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, Q1 2022
Institutional positions in Chevron Corp as of Mar 31, 2022. 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
- 3,070
- +198 vs. Q4 2021
- Shares held
- 1.38B
- +78.0M (+6.0%) vs. Q4 2021
- Total value
- $223.8B
- +$71.6B (+47.0%) vs. Q4 2021
- New holders
- 297
- 1,130 more added
- Sold out
- 99
- 1,348 more reduced
32 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Chevron Corp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Warren Averett Asset Management, LLC | 5,964 | $972.0K | 0.08% | +82+1.4% | Added |
| Westover Capital Advisors, LLC | 5,983 | $974.0K | 0.30% | −10−0.2% | Reduced |
| EverSource Wealth Advisors, LLC | 5,989 | $974.0K | 0.25% | +1,491+33.1% | Added |
| Beck Bode, LLC | 5,984 | $974.0K | 0.22% | +5,984 | New |
| Xcel Wealth Management, LLC | 5,986 | $975.0K | 0.27% | −952−13.7% | Reduced |
| P.A.W. Capital Corp | 6,000 | $977.0K | 1.02% | −2,000−25.0% | Reduced |
| John G Ullman & Associates Inc | 6,002 | $977.0K | 0.14% | +67+1.1% | Added |
| Consilium Wealth Advisory, LLC | 6,028 | $982.0K | 0.70% | −1,852−23.5% | Reduced |
| W Advisors, LLC | 6,040 | $983.0K | 0.74% | +290+5.0% | Added |
| S. R. Schill & Associates | 6,054 | $986.0K | 0.41% | +449+8.0% | Added |
| Legacy Wealth Management, LLC | 6,115 | $995.7K | 0.52% | +19+0.3% | Added |
| MBA Advisors LLC | 6,123 | $997.0K | 0.62% | −1,225−16.7% | Reduced |
| Chickasaw Capital Management LLC | 6,132 | $998.0K | 0.04% | −325−5.0% | Reduced |
| Vishria Bird Financial Group, LLC | 6,133 | $999.0K | 0.55% | −2,001−24.6% | Reduced |
| San Luis Wealth Advisors LLC | 8,522 | $1.00M | 0.49% | +8,522 | New |
| City State Bank | 6,145 | $1.00M | 0.60% | −430−6.5% | Reduced |
| Amussen Hunsaker Associates LLC | 6,141 | $1.00M | 0.23% | −1,165−15.9% | Reduced |
| GYL Financial Synergies, LLC | 6,153 | $1.00M | 0.24% | +166+2.8% | Added |
| Oxford Financial Group Ltd | 6,163 | $1.00M | 0.13% | −4,204−40.6% | Reduced |
| Financial Engines Advisors L.L.C. | 6,170 | $1.00M | 0.00% | −1,400−18.5% | Reduced |
| Sheets Smith Wealth Management | 6,169 | $1.00M | 0.14% | −2,031−24.8% | Reduced |
| Accurate Wealth Management, LLC | 6,182 | $1.01M | 0.45% | +206+3.4% | Added |
| Q3 Asset Management | 6,207 | $1.01M | 0.47% | +6,207 | New |
| Cambridge Advisors Inc. | 6,220 | $1.01M | 0.24% | −72−1.1% | Reduced |
| Kowal Investment Group, LLC | 6,220 | $1.01M | 0.31% | +857+16.0% | Added |
| Oak Family Advisors, LLC | 6,251 | $1.02M | 0.51% | −2,969−32.2% | Reduced |
| Cornerstone National Bank & Trust Co | 6,255 | $1.02M | 0.45% | −587−8.6% | Reduced |
| Cookson Peirce & Co Inc | 6,264 | $1.02M | 0.06% | +6,264 | New |
| Archford Capital Strategies, LLC | 6,264 | $1.02M | 0.23% | +1,550+32.9% | Added |
