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 |
|---|---|---|---|---|---|
| Coastal Investment Advisors, Inc. | 11,073 | $1.30M | 0.29% | +1,198+12.1% | Added |
| Kozak & Associates, Inc. | 7,591 | $1.30M | 0.83% | +6,650+706.7% | Added |
| Sunflower Bank, N.A. | 11,040 | $1.30M | 0.17% | −1,460−11.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 11,016 | $1.29M | 0.65% | +11,016 | New |
| Monetary Management Group Inc | 10,998 | $1.29M | 0.32% | +225+2.1% | Added |
| Traverso Chambers Private Wealth Management, LLC | 10,987 | $1.29M | 0.38% | +203+1.9% | Added |
| Magnus Financial Group LLC | 10,973 | $1.29M | 0.24% | +1,957+21.7% | Added |
| Mechanics Financial Corp | 10,963 | $1.29M | 0.61% | +10,963 | New |
| Hubbell Strickland Wealth Management, LLC | 10,944 | $1.28M | 0.71% | −2,342−17.6% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 10,929 | $1.28M | 0.81% | −1,426−11.5% | Reduced |
| Pinnacle Bancorp, Inc. | 10,934 | $1.28M | 0.45% | −35−0.3% | Reduced |
| Seelaus Asset Management LLC | 10,916 | $1.28M | 0.70% | +810+8.0% | Added |
| Lindbrook Capital, LLC | 10,884 | $1.28M | 0.19% | +9,072+500.7% | Added |
| Peterson Financial Group, Inc. | 10,860 | $1.27M | 1.04% | +10,860 | New |
| NorthRock Partners, LLC | 10,860 | $1.27M | 0.10% | +476+4.6% | Added |
| Ascent Wealth Partners, LLC | 10,838 | $1.27M | 0.23% | +925+9.3% | Added |
| Creative Financial Designs Inc | 10,837 | $1.27M | 0.19% | +1,078+11.0% | Added |
| M. Kraus & Co | 10,812 | $1.27M | 0.40% | −50.0% | Reduced |
| Delta Asset Management LLC | 10,814 | $1.27M | 0.11% | +575+5.6% | Added |
| ICW Investment Advisors LLC | 10,809 | $1.27M | 0.71% | +572+5.6% | Added |
| Aspen Investment Management Inc | 10,799 | $1.27M | 0.62% | +424+4.1% | Added |
| BancorpSouth Bank | 10,768 | $1.26M | 0.16% | −2,050−16.0% | Reduced |
| North Star Asset Management Inc | 10,774 | $1.26M | 0.06% | +166+1.6% | Added |
| CPWM, LLC | 12,448 | $1.26M | 0.10% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 10,693 | $1.25M | 0.28% | 00.0% | Unchanged |
| Burleson & Company, LLC | 10,696 | $1.25M | 0.18% | +456+4.5% | Added |
| CMT Capital Markets Trading GmbH | 10,687 | $1.25M | 0.36% | −35,913−77.1% | Reduced |
| Richard P Slaughter Associates Inc | 10,676 | $1.25M | 0.44% | −1,025−8.8% | Reduced |
| Shulman DeMeo Asset Management LLC | 10,671 | $1.25M | 0.33% | −220−2.0% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 10,659 | $1.25M | 0.30% | +100+0.9% | Added |
| Gibson Wealth Advisors LLC | 10,622 | $1.25M | 1.28% | +10,622 | New |
| Strategic Financial Services, Inc, | 10,593 | $1.24M | 0.09% | −720−6.4% | Reduced |
| Bessemer Securities LLC | 10,581 | $1.24M | 0.34% | +3,031+40.1% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 10,550 | $1.24M | 0.05% | −152−1.4% | Reduced |
| TD Ameritrade Investment Management, LLC | 10,536 | $1.24M | 0.01% | +828+8.5% | Added |
| HAP Trading, LLC | 10,536 | $1.24M | 0.09% | +10,536 | New |
| Trust Investment Advisors | 10,526 | $1.24M | 0.97% | +354+3.5% | Added |
| Energy Opportunities Capital Management, LLC | 10,500 | $1.23M | 3.66% | −1,100−9.5% | Reduced |
| Main Street Financial Solutions, LLC | 10,495 | $1.23M | 0.17% | +401+4.0% | Added |
| CRA Financial Services, LLC | 10,498 | $1.23M | 0.37% | +1,889+21.9% | Added |
| Missouri Trust & Investment Co | 10,486 | $1.23M | 0.71% | +10,486 | New |
| Lombard Odier Asset Management (Switzerland) SA | 10,461 | $1.23M | 0.08% | −6,273−37.5% | Reduced |
| SFMG, LLC | 10,466 | $1.23M | 0.12% | +2,978+39.8% | Added |
| Weik Capital Management | 10,440 | $1.23M | 0.46% | +30+0.3% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 10,433 | $1.22M | 0.23% | +4,372+72.1% | Added |
| Wilkinson Global Asset Management LLC | 10,385 | $1.22M | 0.07% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 10,367 | $1.22M | 0.14% | +92+0.9% | Added |
| Vicus Capital | 8,812 | $1.22M | 0.12% | +8,812 | New |
| Mason Investment Advisory Services, Inc. | 10,364 | $1.22M | 0.10% | −10,274−49.8% | Reduced |
