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 |
|---|---|---|---|---|---|
| Founders Financial Alliance, LLC | 17,033 | $2.77M | 1.23% | +476+2.9% | Added |
| DT Investment Partners, LLC | 17,004 | $2.77M | 0.36% | +1,079+6.8% | Added |
| Legacy Advisors, LLC | 16,970 | $2.76M | 0.54% | +14,924+729.4% | Added |
| Rehmann Capital Advisory Group | 17,033 | $2.76M | 0.26% | −80−0.5% | Reduced |
| Pinnacle Holdings, LLC | 16,912 | $2.75M | 1.08% | +1,329+8.5% | Added |
| Bluefin Capital Management, LLC | 16,900 | $2.75M | 0.48% | −4,439−20.8% | Reduced |
| Lake Street Financial LLC | 16,903 | $2.75M | 0.50% | +943+5.9% | Added |
| Fort Point Capital Partners LLC | 16,894 | $2.75M | 0.42% | +222+1.3% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 16,842 | $2.74M | 0.61% | +16,842 | New |
| Green Square Capital Advisors LLC | 16,827 | $2.74M | 0.43% | −2,335−12.2% | Reduced |
| Csenge Advisory Group | 16,828 | $2.74M | 0.22% | −234−1.4% | Reduced |
| Triangle Securities Wealth Management | 16,816 | $2.74M | 0.92% | +227+1.4% | Added |
| Laffer Tengler Investments | 16,789 | $2.73M | 0.82% | +37+0.2% | Added |
| Pinnacle Private Wealth, LLC | 16,784 | $2.73M | 0.85% | +498+3.1% | Added |
| Private Harbour Investment Management & Counsel, LLC | 16,732 | $2.72M | 2.28% | −211−1.2% | Reduced |
| Wellington Shields Capital Management, LLC | 218,378 | $2.72M | 0.30% | +187,406+605.1% | Added |
| Aspiriant, LLC | 16,717 | $2.72M | 0.15% | −630−3.6% | Reduced |
| Hoertkorn Richard Charles | 16,710 | $2.72M | 1.20% | +150+0.9% | Added |
| Sculati Wealth Management, LLC | 16,711 | $2.72M | 1.33% | +1,482+9.7% | Added |
| WealthTrust Axiom LLC | 16,701 | $2.72M | 0.85% | −179−1.1% | Reduced |
| Castleark Management LLC | 16,690 | $2.72M | 0.12% | 00.0% | Unchanged |
| Brighton Jones LLC | 16,641 | $2.71M | 0.13% | +1,099+7.1% | Added |
| McKinley Carter Wealth Services, Inc. | 16,625 | $2.71M | 0.21% | +403+2.5% | Added |
| Private Capital Advisors, Inc. | 16,582 | $2.70M | 0.39% | +4,500+37.2% | Added |
| Formidable Asset Management, LLC | 16,526 | $2.69M | 0.52% | −467−2.7% | Reduced |
| Fiduciary Group LLC | 16,412 | $2.68M | 0.35% | +607+3.8% | Added |
| Wimmer Associates 1, LLC | 16,405 | $2.67M | 1.48% | +810+5.2% | Added |
| Chicago Partners Investment Group LLC | 15,886 | $2.67M | 0.20% | +525+3.4% | Added |
| CoreFirst Bank & Trust | 16,391 | $2.67M | 1.83% | −537−3.2% | Reduced |
| Edmp, Inc. | 16,340 | $2.66M | 2.50% | −203−1.2% | Reduced |
| Evanson Asset Management, LLC | 16,341 | $2.66M | 0.26% | +70+0.4% | Added |
| Alpha Cubed Investments, LLC | 16,342 | $2.66M | 0.17% | +8,337+104.1% | Added |
| Fund Management at Engine No. 1 LLC | 16,319 | $2.66M | 0.67% | +16,319 | New |
| Monarch Capital Management Inc | 16,309 | $2.66M | 0.70% | −215−1.3% | Reduced |
| Sutton Wealth Advisors Inc. | 16,288 | $2.65M | 0.91% | +747+4.8% | Added |
| Van Cleef Asset Management,Inc | 16,233 | $2.64M | 0.38% | −99−0.6% | Reduced |
