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 |
|---|---|---|---|---|---|
| Roanoke Asset Management Corp | 6,754 | $793.0K | 0.26% | +1,055+18.5% | Added |
| Integrated Investment Consultants, LLC | 6,749 | $792.0K | 0.21% | +2,466+57.6% | Added |
| Pathstone Family Office, LLC | 6,756 | $791.0K | 0.02% | −3,907−36.6% | Reduced |
| Signature Wealth Management Partners, LLC | 6,736 | $790.0K | 0.67% | −100−1.5% | Reduced |
| Waterfront Wealth Inc. | 6,711 | $788.0K | 0.31% | +229+3.5% | Added |
| Hexagon Capital Partners LLC | 6,706 | $787.0K | 0.21% | −362−5.1% | Reduced |
| Sompo Asset Management Co., Ltd. | 6,700 | $786.0K | 0.16% | +6,700 | New |
| Baader Bank INC | 6,697 | $786.0K | 0.06% | +6,697 | New |
| 55I, LLC | 6,685 | $784.0K | 0.02% | +2,446+57.7% | Added |
| Renasant Bank | 6,670 | $783.0K | 0.53% | −305−4.4% | Reduced |
| Westshore Wealth, LLC | 6,655 | $781.0K | 0.54% | −95−1.4% | Reduced |
| Rosenberg Matthew Hamilton | 6,651 | $781.0K | 0.28% | +193+3.0% | Added |
| Townsend Asset Management Corp | 6,657 | $781.0K | 0.37% | +214+3.3% | Added |
| Wendell David Associates Inc | 6,644 | $780.0K | 0.08% | −34−0.5% | Reduced |
| Wealth Dimensions Group, Ltd. | 6,643 | $780.0K | 0.38% | +231+3.6% | Added |
| Davidson Trust Co | 6,621 | $777.0K | 0.53% | +185+2.9% | Added |
| Forte Capital LLC | 6,607 | $775.0K | 0.10% | +47+0.7% | Added |
| Merrion Investment Management Co, LLC | 6,601 | $774.0K | 0.57% | +10.0% | Added |
| Financial Management Network Inc | 6,370 | $774.0K | 0.35% | +333+5.5% | Added |
| O'Neil Global Advisors, Inc. | 6,595 | $774.0K | 1.27% | +6,595 | New |
| Northwest Quadrant Wealth Management, LLC | 6,580 | $772.0K | 0.21% | +34+0.5% | Added |
| City State Bank | 6,575 | $772.0K | 0.48% | +6,575 | New |
| Crescent Grove Advisors, LLC | 6,570 | $771.0K | 0.07% | −373−5.4% | Reduced |
| Oarsman Capital, Inc. | 6,555 | $769.0K | 0.30% | −889−11.9% | Reduced |
| Cooper/Haims Advisors, LLC | 6,538 | $767.0K | 0.47% | −99−1.5% | Reduced |
| Covenant Partners, LLC | 6,536 | $767.0K | 0.28% | 00.0% | Unchanged |
| Corundum Group, Inc. | 6,498 | $763.0K | 0.50% | +367+6.0% | Added |
| Aberdeen Wealth Management LLC | 6,479 | $760.0K | 0.50% | +75+1.2% | Added |
| Chickasaw Capital Management LLC | 6,457 | $758.0K | 0.04% | −775−10.7% | Reduced |
| Monticello Wealth Management, LLC | 6,456 | $758.0K | 0.07% | +989+18.1% | Added |
| Morris Retirement Advisors, LLC | 6,458 | $758.0K | 0.59% | +1,358+26.6% | Added |
| Nova R Wealth, Inc. | 6,439 | $756.0K | 0.61% | +6,439 | New |
| Avestar Capital, LLC | 6,424 | $754.0K | 0.14% | −20.0% | Reduced |
| Schrum Private Wealth Management LLC | 6,412 | $754.0K | 0.69% | +6,412 | New |
| LBMC Investment Advisors, LLC | 6,417 | $753.0K | 0.07% | +240+3.9% | Added |
| Wealthquest Corp | 6,411 | $752.0K | 0.12% | +1,092+20.5% | Added |
| Alliance Wealth Advisors, LLC | 6,379 | $749.0K | 0.61% | +13+0.2% | Added |
| Wealth Management Associates, Inc. | 6,383 | $749.0K | 0.40% | +440+7.4% | Added |
| Independent Investors Inc | 6,370 | $748.0K | 0.16% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 6,375 | $748.0K | 0.13% | +4,489+238.0% | Added |
| Collective Family Office LLC | 6,369 | $747.0K | 0.29% | −71−1.1% | Reduced |
| Golden Green, Inc. | 6,345 | $745.0K | 0.60% | +2,534+66.5% | Added |
| Gryphon Financial Partners LLC | 6,336 | $744.0K | 0.15% | +1,180+22.9% | Added |
| Biltmore Family Office, LLC | 6,333 | $743.0K | 0.14% | +3,080+94.7% | Added |
| Beaumont Financial Partners, LLC | 3,625 | $742.0K | 0.05% | −2,954−44.9% | Reduced |
| Blueprint Investment Partners LLC | 6,320 | $741.7K | 0.18% | +4,351+221.0% | Added |
| Hardman Johnston Global Advisors LLC | 6,300 | $739.0K | 0.02% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 6,292 | $738.0K | 0.17% | +11+0.2% | Added |
| Copperwynd Financial, LLC | 6,264 | $735.0K | 0.28% | +873+16.2% | Added |
| M&R Capital Management Inc | 6,261 | $734.0K | 0.15% | +828+15.2% | Added |
