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 |
|---|---|---|---|---|---|
| Hourglass Capital, LLC | 44,765 | $5.25M | 1.76% | −7,505−14.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 44,701 | $5.25M | 0.03% | −41,141−47.9% | Reduced |
| Oliver Luxxe Assets LLC | 44,675 | $5.24M | 1.33% | −1,340−2.9% | Reduced |
| Asset Planning Services Inc | 44,660 | $5.24M | 2.82% | −1,170−2.6% | Reduced |
| S&CO Inc | 44,649 | $5.24M | 0.37% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 44,493 | $5.22M | 0.99% | +3,761+9.2% | Added |
| Cigna Investments Inc | 43,834 | $5.14M | 0.40% | −15,606−26.3% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 43,841 | $5.14M | 1.25% | −1,018−2.3% | Reduced |
| TRUE Private Wealth Advisors | 43,780 | $5.14M | 0.73% | −179−0.4% | Reduced |
| Grimes & Company, Inc. | 43,386 | $5.09M | 0.23% | +657+1.5% | Added |
| Sage Investment Advisers LLC | 43,131 | $5.06M | 6.51% | +43,131 | New |
| Cohen Klingenstein LLC | 43,000 | $5.05M | 0.20% | −1,308−3.0% | Reduced |
| Farmers National Bank | 42,747 | $5.02M | 1.66% | +383+0.9% | Added |
| First Manhattan Co | 42,727 | $5.01M | 0.02% | +1,206+2.9% | Added |
| Walleye Capital LLC | 42,543 | $4.99M | 0.16% | +42,543 | New |
| Chicago Trust Co NA | 42,416 | $4.98M | 0.99% | −630−1.5% | Reduced |
| Sandy Spring Bank | 42,415 | $4.98M | 0.24% | −231−0.5% | Reduced |
| BKD Wealth Advisors, LLC | 42,384 | $4.97M | 0.21% | +4,142+10.8% | Added |
| Inlet Private Wealth, LLC | 42,184 | $4.95M | 1.20% | +110.0% | Added |
| FineMark National Bank & Trust | 41,950 | $4.92M | 0.19% | −5,956−12.4% | Reduced |
| Ridgecrest Wealth Partners, LLC | 41,582 | $4.88M | 2.38% | −354−0.8% | Reduced |
| Twin Capital Management Inc | 41,570 | $4.88M | 0.49% | −12,547−23.2% | Reduced |
| Citizens Financial Group Inc | 41,918 | $4.88M | 0.16% | −295−0.7% | Reduced |
| Adell Harriman & Carpenter Inc | 41,475 | $4.87M | 0.45% | +8,864+27.2% | Added |
| Equitable Holdings, Inc. | 41,102 | $4.82M | 0.08% | +12,402+43.2% | Added |
| Nelson Capital Management, LLC | 41,084 | $4.82M | 0.89% | +750+1.9% | Added |
| Papp L Roy & Associates | 40,813 | $4.79M | 0.55% | −3,150−7.2% | Reduced |
| WoodTrust Financial Corp | 40,593 | $4.76M | 0.99% | +2,069+5.4% | Added |
| Advisor Partners LLC | 40,574 | $4.76M | 0.29% | +4,880+13.7% | Added |
| AMG National Trust Bank | 40,531 | $4.76M | 0.14% | −829−2.0% | Reduced |
| Cadence Bank NA | 40,339 | $4.73M | 1.29% | −210−0.5% | Reduced |
| PKO Investment Management Joint-Stock Co | 40,200 | $4.72M | 0.53% | +6,000+17.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 40,143 | $4.71M | 0.01% | +977+2.5% | Added |
| Lee Danner & Bass Inc | 40,044 | $4.70M | 0.40% | +225+0.6% | Added |
| Trinity Legacy Partners, LLC | 40,005 | $4.70M | 1.59% | +585+1.5% | Added |
| KMG Fiduciary Partners, LLC | 39,864 | $4.68M | 0.72% | +4,607+13.1% | Added |
| Bank of Hawaii | 39,847 | $4.68M | 0.24% | +986+2.5% | Added |
| Harbour Capital Advisors, LLC | 39,781 | $4.67M | 1.15% | −1,160−2.8% | Reduced |
| Chesley Taft & Associates LLC | 39,726 | $4.66M | 0.24% | −1,248−3.0% | Reduced |
| Kovack Advisors, Inc. | 39,698 | $4.66M | 0.45% | +3,476+9.6% | Added |
| Legacy Private Trust Co. | 39,570 | $4.64M | 0.35% | +1,390+3.6% | Added |
| Hartford Financial Management Inc. | 39,457 | $4.63M | 1.08% | −200−0.5% | Reduced |
| Community Bank & Trust, Waco, Texas | 39,259 | $4.61M | 1.36% | −76−0.2% | Reduced |
| Siemens Fonds Invest GmbH | 39,188 | $4.60M | 0.30% | −39−0.1% | Reduced |
| Stolper Co | 39,209 | $4.60M | 2.05% | +102+0.3% | Added |
| Carroll Financial Associates, Inc. | 38,657 | $4.59M | 0.24% | +1,053+2.8% | Added |
| McGinn Investment Management, Inc. | 39,005 | $4.58M | 3.02% | −73−0.2% | Reduced |
| Peak Asset Management, LLC | 38,958 | $4.57M | 1.05% | −978−2.4% | Reduced |
| Gotham Asset Management, LLC | 38,937 | $4.57M | 0.15% | +22,974+143.9% | Added |
| Murphy Pohlad Asset Management LLC | 38,827 | $4.56M | 1.79% | +40+0.1% | Added |
