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 |
|---|---|---|---|---|---|
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 4,913 | $576.0K | 0.10% | +1,935+65.0% | Added |
| Derbend Asset Management | 4,914 | $577.0K | 0.56% | −13−0.3% | Reduced |
| HC Financial Advisors Inc | 4,916 | $577.0K | 0.32% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 4,926 | $578.0K | 0.43% | +230+4.9% | Added |
| Investors Financial Group, LLC | 4,930 | $579.0K | 0.27% | +435+9.7% | Added |
| Guardian Wealth Advisors, LLC | 4,950 | $581.0K | 0.47% | +151+3.1% | Added |
| Abacus Planning Group, Inc. | 4,951 | $581.0K | 0.16% | +206+4.3% | Added |
| Aviance Capital Partners, LLC | 4,963 | $582.0K | 0.10% | −43−0.9% | Reduced |
| NFP Retirement, Inc. | 4,969 | $583.1K | 0.21% | −3−0.1% | Reduced |
| Perennial Advisors, LLC | 4,978 | $584.0K | 0.16% | −26−0.5% | Reduced |
| Antonetti Capital Management LLC | 4,975 | $584.0K | 0.46% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 4,980 | $584.0K | 0.14% | +57+1.2% | Added |
| First National Bank of Hutchinson | 4,987 | $585.0K | 0.33% | +51+1.0% | Added |
| Sierra Capital LLC | 4,989 | $585.0K | 0.09% | +150+3.1% | Added |
| Avion Wealth | 4,984 | $585.0K | 0.17% | +614+14.1% | Added |
| PBMares Wealth Management LLC | 4,990 | $586.0K | 0.25% | +10+0.2% | Added |
| Powers Advisory Group, LLC | 4,992 | $586.0K | 0.41% | +4,992 | New |
| St. Clair Advisors, LLC | 5,000 | $586.8K | 0.34% | −1,255−20.1% | Reduced |
| Institute for Wealth Management, LLC. | 5,006 | $587.0K | 0.10% | −245−4.7% | Reduced |
| American Assets Inc | 5,000 | $587.0K | 0.17% | 00.0% | Unchanged |
| Guinness Atkinson Asset Management Inc | 5,020 | $589.0K | 0.26% | +900+21.8% | Added |
| Donald L. Hagan, LLC | 5,021 | $589.0K | 0.30% | +5,021 | New |
| DFPG Investments, LLC | 4,604 | $591.0K | 0.25% | +8+0.2% | Added |
| Accredited Investors Inc. | 5,052 | $593.0K | 0.05% | −330−6.1% | Reduced |
| Bridgewater Associates, LP | 5,057 | $593.0K | 0.00% | +2,896+134.0% | Added |
| IAM Advisory, LLC | 4,748 | $594.0K | 0.23% | +5+0.1% | Added |
| Fountainhead AM, LLC | 5,058 | $594.0K | 0.26% | +798+18.7% | Added |
| BMS Financial Advisors, LLC | 5,068 | $595.0K | 0.38% | +5,068 | New |
| Cornerstone Advisory, LLC | 5,089 | $597.0K | 0.09% | +1,900+59.6% | Added |
| Brave Asset Management Inc | 5,097 | $598.0K | 0.16% | 00.0% | Unchanged |
| Rosenblum Silverman Sutton S F Inc | 5,116 | $600.0K | 0.14% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 5,111 | $600.0K | 0.29% | +168+3.4% | Added |
| WealthShield Partners, LLC | 5,116 | $600.0K | 0.10% | +2,990+140.6% | Added |
| Samalin Investment Counsel, LLC | 5,118 | $601.0K | 0.36% | −147−2.8% | Reduced |
| First American Trust, FSB | 5,125 | $601.0K | 0.08% | −7−0.1% | Reduced |
| Eclectic Associates Inc | 5,118 | $601.0K | 0.38% | +40+0.8% | Added |
| Baker Ellis Asset Management LLC | 5,120 | $601.0K | 0.11% | +401+8.5% | Added |
| Brandywine Trust Co | 5,129 | $602.0K | 0.20% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 5,137 | $603.0K | 0.35% | −1,514−22.8% | Reduced |
| GeoWealth Management, LLC | 5,133 | $603.0K | 0.05% | +404+8.5% | Added |
| MEMBERS Trust Co | 5,146 | $604.0K | 0.02% | −972−15.9% | Reduced |
| Chemistry Wealth Management LLC | 5,146 | $604.0K | 0.51% | +5,146 | New |
| Next Level Private LLC | 5,146 | $604.0K | 0.51% | +5,146 | New |
| RMR Wealth Builders | 5,161 | $606.0K | 0.17% | −1,715−24.9% | Reduced |
| WFA Asset Management Corp | 5,171 | $606.8K | 0.40% | +5,171 | New |
| Dempze Nancy E | 5,180 | $608.0K | 0.41% | +206+4.1% | Added |
| Vident Investment Advisory, LLC | 5,193 | $610.0K | 0.02% | −1,605−23.6% | Reduced |
| Jackson Hole Capital Partners, LLC | 5,205 | $611.0K | 0.19% | −227−4.2% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 5,210 | $611.0K | 0.07% | 00.0% | Unchanged |
| Bray Capital Advisors | 5,217 | $612.0K | 0.15% | +415+8.6% | Added |