| Cedar Brook Financial Partners, LLC | 6,293 | $1.02M | 0.27% | +659+11.7% | Added |
| USA Financial Portformulas Corp | 6,297 | $1.02M | 1.10% | +5,548+740.7% | Added |
| Gryphon Financial Partners LLC | 6,301 | $1.03M | 0.21% | −35−0.6% | Reduced |
| Hardman Johnston Global Advisors LLC | 6,300 | $1.03M | 0.03% | 00.0% | Unchanged |
| Vaughan & Co Securities, Inc. | 6,309 | $1.03M | 0.71% | −669−9.6% | Reduced |
| Guinness Atkinson Asset Management Inc | 6,346 | $1.03M | 0.50% | +1,326+26.4% | Added |
| Austin Private Wealth, LLC | 6,342 | $1.03M | 0.21% | +1,895+42.6% | Added |
| Schrum Private Wealth Management LLC | 6,561 | $1.03M | 1.04% | +149+2.3% | Added |
| Greenline Partners, LLC | 6,364 | $1.04M | 0.19% | −2,462−27.9% | Reduced |
| Independent Investors Inc | 6,370 | $1.04M | 0.23% | 00.0% | Unchanged |
| Collective Family Office LLC | 6,379 | $1.04M | 0.40% | +10+0.2% | Added |
| LBMC Investment Advisors, LLC | 6,390 | $1.04M | 0.09% | −27−0.4% | Reduced |
| CVA Family Office, LLC | 6,402 | $1.04M | 0.25% | +542+9.2% | Added |
| Argus Investors' Counsel, Inc. | 6,400 | $1.04M | 0.67% | +883+16.0% | Added |
| Integrated Investment Consultants, LLC | 6,414 | $1.04M | 0.29% | −335−5.0% | Reduced |
| First Interstate Bank | 6,422 | $1.05M | 0.10% | +2,226+53.1% | Added |
| Traynor Capital Management, Inc. | 6,431 | $1.05M | 0.14% | +333+5.5% | Added |
| Wedmont Private Capital | 6,372 | $1.05M | 0.23% | +1,955+44.3% | Added |
| Lineweaver Wealth Advisors, LLC | 6,440 | $1.05M | 0.30% | −422−6.1% | Reduced |
| Signature Wealth Management Partners, LLC | 6,436 | $1.05M | 0.89% | −300−4.5% | Reduced |
| Cooper/Haims Advisors, LLC | 6,438 | $1.05M | 0.68% | −100−1.5% | Reduced |
| Wendell David Associates Inc | 6,469 | $1.05M | 0.12% | −175−2.6% | Reduced |
| Fermata Advisors, LLC | 6,474 | $1.05M | 0.40% | −580−8.2% | Reduced |
| Aberdeen Wealth Management LLC | 6,479 | $1.05M | 0.72% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 6,500 | $1.06M | 0.02% | −1,500−18.8% | Reduced |
| Dixon Hughes Goodman Wealth Advisors LLC | 6,495 | $1.06M | 0.30% | +2,021+45.2% | Added |
| Prostatis Group LLC | 6,500 | $1.06M | 0.85% | +6,500 | New |
| Waterfront Wealth Inc. | 6,310 | $1.06M | 0.38% | −401−6.0% | Reduced |
| Lenox Wealth Advisors, LLC | 6,259 | $1.06M | 0.13% | +1,458+30.4% | Added |
| Monticello Wealth Management, LLC | 6,556 | $1.07M | 0.10% | +100+1.5% | Added |
| CenterStar Asset Management, LLC | – | $1.07M | 0.75% | – | – |
| Psagot Value Holdings Ltd. / (Israel) | 6,604 | $1.07M | 0.24% | −3,829−36.7% | Reduced |
| NFP Retirement, Inc. | 6,618 | $1.08M | 0.26% | +1,649+33.2% | Added |
| Empowered Funds, LLC | 6,631 | $1.08M | 0.12% | +464+7.5% | Added |
| Financial Architects, Inc | 6,639 | $1.08M | 0.15% | −416−5.9% | Reduced |
| Abbot Financial Management, Inc. | 6,638 | $1.08M | 0.53% | −300−4.3% | Reduced |
