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
- +364 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
- 83
- 926 more reduced
38 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 |
|---|---|---|---|---|---|
| Advisor Resource Council | 35,070 | $4.12M | 0.32% | +11,888+51.3% | Added |
| NJ State Employees Deferred Compensation Plan | 35,000 | $4.11M | 0.52% | 00.0% | Unchanged |
| Lawson Kroeker Investment Management Inc | 34,782 | $4.08M | 1.27% | −168−0.5% | Reduced |
| Pekin Hardy Strauss, Inc. | 34,712 | $4.07M | 0.55% | +110.0% | Added |
| Jacobi Capital Management LLC | 34,600 | $4.06M | 0.48% | −2,804−7.5% | Reduced |
| Ameritas Advisory Services, LLC | 34,516 | $4.05M | 0.15% | +34,516 | New |
| Citizens Business Bank | 33,121 | $4.03M | 0.49% | −228−0.7% | Reduced |
| Financial & Tax Architects, LLC | 34,361 | $4.03M | 1.65% | +676+2.0% | Added |
| First Citizens Bank & Trust Co | 34,354 | $4.03M | 0.16% | −7,201−17.3% | Reduced |
| IFP Advisors, Inc | 33,799 | $4.01M | 0.08% | −5,135−13.2% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 34,134 | $4.01M | 2.32% | −829−2.4% | Reduced |
| Fairfield, Bush & Co. | 34,120 | $4.00M | 1.92% | −1,817−5.1% | Reduced |
| Brick & Kyle, Associates | 34,110 | $4.00M | 1.87% | +198+0.6% | Added |
| Nwam LLC | 34,069 | $4.00M | 0.32% | +8,772+34.7% | Added |
| Compagnie Lombard Odier SCmA | 33,995 | $3.99M | 0.08% | −9,456−21.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 33,809 | $3.97M | 0.15% | −3,056−8.3% | Reduced |
| Hengehold Capital Management LLC | 33,730 | $3.96M | 0.49% | −105−0.3% | Reduced |
| January Capital Advisors LLC | 33,688 | $3.95M | 3.14% | +33,688 | New |
| Swarthmore Group Inc | 33,672 | $3.95M | 0.94% | −2,030−5.7% | Reduced |
| Pacific Center for Financial Services | 33,642 | $3.95M | 1.59% | +4,322+14.7% | Added |
| Intrust Bank NA | 33,620 | $3.94M | 0.47% | +1,931+6.1% | Added |
| Private Trust Co NA | 33,602 | $3.94M | 0.54% | −77−0.2% | Reduced |
| Altium Wealth Management LLC | 33,596 | $3.94M | 0.25% | +2,157+6.9% | Added |
| Montecito Bank & Trust | 33,372 | $3.92M | 0.69% | −2,853−7.9% | Reduced |
| Bragg Financial Advisors, Inc | 38,504 | $3.91M | 0.25% | 00.0% | Unchanged |
| Investment Management of Virginia LLC | 33,252 | $3.90M | 0.63% | −367−1.1% | Reduced |
| Fundamentun, LLC | 33,182 | $3.89M | 0.61% | +100+0.3% | Added |
| Empirical Finance, LLC | 33,168 | $3.89M | 0.46% | +9,107+37.8% | Added |
| Spring Capital Management, LLC | 33,068 | $3.88M | 3.08% | +33,068 | New |
| Plimoth Trust Co LLC | 32,996 | $3.87M | 0.98% | +1,697+5.4% | Added |
| GSB Wealth Management, LLC | 32,981 | $3.87M | 1.11% | +7,856+31.3% | Added |
| Money Concepts Capital Corp | 32,958 | $3.87M | 0.33% | +32,958 | New |
| Nomura Holdings Inc | 33,105 | $3.86M | 0.02% | −37,428−53.1% | Reduced |
| Hollow Brook Wealth Management LLC | 32,776 | $3.85M | 1.97% | +5,044+18.2% | Added |
| Keene & Associates, Inc. | 32,767 | $3.85M | 3.32% | +32,767 | New |
| Transcend Wealth Collective, LLC | 32,698 | $3.84M | 0.34% | +1,468+4.7% | Added |
| Ruffer LLP | 32,000 | $3.83M | 0.09% | −8,000−20.0% | Reduced |
| Opus Investment Management Inc | 32,500 | $3.81M | 0.55% | 00.0% | Unchanged |
| Agf Investments Inc. | 32,478 | $3.81M | 0.03% | −1,564−4.6% | Reduced |
| Bridge Creek Capital Management LLC | 32,363 | $3.80M | 1.30% | −598−1.8% | Reduced |
| Axxcess Wealth Management, LLC | 32,343 | $3.79M | 0.29% | +32,343 | New |
| Signature Wealth Management Group | 32,304 | $3.79M | 1.91% | −656−2.0% | Reduced |
| IBM Retirement Fund | 32,200 | $3.78M | 0.47% | −22,380−41.0% | Reduced |
| Columbia Asset Management | 32,196 | $3.78M | 0.77% | −395−1.2% | Reduced |
| Advisors Management Group Inc | 32,163 | $3.77M | 1.13% | −100−0.3% | Reduced |
| Brooks, Moore & Associates, Inc. | 32,146 | $3.77M | 2.21% | −138−0.4% | Reduced |
| River Wealth Advisors LLC | 31,999 | $3.75M | 0.58% | +1,196+3.9% | Added |
| Argyle Capital Management Inc. | 31,977 | $3.75M | 1.17% | −30−0.1% | Reduced |
| Bill Few Associates, Inc. | 31,925 | $3.75M | 1.94% | +31,925 | New |
