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
- 3,071
- +199 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
- 298
- 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 | 4,312 | $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, 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 |
|---|---|---|---|---|---|
| Investment Advisory Group, LLC | 1,606 | $261.0K | 0.16% | +1,606 | New |
| Selective Wealth Management, Inc. | 1,611 | $262.0K | 0.09% | +367+29.5% | Added |
| Nixon Peabody Trust Co | 1,615 | $263.0K | 0.09% | +1,615 | New |
| Salomon & Ludwin, LLC | 1,614 | $263.0K | 0.04% | +1,614 | New |
| Bordeaux Wealth Advisors LLC | 1,618 | $263.0K | 0.14% | +1,618 | New |
| Red Wave Investments LLC | 1,618 | $263.0K | 0.09% | +1,618 | New |
| Burrus Financial Services, Inc. | 1,617 | $263.3K | 0.13% | +1,617 | New |
| Strengthening Families & Communities, LLC | 1,625 | $264.0K | 0.16% | +5+0.3% | Added |
| Round Table Services, LLC | 1,623 | $264.0K | 0.04% | +1,623 | New |
| SBB Research Group LLC | 1,620 | $264.0K | 0.06% | +1,620 | New |
| Regal Wealth Group, Inc. | 1,600 | $265.0K | 0.17% | +1,600 | New |
| Cottage Street Advisors LLC | 1,625 | $265.0K | 0.16% | +1,625 | New |
| Liberty Capital Management, Inc. | 1,640 | $267.0K | 0.08% | +1,640 | New |
| Circle Wealth Management, LLC | 1,644 | $268.0K | 0.04% | −467−22.1% | Reduced |
| Quad-Cities Investment Group, LLC | 1,647 | $268.0K | 0.17% | +1,647 | New |
| Pluribus Labs, LLC | 1,651 | $269.0K | 1.07% | −97−5.5% | Reduced |
| First Wilshire Securities Management Inc | 1,650 | $269.0K | 0.09% | +1,650 | New |
| Omnia Family Wealth, LLC | 1,651 | $269.0K | 0.18% | +1,651 | New |
| Dock Street Asset Management Inc | 1,658 | $270.0K | 0.05% | +1,658 | New |
| Advance Capital Management, Inc. | 1,661 | $270.0K | 0.03% | +1,661 | New |
| Sequent Asset Management, LLC | 1,665 | $271.0K | 0.16% | +1,665 | New |
| Paces Ferry Wealth Advisors, LLC | 1,672 | $272.0K | 0.22% | −1,492−47.2% | Reduced |
| Woodard & Co Asset Management Group Inc | 1,670 | $272.0K | 0.11% | +1,670 | New |
| Montis Financial, LLC | 1,676 | $273.0K | 0.21% | −2,094−55.5% | Reduced |
| Leverty Financial Group, LLC | 1,677 | $273.0K | 0.22% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,662 | $273.0K | 0.17% | +2+0.1% | Added |
| MV Capital Management, Inc. | 1,683 | $274.0K | 0.04% | +88+5.5% | Added |
| Bishop & Co Investment Management, LLC | 1,685 | $274.0K | 0.12% | +1,685 | New |
| Arcus Capital Partners, LLC | 1,694 | $276.0K | 0.10% | −136−7.4% | Reduced |
| First Eagle Investment Management, LLC | 1,694 | $276.0K | 0.00% | +204+13.7% | Added |
| Check Capital Management Inc | 1,702 | $277.0K | 0.02% | −25−1.4% | Reduced |
| WMG Financial Advisors, LLC | 1,698 | $277.0K | 0.20% | +1,698 | New |
| Paladin Advisory Group, LLC | 1,697 | $278.0K | 0.23% | +1,697 | New |
| Atlas Capital Advisors LLC | 1,713 | $278.9K | 0.04% | −1,900−52.6% | Reduced |
| Investors Research Corp | 1,716 | $279.0K | 0.08% | +30+1.8% | Added |
| Warwick Investment Management, Inc. | 1,714 | $279.0K | 0.12% | +1,714 | New |
| Kendall Capital Management | 1,719 | $280.0K | 0.14% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 1,633 | $280.0K | 0.14% | +1,633 | New |
| Burns Matteson Capital Management, LLC | 1,725 | $280.9K | 0.20% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 1,725 | $281.0K | 0.02% | −148−7.9% | Reduced |
| Legacy Wealth Planning, LLC | 1,727 | $281.0K | 0.33% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 1,725 | $281.0K | 0.06% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 1,733 | $282.0K | 0.14% | +1,733 | New |
| Vanguard Capital Wealth Advisors | 1,741 | $283.0K | 0.20% | −353−16.9% | Reduced |
| Howard Capital Management Group, LLC | 1,735 | $283.0K | 0.03% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 1,735 | $283.0K | 0.06% | +1,735 | New |
| Keystone Wealth Services, LLC | 1,739 | $283.0K | 0.11% | +1,739 | New |
| Corrigan Financial, Inc. | 1,741 | $283.4K | 0.09% | +2+0.1% | Added |