| Sound Financial Strategies Group, LLC | 6,222 | $730.0K | 0.37% | −166−2.6% | Reduced |
| Sterneck Capital Management, LLC | 6,221 | $730.0K | 0.43% | 00.0% | Unchanged |
| Intercontinental Wealth Advisors, LLC | 6,214 | $729.0K | 0.15% | −795−11.3% | Reduced |
| Canal Capital Management, LLC | 6,191 | $726.0K | 0.18% | +1,571+34.0% | Added |
| Empowered Funds, LLC | 6,167 | $724.0K | 0.08% | +32+0.5% | Added |
| Wagner Wealth Management, LLC | 6,147 | $721.0K | 0.55% | +746+13.8% | Added |
| Assetmark, Inc | 6,134 | $720.0K | 0.00% | −334,076−98.2% | Reduced |
| Invst, LLC | 5,302 | $719.0K | 0.11% | +691+15.0% | Added |
| Seeyond | 6,118 | $717.0K | 0.07% | −36−0.6% | Reduced |
| Legacy Wealth Management, LLC | 6,096 | $715.4K | 0.37% | +31+0.5% | Added |
| Traynor Capital Management, Inc. | 6,098 | $715.0K | 0.08% | +298+5.1% | Added |
| ODonnell Financial Services, LLC | 5,463 | $713.0K | 0.33% | +1,753+47.3% | Added |
| Angeles Investment Advisors, LLC | 6,067 | $712.0K | 0.04% | +1,090+21.9% | Added |
| Monterey Private Wealth, Inc. | 6,061 | $711.0K | 0.35% | −385−6.0% | Reduced |
| SkyView Investment Advisors, LLC | 6,035 | $708.0K | 0.16% | +1,028+20.5% | Added |
| Integral Investment Advisors, Inc. | 6,034 | $708.0K | 0.51% | +6,034 | New |
| Palisade Capital Management LLC | 6,002 | $704.0K | 0.01% | −43−0.7% | Reduced |
| Consolidated Investment Group LLC | 6,000 | $704.0K | 0.11% | +6,000 | New |
| Royal Fund Management, LLC | 5,997 | $703.0K | 0.10% | −52−0.9% | Reduced |
| GYL Financial Synergies, LLC | 5,987 | $703.0K | 0.19% | +186+3.2% | Added |
| Westover Capital Advisors, LLC | 5,993 | $703.0K | 0.20% | +2,202+58.1% | Added |
| BEAM Asset Management, LLC | 5,966 | $700.0K | 0.80% | +443+8.0% | Added |
| Amica Retiree Medical Trust | 5,942 | $697.0K | 0.59% | 00.0% | Unchanged |
| TCWP LLC | 5,946 | $697.0K | 0.14% | +5,946 | New |
| John G Ullman & Associates Inc | 5,935 | $696.0K | 0.10% | +40+0.7% | Added |
| Appleton Partners Inc | 5,925 | $695.0K | 0.05% | +322+5.7% | Added |
| Engineers Gate Manager LP | 5,920 | $695.0K | 0.03% | +5,920 | New |
| Deuterium Capital Management, LLC | 5,913 | $694.0K | 1.03% | +5,913 | New |
| Capital Investment Counsel, Inc | 5,899 | $692.0K | 0.13% | −2,075−26.0% | Reduced |
| Outfitter Financial LLC | 5,900 | $692.0K | 0.51% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 5,901 | $692.0K | 0.13% | +1,238+26.5% | Added |
| Meixler Investment Management, Ltd. | 5,895 | $692.0K | 0.71% | +5,895 | New |
| Mosaic Family Wealth, LLC | 5,893 | $691.0K | 0.18% | +347+6.3% | Added |
| Axiom Financial Strategies, LLC | 5,859 | $688.0K | 0.31% | −84−1.4% | Reduced |
| CVA Family Office, LLC | 5,860 | $688.0K | 0.17% | +1,371+30.5% | Added |
| Orrstown Financial Services Inc | 5,398 | $687.0K | 1.05% | −90−1.6% | Reduced |
| Merriman Wealth Management, LLC | 5,852 | $687.0K | 0.05% | +624+11.9% | Added |
| HBW Advisory Services LLC | 5,848 | $686.0K | 0.16% | +1,714+41.5% | Added |
| Weaver Consulting Group | 5,832 | $684.0K | 0.33% | +137+2.4% | Added |
| Polar Asset Management Partners Inc. | 5,768 | $677.0K | 0.01% | −52−0.9% | Reduced |
| Beirne Wealth Consulting Services, LLC | 5,770 | $677.0K | 0.37% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 5,770 | $677.0K | 0.60% | +5,770 | New |
| Accurate Wealth Management, LLC | 5,976 | $676.0K | 0.56% | +267+4.7% | Added |
| Shilanski & Associates, Inc. | 5,742 | $674.0K | 0.29% | −799−12.2% | Reduced |
| Elk River Wealth Management, LLC | 5,744 | $674.0K | 0.15% | +169+3.0% | Added |
| W Advisors, LLC | 5,750 | $674.0K | 0.50% | +5,750 | New |
| Select Asset Management & Trust | 5,731 | $673.0K | 0.45% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 5,710 | $670.0K | 0.02% | −359−5.9% | Reduced |
| Klingenstein Fields & Co LP | 5,702 | $669.0K | 0.03% | −3,593−38.7% | Reduced |
| Bowen Hanes & Co Inc | 5,700 | $669.0K | 0.02% | −3,250−36.3% | Reduced |