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 |
|---|---|---|---|---|---|
| Anchor Investment Management, LLC | 28,252 | $3.32M | 0.41% | +3,467+14.0% | Added |
| J.W. Cole Advisors, Inc. | 28,252 | $3.31M | 0.22% | +1,344+5.0% | Added |
| Exeter Financial, LLC | 26,480 | $3.31M | 1.81% | +70.0% | Added |
| Tortoise Capital Advisors, L.L.C. | 28,199 | $3.31M | 0.05% | −10.0% | Reduced |
| Balentine LLC | 28,182 | $3.31M | 0.12% | +16,897+149.7% | Added |
| Marketfield Asset Management LLC | 28,159 | $3.30M | 2.49% | +28,159 | New |
| Davy Global Fund Management Ltd | 28,148 | $3.30M | 0.51% | −1,840−6.1% | Reduced |
| Meridian Wealth Management, LLC | 28,119 | $3.30M | 0.35% | −765−2.6% | Reduced |
| Third Security, LLC | 28,000 | $3.29M | 0.95% | −1,000−3.4% | Reduced |
| Jacobs & Co | 27,974 | $3.28M | 0.34% | −1,955−6.5% | Reduced |
| Orleans Capital Management Corp | 27,930 | $3.28M | 1.86% | +708+2.6% | Added |
| Pegasus Asset Management, Inc. | 27,922 | $3.28M | 1.34% | +992+3.7% | Added |
| Hills Bank & Trust Co | 27,914 | $3.28M | 0.45% | −128−0.5% | Reduced |
| Salem Capital Management Inc | 27,869 | $3.27M | 1.70% | −100−0.4% | Reduced |
| Hodges Capital Management Inc. | 27,867 | $3.27M | 0.24% | +54+0.2% | Added |
| Mill Capital Management, LLC | 27,750 | $3.26M | 0.33% | +27,750 | New |
| Atlas Brown,Inc. | 27,669 | $3.25M | 1.26% | −1,141−4.0% | Reduced |
| Auxier Asset Management | 27,549 | $3.23M | 0.50% | 00.0% | Unchanged |
| Foster & Motley Inc | 27,512 | $3.23M | 0.25% | −1,637−5.6% | Reduced |
| Broderick Brian C | 27,491 | $3.23M | 0.78% | +300+1.1% | Added |
| Procyon Private Wealth Partners, LLC | 27,413 | $3.22M | 0.69% | +1,188+4.5% | Added |
| Bank Ozk | 27,383 | $3.21M | 1.31% | −391−1.4% | Reduced |
| Cypress Capital Group | 27,347 | $3.21M | 0.40% | +1,156+4.4% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 27,340 | $3.21M | 1.41% | −315−1.1% | Reduced |
| Perkins Coie Trust Co | 27,290 | $3.20M | 0.94% | +1,190+4.6% | Added |
| WBI Investments | 28,131 | $3.19M | 0.51% | +28,131 | New |
| MTM Investment Management, LLC | 27,114 | $3.18M | 1.51% | +161+0.6% | Added |
| Cornerstone Wealth Management, LLC | 26,812 | $3.17M | 0.30% | +2,541+10.5% | Added |
| Buffington Mohr McNeal | 26,988 | $3.17M | 0.54% | +369+1.4% | Added |
| Fred Alger Management, LLC | 26,932 | $3.16M | 0.01% | +2,752+11.4% | Added |
| Centaurus Financial, Inc. | 26,834 | $3.15M | 0.24% | +589+2.2% | Added |
| Boltwood Capital Management | 26,776 | $3.14M | 1.16% | −25−0.1% | Reduced |
| Parallax Volatility Advisers, L.P. | 26,777 | $3.14M | 0.04% | +26,777 | New |
| Coerente Capital Management | 26,773 | $3.14M | 0.59% | +60+0.2% | Added |
| Baxter Bros Inc | 26,734 | $3.14M | 0.45% | +7,274+37.4% | Added |
| Mitchell Capital Management Co | 26,700 | $3.13M | 0.63% | +619+2.4% | Added |
| McMillion Capital Management Inc | 26,636 | $3.13M | 1.69% | +342+1.3% | Added |
| Weatherly Asset Management L. P. | 26,628 | $3.13M | 0.35% | +178+0.7% | Added |
| Pensionfund DSM Netherlands | 26,500 | $3.11M | 0.36% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 26,455 | $3.10M | 0.15% | +26,455 | New |
| Winton Group Ltd | 26,443 | $3.10M | 0.19% | +26,443 | New |
| Meritage Portfolio Management | 26,428 | $3.10M | 0.18% | +24,205+1,088.8% | Added |
| Gamco Investors, Inc. Et Al | 26,417 | $3.10M | 0.03% | −6,272−19.2% | Reduced |
| Wealthspire Advisors, LLC | 26,410 | $3.10M | 0.07% | −3,764−12.5% | Reduced |
| Forum Financial Management, LP | 26,407 | $3.10M | 0.16% | +26,407 | New |
| Change Path, LLC | 26,394 | $3.10M | 0.15% | −1,252−4.5% | Reduced |
| Trustco Bank Corp N Y | 26,375 | $3.10M | 2.71% | −600−2.2% | Reduced |
| Soltis Investment Advisors LLC | 26,313 | $3.09M | 0.44% | +1,633+6.6% | Added |
| Shorepoint Capital Partners LLC | 26,310 | $3.09M | 1.25% | +141+0.5% | Added |
| BFSG, LLC | 26,267 | $3.08M | 0.43% | +399+1.5% | Added |
