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 |
|---|---|---|---|---|---|
| Dividend Assets Capital, LLC | 8,011 | $940.0K | 0.17% | 00.0% | Unchanged |
| P.A.W. Capital Corp | 8,000 | $939.0K | 0.86% | −1,000−11.1% | Reduced |
| Alpha Cubed Investments, LLC | 8,005 | $939.0K | 0.06% | +1,029+14.8% | Added |
| Miller Howard Investments Inc | 7,989 | $938.0K | 0.03% | −225−2.7% | Reduced |
| Barr E S & Co | 7,989 | $938.0K | 0.06% | +377+5.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 8,000 | $938.0K | 0.02% | +2,000+33.3% | Added |
| Eagle Bluffs Wealth Management LLC | 7,980 | $936.0K | 0.98% | +7,980 | New |
| Clear Perspective Advisors, LLC | 7,966 | $935.0K | 0.28% | +760+10.5% | Added |
| United Bank | 7,957 | $934.0K | 0.50% | +369+4.9% | Added |
| Global Trust Asset Management, LLC | 7,956 | $934.0K | 0.37% | +4,050+103.7% | Added |
| Echo Street Capital Management LLC | 7,945 | $932.0K | 0.01% | +7,945 | New |
| Investors Asset Management of Georgia Inc | 7,904 | $928.0K | 0.44% | +195+2.5% | Added |
| Wulff, Hansen & Co. | 7,905 | $928.0K | 0.80% | +7,905 | New |
| S.A. Mason LLC | 7,891 | $926.0K | 0.56% | +74+0.9% | Added |
| TBH Global Asset Management, LLC | 7,887 | $926.0K | 0.19% | +2,841+56.3% | Added |
| Consilium Wealth Advisory, LLC | 7,880 | $925.0K | 0.60% | +7,880 | New |
| Windsor Capital Management, LLC | 7,815 | $917.0K | 0.28% | +141+1.8% | Added |
| IndexIQ Advisors LLC | 7,805 | $916.0K | 0.03% | +1,013+14.9% | Added |
| FRG Family Wealth Advisors LLC | 7,784 | $913.0K | 0.17% | +417+5.7% | Added |
| Indiana Trust & Investment Management CO | 7,768 | $912.0K | 0.42% | −200−2.5% | Reduced |
| Cedar Wealth Management, LLC | 7,759 | $911.0K | 0.37% | −2,522−24.5% | Reduced |
| First Command Financial Services, Inc. | 7,756 | $911.0K | 0.13% | +1,423+22.5% | Added |
| Compass Financial Advisors LLC | 7,733 | $907.0K | 1.00% | +7,733 | New |
| Donoghue Forlines LLC | 7,721 | $906.0K | 0.15% | +7,721 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 7,706 | $904.0K | 0.16% | 00.0% | Unchanged |
| Eos Management, L.P. | 7,700 | $904.0K | 0.53% | 00.0% | Unchanged |
| Summit Financial, LLC | 7,690 | $902.4K | 0.07% | +510+7.1% | Added |
| Relative Value Partners Group, LLC | 7,679 | $901.0K | 0.06% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 7,679 | $901.0K | 0.46% | +369+5.0% | Added |
| Roosevelt Investment Group LLC | 7,670 | $900.0K | 0.05% | +465+6.5% | Added |
| First Community Trust NA | 7,657 | $898.5K | 0.74% | +7,657 | New |
| Sage Mountain Advisors LLC | 7,640 | $897.0K | 0.11% | −598−7.3% | Reduced |
| Pictet Bank & Trust Ltd | 7,640 | $897.0K | 0.46% | −110−1.4% | Reduced |
| Cito Capital Group, LLC | 7,620 | $894.0K | 0.37% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 7,599 | $892.0K | 0.26% | −466−5.8% | Reduced |
| Amussen Hunsaker Associates LLC | 7,306 | $892.0K | 0.21% | +20+0.3% | Added |
| TrueWealth Advisors, LLC | 7,597 | $892.0K | 0.40% | +526+7.4% | Added |
| Robinson Value Management, Ltd. | 7,595 | $891.0K | 0.73% | −12,786−62.7% | Reduced |
| Arcadia Investment Management Corp | 7,588 | $890.0K | 0.15% | +522+7.4% | Added |
| Financial Engines Advisors L.L.C. | 7,570 | $888.0K | 0.00% | −2,836−27.3% | Reduced |
| JB Capital LLC | 7,551 | $886.2K | 0.09% | +359+5.0% | Added |
| Pflug Koory, LLC | 7,550 | $886.0K | 0.45% | −154−2.0% | Reduced |
| Tradition Wealth Management, LLC | 7,550 | $886.0K | 0.11% | +4,409+140.4% | Added |
| Court Place Advisors, LLC | 7,541 | $885.0K | 0.24% | −212−2.7% | Reduced |
| Day & Ennis, LLC | 7,516 | $882.0K | 0.29% | +282+3.9% | Added |
| Optimum Investment Advisors | 7,505 | $881.0K | 0.34% | +145+2.0% | Added |
| Reilly Financial Advisors, LLC | 7,496 | $880.0K | 0.07% | +132+1.8% | Added |
| Virtue Capital Management, LLC | 7,478 | $878.0K | 0.13% | −1,162−13.4% | Reduced |
| RSM US Wealth Management LLC | 7,451 | $874.0K | 0.04% | −325−4.2% | Reduced |
