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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 56,967 | $6.68M | 0.09% | +3,511+6.6% | Added |
| Trust Co of Vermont | 56,814 | $6.67M | 0.42% | −662−1.2% | Reduced |
| Laurel Wealth Advisors, Inc. | 56,813 | $6.67M | 0.52% | +16,122+39.6% | Added |
| Azzad Asset Management Inc | 56,746 | $6.66M | 0.89% | −490−0.9% | Reduced |
| Sepio Capital, LP | 56,599 | $6.64M | 0.50% | +2,689+5.0% | Added |
| Centre Asset Management, LLC | 56,546 | $6.64M | 3.36% | +12,656+28.8% | Added |
| Sunbelt Securities, Inc. | 48,151 | $6.57M | 1.07% | +582+1.2% | Added |
| Transform Wealth, LLC | 55,976 | $6.57M | 0.69% | +49,490+763.0% | Added |
| Grassi Investment Management | 55,946 | $6.57M | 0.66% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 56,178 | $6.56M | 0.41% | +7,081+14.4% | Added |
| Sowell Financial Services LLC | 55,901 | $6.56M | 0.38% | −13,876−19.9% | Reduced |
| Patten & Patten Inc | 55,743 | $6.54M | 0.45% | +36+0.1% | Added |
| Amica Mutual Insurance Co | 55,588 | $6.52M | 0.55% | 00.0% | Unchanged |
| Canandaigua National Corp | 55,385 | $6.50M | 0.96% | −670−1.2% | Reduced |
| Americana Partners, LLC | 55,330 | $6.49M | 1.18% | +5,177+10.3% | Added |
| Courier Capital LLC | 55,040 | $6.46M | 0.60% | −1,710−3.0% | Reduced |
| Freestone Capital Holdings, LLC | 55,031 | $6.46M | 0.27% | +4,656+9.2% | Added |
| Exencial Wealth Advisors, LLC | 54,349 | $6.38M | 0.31% | +3,114+6.1% | Added |
| Trust Co of Toledo NA | 54,084 | $6.35M | 0.95% | +1,175+2.2% | Added |
| Calamos Wealth Management LLC | 54,013 | $6.34M | 0.46% | +817+1.5% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 54,003 | $6.34M | 0.69% | +186+0.3% | Added |
| Kanen Wealth Management LLC | 53,479 | $6.28M | 2.17% | +8,998+20.2% | Added |
| Financial Advocates Investment Management | 53,426 | $6.27M | 0.45% | +140+0.3% | Added |
| Dynamic Advisor Solutions LLC | 53,146 | $6.24M | 0.45% | −861−1.6% | Reduced |
| Martin Capital Partners, LLC | 53,049 | $6.22M | 2.94% | −243−0.5% | Reduced |
| Old National Bancorp | 52,930 | $6.21M | 0.22% | −5,674−9.7% | Reduced |
| Miramar Capital, LLC | 52,787 | $6.20M | 2.10% | +2,772+5.5% | Added |
| Voloridge Investment Management, LLC | 52,700 | $6.18M | 0.03% | −745,529−93.4% | Reduced |
| Beach Investment Counsel Inc | 52,613 | $6.17M | 0.82% | +40,714+342.2% | Added |
| Fagan Associates, Inc. | 52,445 | $6.15M | 1.17% | +41,642+385.5% | Added |
| National Asset Management, Inc. | 52,410 | $6.15M | 0.18% | +5,238+11.1% | Added |
| HBK Sorce Advisory LLC | 52,409 | $6.15M | 0.31% | +2,949+6.0% | Added |
| Leavell Investment Management, Inc. | 52,078 | $6.11M | 0.41% | +8,903+20.6% | Added |
| Ibex Wealth Advisors | 52,011 | $6.10M | 1.08% | +1,416+2.8% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 51,919 | $6.09M | 1.72% | −513−1.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 51,896 | $6.09M | 0.06% | +12,595+32.0% | Added |
| Hendley & Co Inc | 51,846 | $6.08M | 1.99% | −70.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 51,656 | $6.06M | 0.56% | +1,865+3.7% | Added |
| Avidian Wealth Solutions, LLC | 51,589 | $6.05M | 0.38% | +5,123+11.0% | Added |
| One Capital Management, LLC | 51,551 | $6.05M | 0.46% | −1,583−3.0% | Reduced |
| Stonebridge Capital Management Inc | 51,539 | $6.05M | 2.10% | −1,075−2.0% | Reduced |
| Insight Folios Inc | 51,522 | $6.05M | 2.83% | +590+1.2% | Added |
| Diversified Trust Co | 51,495 | $6.04M | 0.20% | −20,914−28.9% | Reduced |
| Gladstone Institutional Advisory LLC | 51,473 | $6.04M | 0.47% | +19,764+62.3% | Added |
| Erste Asset Management GmbH | 51,260 | $6.04M | 0.11% | +2,906+6.0% | Added |
| Lynch & Associates | 51,383 | $6.03M | 1.42% | +5,612+12.3% | Added |
| Clear Street Markets LLC | 51,100 | $6.00M | 0.54% | +19,106+59.7% | Added |
| Surevest, LLC | 51,091 | $6.00M | 1.42% | −5,264−9.3% | Reduced |
| Murphy Capital Management Inc | 51,093 | $6.00M | 0.64% | +795+1.6% | Added |
