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
- +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 | 4,143 | $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 |
|---|---|---|---|---|---|
| Great Diamond Partners, LLC | 3,562 | $418.0K | 0.11% | +250+7.5% | Added |
| Cabot Wealth Management Inc | 3,567 | $419.0K | 0.05% | +25+0.7% | Added |
| Private Capital Group, LLC | 3,580 | $420.0K | 0.09% | −373−9.4% | Reduced |
| Affinity Capital Advisors, LLC | 3,590 | $421.0K | 0.13% | +197+5.8% | Added |
| Cherry Creek Investment Advisors, Inc. | 3,593 | $422.0K | 0.26% | +122+3.5% | Added |
| Hoey Investments, Inc | 3,599 | $422.0K | 0.11% | +2,849+379.9% | Added |
| First Financial Corp | 3,600 | $423.0K | 0.26% | −125−3.4% | Reduced |
| Connecticut Wealth Management, LLC | 3,603 | $423.0K | 0.03% | −53−1.4% | Reduced |
| Little House Capital LLC | 3,604 | $423.0K | 0.22% | +3,604 | New |
| Helen Stephens Group, LLC | 3,603 | $423.0K | 0.34% | +3,603 | New |
| Atlas Capital Advisors LLC | 3,613 | $424.0K | 0.06% | 00.0% | Unchanged |
| Smart Money Group LLC | 3,618 | $425.0K | 0.27% | +144+4.1% | Added |
| True Link Financial Advisors, LLC | 1,458 | $425.0K | 0.06% | +1,428+4,760.0% | Added |
| Ssi Investment Management LLC | 3,629 | $426.0K | 0.02% | −10−0.3% | Reduced |
| S.C. Financial Services, Inc. | 3,352 | $426.0K | 0.49% | +3,352 | New |
| Rather & Kittrell, Inc. | 3,649 | $428.0K | 0.38% | +3,649 | New |
| Fusion Capital, LLC | 3,656 | $429.0K | 0.22% | +1,227+50.5% | Added |
| Elmwood Wealth Management, Inc. | 3,653 | $429.0K | 0.20% | +3,653 | New |
| Birchcreek Wealth Management, LLC | 3,668 | $430.0K | 0.38% | −800−17.9% | Reduced |
| Michael B. Yongue | 3,678 | $432.0K | 0.29% | +77+2.1% | Added |
| Relyea Zuckerberg Hanson LLC | 3,433 | $436.0K | 0.16% | +552+19.2% | Added |
| Drive Wealth Management, LLC | 3,712 | $436.0K | 0.38% | +3,712 | New |
| Elite Wealth Management, Inc. | 3,727 | $437.0K | 0.17% | 00.0% | Unchanged |
| Silicon Hills Wealth Management, LLC | 3,729 | $438.0K | 0.27% | −363−8.9% | Reduced |
| Roman Butler Fullerton & Co | 3,734 | $438.0K | 0.19% | +45+1.2% | Added |
| Schubert & Co | 3,753 | $440.0K | 0.45% | +3,753 | New |
| Clear Creek Financial Management, LLC | 3,755 | $441.0K | 0.07% | −17,466−82.3% | Reduced |
| Atticus Wealth Management, LLC | 3,755 | $441.0K | 0.17% | 00.0% | Unchanged |
| Foster Group, Inc. | 3,763 | $442.0K | 0.04% | −87−2.3% | Reduced |
| Fca Corp | 3,767 | $442.0K | 0.15% | +267+7.6% | Added |
| Montis Financial, LLC | 3,770 | $442.0K | 0.32% | +3,770 | New |
| Nichols & Pratt Advisers LLP | 3,775 | $443.0K | 0.03% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3,796 | $445.0K | 0.06% | +377+11.0% | Added |
| Secure Asset Management, LLC | 3,789 | $445.0K | 0.18% | +1,183+45.4% | Added |
| Westwood Management Corp | 3,800 | $446.0K | 0.03% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 3,801 | $446.0K | 0.30% | 00.0% | Unchanged |
| Concord Wealth Partners | 3,807 | $447.0K | 0.11% | +955+33.5% | Added |
| Horan Capital Advisors, LLC. | 3,816 | $448.0K | 0.18% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 3,817 | $448.0K | 0.07% | +300+8.5% | Added |
| St. Louis Trust Co | 3,829 | $449.0K | 0.09% | +354+10.2% | Added |
| Bernardo Wealth Planning LLC | 3,853 | $452.0K | 0.22% | +3+0.1% | Added |
| Columbus Macro, LLC | 3,857 | $453.0K | 0.15% | −296−7.1% | Reduced |
| New Jersey Better Educational Savings Trust | 3,861 | $453.0K | 1.01% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 3,858 | $453.0K | 0.13% | +3,858 | New |
| Maryland Capital Advisors Inc. | 3,856 | $453.0K | 0.37% | +3,856 | New |
| EPG Wealth Management LLC | 3,869 | $454.0K | 0.16% | +66+1.7% | Added |
| Security National Bank | 3,877 | $455.0K | 0.10% | +67+1.8% | Added |
| Cedrus LLC | 3,885 | $455.9K | 0.44% | +3,885 | New |
| Lebenthal Global Advisors, LLC | 3,901 | $457.0K | 0.18% | +3,901 | New |