| Berkeley Capital Partners, LLC | 7,449 | $874.0K | 0.36% | +668+9.9% | Added |
| Merit Financial Group, LLC | 7,439 | $873.0K | 0.09% | −141−1.9% | Reduced |
| KLCM Advisors, Inc. | 7,418 | $871.0K | 0.19% | −998−11.9% | Reduced |
| MBA Advisors LLC | 7,348 | $862.0K | 0.53% | +561+8.3% | Added |
| Curated Wealth Partners LLC | 7,324 | $861.0K | 0.28% | +51+0.7% | Added |
| Gradient Capital Advisors, LLC | 7,334 | $861.0K | 0.36% | +4,239+137.0% | Added |
| Trustcore Financial Services, LLC | 7,303 | $857.0K | 0.10% | +544+8.0% | Added |
| E&G Advisors, LP | 7,293 | $856.0K | 0.21% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 7,290 | $855.0K | 0.52% | +658+9.9% | Added |
| Endurance Wealth Management, Inc. | 7,256 | $851.0K | 0.09% | 00.0% | Unchanged |
| LCM Capital Management Inc | 7,243 | $850.0K | 0.66% | +239+3.4% | Added |
| Gilbert & Cook, Inc. | 7,232 | $849.0K | 0.14% | +547+8.2% | Added |
| Versor Investments LP | 7,229 | $848.0K | 0.03% | +829+13.0% | Added |
| Rice Partnership, LLC | 7,219 | $847.0K | 0.24% | +353+5.1% | Added |
| Domani Wealth, LLC | 7,204 | $845.0K | 0.17% | +102+1.4% | Added |
| Philadelphia Trust Co | 7,185 | $843.0K | 0.06% | +300+4.4% | Added |
| First National Bank of South Miami | 7,175 | $842.0K | 0.51% | +359+5.3% | Added |
| Campion Asset Management LLC | 7,167 | $841.0K | 0.70% | −227−3.1% | Reduced |
| Stonnington Group, LLC | 6,559 | $839.0K | 0.18% | +1,902+40.8% | Added |
| Red Spruce Capital, LLC | 7,142 | $838.0K | 0.46% | −60−0.8% | Reduced |
| Edge Wealth Management LLC | 7,078 | $831.0K | 0.15% | +1,174+19.9% | Added |
| Fermata Advisors, LLC | 7,054 | $828.0K | 0.30% | −43−0.6% | Reduced |
| Financial Architects, Inc | 7,055 | $828.0K | 0.11% | +352+5.3% | Added |
| H. L. Ormond & Company, LLC | 6,038 | $825.0K | 0.97% | +6,038 | New |
| Vantage Consulting Group Inc | 6,996 | $821.0K | 0.22% | −1,067−13.2% | Reduced |
| J. W. Coons Advisors, LLC | 6,981 | $821.0K | 0.25% | −1,000−12.5% | Reduced |
| Syntax Advisors, LLC | 6,996 | $821.0K | 0.61% | +6,996 | New |
| Kovitz Investment Group Partners, LLC | 9,702 | $819.0K | 0.02% | +1,223+14.4% | Added |
| Vaughan & Co Securities, Inc. | 6,978 | $819.0K | 0.56% | −40−0.6% | Reduced |
| Stony Point Wealth Management Inc. | 6,970 | $818.0K | 0.43% | −1,291−15.6% | Reduced |
| Warren Averett Asset Management, LLC | 5,882 | $817.0K | 0.07% | −1,620−21.6% | Reduced |
| First PREMIER Bank | 6,952 | $817.0K | 0.21% | +34+0.5% | Added |
| SOA Wealth Advisors, LLC. | 6,955 | $816.0K | 0.20% | +58+0.8% | Added |
| Claro Advisors LLC | 6,952 | $816.0K | 0.29% | +298+4.5% | Added |
| Abbot Financial Management, Inc. | 6,938 | $814.0K | 0.36% | −324−4.5% | Reduced |
| Xcel Wealth Management, LLC | 6,938 | $814.0K | 0.21% | +779+12.6% | Added |
| Coco Enterprises, LLC | 6,928 | $813.0K | 0.64% | +345+5.2% | Added |
| Journey Advisory Group, LLC | 6,916 | $812.0K | 0.22% | −519−7.0% | Reduced |
| Fishman Jay A Ltd | 6,878 | $807.1K | 0.09% | +6,878 | New |
| Voya Financial Advisors, Inc. | 6,873 | $807.0K | 0.09% | −370−5.1% | Reduced |
| Lineweaver Wealth Advisors, LLC | 6,862 | $805.0K | 0.23% | +85+1.3% | Added |
| Birinyi Associates Inc | 6,850 | $804.0K | 0.25% | +250+3.8% | Added |
| Symphony Financial, Ltd. Co. | 6,740 | $804.0K | 0.22% | +2,001+42.2% | Added |
| Thrive Capital Management, LLC | 6,841 | $803.0K | 0.52% | −5,243−43.4% | Reduced |
| Cornerstone National Bank & Trust Co | 6,842 | $802.9K | 0.35% | −1,064−13.5% | Reduced |
| Optas, LLC | 6,821 | $801.0K | 0.23% | +20.0% | Added |
| Krilogy Financial LLC | 6,822 | $801.0K | 0.08% | +419+6.5% | Added |
| Vigilare Wealth Management | 6,805 | $799.0K | 0.47% | +907+15.4% | Added |
| Allegheny Financial Group LTD | 6,773 | $795.0K | 0.32% | +38+0.6% | Added |
| Childress Capital Advisors, LLC | 6,763 | $794.0K | 0.33% | −1,675−19.9% | Reduced |
| Taylor Hoffman Wealth Management | 6,770 | $794.0K | 0.30% | 00.0% | Unchanged |