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 |
|---|---|---|---|---|---|
| Studio Investment Management LLC | 17,165 | $2.01M | 0.73% | +610+3.7% | Added |
| Birch Hill Investment Advisors LLC | 17,146 | $2.01M | 0.10% | −221−1.3% | Reduced |
| Rehmann Capital Advisory Group | 17,113 | $2.01M | 0.19% | −938−5.2% | Reduced |
| Total Wealth Planning, LLC | 16,285 | $2.01M | 1.24% | +6,801+71.7% | Added |
| Saxon Interests, Inc. | 15,665 | $2.00M | 1.14% | +15,665 | New |
| SPC Financial, Inc. | 17,004 | $2.00M | 0.22% | +14,671+628.8% | Added |
| Outlook Wealth Advisors, LLC | 16,983 | $1.99M | 0.59% | −1,478−8.0% | Reduced |
| Advisory Research Inc | 16,966 | $1.99M | 0.16% | +1,052+6.6% | Added |
| Private Harbour Investment Management & Counsel, LLC | 16,943 | $1.99M | 1.59% | +16,943 | New |
| CoreFirst Bank & Trust | 16,928 | $1.99M | 1.29% | −1,844−9.8% | Reduced |
| Centiva Capital, LP | 16,930 | $1.99M | 0.13% | −4,770−22.0% | Reduced |
| Burke & Herbert Bank & Trust Co | 16,879 | $1.98M | 1.16% | −86−0.5% | Reduced |
| Grandview Asset Management LLC | 16,883 | $1.98M | 0.80% | +16,883 | New |
| WealthTrust Axiom LLC | 16,880 | $1.98M | 0.63% | +22+0.1% | Added |
| Metis Global Partners, LLC | 16,864 | $1.98M | 0.55% | +16,864 | New |
| Columbia Trust Co 01012016 | 19,471 | $1.98M | 1.04% | 00.0% | Unchanged |
| Laffer Tengler Investments | 16,752 | $1.97M | 0.57% | −43−0.3% | Reduced |
| Castleark Management LLC | 16,690 | $1.96M | 0.07% | −1,390−7.7% | Reduced |
| Fort Point Capital Partners LLC | 16,672 | $1.96M | 0.27% | +4,244+34.1% | Added |
| Robertson Stephens Wealth Management, LLC | 16,612 | $1.95M | 0.17% | +9,450+131.9% | Added |
| Triangle Securities Wealth Management | 16,589 | $1.95M | 0.61% | +49+0.3% | Added |
| Benin Management CORP | 16,583 | $1.95M | 0.59% | +100+0.6% | Added |
| Founders Financial Alliance, LLC | 16,557 | $1.94M | 0.78% | −150−0.9% | Reduced |
| Hoertkorn Richard Charles | 16,560 | $1.94M | 0.79% | +100+0.6% | Added |
| Edmp, Inc. | 16,543 | $1.94M | 1.93% | −714−4.1% | Reduced |
| Monarch Capital Management Inc | 16,524 | $1.94M | 0.50% | −1,165−6.6% | Reduced |
| Clarius Group, LLC | 16,435 | $1.93M | 0.15% | +1,074+7.0% | Added |
| Signaturefd, LLC | 16,420 | $1.93M | 0.06% | +2,157+15.1% | Added |
| Vectors Research Management, LLC | 16,375 | $1.92M | 0.41% | +7,176+78.0% | Added |
| Charles Schwab Trust Co | 16,340 | $1.92M | 0.31% | −239−1.4% | Reduced |
| Van Cleef Asset Management,Inc | 16,332 | $1.92M | 0.27% | +16+0.1% | Added |
| Trust Co of Oklahoma | 16,321 | $1.92M | 0.65% | −166−1.0% | Reduced |
| Bank of Stockton | 16,321 | $1.92M | 0.56% | −3,855−19.1% | Reduced |
| IFG Advisory, LLC | 16,317 | $1.91M | 0.19% | −1,478−8.3% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 13,631 | $1.91M | 1.23% | +13,631 | New |
| Joel Isaacson & Co., LLC | 16,286 | $1.91M | 0.13% | +5,549+51.7% | Added |
| Pinnacle Private Wealth, LLC | 16,286 | $1.91M | 0.60% | +16,286 | New |
| Ramsay, Stattman, Vela & Price, Inc. | 16,276 | $1.91M | 0.43% | +55+0.3% | Added |
| Evanson Asset Management, LLC | 16,271 | $1.91M | 0.17% | +2,013+14.1% | Added |
| Autumn Glory Partners, LLC | 16,271 | $1.91M | 0.80% | +16,271 | New |
| Proquility Private Wealth Partners, LLC | 14,021 | $1.91M | 0.67% | −1,975−12.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 16,245 | $1.91M | 0.53% | +5,264+47.9% | Added |
| McKinley Carter Wealth Services, Inc. | 16,222 | $1.90M | 0.14% | +775+5.0% | Added |
| DRW Securities, LLC | 16,203 | $1.90M | 0.17% | +10,983+210.4% | Added |
| Old Port Advisors | 15,314 | $1.89M | 0.64% | +278+1.8% | Added |
| Delta Financial Advisors LLC | 16,065 | $1.89M | 0.77% | +54+0.3% | Added |
| Capital Asset Advisory Services LLC | 16,052 | $1.88M | 0.20% | −1,520−8.7% | Reduced |
| HNP Capital LLC | 16,026 | $1.88M | 0.43% | +6,927+76.1% | Added |
| Wealth Effects LLC | 16,024 | $1.88M | 0.78% | +16,024 | New |
