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
- +365 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
- 82
- 926 more reduced
39 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 | 4,312 | $298.0B |
| Q4 2025 | 3,994 | $223.3B |
| Q3 2025 | 3,803 | $225.3B |
| Q2 2025 | 3,708 | $189.0B |
| Q1 2025 | 3,826 | $222.9B |
| Q4 2024 | 3,765 | $194.0B |
| Q3 2024 | 3,488 | $198.0B |
| Q2 2024 | 3,511 | $214.0B |
| Q1 2024 | 3,523 | $212.7B |
| Q4 2023 | 3,478 | $200.3B |
| Q3 2023 | 3,339 | $222.6B |
| Q2 2023 | 3,286 | $205.0B |
| Q1 2023 | 3,273 | $217.1B |
| Q4 2022 | 3,289 | $243.6B |
| Q3 2022 | 3,057 | $195.7B |
| Q2 2022 | 3,060 | $198.4B |
| Q1 2022 | 3,071 | $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 |
|---|---|---|---|---|---|
| Oak Asset Management, LLC | 73,986 | $8.68M | 3.32% | −2,367−3.1% | Reduced |
| Stockman Wealth Management, Inc. | 73,502 | $8.63M | 1.76% | −527−0.7% | Reduced |
| MAI Capital Management | 72,728 | $8.54M | 0.14% | +4,084+5.9% | Added |
| Kestra Private Wealth Services, LLC | 72,614 | $8.52M | 0.41% | +9,688+15.4% | Added |
| Mengis Capital Management, Inc. | 72,292 | $8.48M | 1.59% | +5,642+8.5% | Added |
| Mutual Advisors, LLC | 72,222 | $8.47M | 0.45% | +810+1.1% | Added |
| Cutler Investment Counsel LLC | 72,106 | $8.46M | 1.27% | +605+0.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 72,071 | $8.46M | 0.08% | +3,494+5.1% | Added |
| Paloma Partners Management Co | 71,647 | $8.41M | 0.27% | +71,647 | New |
| SeaCrest Wealth Management, LLC | 71,525 | $8.39M | 0.92% | +4,406+6.6% | Added |
| Carnegie Capital Asset Management, LLC | 71,387 | $8.38M | 0.28% | +7,194+11.2% | Added |
| Retirement Group, LLC | 71,212 | $8.36M | 3.65% | −12,346−14.8% | Reduced |
| Burns J W & Co Inc | 71,090 | $8.34M | 1.21% | −90−0.1% | Reduced |
| Allied Investment Advisors, LLC | 70,493 | $8.27M | 2.83% | +1,268+1.8% | Added |
| NBT Bank N A | 70,242 | $8.24M | 1.06% | −1,004−1.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 70,171 | $8.24M | 0.11% | +70,171 | New |
| Corient Capital Partners, LLC | 70,041 | $8.22M | 0.54% | +1,459+2.1% | Added |
| Castleview Partners, LLC | 956,403 | $8.15M | 0.07% | +956,403 | New |
| Bartlett & Co. LLC | 69,424 | $8.15M | 0.14% | −3,544−4.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 69,424 | $8.15M | 0.14% | −3,544−4.9% | Reduced |
| Skba Capital Management LLC | 69,150 | $8.12M | 1.53% | −5,700−7.6% | Reduced |
| Integrated Advisors Network LLC | 68,639 | $8.05M | 0.48% | +39,752+137.6% | Added |
| Premier Asset Management LLC | 68,555 | $8.04M | 1.40% | −26,267−27.7% | Reduced |
| Colonial Trust Advisors | 68,515 | $8.04M | 0.90% | +106+0.2% | Added |
| Frontier Wealth Management LLC | 68,371 | $8.02M | 0.53% | +4,149+6.5% | Added |
| Sigma Planning Corp | 68,307 | $8.02M | 0.22% | +18,121+36.1% | Added |
| Dearborn Partners LLC | 68,282 | $8.01M | 0.29% | −34,648−33.7% | Reduced |