| GQG Partners LLC | 38,725 | $4.54M | 0.01% | +25,202+186.4% | Added |
| Citizens National Bank Trust Department | 38,705 | $4.54M | 1.72% | −14,985−27.9% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 38,678 | $4.54M | 0.39% | −3,502−8.3% | Reduced |
| Abbrea Capital, LLC | 38,383 | $4.50M | 0.61% | +2,353+6.5% | Added |
| Eastern Bank | 38,224 | $4.49M | 0.20% | −846−2.2% | Reduced |
| Capital City Trust Co | 38,195 | $4.48M | 1.27% | +414+1.1% | Added |
| Wetherby Asset Management Inc | 38,196 | $4.48M | 0.25% | −3,101−7.5% | Reduced |
| Patton Albertson Miller Group, LLC | 38,189 | $4.48M | 0.73% | +1,191+3.2% | Added |
| Redpoint Investment Management Pty Ltd | 38,158 | $4.48M | 0.36% | 00.0% | Unchanged |
| National Mutual Insurance Federation of Agricultural Cooperatives | 38,042 | $4.46M | 0.04% | 00.0% | Unchanged |
| Garland Capital Management Inc | 38,022 | $4.46M | 3.08% | −3,308−8.0% | Reduced |
| Regal Investment Advisors LLC | 38,026 | $4.46M | 0.40% | +311+0.8% | Added |
| Community Bank, N.A. | 37,886 | $4.45M | 0.51% | −558−1.5% | Reduced |
| Schulhoff & Co Inc | 37,885 | $4.45M | 1.83% | −196−0.5% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 37,738 | $4.43M | 1.33% | +775+2.1% | Added |
| Lido Advisors, LLC | 37,524 | $4.40M | 0.08% | +8,179+27.9% | Added |
| Wright Investors Service Inc | 37,493 | $4.40M | 1.11% | +1,052+2.9% | Added |
| Graypoint LLC | 37,451 | $4.39M | 0.46% | +1,719+4.8% | Added |
| Greylin Investment Mangement Inc | 37,302 | $4.38M | 0.82% | +24,362+188.3% | Added |
| Thompson Investment Management, Inc. | 37,239 | $4.37M | 0.62% | −147−0.4% | Reduced |
| Symmetry Partners, LLC | 37,233 | $4.37M | 0.28% | +22,960+160.9% | Added |
| Boyer & Corporon Wealth Management, LLC | 37,192 | $4.36M | 1.28% | +24+0.1% | Added |
| Sumitomo Life Insurance Co | 37,000 | $4.34M | 0.10% | −1,134−3.0% | Reduced |
| Beacon Investment Advisory Services, Inc. | 36,997 | $4.34M | 0.17% | +415+1.1% | Added |
| NEXT Financial Group, Inc | 36,993 | $4.34M | 0.29% | +2,065+5.9% | Added |
| Parus Finance (UK) Ltd | 36,910 | $4.33M | 1.39% | +36,910 | New |
| Barrett Asset Management, LLC | 36,609 | $4.30M | 0.16% | +408+1.1% | Added |
| Alerus Financial NA | 36,474 | $4.28M | 0.35% | +2,148+6.3% | Added |
| Concentric Wealth Management, LLC | 36,464 | $4.28M | 1.21% | −645−1.7% | Reduced |
| Physicians Financial Services, Inc. | 36,446 | $4.28M | 1.58% | +194+0.5% | Added |
| Cornerstone Wealth Group, LLC | 36,347 | $4.26M | 0.73% | +141+0.4% | Added |
| Destination Wealth Management | 36,344 | $4.26M | 0.15% | +4,209+13.1% | Added |
| Institutional & Family Asset Management, LLC | 36,284 | $4.26M | 0.67% | −3,013−7.7% | Reduced |
| Stratos Wealth Advisors, LLC | 36,149 | $4.24M | 0.31% | +1,848+5.4% | Added |
| Level Four Advisory Services, LLC | 36,127 | $4.24M | 0.32% | +14,934+70.5% | Added |
| Moody National Bank Trust Division | 36,118 | $4.24M | 0.13% | −118,101−76.6% | Reduced |
| Clearstead Advisors, LLC | 36,104 | $4.24M | 0.29% | +661+1.9% | Added |
| Founders Capital Management | 35,971 | $4.22M | 2.71% | −163−0.5% | Reduced |
| Sawtooth Solutions, LLC | 35,930 | $4.22M | 0.47% | +15,815+78.6% | Added |
| Flputnam Investment Management Co | 35,760 | $4.20M | 0.13% | +10,654+42.4% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 35,676 | $4.19M | 2.73% | −374−1.0% | Reduced |
| Narwhal Capital Management | 35,562 | $4.17M | 0.48% | +135+0.4% | Added |
| Barings LLC | 35,505 | $4.17M | 0.11% | +19+0.1% | Added |
| Evergreen Capital Management LLC | 35,486 | $4.16M | 0.17% | +1,005+2.9% | Added |
| LaFleur & Godfrey LLC | 35,415 | $4.16M | 0.53% | +3,036+9.4% | Added |
| TCTC Holdings, LLC | 35,328 | $4.14M | 0.18% | +125+0.4% | Added |
| Eagle Capital Management, LLC | 35,296 | $4.14M | 1.08% | +696+2.0% | Added |
| White Pine Investment CO | 35,232 | $4.13M | 1.38% | +348+1.0% | Added |
| Comerica Securities,inc. | 35,098 | $4.12M | 0.26% | +9,421+36.7% | Added |
| Candriam Luxembourg S.C.A. | 35,084 | $4.12M | 0.03% | −3,634−9.4% | Reduced |