| Ipswich Investment Management Co., Inc. | 50,999 | $5.99M | 1.40% | +56+0.1% | Added |
| Heritage Trust Co | 50,939 | $5.98M | 0.77% | −850−1.6% | Reduced |
| AlphaStar Capital Management, LLC | 46,280 | $5.97M | 0.48% | +4,377+10.4% | Added |
| Cohen Capital Management, Inc. | 50,792 | $5.96M | 0.98% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 50,711 | $5.95M | 0.53% | −615−1.2% | Reduced |
| Terry L. Blaker | 50,669 | $5.95M | 0.46% | −3,401−6.3% | Reduced |
| Monte Financial Group, LLC | 50,178 | $5.89M | 3.10% | −689−1.4% | Reduced |
| Chelsea Counsel Co | 50,100 | $5.88M | 2.55% | −2,733−5.2% | Reduced |
| Trustmark National Bank Trust Department | 49,791 | $5.84M | 0.45% | +1,650+3.4% | Added |
| Focus Financial Network, Inc. | 49,731 | $5.84M | 0.85% | +7,780+18.5% | Added |
| Cape Cod Five Cents Savings Bank | 49,638 | $5.83M | 0.56% | −2,032−3.9% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 49,577 | $5.82M | 0.83% | −259−0.5% | Reduced |
| First Midwest Bank Trust Division | 49,380 | $5.79M | 0.75% | +3,378+7.3% | Added |
| First Hawaiian Bank | 48,982 | $5.75M | 0.17% | −1,235−2.5% | Reduced |
| JustInvest LLC | 48,967 | $5.75M | 0.34% | +19,048+63.7% | Added |
| Ieq Capital, LLC | 48,746 | $5.72M | 0.13% | +5,194+11.9% | Added |
| Parallel Advisors, LLC | 48,696 | $5.71M | 0.21% | +3,457+7.6% | Added |
| Pettyjohn, Wood & White, Inc | 48,590 | $5.70M | 1.18% | +735+1.5% | Added |
| 1st Source Bank | 48,385 | $5.68M | 0.33% | +745+1.6% | Added |
| HighTower Trust Services, LTA | 48,333 | $5.67M | 0.55% | −1,856−3.7% | Reduced |
| Willis Investment Counsel | 48,328 | $5.67M | 0.30% | −50,866−51.3% | Reduced |
| EagleClaw Capital Managment, LLC | 48,296 | $5.67M | 1.24% | +2,825+6.2% | Added |
| Cohen & Steers, Inc. | 48,140 | $5.65M | 0.01% | −47,668−49.8% | Reduced |
| American Portfolios Advisors | 47,974 | $5.63M | 0.19% | +2,420+5.3% | Added |
| Perigon Wealth Management, LLC | 47,674 | $5.59M | 0.40% | +2,571+5.7% | Added |
| Exchange Traded Concepts, LLC | 47,479 | $5.57M | 0.11% | +47,066+11,396.1% | Added |
| Meridian Wealth Advisors, LLC | 47,318 | $5.55M | 1.35% | +197+0.4% | Added |
| Somerville Kurt F | 47,186 | $5.54M | 0.77% | −305−0.6% | Reduced |
| Capital Analysts, LLC | 47,047 | $5.52M | 0.33% | −619−1.3% | Reduced |
| Fruth Investment Management | 46,984 | $5.51M | 1.51% | −50−0.1% | Reduced |
| Cypress Capital Management LLC | 46,857 | $5.50M | 0.62% | +1,991+4.4% | Added |
| Advanced Asset Management Advisors Inc | 46,820 | $5.49M | 1.14% | 00.0% | Unchanged |
| Cunning Capital Partners, LP | 46,730 | $5.48M | 2.98% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 46,523 | $5.46M | 0.97% | −744−1.6% | Reduced |
| Buckingham Strategic Wealth, LLC | 46,449 | $5.45M | 0.11% | −310−0.7% | Reduced |
| Valeo Financial Advisors, LLC | 46,051 | $5.40M | 0.30% | +39+0.1% | Added |
| Principal Street Partners, LLC | 46,013 | $5.40M | 1.30% | +953+2.1% | Added |
| RMB Capital Management, LLC | 45,940 | $5.39M | 0.16% | +1,426+3.2% | Added |
| HGK Asset Management Inc | 45,814 | $5.38M | 1.67% | −1,316−2.8% | Reduced |
| Puzo Michael J | 45,795 | $5.38M | 1.52% | +420+0.9% | Added |
| B. Riley Wealth Management, Inc. | 45,721 | $5.37M | 0.37% | +3,375+8.0% | Added |
| Vontobel Holding Ltd. | 45,678 | $5.36M | 0.04% | +5,812+14.6% | Added |
| Rowland & Co Investment Counsel | 45,637 | $5.36M | 1.20% | −3,487−7.1% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 45,517 | $5.34M | 1.77% | −1,742−3.7% | Reduced |
| Principle Wealth Partners LLC | 45,440 | $5.33M | 0.56% | −338−0.7% | Reduced |
| C2C Wealth Management, LLC | 45,430 | $5.33M | 0.77% | +45,430 | New |
| Tokio Marine Asset Management Co Ltd | 45,410 | $5.33M | 0.42% | +1,103+2.5% | Added |
| City Holding Co | 36,984 | $5.33M | 0.89% | +926+2.6% | Added |
| First Foundation Advisors | 45,290 | $5.32M | 0.18% | −11,465−20.2% | Reduced |
| Hamel Associates, Inc. | 44,921 | $5.27M | 1.89% | −2,672−5.6% | Reduced |
| Culbertson A N & Co Inc | 44,912 | $5.27M | 0.99% | +1,617+3.7% | Added |