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 |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 4,254 | $499.0K | 0.16% | −32−0.7% | Reduced |
| E Fund Management Co., Ltd. | 4,267 | $501.0K | 0.02% | +52+1.2% | Added |
| Tempus Wealth Planning, LLC | 4,281 | $502.0K | 0.27% | +76+1.8% | Added |
| BT Wealth Management LLC | 4,276 | $502.0K | 0.14% | +4,276 | New |
| All Season Financial Advisors, Inc. | 4,287 | $503.0K | 0.35% | −64−1.5% | Reduced |
| Northern Capital Management, Inc. | 4,288 | $503.0K | 0.40% | +138+3.3% | Added |
| Cladis Investment Advisory, LLC | 4,303 | $505.0K | 0.40% | +4,303 | New |
| Summit X, LLC | 4,309 | $505.0K | 0.12% | +381+9.7% | Added |
| OneAscent Wealth Management LLC | 4,309 | $506.0K | 1.26% | +4,309 | New |
| Bridgeworth, LLC | 4,322 | $507.0K | 0.11% | −929−17.7% | Reduced |
| Diamant Asset Management, Inc. | 4,321 | $507.0K | 0.37% | +30+0.7% | Added |
| BCJ Capital Management, LLC | 4,326 | $508.0K | 0.05% | −200−4.4% | Reduced |
| Biechele Royce Advisors | 4,333 | $508.0K | 0.20% | −14−0.3% | Reduced |
| Landmark Financial Advisors, LLC | 4,331 | $508.0K | 0.23% | +550+14.5% | Added |
| Interchange Capital Partners, LLC | 4,335 | $508.0K | 0.51% | +4,335 | New |
| Agate Pass Investment Management, LLC | 4,328 | $508.0K | 0.32% | +4,328 | New |
| Overbrook Management Corp | 4,339 | $509.0K | 0.10% | 00.0% | Unchanged |
| Total Investment Management Inc | 4,342 | $509.0K | 0.08% | +1,732+66.4% | Added |
| Clark Financial Services Group Inc | 4,340 | $510.0K | 0.34% | −22−0.5% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 4,351 | $511.0K | 0.03% | −798−15.5% | Reduced |
| Harbor Advisors LLC | 4,372 | $513.0K | 0.10% | 00.0% | Unchanged |
| AF Advisors, Inc. | 4,370 | $513.0K | 0.29% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 4,393 | $516.0K | 0.10% | −16,082−78.5% | Reduced |
| Summit Asset Management, LLC | 4,408 | $517.0K | 0.15% | +436+11.0% | Added |
| RDA Financial Network | 4,418 | $518.0K | 0.21% | −61−1.4% | Reduced |
| Regent Peak Wealth Advisors LLC | 4,426 | $519.0K | 0.14% | +129+3.0% | Added |
| Hummer Financial Advisory Services Inc | 4,433 | $520.0K | 0.44% | −535−10.8% | Reduced |
| Verity Asset Management, Inc. | 4,442 | $521.0K | 0.31% | +257+6.1% | Added |
| Smith Anglin Financial, LLC | 4,438 | $521.0K | 0.09% | +561+14.5% | Added |
| Sloy Dahl & Holst, LLC | 5,148 | $522.0K | 0.11% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 4,447 | $522.0K | 0.11% | −153−3.3% | Reduced |
| Cim Investment Mangement Inc | 4,446 | $522.0K | 0.16% | −85−1.9% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 4,450 | $522.0K | 0.31% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 4,458 | $523.0K | 0.16% | +464+11.6% | Added |
| RVW Wealth, LLC | 4,456 | $523.0K | 0.06% | +978+28.1% | Added |
| Larson Financial Group LLC | 4,463 | $524.0K | 0.08% | +3,084+223.6% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 4,474 | $525.0K | 0.17% | +4,474 | New |
| Rockbridge Investment Management, LCC | 4,488 | $527.0K | 0.08% | +82+1.9% | Added |
| Meadow Creek Wealth Advisors LLC | 4,489 | $527.0K | 0.50% | +4,489 | New |
| Glassman Wealth Services | 4,499 | $528.0K | 0.10% | +505+12.6% | Added |
| EverSource Wealth Advisors, LLC | 4,498 | $528.0K | 0.15% | +4,498 | New |
| SBK Financial, Inc. | 4,500 | $528.0K | 0.42% | +4,500 | New |
| Thomasville National Bank | 4,526 | $531.0K | 0.05% | −2,770−38.0% | Reduced |
| First Business Financial Services, Inc. | 4,525 | $531.0K | 0.06% | 00.0% | Unchanged |
| Cornerstone Capital, Inc. | 4,541 | $533.0K | 0.06% | 00.0% | Unchanged |
| Archetype Wealth Partners | 4,553 | $534.0K | 0.16% | 00.0% | Unchanged |
| Highland Private Wealth Management | 4,559 | $535.0K | 0.07% | −3,892−46.1% | Reduced |
| SOL Capital Management CO | 4,558 | $535.0K | 0.10% | −295−6.1% | Reduced |
| J. L. Bainbridge & Co., Inc. | 4,565 | $536.0K | 0.06% | −85−1.8% | Reduced |
