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 |
|---|---|---|---|---|---|
| HC Financial Advisors Inc | 4,916 | $577.0K | 0.32% | 00.0% | Unchanged |
| David Loasby | 4,905 | $576.0K | 0.07% | −1,525−23.7% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 4,913 | $576.0K | 0.10% | +1,935+65.0% | Added |
| D'Orazio & Associates, Inc. | 4,880 | $573.0K | 0.13% | +103+2.2% | Added |
| Axiom Advisory, LLC | 4,891 | $573.0K | 0.47% | +4,891 | New |
| Opus Capital Group, LLC | 4,871 | $572.0K | 0.12% | −44−0.9% | Reduced |
| Ballast Advisors LLC | 4,878 | $572.0K | 0.22% | +3+0.1% | Added |
| Peak Planning Group, LLC | 4,871 | $571.5K | 0.42% | −23−0.5% | Reduced |
| Advisory Resource Group | 4,346 | $571.0K | 0.19% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 4,839 | $568.0K | 0.29% | +594+14.0% | Added |
| Accuvest Global Advisors | 4,842 | $568.0K | 0.25% | +877+22.1% | Added |
| Whitener Capital Management, Inc. | 4,841 | $568.0K | 0.20% | +4,841 | New |
| Colonial River Wealth Management, LLC | 4,840 | $568.0K | 0.31% | +4,840 | New |
| Menard Financial Group LLC | 4,833 | $567.0K | 0.46% | −616−11.3% | Reduced |
| Greenwood Gearhart Inc | 4,823 | $566.0K | 0.08% | −23−0.5% | Reduced |
| Blume Capital Management, Inc. | 4,819 | $566.0K | 0.19% | 00.0% | Unchanged |
| James Hambro & Partners | 4,800 | $564.0K | 0.04% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 4,807 | $564.0K | 0.16% | +38+0.8% | Added |
| Eubel Brady & Suttman Asset Management Inc | 4,810 | $564.0K | 0.11% | +220+4.8% | Added |
| Barry Investment Advisors, LLC | 4,802 | $563.0K | 0.15% | +2,297+91.7% | Added |
| Lenox Wealth Advisors, LLC | 4,801 | $563.0K | 0.07% | +2,907+153.5% | Added |
| Thrive Wealth Management, LLC | 4,798 | $563.0K | 0.19% | +4,798 | New |
| Cross Staff Investments Inc | 4,799 | $563.0K | 0.50% | +4,799 | New |
| Atwood & Palmer Inc | 4,793 | $562.0K | 0.05% | +56+1.2% | Added |
| Proficio Capital Partners LLC | 4,793 | $562.0K | 0.08% | +156+3.4% | Added |
| Elm Advisors, LLC | 4,780 | $561.0K | 0.31% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 4,776 | $560.0K | 0.60% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 4,773 | $560.0K | 0.13% | +136+2.9% | Added |
| Wedmont Private Capital | 4,417 | $560.0K | 0.17% | +4,417 | New |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 4,767 | $559.0K | 0.00% | +16+0.3% | Added |
| Cottonwood Capital Advisors, LLC | 4,747 | $557.0K | 0.43% | +4,747 | New |
| Hanson & Doremus Investment Management | 4,742 | $556.0K | 0.12% | −478−9.2% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 4,726 | $555.0K | 0.16% | −475−9.1% | Reduced |
| Archford Capital Strategies, LLC | 4,714 | $553.0K | 0.13% | +179+3.9% | Added |
| Security Asset Management | 4,706 | $552.0K | 0.21% | −737−13.5% | Reduced |
| Financial Planners of Cleveland, Inc. | 4,670 | $552.0K | 0.22% | +4,670 | New |
| Smallwood Wealth Investment Management, LLC | 4,708 | $552.0K | 0.51% | +4,708 | New |
| Regatta Capital Group, LLC | 4,697 | $551.0K | 0.19% | +4,697 | New |
| Tectonic Advisors LLC | 4,685 | $550.0K | 0.10% | +136+3.0% | Added |
| Redhawk Wealth Advisors, Inc. | 4,691 | $550.0K | 0.14% | +1,495+46.8% | Added |
| Kavar Capital Partners Group, LLC | 4,679 | $549.0K | 0.11% | −193−4.0% | Reduced |
| Mission Financial Group, LLC | 3,590 | $547.1K | 0.52% | +3,590 | New |
| Gemmer Asset Management LLC | 4,663 | $547.0K | 0.06% | −779−14.3% | Reduced |
| Greenspring Advisors, LLC | 4,657 | $547.0K | 0.14% | +4,657 | New |
| Golden State Equity Partners | 4,649 | $546.0K | 0.28% | −2,892−38.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 4,649 | $546.0K | 0.28% | +10+0.2% | Added |
| Wedgewood Investors Inc | 4,652 | $546.0K | 0.64% | +110+2.4% | Added |
| Exchange Capital Management, Inc. | 4,651 | $546.0K | 0.10% | +332+7.7% | Added |
| Act Wealth Management, LLC | 4,641 | $545.0K | 0.31% | +67+1.5% | Added |
| Rice Hall James & Associates, LLC | 4,643 | $545.0K | 0.02% | 00.0% | Unchanged |
