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 | 4,311 | $298.0B |
| Q4 2025 | 3,993 | $223.3B |
| Q3 2025 | 3,802 | $225.3B |
| Q2 2025 | 3,707 | $189.0B |
| Q1 2025 | 3,825 | $222.9B |
| Q4 2024 | 3,764 | $194.0B |
| Q3 2024 | 3,487 | $198.0B |
| Q2 2024 | 3,510 | $214.0B |
| Q1 2024 | 3,522 | $212.7B |
| Q4 2023 | 3,477 | $200.3B |
| Q3 2023 | 3,338 | $222.6B |
| Q2 2023 | 3,285 | $205.0B |
| Q1 2023 | 3,272 | $217.1B |
| Q4 2022 | 3,288 | $243.6B |
| Q3 2022 | 3,056 | $195.7B |
| Q2 2022 | 3,060 | $198.4B |
| Q1 2022 | 3,070 | $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 |
|---|---|---|---|---|---|
| Laurel Wealth Advisors LLC | 20,135 | $2.36M | 0.49% | +738+3.8% | Added |
| JT Stratford LLC | 20,107 | $2.36M | 0.65% | +8,489+73.1% | Added |
| MidWestOne Financial Group, Inc. | 20,093 | $2.36M | 0.49% | +40.0% | Added |
| GHP Investment Advisors, Inc. | 20,096 | $2.36M | 0.17% | +405+2.1% | Added |
| Armstrong Shaw Associates Inc | 20,089 | $2.36M | 1.92% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 20,050 | $2.35M | 0.26% | −438−2.1% | Reduced |
| Patten Group, Inc. | 20,041 | $2.35M | 0.62% | +1,863+10.2% | Added |
| United Fire Group Inc | 20,000 | $2.35M | 1.10% | 00.0% | Unchanged |
| Arrow Financial Corp | 19,976 | $2.34M | 0.28% | −2,755−12.1% | Reduced |
| Syntal Capital Partners, LLC | 19,842 | $2.33M | 1.00% | −1,763−8.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 19,813 | $2.33M | 0.12% | −519−2.6% | Reduced |
| Valley National Advisers Inc | 19,771 | $2.32M | 0.43% | +474+2.5% | Added |
| Roundview Capital LLC | 19,750 | $2.32M | 0.23% | −460−2.3% | Reduced |
| Peoples Financial Services Corp. | 19,759 | $2.32M | 0.90% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 19,745 | $2.32M | 0.37% | +19,745 | New |
| Deseret Mutual Benefit Administrators | 19,729 | $2.31M | 0.39% | −824−4.0% | Reduced |
| GM Advisory Group, Inc. | 19,652 | $2.31M | 0.21% | +1,279+7.0% | Added |
| Botty Investors LLC | 19,610 | $2.30M | 0.68% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 19,604 | $2.30M | 1.05% | +463+2.4% | Added |
| Clear Harbor Asset Management, LLC | 19,594 | $2.30M | 0.25% | +323+1.7% | Added |
| RB Capital Management, LLC | 19,569 | $2.30M | 0.72% | +90+0.5% | Added |
| Wakefield Asset Management LLLP | 19,545 | $2.29M | 0.79% | +827+4.4% | Added |
| Warren Street Wealth Advisors, LLC | 19,507 | $2.29M | 2.15% | +19,507 | New |
| Keudell/Morrison Wealth Management | 19,481 | $2.29M | 0.90% | −50−0.3% | Reduced |
| Lantz Financial LLC | 19,441 | $2.28M | 1.05% | +512+2.7% | Added |
| Moneta Group Investment Advisors LLC | 19,421 | $2.28M | 0.09% | +121+0.6% | Added |
| Ritholtz Wealth Management | 19,262 | $2.26M | 0.14% | −309−1.6% | Reduced |
| Equitable Trust Co | 19,252 | $2.26M | 0.14% | +206+1.1% | Added |