| ASB Consultores, LLC | 3,892 | $457.0K | 0.23% | +3,892 | New |
| Encompass Wealth Advisors, LLC | 3,907 | $458.0K | 0.11% | −10.0% | Reduced |
| Silver Lake Advisory, LLC | 3,901 | $458.0K | 0.21% | +37+1.0% | Added |
| Financial Advisory Group | 3,909 | $459.0K | 0.09% | +504+14.8% | Added |
| Carmichael Hill & Associates, Inc. | 3,932 | $461.0K | 0.23% | −32−0.8% | Reduced |
| Cheyne Capital Management (UK) LLP | 3,930 | $461.0K | 0.30% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 3,925 | $461.0K | 0.15% | 00.0% | Unchanged |
| Addison Advisors LLC | 3,929 | $461.0K | 0.29% | +2,588+193.0% | Added |
| Rock Point Advisors, LLC | 3,933 | $462.0K | 0.13% | 00.0% | Unchanged |
| Dorchester Wealth Management Co | 3,950 | $464.0K | 0.09% | +350+9.7% | Added |
| Carlson Capital Management | 3,966 | $465.0K | 0.04% | +361+10.0% | Added |
| Geneva Partners, LLC | 3,965 | $465.0K | 0.23% | +3,965 | New |
| Jacobsen Capital Management | 3,968 | $466.0K | 0.22% | 00.0% | Unchanged |
| Cordasco Financial Network | 3,983 | $467.0K | 0.29% | −55−1.4% | Reduced |
| Capital Square, LLC | 3,828 | $467.0K | 0.32% | +4+0.1% | Added |
| Traphagen Investment Advisors LLC | 3,984 | $467.6K | 0.08% | +123+3.2% | Added |
| Boit C F David | 4,000 | $469.0K | 0.30% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 4,003 | $469.0K | 0.06% | +4,003 | New |
| Kenfarb & Co. | 4,000 | $469.0K | 0.34% | +4,000 | New |
| WNY Asset Management, LLC | 4,021 | $471.0K | 0.14% | +301+8.1% | Added |
| Probity Advisors, Inc. | 4,023 | $472.0K | 0.09% | −86−2.1% | Reduced |
| Greenwich Wealth Management LLC | 4,021 | $472.0K | 0.04% | +528+15.1% | Added |
| Accel Wealth Management | 4,020 | $472.0K | 0.23% | +1,239+44.6% | Added |
| SMH Capital Advisors Inc | 4,040 | $474.0K | 0.94% | +48+1.2% | Added |
| Scissortail Wealth Management, LLC | 4,042 | $474.0K | 0.18% | +4,042 | New |
| Pure Financial Advisors, Inc. | 4,044 | $475.0K | 0.02% | +292+7.8% | Added |
| Bell Rock Capital LLC | 3,912 | $475.0K | 0.35% | +3,912 | New |
| Edgemoor Investment Advisors, Inc. | 4,053 | $476.0K | 0.05% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 4,058 | $476.0K | 0.28% | +439+12.1% | Added |
| Lumature Wealth Partners, LLC | 4,067 | $477.0K | 0.19% | −25−0.6% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 4,070 | $478.0K | 0.16% | −45−1.1% | Reduced |
| Tanager Wealth Management LLP | 4,076 | $478.0K | 0.36% | +4,076 | New |
| Maple Capital Management, Inc. | 4,100 | $481.0K | 0.05% | −2,808−40.6% | Reduced |
| Professional Advisory Services Inc | 4,100 | $481.0K | 0.07% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 4,102 | $481.0K | 0.38% | 00.0% | Unchanged |
| West Branch Capital LLC | 4,097 | $481.0K | 0.20% | +567+16.1% | Added |
| Cidel Asset Management Inc | 4,100 | $481.0K | 0.02% | +4,100 | New |
| Vista Investment Management | 4,114 | $483.0K | 0.26% | +3+0.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 4,125 | $484.0K | 0.29% | +204+5.2% | Added |
| Hohimer Wealth Management, LLC | 4,147 | $487.0K | 0.10% | −844−16.9% | Reduced |
| PDS Planning, Inc | 4,153 | $487.0K | 0.09% | −314−7.0% | Reduced |
| Tevis Investment Management | 4,131 | $487.0K | 0.42% | +4,131 | New |
| Wilson & Boucher Capital Management, LLC | 4,160 | $488.0K | 0.44% | +4,160 | New |
| Veracity Capital LLC | 4,163 | $489.0K | 0.20% | +912+28.1% | Added |
| DDD Partners, LLC | 4,166 | $489.0K | 0.07% | +4,166 | New |
| McElhenny Sheffield Capital Management, LLC | 4,196 | $492.0K | 0.18% | −765−15.4% | Reduced |
| First Interstate Bank | 4,196 | $492.0K | 0.05% | −26−0.6% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,202 | $493.0K | 0.07% | −24−0.6% | Reduced |
| Defined Wealth Management, LLC | 4,226 | $496.0K | 0.41% | +20.0% | Added |
| First Heartland Consultants, Inc. | 4,235 | $497.0K | 0.07% | +1,424+50.7% | Added |
| Tower Wealth Partners, Inc. | 4,240 | $498.0K | 0.50% | −15−0.4% | Reduced |