| Triad Financial Advisors, Inc. | 5,219 | $612.0K | 0.36% | +5,219 | New |
| Cowa, LLC | 5,219 | $613.0K | 0.31% | −488−8.6% | Reduced |
| Successful Portfolios LLC | 5,254 | $617.0K | 0.34% | +3+0.1% | Added |
| Capstone Investment Advisors, LLC | 5,271 | $619.0K | 0.01% | −94,281−94.7% | Reduced |
| JNBA Financial Advisors | 5,287 | $620.0K | 0.08% | +59+1.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 5,290 | $621.0K | 0.10% | −139−2.6% | Reduced |
| MONECO Advisors, LLC | 4,626 | $621.0K | 0.23% | +621+15.5% | Added |
| Alta Capital Management LLC | 5,307 | $622.0K | 0.03% | −180−3.3% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 5,300 | $622.0K | 0.19% | +539+11.3% | Added |
| XTX Topco Ltd | 5,330 | $625.0K | 0.35% | +5,330 | New |
| Leisure Capital Management | 5,341 | $627.0K | 0.29% | 00.0% | Unchanged |
| Baker Boyer National Bank | 5,354 | $628.0K | 0.29% | +5,354 | New |
| Kowal Investment Group, LLC | 5,363 | $629.0K | 0.19% | +563+11.7% | Added |
| Moulton Wealth Management, Inc | 5,200 | $633.0K | 0.46% | +554+11.9% | Added |
| Carson Advisory Inc. | 5,403 | $634.0K | 0.64% | +5,403 | New |
| Gray Wealth Management Inc. | 5,407 | $635.0K | 0.32% | −167−3.0% | Reduced |
| Central Bank & Trust Co | 5,424 | $636.0K | 0.10% | −597−9.9% | Reduced |
| Carderock Capital Management Inc | 5,431 | $637.0K | 0.15% | +600+12.4% | Added |
| LVW Advisors, LLC | 5,435 | $638.0K | 0.11% | +25+0.5% | Added |
| Evernest Financial Advisors, LLC | 4,227 | $638.5K | 0.33% | +4,227 | New |
| Aureus Asset Management, LLC | 5,447 | $639.0K | 0.04% | −4,499−45.2% | Reduced |
| Latitude Advisors, LLC | 5,443 | $639.0K | 0.18% | −399−6.8% | Reduced |
| Vision Capital Management, Inc. | 5,446 | $639.0K | 0.10% | +35+0.6% | Added |
| American Institute for Advanced Investment Management, LLP | 5,444 | $639.0K | 0.43% | +2,825+107.9% | Added |
| Covenant Asset Management, LLC | 5,461 | $641.0K | 0.17% | 00.0% | Unchanged |
| First Command Bank | 6,333 | $642.0K | 0.11% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 5,474 | $642.0K | 0.26% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 5,468 | $642.0K | 0.07% | +616+12.7% | Added |
| West Michigan Advisors, LLC | 5,475 | $642.0K | 0.48% | +5,475 | New |
| Coastal Bridge Advisors, LLC | 5,478 | $643.0K | 0.13% | −523−8.7% | Reduced |
| L & S Advisors Inc | 5,477 | $643.0K | 0.07% | +504+10.1% | Added |
| Well Done, LLC | 5,491 | $644.0K | 0.13% | −50−0.9% | Reduced |
| Argus Investors' Counsel, Inc. | 5,517 | $647.0K | 0.39% | +629+12.9% | Added |
| MKT Advisors LLC | 4,879 | $647.0K | 0.51% | +4,879 | New |
| Mayfair Advisory Group, LLC | 5,302 | $648.0K | 0.86% | +578+12.2% | Added |
| Octavia Wealth Advisors, LLC | 5,536 | $650.0K | 0.14% | +888+19.1% | Added |
| Van Leeuwen & Company, LLC | 5,554 | $652.0K | 0.37% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 5,552 | $652.0K | 0.05% | +115+2.1% | Added |
| Financial Management Professionals, Inc. | 5,555 | $652.0K | 0.14% | +173+3.2% | Added |
| Hamilton Capital, LLC | 5,568 | $653.0K | 0.05% | +5,568 | New |
| Colton Groome Financial Advisors, LLC | 5,587 | $656.0K | 0.27% | +152+2.8% | Added |
| Sandbox Financial Partners, LLC | 5,591 | $656.0K | 0.41% | +368+7.0% | Added |
| S. R. Schill & Associates | 5,605 | $658.0K | 0.26% | +3,110+124.6% | Added |
| Wayfinding Financial, LLC | 4,871 | $659.0K | 0.53% | +4,871 | New |
| Tompkins Financial Corp | 5,620 | $660.0K | 0.12% | −240−4.1% | Reduced |
| Cedar Brook Financial Partners, LLC | 5,634 | $661.0K | 0.17% | +468+9.1% | Added |
| Balasa Dinverno & Foltz LLC | 5,629 | $661.0K | 0.04% | +1,519+37.0% | Added |
| Salvus Wealth Management, LLC | 5,651 | $663.0K | 0.48% | +207+3.8% | Added |
| Stiles Financial Services Inc | 5,664 | $665.0K | 0.32% | +5,664 | New |
| Millennium Capital Advisors, LLC | 5,670 | $665.4K | 0.52% | +5,670 | New |