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 |
|---|---|---|---|---|---|
| 626 Financial, LLC | 5,697 | $669.0K | 0.41% | +5,697 | New |
| PSI Advisors, LLC | 5,384 | $666.0K | 0.27% | −278−4.9% | Reduced |
| Millennium Capital Advisors, LLC | 5,670 | $665.4K | 0.52% | +5,670 | New |
| Stiles Financial Services Inc | 5,664 | $665.0K | 0.32% | +5,664 | New |
| Salvus Wealth Management, LLC | 5,651 | $663.0K | 0.48% | +207+3.8% | Added |
| Cedar Brook Financial Partners, LLC | 5,634 | $661.0K | 0.17% | +468+9.1% | Added |
| Balasa Dinverno & Foltz LLC | 5,629 | $661.0K | 0.04% | +1,519+37.0% | Added |
| Tompkins Financial Corp | 5,620 | $660.0K | 0.12% | −240−4.1% | Reduced |
| Wayfinding Financial, LLC | 4,871 | $659.0K | 0.53% | +4,871 | New |
| S. R. Schill & Associates | 5,605 | $658.0K | 0.26% | +3,110+124.6% | Added |
| Colton Groome Financial Advisors, LLC | 5,587 | $656.0K | 0.27% | +152+2.8% | Added |
| Sandbox Financial Partners, LLC | 5,591 | $656.0K | 0.41% | +368+7.0% | Added |
| Hamilton Capital, LLC | 5,568 | $653.0K | 0.05% | +5,568 | New |
| Van Leeuwen & Company, LLC | 5,554 | $652.0K | 0.37% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 5,552 | $652.0K | 0.05% | +115+2.1% | Added |
| Financial Management Professionals, Inc. | 5,555 | $652.0K | 0.14% | +173+3.2% | Added |
| Octavia Wealth Advisors, LLC | 5,536 | $650.0K | 0.14% | +888+19.1% | Added |
| Mayfair Advisory Group, LLC | 5,302 | $648.0K | 0.86% | +578+12.2% | Added |
| Argus Investors' Counsel, Inc. | 5,517 | $647.0K | 0.39% | +629+12.9% | Added |
| MKT Advisors LLC | 4,879 | $647.0K | 0.51% | +4,879 | New |
| Well Done, LLC | 5,491 | $644.0K | 0.13% | −50−0.9% | Reduced |
| Coastal Bridge Advisors, LLC | 5,478 | $643.0K | 0.13% | −523−8.7% | Reduced |
| L & S Advisors Inc | 5,477 | $643.0K | 0.07% | +504+10.1% | Added |
| First Command Bank | 6,333 | $642.0K | 0.11% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 5,474 | $642.0K | 0.26% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 5,468 | $642.0K | 0.07% | +616+12.7% | Added |
| West Michigan Advisors, LLC | 5,475 | $642.0K | 0.48% | +5,475 | New |
| Covenant Asset Management, LLC | 5,461 | $641.0K | 0.17% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 5,447 | $639.0K | 0.04% | −4,499−45.2% | Reduced |
| Latitude Advisors, LLC | 5,443 | $639.0K | 0.18% | −399−6.8% | Reduced |
| Vision Capital Management, Inc. | 5,446 | $639.0K | 0.10% | +35+0.6% | Added |
| American Institute for Advanced Investment Management, LLP | 5,444 | $639.0K | 0.43% | +2,825+107.9% | Added |
| Evernest Financial Advisors, LLC | 4,227 | $638.5K | 0.33% | +4,227 | New |
| LVW Advisors, LLC | 5,435 | $638.0K | 0.11% | +25+0.5% | Added |
| Carderock Capital Management Inc | 5,431 | $637.0K | 0.15% | +600+12.4% | Added |
| Central Bank & Trust Co | 5,424 | $636.0K | 0.10% | −597−9.9% | Reduced |
| Gray Wealth Management Inc. | 5,407 | $635.0K | 0.32% | −167−3.0% | Reduced |
| Carson Advisory Inc. | 5,403 | $634.0K | 0.64% | +5,403 | New |
| Moulton Wealth Management, Inc | 5,200 | $633.0K | 0.46% | +554+11.9% | Added |
| Kowal Investment Group, LLC | 5,363 | $629.0K | 0.19% | +563+11.7% | Added |
| Baker Boyer National Bank | 5,354 | $628.0K | 0.29% | +5,354 | New |
| Leisure Capital Management | 5,341 | $627.0K | 0.29% | 00.0% | Unchanged |
| XTX Topco Ltd | 5,330 | $625.0K | 0.35% | +5,330 | New |
| Alta Capital Management LLC | 5,307 | $622.0K | 0.03% | −180−3.3% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 5,300 | $622.0K | 0.19% | +539+11.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 5,290 | $621.0K | 0.10% | −139−2.6% | Reduced |
| MONECO Advisors, LLC | 4,626 | $621.0K | 0.23% | +621+15.5% | Added |
| JNBA Financial Advisors | 5,287 | $620.0K | 0.08% | +59+1.1% | Added |
| Capstone Investment Advisors, LLC | 5,271 | $619.0K | 0.01% | −94,281−94.7% | Reduced |