| Core Alternative Capital | 73,528 | $7.96M | 1.60% | −3,138−4.1% | Reduced |
| Banque Cantonale Vaudoise | 67,827 | $7.96M | 0.31% | +7,894+13.2% | Added |
| Violich Capital Management, Inc. | 67,529 | $7.92M | 1.14% | +6,658+10.9% | Added |
| Wade G W & Inc | 67,422 | $7.91M | 0.34% | +1,513+2.3% | Added |
| Rockland Trust Co | 67,411 | $7.91M | 0.50% | −2,872−4.1% | Reduced |
| Spire Wealth Management | 67,108 | $7.88M | 0.17% | +16,620+32.9% | Added |
| Kingsview Wealth Management, LLC | 66,856 | $7.85M | 0.33% | +8,157+13.9% | Added |
| Shell Asset Management Co | 66,732 | $7.83M | 0.16% | −4,420−6.2% | Reduced |
| ARS Investment Partners, LLC | 66,535 | $7.81M | 0.72% | +11,125+20.1% | Added |
| Madden Securities Corp | 66,462 | $7.80M | 3.65% | −601−0.9% | Reduced |
| Illinois Municipal Retirement Fund | 66,292 | $7.78M | 0.22% | +1,983+3.1% | Added |
| Crossvault Capital Management LLC | 65,977 | $7.74M | 2.32% | +1,651+2.6% | Added |
| Montgomery Investment Management Inc | 65,942 | $7.74M | 2.60% | −200−0.3% | Reduced |
| Nikko Asset Management Americas, Inc. | 65,720 | $7.74M | 0.04% | −18,889−22.3% | Reduced |
| Engrave Wealth Partners LLC | 65,895 | $7.73M | 2.23% | −3,444−5.0% | Reduced |
| Pioneer Trust Bank N A | 65,816 | $7.72M | 2.01% | −40−0.1% | Reduced |
| Smith Group Asset Management, LLC | 65,576 | $7.70M | 0.35% | +110+0.2% | Added |
| Montag A & Associates Inc | 65,452 | $7.68M | 0.38% | +18,780+40.2% | Added |
| Huber Capital Management LLC | 65,400 | $7.67M | 2.02% | −4,200−6.0% | Reduced |
| Parcion Private Wealth LLC | 59,438 | $7.66M | 0.69% | +1,143+2.0% | Added |
| American Research & Management Co. | 64,041 | $7.51M | 1.63% | −215−0.3% | Reduced |
| Sand Hill Global Advisors, LLC | 63,930 | $7.50M | 0.42% | +78+0.1% | Added |
| Greystone Financial Group, LLC | 63,741 | $7.48M | 1.79% | +5,573+9.6% | Added |
| Neville Rodie & Shaw Inc | 63,571 | $7.46M | 0.53% | +1,028+1.6% | Added |
| Means Investment Co., Inc. | 63,409 | $7.44M | 1.32% | +2,608+4.3% | Added |
| Annex Advisory Services, LLC | 63,293 | $7.43M | 0.51% | +5,481+9.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 62,498 | $7.33M | 0.33% | +35,394+130.6% | Added |
| Horizon Investments, LLC | 62,370 | $7.32M | 0.22% | +35,580+132.8% | Added |
| Birmingham Capital Management Co Inc | 62,133 | $7.29M | 2.63% | −170−0.3% | Reduced |
| Strategic Advisors LLC | 62,054 | $7.28M | 1.04% | +38,275+161.0% | Added |
| Fulton Bank, N.A. | 61,588 | $7.23M | 0.32% | +934+1.5% | Added |
| Oxbow Advisors, LLC | 61,518 | $7.22M | 0.69% | −71,150−53.6% | Reduced |
| Bard Financial Services, Inc. | 61,440 | $7.21M | 0.58% | +6,200+11.2% | Added |
| American National Bank | 61,248 | $7.19M | 1.40% | +4,183+7.3% | Added |
| Meridian Investment Counsel Inc. | 60,944 | $7.15M | 2.38% | 00.0% | Unchanged |
| Resources Management Corp | 60,777 | $7.13M | 0.93% | −1,180−1.9% | Reduced |
