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 |
|---|---|---|---|---|---|
| Mezzasalma Advisors, LLC | 1,915 | $312.0K | 0.19% | +53+2.8% | Added |
| Demars Financial Group, LLC | 1,921 | $313.0K | 0.16% | −2−0.1% | Reduced |
| Falcon Wealth Planning | 1,930 | $314.0K | 0.10% | −32−1.6% | Reduced |
| Sara-Bay Financial | 1,931 | $314.0K | 0.12% | 00.0% | Unchanged |
| Geller Advisors LLC | 1,929 | $314.0K | 0.06% | +140+7.8% | Added |
| H&H Retirement Design & Management INC | 1,854 | $315.0K | 0.21% | 00.0% | Unchanged |
| Terra Nova Asset Management LLC | 1,935 | $315.0K | 0.29% | +159+9.0% | Added |
| CenterBook Partners LP | 1,934 | $315.0K | 0.11% | +1,934 | New |
| Blue Barn Wealth, LLC | 1,942 | $316.0K | 0.22% | −248−11.3% | Reduced |
| Aufman Associates Inc | 1,939 | $316.0K | 0.25% | +27+1.4% | Added |
| ERn Financial, LLC | 1,943 | $316.0K | 0.07% | +236+13.8% | Added |
| Pathway Financial Advisors LLC | 1,945 | $317.0K | 0.12% | 00.0% | Unchanged |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 1,953 | $318.0K | 0.12% | −2,960−60.2% | Reduced |
| Disciplined Growth Investors Inc | 1,950 | $318.0K | 0.01% | 00.0% | Unchanged |
| Stone Point Wealth LLC | 1,951 | $318.0K | 0.18% | +1,951 | New |
| Phoenix Wealth Advisors | 1,940 | $320.0K | 0.33% | −500−20.5% | Reduced |
| Key Financial Inc | 1,968 | $320.0K | 0.16% | −160−7.5% | Reduced |
| Arlington Partners LLC | 1,969 | $321.0K | 0.09% | −941−32.3% | Reduced |
| Beacon Financial Advisory LLC | 1,970 | $321.0K | 0.15% | +2+0.1% | Added |
| Sunburst Financial Group, LLC | 1,976 | $322.0K | 0.16% | −112−5.4% | Reduced |
| State of Wyoming | 1,977 | $322.0K | 0.16% | +1,002+102.8% | Added |
| Corrado Advisors, LLC | 1,984 | $323.0K | 0.20% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 1,988 | $324.0K | 0.15% | +1,988 | New |
| Leo H. Evart, Inc. | 1,993 | $325.0K | 0.34% | 00.0% | Unchanged |
| Shayne & Co., LLC | 2,000 | $326.0K | 0.16% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 2,004 | $326.0K | 0.15% | 00.0% | Unchanged |
| Straight Path Wealth Management | 2,000 | $326.0K | 0.28% | 00.0% | Unchanged |
| Brasada Capital Management, LP | 2,000 | $326.0K | 0.06% | +2,000 | New |
| Thrive Capital Management, LLC | 2,014 | $328.0K | 0.20% | −4,827−70.6% | Reduced |
| Solidarilty Wealth, LLC | 1,911 | $328.0K | 0.19% | +1,911 | New |
| Sterling Financial Planning, Inc. | 2,018 | $329.0K | 0.21% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 2,020 | $329.0K | 0.29% | +75+3.9% | Added |
| Levin Capital Strategies, L.P. | 2,029 | $330.0K | 0.03% | 00.0% | Unchanged |
| Carl Stuart Investment Advisor, Inc | 2,042 | $332.5K | 0.24% | −30−1.4% | Reduced |
| Renaissance Investment Group LLC | 2,084 | $333.0K | 0.10% | +334+19.1% | Added |
| King Wealth | 2,047 | $333.0K | 0.07% | +2,047 | New |
| Peak Financial Management, Inc. | 2,045 | $333.0K | 0.11% | +2,045 | New |
| Archetype Wealth Partners | 2,053 | $334.0K | 0.09% | −2,500−54.9% | Reduced |
| Tobam | 2,049 | $334.0K | 0.02% | +227+12.5% | Added |
| Lloyd Advisory Services, LLC. | 2,058 | $335.0K | 0.16% | −597−22.5% | Reduced |
| Von Berge Wealth Management Group, LLC | 1,955 | $335.0K | 0.31% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 2,055 | $335.0K | 0.18% | +2+0.1% | Added |
| HYA Advisors, Inc | 2,058 | $335.0K | 0.12% | +5+0.2% | Added |
| Cornercap Investment Counsel Inc | 2,058 | $335.0K | 0.04% | +225+12.3% | Added |
| Innova Wealth Partners | 2,058 | $335.0K | 0.24% | +250+13.8% | Added |
| RS Crum Inc. | 2,071 | $337.0K | 0.19% | −3−0.1% | Reduced |
| Isthmus Partners, LLC | 2,077 | $338.0K | 0.06% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 2,079 | $338.0K | 0.22% | +493+31.1% | Added |
| Community Bank of Raymore | 2,087 | $340.0K | 0.09% | 00.0% | Unchanged |
| NWK Group, Inc. | 2,085 | $340.0K | 0.18% | 00.0% | Unchanged |