| Spinnaker Trust | 19,191 | $2.25M | 0.14% | +5,500+40.2% | Added |
| Green Square Capital Advisors LLC | 19,162 | $2.25M | 0.44% | −2,145−10.1% | Reduced |
| Chesapeake Wealth Management | 19,106 | $2.24M | 0.75% | −194−1.0% | Reduced |
| Radnor Capital Management, LLC | 19,000 | $2.23M | 0.55% | +19,000 | New |
| Acropolis Investment Management, LLC | 18,998 | $2.23M | 0.20% | +484+2.6% | Added |
| Curbstone Financial Management Corp | 18,852 | $2.21M | 0.39% | −1,050−5.3% | Reduced |
| Pin Oak Investment Advisors Inc | 18,852 | $2.21M | 2.24% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 18,847 | $2.21M | 0.07% | +867+4.8% | Added |
| Ropes Wealth Advisors LLC | 18,828 | $2.21M | 0.39% | −8,968−32.3% | Reduced |
| Telemus Capital, LLC | 18,831 | $2.21M | 0.18% | −1,353−6.7% | Reduced |
| Summit Financial Wealth Advisors, LLC | 18,197 | $2.21M | 0.43% | +130+0.7% | Added |
| HCR Wealth Advisors | 18,803 | $2.21M | 0.34% | +309+1.7% | Added |
| Morse Asset Management, Inc | 18,784 | $2.20M | 0.49% | +840+4.7% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 18,718 | $2.20M | 2.10% | +18,718 | New |
| Meiji Yasuda Life Insurance Co | 18,700 | $2.19M | 0.04% | −714−3.7% | Reduced |
| Marcum Wealth, LLC | 18,692 | $2.19M | 0.31% | −171−0.9% | Reduced |
| Conning Inc. | 18,552 | $2.18M | 0.06% | −1,329−6.7% | Reduced |
| Burney Co | 18,502 | $2.17M | 0.09% | −22−0.1% | Reduced |
| G&S Capital LLC | 18,474 | $2.17M | 1.08% | −2,871−13.5% | Reduced |
| Continuum Advisory, LLC | 18,473 | $2.17M | 0.49% | +860+4.9% | Added |
| Western Wealth Management, LLC | 18,474 | $2.17M | 0.21% | +18,474 | New |
| Liberty One Investment Management, LLC | 18,450 | $2.17M | 0.33% | +1,036+5.9% | Added |
| Leelyn Smith, LLC | 18,436 | $2.16M | 0.58% | −209−1.1% | Reduced |
| Hancock Whitney Investment Services Inc. | 18,425 | $2.16M | 0.38% | +18,425 | New |
| Man Group plc | 18,431 | $2.16M | 0.01% | −23,596−56.1% | Reduced |
| WorthPointe, LLC | 20,641 | $2.16M | 1.93% | +20,641 | New |
| Baldwin Brothers Inc | 18,418 | $2.16M | 0.22% | +96+0.5% | Added |
| Hendershot Investments Inc. | 18,384 | $2.16M | 0.33% | +13,481+275.0% | Added |
| KG&L Capital Management,LLC | 18,339 | $2.15M | 0.87% | −329−1.8% | Reduced |
| Shufro Rose & Co LLC | 18,319 | $2.15M | 0.16% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 18,300 | $2.15M | 0.56% | +782+4.5% | Added |
| Berkshire Bank | 18,269 | $2.14M | 0.47% | +1,204+7.1% | Added |
| Gables Capital Management Inc. | 18,235 | $2.14M | 1.27% | 00.0% | Unchanged |
| Knuff & Co LLC | 18,200 | $2.14M | 0.66% | +18,000+9,000.0% | Added |
| Pettee Investors, Inc. | 18,196 | $2.13M | 0.89% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 18,188 | $2.13M | 1.24% | +90+0.5% | Added |
| Quantinno Capital Management LP | 18,188 | $2.13M | 0.39% | +18,188 | New |
