | +1,945 | New |
| Washburn Capital Management, Inc. | 2,175 | $255.0K | 0.15% | +2,175 | New |
| Empirical Asset Management, LLC | 2,176 | $255.0K | 0.25% | +2,176 | New |
| Security National Bank of So Dak | 2,178 | $256.0K | 0.17% | +150+7.4% | Added |
| blooom, inc. | 2,182 | $256.0K | 0.19% | +171+8.5% | Added |
| AlphaCore Capital LLC | 2,190 | $257.0K | 0.11% | −33−1.5% | Reduced |
| Blue Barn Wealth, LLC | 2,190 | $257.0K | 0.17% | −5−0.2% | Reduced |
| Von Berge Wealth Management Group, LLC | 1,955 | $257.0K | 0.24% | +1,955 | New |
| Aspire Private Capital, LLC | 2,210 | $259.0K | 0.08% | −75−3.3% | Reduced |
| Sax Wealth Advisors, LLC | 2,205 | $259.0K | 0.05% | +2,205 | New |
| Henshaw Capital LLC | 2,211 | $259.5K | 0.01% | 00.0% | Unchanged |
| Wharton Business Group, LLC | 2,219 | $260.0K | 0.02% | +2,219 | New |
| Apollon Wealth Management, LLC | 2,228 | $261.0K | 0.02% | −11,640−83.9% | Reduced |
| Full Sail Capital, LLC | 1,975 | $262.0K | 0.02% | +1,975 | New |
| Berger Financial Group, Inc | 2,246 | $264.0K | 0.04% | +2,246 | New |
| Lee Financial Co | 2,255 | $265.0K | 0.05% | −347−13.3% | Reduced |
| Tyler-Stone Wealth Management | 2,254 | $265.0K | 0.14% | +2,254 | New |
| Sonata Capital Group Inc | 2,270 | $266.0K | 0.11% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 2,270 | $266.0K | 0.04% | +7+0.3% | Added |
| Emerald Advisors, LLC | 2,276 | $267.0K | 0.06% | −1,987−46.6% | Reduced |
| Unionview, LLC | 2,293 | $269.0K | 0.25% | +2,293 | New |
| Sather Financial Group Inc | 2,308 | $271.0K | 0.02% | −550−19.2% | Reduced |
| Texas Capital Bancshares Inc | 2,315 | $272.0K | 0.16% | −258−10.0% | Reduced |
| Windsor Group LTD | 2,247 | $273.0K | 0.05% | +293+15.0% | Added |
| Signet Financial Management, LLC | 2,337 | $274.0K | 0.04% | −31−1.3% | Reduced |
| US Financial Advisors, LLC | 2,337 | $274.0K | 0.12% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 2,349 | $275.0K | 0.02% | −527−18.3% | Reduced |
| Applied Capital LLC | 2,354 | $276.0K | 0.22% | −48−2.0% | Reduced |
| Matisse Capital | 2,350 | $276.0K | 0.19% | −20−0.8% | Reduced |
| Western Financial Corporation | 2,352 | $276.0K | 0.14% | +8+0.3% | Added |
| Howard Financial Services, Ltd. | 2,358 | $277.0K | 0.08% | +11+0.5% | Added |
| Pittenger & Anderson Inc | 2,361 | $277.0K | 0.01% | +326+16.0% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 2,158 | $278.0K | 0.08% | −270−11.1% | Reduced |
| Security National Bank of Sioux City Iowa | 2,371 | $278.0K | 0.19% | 00.0% | Unchanged |
| Morton Capital Management LLC | 2,377 | $278.9K | 0.11% | +2,377 | New |
| Silver Oak Advisory Group, Inc. | 2,378 | $279.0K | 0.18% | +2,378 | New |
| Northwest Investment Counselors, LLC | 2,382 | $280.0K | 0.07% | −498−17.3% | Reduced |