| Live Oak Private Wealth LLC | 60,598 | $7.11M | 1.33% | +1,690+2.9% | Added |
| Northern Oak Wealth Management Inc | 60,575 | $7.11M | 0.80% | +1,819+3.1% | Added |
| Mairs & Power Inc | 60,537 | $7.10M | 0.07% | −2,922−4.6% | Reduced |
| Biondo Investment Advisors, LLC | 59,866 | $7.10M | 1.18% | +2,124+3.7% | Added |
| Corbenic Partners LLC | 60,469 | $7.10M | 1.38% | −5,517−8.4% | Reduced |
| Resource Management, LLC | 60,416 | $7.09M | 0.73% | −988−1.6% | Reduced |
| CBOE Vest Financial, LLC | 60,285 | $7.07M | 1.54% | +6,421+11.9% | Added |
| Sky Investment Group LLC | 60,201 | $7.07M | 1.43% | +930+1.6% | Added |
| Peddock Capital Advisors, LLC | 60,064 | $7.05M | 2.33% | −93−0.2% | Reduced |
| Park Avenue Securities LLC | 59,996 | $7.04M | 0.12% | +5,340+9.8% | Added |
| Mirador Capital Partners LP | 59,931 | $7.03M | 1.48% | +1,751+3.0% | Added |
| Venture Visionary Partners LLC | 59,556 | $7.03M | 0.46% | +7,622+14.7% | Added |
| Coldstream Capital Management Inc | 59,856 | $7.02M | 0.22% | +43,401+263.8% | Added |
| Prospera Financial Services Inc | 59,831 | $7.02M | 0.30% | +4,624+8.4% | Added |
| Stamos Capital Partners, L.P. | 59,700 | $7.01M | 3.25% | −9,470−13.7% | Reduced |
| Dean Investment Associates, LLC | 59,667 | $7.00M | 1.23% | −77−0.1% | Reduced |
| Boston Family Office LLC | 59,350 | $6.96M | 0.45% | −408−0.7% | Reduced |
| Lockheed Martin Investment Management Co | 59,265 | $6.95M | 0.37% | 00.0% | Unchanged |
| Iowa State Bank | 59,181 | $6.95M | 1.63% | +2,906+5.2% | Added |
| CWA Asset Management Group, LLC | 58,672 | $6.88M | 0.51% | +2,160+3.8% | Added |
| Bogart Wealth, LLC | 58,644 | $6.88M | 0.62% | +2,403+4.3% | Added |
| Woodward Diversified Capital, LLC | 58,582 | $6.88M | 4.05% | −779−1.3% | Reduced |
| Strategic Blueprint, LLC | 58,539 | $6.87M | 0.87% | +47,403+425.7% | Added |
| First Nebraska Trust Co | 58,541 | $6.87M | 0.83% | −312−0.5% | Reduced |
| Caldwell Trust Co | 58,470 | $6.86M | 0.79% | +770+1.3% | Added |
| New England Asset Management Inc | 58,465 | $6.86M | 0.11% | +3,850+7.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 58,406 | $6.85M | 0.34% | +3,922+7.2% | Added |
| Castle Rock Wealth Management, LLC | 53,946 | $6.85M | 2.79% | −1,760−3.2% | Reduced |
| Valicenti Advisory Services Inc | 58,218 | $6.83M | 1.70% | −369−0.6% | Reduced |
| Stratos Wealth Partners, LTD. | 58,047 | $6.81M | 0.15% | +3,874+7.2% | Added |
| CSS LLC | 57,915 | $6.80M | 0.30% | +57,915 | New |
| Stokes Family Office, LLC | 57,660 | $6.77M | 0.84% | +1,731+3.1% | Added |
| Visionary Wealth Advisors | 57,622 | $6.76M | 0.55% | +4,057+7.6% | Added |
| Brown Brothers Harriman & Co | 57,545 | $6.75M | 0.04% | +2,488+4.5% | Added |
| Novare Capital Management LLC | 57,373 | $6.73M | 0.68% | +1,063+1.9% | Added |
| Prime Capital Investment Advisors, LLC | 57,328 | $6.73M | 0.36% | −7,450−11.5% | Reduced |
| Meeder Asset Management Inc | 57,207 | $6.71M | 0.68% | +24,619+75.5% | Added |