| Hexagon Capital Partners LLC | 6,642 | $1.08M | 0.29% | −64−1.0% | Reduced |
| M&R Capital Management Inc | 6,645 | $1.08M | 0.23% | +384+6.1% | Added |
| Corundum Group, Inc. | 6,658 | $1.08M | 1.01% | +160+2.5% | Added |
| Washburn Capital Management, Inc. | 6,660 | $1.08M | 0.71% | +4,485+206.2% | Added |
| TKG Advisors, LLC | 6,666 | $1.08M | 0.87% | −2,165−24.5% | Reduced |
| Girard Partners Ltd. | 6,664 | $1.08M | 0.12% | −2,035−23.4% | Reduced |
| Townsend Asset Management Corp | 6,663 | $1.08M | 0.53% | +6+0.1% | Added |
| Beaird Harris Wealth Management, LLC | 6,671 | $1.09M | 0.39% | −1,996−23.0% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 6,614 | $1.09M | 0.30% | +34+0.5% | Added |
| Schmidt P J Investment Management Inc | 6,952 | $1.09M | 0.24% | −440−6.0% | Reduced |
| E&G Advisors, LP | 6,693 | $1.09M | 0.30% | −600−8.2% | Reduced |
| Baader Bank INC | 6,697 | $1.09M | 0.09% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 6,699 | $1.09M | 0.46% | −74−1.1% | Reduced |
| Wealth Management Associates, Inc. | 6,706 | $1.09M | 0.62% | +323+5.1% | Added |
| Proficio Capital Partners LLC | 6,705 | $1.09M | 0.16% | +1,912+39.9% | Added |
| RSM US Wealth Management LLC | 6,727 | $1.09M | 0.06% | −724−9.7% | Reduced |
| Security National Bank | 6,752 | $1.10M | 0.25% | +2,875+74.2% | Added |
| First PREMIER Bank | 6,760 | $1.10M | 0.29% | −192−2.8% | Reduced |
| Taylor Hoffman Wealth Management | 6,770 | $1.10M | 0.44% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 6,827 | $1.11M | 0.07% | +1,198+21.3% | Added |
| Coco Enterprises, LLC | 6,789 | $1.11M | 0.88% | −139−2.0% | Reduced |
| SOA Wealth Advisors, LLC. | 6,850 | $1.11M | 0.27% | −105−1.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 6,869 | $1.12M | 0.63% | +2,744+66.5% | Added |
| Endurance Wealth Management, Inc. | 6,881 | $1.12M | 0.14% | −375−5.2% | Reduced |
| Davidson Trust Co | 6,884 | $1.12M | 0.83% | +263+4.0% | Added |
| Stableford Capital II LLC | 6,723 | $1.12M | 0.48% | −2,292−25.4% | Reduced |
| Winning Points Advisors, LLC | 6,909 | $1.13M | 0.87% | −9,625−58.2% | Reduced |
| Blueprint Investment Partners LLC | 6,923 | $1.13M | 0.29% | +603+9.5% | Added |
| Requisite Capital Management, LLC | 6,922 | $1.13M | 0.35% | +4,385+172.8% | Added |
| American Institute for Advanced Investment Management, LLP | 6,929 | $1.13M | 0.82% | +1,485+27.3% | Added |
| Baker Ellis Asset Management LLC | 6,939 | $1.13M | 0.20% | +1,819+35.5% | Added |
| Apella Capital, LLC | 6,942 | $1.13M | 0.16% | +3,628+109.5% | Added |
| Cable Hill Partners, LLC | 6,944 | $1.13M | 0.74% | −1,700−19.7% | Reduced |
| Financial Management Network Inc | 6,881 | $1.13M | 0.57% | +511+8.0% | Added |
| Canal Capital Management, LLC | 6,943 | $1.13M | 0.31% | +752+12.1% | Added |