| Wealthstar Advisors, LLC | 4,621 | $544.0K | 0.19% | −55−1.2% | Reduced |
| Camden National Bank | 4,586 | $538.0K | 0.09% | +111+2.5% | Added |
| Trail Ridge Investment Advisors, LLC | 4,574 | $537.0K | 0.32% | +4,574 | New |
| J. L. Bainbridge & Co., Inc. | 4,565 | $536.0K | 0.06% | −85−1.8% | Reduced |
| Highland Private Wealth Management | 4,559 | $535.0K | 0.07% | −3,892−46.1% | Reduced |
| SOL Capital Management CO | 4,558 | $535.0K | 0.10% | −295−6.1% | Reduced |
| Archetype Wealth Partners | 4,553 | $534.0K | 0.16% | 00.0% | Unchanged |
| Cornerstone Capital, Inc. | 4,541 | $533.0K | 0.06% | 00.0% | Unchanged |
| Thomasville National Bank | 4,526 | $531.0K | 0.05% | −2,770−38.0% | Reduced |
| First Business Financial Services, Inc. | 4,525 | $531.0K | 0.06% | 00.0% | Unchanged |
| Glassman Wealth Services | 4,499 | $528.0K | 0.10% | +505+12.6% | Added |
| EverSource Wealth Advisors, LLC | 4,498 | $528.0K | 0.15% | +4,498 | New |
| SBK Financial, Inc. | 4,500 | $528.0K | 0.42% | +4,500 | New |
| Rockbridge Investment Management, LCC | 4,488 | $527.0K | 0.08% | +82+1.9% | Added |
| Meadow Creek Wealth Advisors LLC | 4,489 | $527.0K | 0.50% | +4,489 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 4,474 | $525.0K | 0.17% | +4,474 | New |
| Larson Financial Group LLC | 4,463 | $524.0K | 0.08% | +3,084+223.6% | Added |
| Perennial Investment Advisors, LLC | 4,458 | $523.0K | 0.16% | +464+11.6% | Added |
| RVW Wealth, LLC | 4,456 | $523.0K | 0.06% | +978+28.1% | Added |
| Sloy Dahl & Holst, LLC | 5,148 | $522.0K | 0.11% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 4,447 | $522.0K | 0.11% | −153−3.3% | Reduced |
| Cim Investment Mangement Inc | 4,446 | $522.0K | 0.16% | −85−1.9% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 4,450 | $522.0K | 0.31% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 4,442 | $521.0K | 0.31% | +257+6.1% | Added |
| Smith Anglin Financial, LLC | 4,438 | $521.0K | 0.09% | +561+14.5% | Added |
| Hummer Financial Advisory Services Inc | 4,433 | $520.0K | 0.44% | −535−10.8% | Reduced |
| Regent Peak Wealth Advisors LLC | 4,426 | $519.0K | 0.14% | +129+3.0% | Added |
| RDA Financial Network | 4,418 | $518.0K | 0.21% | −61−1.4% | Reduced |
| Summit Asset Management, LLC | 4,408 | $517.0K | 0.15% | +436+11.0% | Added |
| Two Sigma Securities, LLC | 4,393 | $516.0K | 0.10% | −16,082−78.5% | Reduced |
| Harbor Advisors LLC | 4,372 | $513.0K | 0.10% | 00.0% | Unchanged |
| AF Advisors, Inc. | 4,370 | $513.0K | 0.29% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 4,351 | $511.0K | 0.03% | −798−15.5% | Reduced |
| Clark Financial Services Group Inc | 4,340 | $510.0K | 0.34% | −22−0.5% | Reduced |
| Overbrook Management Corp | 4,339 | $509.0K | 0.10% | 00.0% | Unchanged |
| Total Investment Management Inc | 4,342 | $509.0K | 0.08% | +1,732+66.4% | Added |
| BCJ Capital Management, LLC | 4,326 | $508.0K | 0.05% | −200−4.4% | Reduced |
| Biechele Royce Advisors | 4,333 | $508.0K | 0.20% | −14−0.3% | Reduced |
| Landmark Financial Advisors, LLC | 4,331 | $508.0K | 0.23% | +550+14.5% | Added |
| Interchange Capital Partners, LLC | 4,335 | $508.0K | 0.51% | +4,335 | New |
| Agate Pass Investment Management, LLC | 4,328 | $508.0K | 0.32% | +4,328 | New |
| Bridgeworth, LLC | 4,322 | $507.0K | 0.11% | −929−17.7% | Reduced |
| Diamant Asset Management, Inc. | 4,321 | $507.0K | 0.37% | +30+0.7% | Added |
| OneAscent Wealth Management LLC | 4,309 | $506.0K | 1.26% | +4,309 | New |
| Summit X, LLC | 4,309 | $505.0K | 0.12% | +381+9.7% | Added |
| Cladis Investment Advisory, LLC | 4,303 | $505.0K | 0.40% | +4,303 | New |
| All Season Financial Advisors, Inc. | 4,287 | $503.0K | 0.35% | −64−1.5% | Reduced |
| Northern Capital Management, Inc. | 4,288 | $503.0K | 0.40% | +138+3.3% | Added |
| Tempus Wealth Planning, LLC | 4,281 | $502.0K | 0.27% | +76+1.8% | Added |
| BT Wealth Management LLC | 4,276 | $502.0K | 0.14% | +4,276 | New |