| Cambria Investment Management, L.P. | 26,244 | $3.08M | 0.52% | +2,673+11.3% | Added |
| Kidder Stephen W | 26,241 | $3.08M | 0.93% | −4,019−13.3% | Reduced |
| Brookmont Capital Management | 26,226 | $3.08M | 1.63% | −1,191−4.3% | Reduced |
| Bradley Mark J. | 26,159 | $3.07M | 2.01% | +945+3.7% | Added |
| Cutter & CO Brokerage, Inc. | 26,026 | $3.05M | 0.84% | +13,141+102.0% | Added |
| Wealthsource Partners, LLC | 25,996 | $3.05M | 0.24% | −2,100−7.5% | Reduced |
| Viking Fund Management LLC | 26,000 | $3.05M | 0.80% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 25,989 | $3.05M | 0.60% | −58−0.2% | Reduced |
| Proequities, Inc. | 25,932 | $3.04M | 0.17% | −2,605−9.1% | Reduced |
| 180 Wealth Advisors, LLC | 23,880 | $3.03M | 0.68% | −1,073−4.3% | Reduced |
| Woodstock Corp | 25,789 | $3.03M | 0.32% | +1,343+5.5% | Added |
| Pineno Levin & Ford Asset Management, Inc. | 25,705 | $3.02M | 0.89% | +50+0.2% | Added |
| Ashton Thomas Private Wealth, LLC | 25,196 | $2.96M | 0.29% | +12,866+104.3% | Added |
| R.H. Dinel Investment Counsel, Inc. | 25,191 | $2.96M | 2.03% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 25,107 | $2.95M | 0.16% | +25,107 | New |
| White Pine Capital LLC | 25,094 | $2.94M | 0.87% | −85−0.3% | Reduced |
| Confluence Wealth Services, Inc. | 25,095 | $2.94M | 0.95% | +25,095 | New |
| Sippican Capital Advisors | 25,070 | $2.94M | 2.50% | −1,880−7.0% | Reduced |
| Granite Point Capital Management, L.P. | 25,000 | $2.93M | 1.14% | 00.0% | Unchanged |
| Kentucky Farm Bureau Mutual Insurance Co | 25,000 | $2.93M | 0.75% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 24,866 | $2.92M | 1.06% | −410−1.6% | Reduced |
| Osborne Partners Capital Management, LLC | 24,859 | $2.92M | 0.21% | −2,509−9.2% | Reduced |
| Aptus Capital Advisors, LLC | 24,817 | $2.91M | 0.10% | +906+3.8% | Added |
| Crescent Capital Consulting, LLC | 23,008 | $2.89M | 0.48% | +1,128+5.2% | Added |
| BDO Wealth Advisors, LLC | 24,600 | $2.89M | 0.31% | +464+1.9% | Added |
| Strategy Asset Managers LLC | 24,588 | $2.88M | 0.75% | −2,767−10.1% | Reduced |
| Asset Dedication, LLC | 24,334 | $2.88M | 0.35% | +3,272+15.5% | Added |
| Vestcor Inc | 24,486 | $2.87M | 0.10% | −4,000−14.0% | Reduced |
| Perpetual Investment Management Ltd | 24,412 | $2.87M | 0.33% | −6,700−21.5% | Reduced |
| Bangor Savings Bank | 24,396 | $2.86M | 0.27% | +163+0.7% | Added |
| CX Institutional | 24,385 | $2.86M | 0.23% | +729+3.1% | Added |
| Dixon Hubard Feinour & Brown Inc | 24,373 | $2.86M | 0.28% | +15,803+184.4% | Added |
| Bailard, Inc. | 24,344 | $2.86M | 0.09% | +850+3.6% | Added |
| SlateStone Wealth, LLC | 24,303 | $2.85M | 0.61% | +613+2.6% | Added |
| First Quadrant L P | 24,262 | $2.85M | 0.31% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 24,227 | $2.84M | 0.19% | +24,227 | New |
| Kinloch Capital, LLC | 24,211 | $2.84M | 1.76% | +1,214+5.3% | Added |
| Stanley-Laman Group, Ltd. | 24,201 | $2.84M | 0.33% | +3,464+16.7% | Added |
| Ascent Group, LLC | 22,340 | $2.83M | 0.36% | +22,340 | New |
| Reik & Co., LLC | 24,088 | $2.83M | 0.68% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 24,062 | $2.82M | 0.44% | +750+3.2% | Added |
| Bontempo Ohly Capital Mgmt LLC | 24,054 | $2.82M | 1.46% | −112−0.5% | Reduced |
| Granite Investment Partners, LLC | 24,047 | $2.82M | 0.08% | −306−1.3% | Reduced |
| Wealth Alliance | 24,051 | $2.82M | 0.57% | +2,282+10.5% | Added |
| Pendal Group Limited | 24,051 | $2.82M | 0.02% | +19,874+475.8% | Added |
| NTV Asset Management LLC | 23,959 | $2.81M | 0.47% | −1,259−5.0% | Reduced |
| Naples Global Advisors, LLC | 23,958 | $2.81M | 0.33% | −1,078−4.3% | Reduced |
| Marathon Capital Management | 23,926 | $2.81M | 0.66% | −2,089−8.0% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 23,829 | $2.80M | 0.82% | +1,280+5.7% | Added |
| Resources Investment Advisors, LLC. | 23,819 | $2.79M | 0.10% | +2,088+9.6% | Added |