| Bowling Portfolio Management LLC | 18,071 | $2.12M | 0.44% | −236−1.3% | Reduced |
| Mystic Asset Management, Inc. | 18,051 | $2.12M | 1.00% | +18,051 | New |
| YHB Investment Advisors, Inc. | 18,006 | $2.11M | 0.17% | −610−3.3% | Reduced |
| LCNB Corp | 17,983 | $2.11M | 0.96% | +147+0.8% | Added |
| First United Bank Trust | 17,971 | $2.11M | 0.78% | −20.0% | Reduced |
| FORA Capital, LLC | 17,959 | $2.11M | 0.82% | −30,573−63.0% | Reduced |
| Investment Advisory Services Inc | 17,933 | $2.10M | 1.15% | −263−1.4% | Reduced |
| North Star Investment Management Corp. | 17,932 | $2.10M | 0.15% | +365+2.1% | Added |
| Chicago Partners Investment Group LLC | 15,361 | $2.10M | 0.15% | +529+3.6% | Added |
| Sigma Investment Counselors Inc | 17,847 | $2.09M | 0.15% | −324−1.8% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 17,848 | $2.09M | 1.90% | +17,848 | New |
| New Potomac Partners, LLC | 17,779 | $2.09M | 1.35% | −511−2.8% | Reduced |
| Savant Capital, LLC | 17,724 | $2.08M | 0.07% | +1,270+7.7% | Added |
| Regent Investment Management LLC | 17,682 | $2.08M | 0.45% | −460−2.5% | Reduced |
| Cardiff Park Advisors, LLC | 17,670 | $2.07M | 0.27% | +17,670 | New |
| Hudson Value Partners, LLC | 17,642 | $2.07M | 1.00% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 17,644 | $2.07M | 0.10% | +197+1.1% | Added |
| CWS Financial Advisors, LLC | 17,632 | $2.07M | 0.73% | +17,632 | New |
| Wealth Enhancement Advisory Services, LLC | 15,532 | $2.07M | 0.03% | −41,101−72.6% | Reduced |
| Element Wealth, LLC | 17,551 | $2.06M | 1.56% | +68+0.4% | Added |
| Camden Capital, LLC | 17,539 | $2.06M | 0.44% | −10,944−38.4% | Reduced |
| Winning Points Advisors, LLC | 16,534 | $2.06M | 1.50% | +9,425+132.6% | Added |
| Private Portfolio Partners LLC | 17,522 | $2.06M | 0.53% | +1,107+6.7% | Added |
| Titleist Asset Management, Ltd. | 17,522 | $2.06M | 0.41% | +17,522 | New |
| Bennicas & Associates, Inc. | 17,479 | $2.05M | 1.07% | −50−0.3% | Reduced |
| Formidable Asset Management, LLC | 16,993 | $2.05M | 0.39% | −41−0.2% | Reduced |
| Convergence Investment Partners, LLC | 17,405 | $2.04M | 1.04% | +12,183+233.3% | Added |
| Townsend & Associates, Inc | 15,798 | $2.04M | 1.12% | +295+1.9% | Added |
| Aspiriant, LLC | 17,347 | $2.03M | 0.11% | +3,079+21.6% | Added |
| Parthenon LLC | 17,255 | $2.02M | 0.28% | +27+0.2% | Added |
| Beck Mack & Oliver LLC | 17,238 | $2.02M | 0.05% | −1,001−5.5% | Reduced |
| Thoroughbred Financial Services, LLC | 17,242 | $2.02M | 0.42% | +2,870+20.0% | Added |
| Reuter James Wealth Management, LLC | 17,215 | $2.02M | 0.78% | +17,215 | New |
| Baker Avenue Asset Management, LP | 17,186 | $2.02M | 0.10% | +2,882+20.1% | Added |
| Foundations Investment Advisors, LLC | 15,826 | $2.02M | 0.08% | +1,162+7.9% | Added |