| Karp Capital Management Corp | 2,092 | $341.0K | 0.05% | −1,024−32.9% | Reduced |
| Norris Perne & French LLP | 2,095 | $341.0K | 0.03% | +190+10.0% | Added |
| FSB Premier Wealth Management, Inc. | 2,117 | $342.0K | 0.17% | +41+2.0% | Added |
| Centennial Wealth Advisory LLC | 2,103 | $342.0K | 0.19% | +121+6.1% | Added |
| Patriot Investment Management Inc. | 2,104 | $342.0K | 0.03% | +2,104 | New |
| Evermay Wealth Management LLC | 2,109 | $343.0K | 0.06% | −1,155−35.4% | Reduced |
| Family Firm, Inc. | 2,114 | $344.0K | 0.09% | +3+0.1% | Added |
| Wooster Corthell Wealth Management, Inc. | 2,117 | $345.0K | 0.09% | 00.0% | Unchanged |
| US Asset Management LLC | 2,117 | $345.0K | 0.32% | +20+1.0% | Added |
| Adamsbrown Wealth Consultants LLC | 2,119 | $345.0K | 0.27% | +2,119 | New |
| Spinnaker Investment Group, LLC | 2,111 | $346.0K | 0.11% | −94−4.3% | Reduced |
| blooom, inc. | 2,079 | $346.0K | 0.28% | −103−4.7% | Reduced |
| Punch & Associates Investment Management, Inc. | 2,134 | $347.0K | 0.02% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 2,143 | $349.0K | 0.09% | +31+1.5% | Added |
| Claris Advisors, LLC | 2,152 | $350.0K | 0.37% | +13+0.6% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 2,158 | $351.0K | 0.10% | 00.0% | Unchanged |
| Applied Capital LLC | 2,154 | $351.0K | 0.22% | −200−8.5% | Reduced |
| Diker Management LLC | 2,156 | $351.0K | 0.28% | 00.0% | Unchanged |
| TAP Consulting, LLC | 2,156 | $351.0K | 0.09% | +41+1.9% | Added |
| Hilton Capital Management, LLC | 2,157 | $351.0K | 0.04% | +2,157 | New |
| Wela Strategies, Inc. | 2,158 | $351.0K | 0.18% | +2,158 | New |
| Quent Capital, LLC | 2,170 | $353.0K | 0.07% | −6,183−74.0% | Reduced |
| Lakeside Advisors, INC. | 2,169 | $353.0K | 0.27% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 2,166 | $353.0K | 0.10% | +2,166 | New |
| Triune Financial Partners, LLC | 2,170 | $353.3K | 0.19% | +18+0.8% | Added |
| Security National Bank of So Dak | 2,178 | $355.0K | 0.25% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 2,179 | $355.0K | 0.30% | +95+4.6% | Added |
| West Bancorporation Inc | 2,181 | $355.0K | 0.22% | +1,865+590.2% | Added |
| Hartline Investment Corp | 3,401 | $356.0K | 0.05% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 2,189 | $356.0K | 0.17% | +45+2.1% | Added |
| Madison Wealth Partners, Inc | 2,184 | $356.0K | 0.20% | +62+2.9% | Added |
| Financial Perspectives, Inc | 2,193 | $357.0K | 0.17% | +182+9.1% | Added |
| Tortoise Investment Management, LLC | 2,206 | $359.0K | 0.07% | +698+46.3% | Added |
| Meridian Financial, LLC | 2,210 | $359.8K | 0.37% | +450+25.6% | Added |
| IMS Capital Management | 2,210 | $360.0K | 0.19% | −616−21.8% | Reduced |
| Bridgefront Capital, LLC | 2,214 | $361.0K | 0.44% | −644−22.5% | Reduced |
| Wharton Business Group, LLC | 2,219 | $361.0K | 0.02% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 2,216 | $361.0K | 0.17% | +43+2.0% | Added |
| Montz Harcus Wealth Management LLC | 2,219 | $361.0K | 0.32% | +79+3.7% | Added |
| IVC Wealth Advisors LLC | 2,215 | $361.0K | 0.24% | +226+11.4% | Added |
| Alps Advisors Inc | 2,220 | $361.0K | 0.00% | +2,220 | New |
| Lesa Sroufe & Co | 2,755 | $362.0K | 0.36% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 2,225 | $362.0K | 0.34% | +49+2.3% | Added |
| Heron Financial Group, LLC | 2,231 | $363.0K | 0.19% | −149−6.3% | Reduced |
| Delphia (USA) Inc. | 2,232 | $363.0K | 0.27% | +230+11.5% | Added |
| Unionview, LLC | 2,233 | $364.0K | 0.34% | −60−2.6% | Reduced |
| Koss-Olinger Consulting, LLC | 2,244 | $365.0K | 0.06% | −640−22.2% | Reduced |
| Portland Global Advisors LLC | 2,247 | $366.0K | 0.06% | −200−8.2% | Reduced |
| Texas Capital Bancshares Inc | 2,248 | $366.0K | 0.22% | −67−2.9% | Reduced |
| Tyler-Stone Wealth Management | 2,268 | $369.0K | 0.20% | +14+0.6% | Added |