| ARGI Investment Services, LLC | 10,357 | $1.22M | 0.04% | +75+0.7% | Added |
| Biltmore Capital Advisors LLC | 10,324 | $1.21M | 0.20% | −194−1.8% | Reduced |
| 1620 Investment Advisors, Inc. | 10,320 | $1.21M | 1.36% | +10,320 | New |
| Paradigm Capital Management, LLC | 10,297 | $1.21M | 1.20% | +10,297 | New |
| D.B. Root & Company, LLC | 10,281 | $1.21M | 0.43% | −226−2.2% | Reduced |
| Miller Investment Management, LP | 10,220 | $1.20M | 0.17% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 10,209 | $1.20M | 0.64% | +10,209 | New |
| Laird Norton Trust Company, LLC | 10,211 | $1.20M | 0.11% | −1,261−11.0% | Reduced |
| McDaniel Terry & Co | 10,210 | $1.20M | 0.12% | +911+9.8% | Added |
| West Paces Advisors Inc. | 10,190 | $1.20M | 0.37% | −485−4.5% | Reduced |
| Apriem Advisors | 10,187 | $1.20M | 0.17% | +568+5.9% | Added |
| Journey Strategic Wealth LLC | 10,163 | $1.19M | 0.12% | +10,163 | New |
| Mraz, Amerine & Associates, Inc. | 10,159 | $1.19M | 0.31% | −939−8.5% | Reduced |
| Doheny Asset Management | 10,154 | $1.19M | 0.84% | +250+2.5% | Added |
| Cox Capital Mgt LLC | 10,130 | $1.19M | 0.70% | −209−2.0% | Reduced |
| Ballentine Partners, LLC | 10,096 | $1.19M | 0.04% | +2,112+26.5% | Added |
| Ford Financial Group, LLC | 10,093 | $1.18M | 0.41% | −177−1.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 10,011 | $1.18M | 0.24% | +1,421+16.5% | Added |
| Peconic Partners LLC | 10,000 | $1.17M | 0.09% | 00.0% | Unchanged |
| Barbara Oil Co. | 10,000 | $1.17M | 0.51% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 9,926 | $1.17M | 0.24% | +1,002+11.2% | Added |
| Oxler Private Wealth LLC | 9,910 | $1.16M | 0.48% | −315−3.1% | Reduced |
| Boston Financial Mangement LLC | 9,913 | $1.16M | 0.04% | +373+3.9% | Added |
| LifePro Asset Management | 9,886 | $1.16M | 0.34% | +3,658+58.7% | Added |
| Ledyard National Bank | 9,840 | $1.16M | 0.11% | −665−6.3% | Reduced |
| Bedel Financial Consulting, Inc. | 9,844 | $1.16M | 0.36% | +21+0.2% | Added |
| Am Investment Strategies LLC | 9,830 | $1.15M | 0.28% | +3,142+47.0% | Added |
| Lion Street Advisors, LLC | 9,790 | $1.15M | 0.56% | −22−0.2% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 9,804 | $1.15M | 0.16% | +137+1.4% | Added |
| Harfst & Associates, Inc. | 9,800 | $1.15M | 0.29% | +346+3.7% | Added |
| Gruss & Co., LLC | 9,800 | $1.15M | 3.09% | +7,500+326.1% | Added |
| Stableford Capital II LLC | 9,015 | $1.15M | 0.48% | +658+7.9% | Added |
| Ackerman Capital Advisors, LLC | 9,767 | $1.15M | 0.26% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 9,742 | $1.14M | 0.22% | +628+6.9% | Added |
| Kistler-Tiffany Companies, LLC | 9,729 | $1.14M | 0.22% | −6−0.1% | Reduced |
| Congress Park Capital LLC | 9,711 | $1.14M | 0.56% | +1,075+12.4% | Added |
| ARS Wealth Advisors Group, LLC | 9,707 | $1.14M | 0.19% | +881+10.0% | Added |
| HWG Holdings LP | 9,701 | $1.14M | 0.53% | +9,701 | New |
| Chicago Capital, LLC | 9,665 | $1.13M | 0.04% | −8−0.1% | Reduced |
| Hollencrest Capital Management | 9,591 | $1.13M | 0.09% | +14+0.1% | Added |
| Camelot Portfolios, LLC | 9,589 | $1.13M | 0.45% | +1,349+16.4% | Added |
| V Wealth Advisors LLC | 9,556 | $1.12M | 0.16% | −357−3.6% | Reduced |
| Occudo Quantitative Strategies LP | 9,517 | $1.12M | 0.10% | −2,329−19.7% | Reduced |
| Gyon Technologies Capital Management, LP | 9,496 | $1.11M | 0.21% | −2,828−22.9% | Reduced |
| Adviser Investments LLC | 9,448 | $1.11M | 0.07% | +403+4.5% | Added |
| Brandywine Oak Private Wealth LLC | 9,434 | $1.11M | 0.12% | −311−3.2% | Reduced |
| Keating Investment Counselors Inc | 9,435 | $1.11M | 0.49% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 9,420 | $1.10M | 0.29% | −385−3.9% | Reduced |
| Eudaimonia Advisors LLC | 9,420 | $1.10M | 0.65% | +9,420 | New |
| Joseph Group Capital Management | 9,413 | $1.10M | 1.06% | +9,413 | New |
| Legacy Financial Advisors, Inc. | 9,401 | $1.10M | 0.25% | +846+9.9% | Added |