| Pettinga Financial Advisors, LLC | 2,396 | $281.0K | 0.07% | −308−11.4% | Reduced |
| Princeton Capital Management LLC | 2,391 | $281.0K | 0.08% | −179−7.0% | Reduced |
| TSFG, LLC | 2,399 | $281.0K | 0.10% | +5+0.2% | Added |
| Auxano Advisors, LLC | 2,397 | $281.0K | 0.13% | +281+13.3% | Added |
| MSH Capital Advisors LLC | 2,418 | $283.7K | 0.13% | +2,418 | New |
| RWM Asset Management, LLC | 2,417 | $284.0K | 0.05% | 00.0% | Unchanged |
| LGL Partners, LLC | 2,420 | $284.0K | 0.03% | +254+11.7% | Added |
| Vivaldi Capital Management, LLC | 2,426 | $285.0K | 0.07% | +80+3.4% | Added |
| CFS Investment Advisory Services, LLC | 2,220 | $285.0K | 0.04% | +2,220 | New |
| Spinnaker Investment Group, LLC | 2,205 | $285.0K | 0.10% | +2,205 | New |
| Objective Capital Management, LLC | 2,432 | $285.0K | 0.20% | +2,432 | New |
| Phoenix Wealth Advisors | 2,440 | $286.0K | 0.22% | +1,000+69.4% | Added |
| qPULA Trading Management LP | 2,437 | $286.0K | 0.51% | +2,437 | New |
| Royal Capital Wealth Management, LLC | 2,437 | $286.0K | 0.28% | +2,437 | New |
| Portland Global Advisors LLC | 2,447 | $287.0K | 0.05% | −210−7.9% | Reduced |
| Sterling Manor Financial, LLC | 2,442 | $287.0K | 0.22% | +120+5.2% | Added |
| Astrantus Ltd | 2,446 | $287.0K | 0.21% | +2,446 | New |
| CastleArk Alternatives, LLC | 2,450 | $288.0K | 2.29% | −15,630−86.4% | Reduced |
| Alliance Wealth Management Group | 2,450 | $288.0K | 0.09% | 00.0% | Unchanged |
| Towercrest Capital Management | 2,450 | $288.0K | 0.05% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 2,457 | $288.0K | 0.02% | +128+5.5% | Added |
| Ironsides Asset Advisors, LLC | 2,459 | $289.0K | 0.08% | −86−3.4% | Reduced |
| Paradiem, LLC | 2,198 | $289.0K | 0.09% | 00.0% | Unchanged |
| Armbruster Capital Management, Inc. | 2,467 | $290.0K | 0.07% | +9+0.4% | Added |
| Aua Capital Management, LLC | 2,469 | $290.0K | 0.17% | +2,415+4,472.2% | Added |
| Kalos Management, Inc. | 2,635 | $291.0K | 0.08% | +195+8.0% | Added |
| Northwest Capital Management Inc | 2,144 | $291.0K | 0.14% | −28−1.3% | Reduced |
| Landaas & Co | 2,489 | $292.0K | 0.16% | 00.0% | Unchanged |
| Bell Bank | 2,488 | $292.0K | 0.03% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 2,500 | $293.0K | 0.08% | 00.0% | Unchanged |
| Paradigm Financial Advisors, LLC | 2,497 | $293.0K | 0.06% | +87+3.6% | Added |
| Alan B. Lancz & Associates, Inc. | 2,508 | $294.0K | 0.26% | +2,508 | New |
| Bowman & Co S.C. | 2,509 | $294.0K | 0.23% | +2,509 | New |
| Baystate Wealth Management LLC | 2,509 | $295.0K | 0.03% | +39+1.6% | Added |
| Pictet & Cie (Europe) SA | 2,529 | $297.0K | 0.01% | −144,923−98.3% | Reduced |
| Palumbo Wealth Management LLC | 2,534 | $297.0K | 0.19% | +27+1.1% | Added |
| Planned Solutions, Inc. | 2,533 | $297.0K | 0.20% | +2,533 | New |