| Trail Ridge Investment Advisors, LLC | 4,574 | $537.0K | 0.32% | +4,574 | New |
| Camden National Bank | 4,586 | $538.0K | 0.09% | +111+2.5% | Added |
| Wealthstar Advisors, LLC | 4,621 | $544.0K | 0.19% | −55−1.2% | Reduced |
| Act Wealth Management, LLC | 4,641 | $545.0K | 0.31% | +67+1.5% | Added |
| Rice Hall James & Associates, LLC | 4,643 | $545.0K | 0.02% | 00.0% | Unchanged |
| Golden State Equity Partners | 4,649 | $546.0K | 0.28% | −2,892−38.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 4,649 | $546.0K | 0.28% | +10+0.2% | Added |
| Wedgewood Investors Inc | 4,652 | $546.0K | 0.64% | +110+2.4% | Added |
| Exchange Capital Management, Inc. | 4,651 | $546.0K | 0.10% | +332+7.7% | Added |
| Gemmer Asset Management LLC | 4,663 | $547.0K | 0.06% | −779−14.3% | Reduced |
| Greenspring Advisors, LLC | 4,657 | $547.0K | 0.14% | +4,657 | New |
| Mission Financial Group, LLC | 3,590 | $547.1K | 0.52% | +3,590 | New |
| Kavar Capital Partners Group, LLC | 4,679 | $549.0K | 0.11% | −193−4.0% | Reduced |
| Tectonic Advisors LLC | 4,685 | $550.0K | 0.10% | +136+3.0% | Added |
| Redhawk Wealth Advisors, Inc. | 4,691 | $550.0K | 0.14% | +1,495+46.8% | Added |
| Regatta Capital Group, LLC | 4,697 | $551.0K | 0.19% | +4,697 | New |
| Security Asset Management | 4,706 | $552.0K | 0.21% | −737−13.5% | Reduced |
| Financial Planners of Cleveland, Inc. | 4,670 | $552.0K | 0.22% | +4,670 | New |
| Smallwood Wealth Investment Management, LLC | 4,708 | $552.0K | 0.51% | +4,708 | New |
| Archford Capital Strategies, LLC | 4,714 | $553.0K | 0.13% | +179+3.9% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 4,726 | $555.0K | 0.16% | −475−9.1% | Reduced |
| Hanson & Doremus Investment Management | 4,742 | $556.0K | 0.12% | −478−9.2% | Reduced |
| Cottonwood Capital Advisors, LLC | 4,747 | $557.0K | 0.43% | +4,747 | New |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 4,767 | $559.0K | 0.00% | +16+0.3% | Added |
| First National Bank Sioux Falls | 4,776 | $560.0K | 0.60% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 4,773 | $560.0K | 0.13% | +136+2.9% | Added |
| Wedmont Private Capital | 4,417 | $560.0K | 0.17% | +4,417 | New |
| Elm Advisors, LLC | 4,780 | $561.0K | 0.31% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 4,793 | $562.0K | 0.05% | +56+1.2% | Added |
| Proficio Capital Partners LLC | 4,793 | $562.0K | 0.08% | +156+3.4% | Added |
| Barry Investment Advisors, LLC | 4,802 | $563.0K | 0.15% | +2,297+91.7% | Added |
| Lenox Wealth Advisors, LLC | 4,801 | $563.0K | 0.07% | +2,907+153.5% | Added |
| Thrive Wealth Management, LLC | 4,798 | $563.0K | 0.19% | +4,798 | New |
| Cross Staff Investments Inc | 4,799 | $563.0K | 0.50% | +4,799 | New |
| James Hambro & Partners | 4,800 | $564.0K | 0.04% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 4,807 | $564.0K | 0.16% | +38+0.8% | Added |
| Eubel Brady & Suttman Asset Management Inc | 4,810 | $564.0K | 0.11% | +220+4.8% | Added |
| Greenwood Gearhart Inc | 4,823 | $566.0K | 0.08% | −23−0.5% | Reduced |
| Blume Capital Management, Inc. | 4,819 | $566.0K | 0.19% | 00.0% | Unchanged |
| Menard Financial Group LLC | 4,833 | $567.0K | 0.46% | −616−11.3% | Reduced |
| Perritt Capital Management Inc | 4,839 | $568.0K | 0.29% | +594+14.0% | Added |
| Accuvest Global Advisors | 4,842 | $568.0K | 0.25% | +877+22.1% | Added |
| Whitener Capital Management, Inc. | 4,841 | $568.0K | 0.20% | +4,841 | New |
| Colonial River Wealth Management, LLC | 4,840 | $568.0K | 0.31% | +4,840 | New |
| Advisory Resource Group | 4,346 | $571.0K | 0.19% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 4,871 | $571.5K | 0.42% | −23−0.5% | Reduced |
| Opus Capital Group, LLC | 4,871 | $572.0K | 0.12% | −44−0.9% | Reduced |
| Ballast Advisors LLC | 4,878 | $572.0K | 0.22% | +3+0.1% | Added |
| D'Orazio & Associates, Inc. | 4,880 | $573.0K | 0.13% | +103+2.2% | Added |
| Axiom Advisory, LLC | 4,891 | $573.0K | 0.47% | +4,891 | New |
| David Loasby | 4,905 | $576.0K | 0.07% | −1,525−23.7% | Reduced |