| Arlington Financial Advisors, LLC | 31,799 | $3.73M | 1.27% | −360−1.1% | Reduced |
| Summitry LLC | 31,789 | $3.73M | 0.22% | +97+0.3% | Added |
| Baugh & Associates, LLC | 31,778 | $3.73M | 2.06% | −25−0.1% | Reduced |
| Inscription Capital, LLC | 31,779 | $3.73M | 1.02% | +2,122+7.2% | Added |
| We Are One Seven, LLC | 31,646 | $3.71M | 0.39% | +8,376+36.0% | Added |
| Boenning & Scattergood, Inc. | 31,589 | $3.71M | 0.59% | +93+0.3% | Added |
| Sonora Investment Management Group, LLC | 31,530 | $3.70M | 0.43% | +31,530 | New |
| First National Bank & Trust Co of Newtown | 31,447 | $3.69M | 0.71% | −108−0.3% | Reduced |
| First Bank & Trust | 31,311 | $3.67M | 1.55% | +627+2.0% | Added |
| Enterprise Trust & Investment Co | 31,289 | $3.67M | 1.28% | −300−0.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 31,275 | $3.67M | 0.23% | +1,564+5.3% | Added |
| Avantax Planning Partners, Inc. | 31,184 | $3.66M | 0.15% | +1,822+6.2% | Added |
| Aull & Monroe Investment Management Corp | 31,156 | $3.66M | 1.63% | −300−1.0% | Reduced |
| Butensky & Cohen Financial Security, Inc | 31,131 | $3.65M | 1.30% | +561+1.8% | Added |
| Bath Savings Trust Co | 31,086 | $3.65M | 0.38% | −68−0.2% | Reduced |
| Belpointe Asset Management LLC | 31,056 | $3.64M | 0.23% | −37,395−54.6% | Reduced |
| Resonant Capital Advisors, LLC | 31,009 | $3.64M | 0.55% | +3,135+11.2% | Added |
| Wellington Shields Capital Management, LLC | 30,972 | $3.63M | 0.47% | +11,534+59.3% | Added |
| Intrua Financial, LLC | 30,912 | $3.63M | 0.64% | −567−1.8% | Reduced |
| Integrated Wealth Concepts LLC | 30,705 | $3.60M | 0.11% | +5,524+21.9% | Added |
| Cobblestone Capital Advisors LLC | 30,679 | $3.60M | 0.23% | +675+2.2% | Added |
| Bell & Brown Wealth Advisors, LLC | 25,931 | $3.56M | 1.72% | +474+1.9% | Added |
| Grand Central Investment Group | 30,347 | $3.56M | 4.26% | +268+0.9% | Added |
| Mattern Wealth Management LLC | 30,331 | $3.56M | 1.05% | +331+1.1% | Added |
| Veriti Management LLC | 30,264 | $3.55M | 0.46% | −972−3.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 30,168 | $3.54M | 0.67% | +506+1.7% | Added |
| Dorsey & Whitney Trust CO LLC | 30,130 | $3.54M | 0.30% | +236+0.8% | Added |
| Marble Harbor Investment Counsel, LLC | 30,114 | $3.53M | 0.41% | +12,250+68.6% | Added |
| Granby Capital Management, LLC | 30,000 | $3.52M | 2.46% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 29,786 | $3.50M | 1.01% | +1,350+4.7% | Added |
| Schnieders Capital Management LLC | 29,748 | $3.49M | 0.82% | +950+3.3% | Added |
| Dowling & Yahnke LLC | 29,710 | $3.49M | 0.17% | −4,731−13.7% | Reduced |
| F3Logic, LLC | 29,652 | $3.48M | 0.41% | −2,482−7.7% | Reduced |
| TCI Wealth Advisors, Inc. | 29,582 | $3.47M | 0.51% | −2,062−6.5% | Reduced |
| Liberty Wealth Management LLC | 29,338 | $3.45M | 1.31% | −3,341−10.2% | Reduced |
| Arden Trust Co | 29,287 | $3.44M | 0.58% | −1,508−4.9% | Reduced |
| Koshinski Asset Management, Inc. | 29,173 | $3.42M | 0.28% | +2,127+7.9% | Added |
| Peoples Bank | 28,981 | $3.40M | 1.68% | +33+0.1% | Added |
| Covington Investment Advisors Inc. | 28,938 | $3.40M | 0.69% | +309+1.1% | Added |
| Headinvest, LLC | 28,873 | $3.39M | 0.60% | −138−0.5% | Reduced |
| Affinity Investment Advisors, LLC | 28,760 | $3.38M | 1.35% | −205−0.7% | Reduced |
| Prio Wealth Limited Partnership | 28,742 | $3.37M | 0.10% | −232−0.8% | Reduced |
| Lynch Asset Management, Inc. | 28,650 | $3.36M | 2.34% | +28,650 | New |
| Legacy Capital Partners, Inc. | 28,603 | $3.36M | 1.09% | +1,110+4.0% | Added |
| Ahrens Investment Partners LLC | 28,602 | $3.36M | 1.48% | +13,183+85.5% | Added |
| Sittner & Nelson, LLC | 28,582 | $3.35M | 1.95% | +45+0.2% | Added |
| Benedict Financial Advisors Inc | 28,563 | $3.35M | 0.87% | −93−0.3% | Reduced |
| Moloney Securities Asset Management, LLC | 28,488 | $3.34M | 0.57% | −103−0.4% | Reduced |
| Segment Wealth Management, LLC | 28,428 | $3.34M | 0.35% | +16,877+146.1% | Added |
| West Family Investments, Inc. | 28,392 | $3.33M | 0.93% | +1,715+6.4% | Added |
| Hilltop Holdings Inc. | 28,284 | $3.32M | 0.35% | −2,340−7.6% | Reduced |