| Garrett Wealth Advisory Group, LLC | 1,750 | $285.0K | 0.15% | +9+0.5% | Added |
| Charles Schwab Investment Advisory, Inc. | 1,756 | $286.0K | 0.00% | +1,756 | New |
| Aurora Private Wealth, Inc. | 1,764 | $287.0K | 0.12% | −48−2.6% | Reduced |
| Five Oceans Advisors | 1,768 | $288.0K | 0.26% | 00.0% | Unchanged |
| Insight Wealth Partners, LLC | 1,776 | $289.0K | 0.20% | −18−1.0% | Reduced |
| WESPAC Advisors, LLC | 1,782 | $290.0K | 0.31% | −366−17.0% | Reduced |
| Cary Street Partners Asset Management LLC | 1,783 | $290.0K | 0.06% | −225−11.2% | Reduced |
| Brown Advisory Securities, LLC | 1,776 | $290.0K | 0.17% | 00.0% | Unchanged |
| Petix & Botte Co | 1,784 | $290.0K | 0.09% | +1,784 | New |
| Landaas & Co | 2,489 | $292.0K | 0.16% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 1,796 | $293.0K | 0.06% | −374−17.2% | Reduced |
| Penbrook Management LLC | 1,800 | $293.0K | 0.19% | 00.0% | Unchanged |
| Afg Fiduciary Services Limited Partnership | 1,805 | $294.0K | 0.21% | −89−4.7% | Reduced |
| West Chester Capital Advisors, Inc | 1,803 | $294.0K | 0.21% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,808 | $294.0K | 0.08% | +165+10.0% | Added |
| Planning Alternatives Ltd | 1,809 | $295.0K | 0.05% | −314−14.8% | Reduced |
| Dash Acquisitions Inc. | 1,813 | $295.0K | 0.13% | 00.0% | Unchanged |
| First Citizens Financial Corp | 1,820 | $296.0K | 0.22% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 1,820 | $296.0K | 0.20% | +94+5.4% | Added |
| Trust Co | 1,817 | $296.0K | 0.06% | +400+28.2% | Added |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 1,821 | $297.0K | 0.25% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 1,824 | $297.0K | 0.21% | +1,824 | New |
| Fiduciary Planning LLC | 1,829 | $298.0K | 0.16% | −130−6.6% | Reduced |
| McLean Asset Management Corp | 1,833 | $298.0K | 0.22% | +84+4.8% | Added |
| Fernwood Investment Management, LLC | 1,831 | $298.0K | 0.10% | −45−2.4% | Reduced |
| Aspire Private Capital, LLC | 1,837 | $299.0K | 0.10% | −373−16.9% | Reduced |
| AIMZ Investment Advisors, LLC | 1,838 | $299.0K | 0.12% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 1,836 | $299.0K | 0.01% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 1,839 | $299.0K | 0.19% | +1,839 | New |
| Manchester Financial Inc | 1,847 | $301.0K | 0.11% | −50−2.6% | Reduced |
| McCarthy Asset Management, Inc. | 1,846 | $301.0K | 0.21% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 1,847 | $301.0K | 0.11% | +1,847 | New |
| Hofer & Associates. Inc | 1,852 | $302.0K | 0.27% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1,858 | $302.5K | 0.14% | +14+0.8% | Added |
| WCM Investment Management, LLC | 1,860 | $303.0K | 0.00% | +1,860 | New |
| Hotaling Investment Management, LLC | 1,868 | $304.0K | 0.12% | −700−27.3% | Reduced |
| Marotta Asset Management | 1,875 | $305.3K | 0.07% | +1,875 | New |
| ForthRight Wealth Management, LLC | 1,881 | $306.0K | 0.16% | −34−1.8% | Reduced |
| Ade, LLC | 1,884 | $307.0K | 0.29% | 00.0% | Unchanged |
| Hirtle Callaghan & Co LLC | 1,887 | $307.0K | 0.01% | +1,887 | New |
| Portfolio Solutions, LLC | 1,889 | $308.0K | 0.04% | −156−7.6% | Reduced |
| Financial Planners of Cleveland, Inc. | 1,895 | $309.0K | 0.13% | −2,775−59.4% | Reduced |
| AllSquare Wealth Management LLC | 1,898 | $309.0K | 0.19% | 00.0% | Unchanged |
| Sym Financial Corp | 1,895 | $309.0K | 0.13% | +62+3.4% | Added |
| Richelieu Gestion PLC | 1,900 | $309.0K | 0.25% | +1,900 | New |
| Ballast, Inc. | 1,907 | $310.0K | 0.12% | 00.0% | Unchanged |
| Mason & Associates Inc | 1,903 | $310.0K | 0.09% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 1,912 | $311.0K | 0.08% | −470−19.7% | Reduced |
| Financial Strategies Group, Inc. | 1,908 | $311.0K | 0.12% | +11+0.6% | Added |
| One Wealth Advisors, LLC | 1,913 | $311.0K | 0.08% | +157+8.9% | Added |
| Mma Asset Management LLC | 1,934 | $311.0K | 0.25% | +1,934 | New |
| KWB Wealth | 2,661 | $312.0K | 0.05% | 00.0% | Unchanged |