| Successful Portfolios LLC | 5,254 | $617.0K | 0.34% | +3+0.1% | Added |
| Cowa, LLC | 5,219 | $613.0K | 0.31% | −488−8.6% | Reduced |
| Bray Capital Advisors | 5,217 | $612.0K | 0.15% | +415+8.6% | Added |
| Triad Financial Advisors, Inc. | 5,219 | $612.0K | 0.36% | +5,219 | New |
| Jackson Hole Capital Partners, LLC | 5,205 | $611.0K | 0.19% | −227−4.2% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 5,210 | $611.0K | 0.07% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 5,193 | $610.0K | 0.02% | −1,605−23.6% | Reduced |
| Dempze Nancy E | 5,180 | $608.0K | 0.41% | +206+4.1% | Added |
| WFA Asset Management Corp | 5,171 | $606.8K | 0.40% | +5,171 | New |
| RMR Wealth Builders | 5,161 | $606.0K | 0.17% | −1,715−24.9% | Reduced |
| MEMBERS Trust Co | 5,146 | $604.0K | 0.02% | −972−15.9% | Reduced |
| Chemistry Wealth Management LLC | 5,146 | $604.0K | 0.51% | +5,146 | New |
| Next Level Private LLC | 5,146 | $604.0K | 0.51% | +5,146 | New |
| Lakeview Capital Partners, LLC | 5,137 | $603.0K | 0.35% | −1,514−22.8% | Reduced |
| GeoWealth Management, LLC | 5,133 | $603.0K | 0.05% | +404+8.5% | Added |
| Brandywine Trust Co | 5,129 | $602.0K | 0.20% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 5,118 | $601.0K | 0.36% | −147−2.8% | Reduced |
| First American Trust, FSB | 5,125 | $601.0K | 0.08% | −7−0.1% | Reduced |
| Eclectic Associates Inc | 5,118 | $601.0K | 0.38% | +40+0.8% | Added |
| Baker Ellis Asset Management LLC | 5,120 | $601.0K | 0.11% | +401+8.5% | Added |
| Rosenblum Silverman Sutton S F Inc | 5,116 | $600.0K | 0.14% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 5,111 | $600.0K | 0.29% | +168+3.4% | Added |
| WealthShield Partners, LLC | 5,116 | $600.0K | 0.10% | +2,990+140.6% | Added |
| Brave Asset Management Inc | 5,097 | $598.0K | 0.16% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 5,089 | $597.0K | 0.09% | +1,900+59.6% | Added |
| BMS Financial Advisors, LLC | 5,068 | $595.0K | 0.38% | +5,068 | New |
| IAM Advisory, LLC | 4,748 | $594.0K | 0.23% | +5+0.1% | Added |
| Fountainhead AM, LLC | 5,058 | $594.0K | 0.26% | +798+18.7% | Added |
| Accredited Investors Inc. | 5,052 | $593.0K | 0.05% | −330−6.1% | Reduced |
| Bridgewater Associates, LP | 5,057 | $593.0K | 0.00% | +2,896+134.0% | Added |
| DFPG Investments, LLC | 4,604 | $591.0K | 0.25% | +8+0.2% | Added |
| Guinness Atkinson Asset Management Inc | 5,020 | $589.0K | 0.26% | +900+21.8% | Added |
| Donald L. Hagan, LLC | 5,021 | $589.0K | 0.30% | +5,021 | New |
| Institute for Wealth Management, LLC. | 5,006 | $587.0K | 0.10% | −245−4.7% | Reduced |
| American Assets Inc | 5,000 | $587.0K | 0.17% | 00.0% | Unchanged |
| St. Clair Advisors, LLC | 5,000 | $586.8K | 0.34% | −1,255−20.1% | Reduced |
| PBMares Wealth Management LLC | 4,990 | $586.0K | 0.25% | +10+0.2% | Added |
| Powers Advisory Group, LLC | 4,992 | $586.0K | 0.41% | +4,992 | New |
| First National Bank of Hutchinson | 4,987 | $585.0K | 0.33% | +51+1.0% | Added |
| Sierra Capital LLC | 4,989 | $585.0K | 0.09% | +150+3.1% | Added |
| Avion Wealth | 4,984 | $585.0K | 0.17% | +614+14.1% | Added |
| Perennial Advisors, LLC | 4,978 | $584.0K | 0.16% | −26−0.5% | Reduced |
| Antonetti Capital Management LLC | 4,975 | $584.0K | 0.46% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 4,980 | $584.0K | 0.14% | +57+1.2% | Added |
| NFP Retirement, Inc. | 4,969 | $583.1K | 0.21% | −3−0.1% | Reduced |
| Aviance Capital Partners, LLC | 4,963 | $582.0K | 0.10% | −43−0.9% | Reduced |
| Guardian Wealth Advisors, LLC | 4,950 | $581.0K | 0.47% | +151+3.1% | Added |
| Abacus Planning Group, Inc. | 4,951 | $581.0K | 0.16% | +206+4.3% | Added |
| Investors Financial Group, LLC | 4,930 | $579.0K | 0.27% | +435+9.7% | Added |
| DeDora Capital, Inc. | 4,926 | $578.0K | 0.43% | +230+4.9% | Added |
| Derbend Asset Management | 4,914 | $577.0K | 0.56% | −13−0.3% | Reduced |