| Iat Reinsurance Co Ltd. | 16,000 | $1.88M | 0.31% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 15,984 | $1.88M | 0.82% | +5,423+51.3% | Added |
| Lake Street Financial LLC | 15,960 | $1.87M | 0.33% | +5,846+57.8% | Added |
| BerganKDV Wealth Management, LLC | 15,953 | $1.87M | 0.20% | +506+3.3% | Added |
| DT Investment Partners, LLC | 15,925 | $1.87M | 0.24% | +114+0.7% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 15,925 | $1.87M | 0.31% | +6,397+67.1% | Added |
| Horizon Kinetics Asset Management LLC | 15,909 | $1.87M | 0.04% | +25+0.2% | Added |
| Paradigm Asset Management Co LLC | 15,878 | $1.86M | 0.47% | +939+6.3% | Added |
| Lafayette Investments, Inc. | 15,857 | $1.86M | 0.46% | −105−0.7% | Reduced |
| Garde Capital, Inc. | 15,835 | $1.86M | 0.18% | +2,049+14.9% | Added |
| Fiduciary Group LLC | 15,805 | $1.85M | 0.21% | −90−0.6% | Reduced |
| Nicholas Hoffman & Company, LLC. | 15,762 | $1.85M | 0.06% | −66−0.4% | Reduced |
| Hedges Asset Management LLC | 15,765 | $1.85M | 1.44% | +15,765 | New |
| Cape Ann Savings Bank | 15,708 | $1.84M | 1.11% | +656+4.4% | Added |
| Providence Wealth Advisors, LLC | 14,701 | $1.84M | 1.16% | +601+4.3% | Added |
| Claraphi Advisory Network, LLC | 15,630 | $1.83M | 0.64% | +396+2.6% | Added |
| Aveo Capital Partners, LLC | 15,620 | $1.83M | 0.33% | +1,427+10.1% | Added |
| Vivid Financial Management, Inc. | 15,612 | $1.83M | 0.68% | −1,064−6.4% | Reduced |
| Wimmer Associates 1, LLC | 15,595 | $1.83M | 0.98% | −10−0.1% | Reduced |
| Insight Inv LLC | 15,595 | $1.83M | 1.68% | +15,595 | New |
| Pinnacle Holdings, LLC | 15,583 | $1.83M | 0.77% | +30.0% | Added |
| First City Capital Management, Inc. | 13,433 | $1.82M | 1.03% | −670−4.8% | Reduced |
| Brighton Jones LLC | 15,542 | $1.82M | 0.09% | −456−2.9% | Reduced |
| Sutton Wealth Advisors Inc. | 15,541 | $1.82M | 0.61% | +573+3.8% | Added |
| Financial Advisory Service, Inc. | 15,522 | $1.82M | 0.17% | +1,752+12.7% | Added |
| Delta Investment Management, LLC | 15,519 | $1.82M | 0.52% | +302+2.0% | Added |
| Pring Turner Capital Group Inc | 15,508 | $1.82M | 1.61% | +15,508 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,498 | $1.82M | 0.52% | +360+2.4% | Added |
| Marietta Investment Partners LLC | 15,481 | $1.82M | 0.38% | 00.0% | Unchanged |
| Foresight Wealth Management, LLC | 15,476 | $1.82M | 0.69% | −511−3.2% | Reduced |
| Csenge Advisory Group | 17,062 | $1.81M | 0.16% | +337+2.0% | Added |
| Kessler Investment Group, LLC | 15,434 | $1.81M | 1.02% | −1,818−10.5% | Reduced |
| MBB Public Markets I LLC | 15,416 | $1.81M | 0.04% | +15,416 | New |
| Widmann Financial Services, Inc. | 15,415 | $1.81M | 1.49% | +15,415 | New |
| South Street Advisors LLC | 15,402 | $1.81M | 0.32% | −3,900−20.2% | Reduced |
| IMA Wealth, Inc. | 15,346 | $1.80M | 0.40% | −156−1.0% | Reduced |
| Compton Capital Management Inc | 15,330 | $1.80M | 0.47% | −1,299−7.8% | Reduced |
| Black Swift Group, LLC | 15,306 | $1.80M | 0.74% | −21,471−58.4% | Reduced |
| Karpas Strategies, LLC | 15,301 | $1.80M | 0.58% | +420+2.8% | Added |
| Members Capital Advisors Inc | 15,284 | $1.79M | 0.92% | +2,130+16.2% | Added |
| NTB Financial Corp | 15,269 | $1.79M | 1.25% | +15,269 | New |
| Somerset Group LLC | 15,263 | $1.79M | 1.21% | 00.0% | Unchanged |
| American National Insurance Co | 15,255 | $1.79M | 0.40% | −126,485−89.2% | Reduced |
| Notis-McConarty Edward | 15,245 | $1.79M | 0.60% | 00.0% | Unchanged |
| Smith, Moore & Co. | 15,239 | $1.79M | 0.25% | +245+1.6% | Added |
| Sculati Wealth Management, LLC | 15,229 | $1.79M | 0.86% | +990+7.0% | Added |
| Silverleafe Capital Partners, LLC | 15,208 | $1.78M | 0.65% | −587−3.7% | Reduced |
| Winslow Asset Management Inc | 15,213 | $1.78M | 0.32% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 15,191 | $1.78M | 0.19% | +1,672+12.4% | Added |
| Chemung Canal Trust Co | 15,160 | $1.78M | 0.32% | −16−0.1% | Reduced |
| Cordatus Wealth Management LLC | 15,160 | $1.78M | 0.52% | +15,160 | New |