| Coastline Trust Co | 16,155 | $2.63M | 0.32% | +2,911+22.0% | Added |
| Wealth Effects LLC | 16,106 | $2.62M | 1.22% | +82+0.5% | Added |
| Birch Hill Investment Advisors LLC | 16,055 | $2.61M | 0.14% | −1,091−6.4% | Reduced |
| Delta Financial Advisors LLC | 16,052 | $2.61M | 1.12% | −13−0.1% | Reduced |
| Adirondack Trust Co | 16,051 | $2.61M | 1.24% | +1,898+13.4% | Added |
| Nicholas Hoffman & Company, LLC. | 16,042 | $2.61M | 0.10% | +280+1.8% | Added |
| Iat Reinsurance Co Ltd. | 16,000 | $2.60M | 0.19% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 22,121 | $2.60M | 0.08% | −71,929−76.5% | Reduced |
| Guardian Capital LP | 15,944 | $2.60M | 0.05% | +4,700+41.8% | Added |
| Foundations Investment Advisors, LLC | 15,101 | $2.59M | 0.10% | −725−4.6% | Reduced |
| Sentry Investment Management LLC | 15,890 | $2.59M | 0.82% | −2,410−13.2% | Reduced |
| Paradigm Asset Management Co LLC | 15,878 | $2.59M | 0.68% | 00.0% | Unchanged |
| Red Cedar Investment Management, LLC | 15,843 | $2.58M | 0.36% | −7,276−31.5% | Reduced |
| Aveo Capital Partners, LLC | 15,818 | $2.58M | 0.45% | +198+1.3% | Added |
| Deseret Mutual Benefit Administrators | 15,793 | $2.57M | 0.51% | −3,936−20.0% | Reduced |
| Burke & Herbert Bank & Trust Co | 15,792 | $2.57M | 1.63% | −1,087−6.4% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 15,791 | $2.57M | 0.50% | −485−3.0% | Reduced |
| Horizon Kinetics Asset Management LLC | 15,782 | $2.57M | 0.05% | −127−0.8% | Reduced |
| Trust Co of Oklahoma | 15,782 | $2.57M | 0.98% | −539−3.3% | Reduced |
| Certified Advisory Corp | 15,748 | $2.56M | 0.54% | +3,234+25.8% | Added |
| Arvest Trust Co N A | 15,726 | $2.56M | 0.14% | +2,671+20.5% | Added |
| Summit Financial Wealth Advisors, LLC | 15,707 | $2.56M | 0.52% | −2,490−13.7% | Reduced |
| Capital Asset Advisory Services LLC | 15,711 | $2.56M | 0.27% | −341−2.1% | Reduced |
| Insight Inv LLC | 15,710 | $2.56M | 2.32% | +115+0.7% | Added |
| Little House Capital LLC | 15,658 | $2.55M | 1.30% | +12,054+334.5% | Added |
| AdvisorNet Financial, Inc | 15,646 | $2.55M | 0.16% | +862+5.8% | Added |
| TrinityPoint Wealth, LLC | 15,634 | $2.55M | 0.46% | −5,840−27.2% | Reduced |
| Quadrant Capital Group LLC | 15,613 | $2.54M | 0.31% | +1,012+6.9% | Added |
| South Street Advisors LLC | 15,582 | $2.54M | 0.48% | +180+1.2% | Added |
| IHT Wealth Management, LLC | 15,557 | $2.53M | 0.19% | +694+4.7% | Added |
| Old Port Advisors | 15,370 | $2.52M | 0.86% | +56+0.4% | Added |
| CFM Wealth Partners LLC | 15,502 | $2.52M | 0.60% | +622+4.2% | Added |
| Marietta Investment Partners LLC | 15,481 | $2.52M | 0.58% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 15,481 | $2.52M | 1.04% | +9,217+147.1% | Added |
| Delta Investment Management, LLC | 15,471 | $2.52M | 0.75% | −48−0.3% | Reduced |
| Close Asset Management Ltd | 21,405 | $2.51M | 0.09% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 15,415 | $2.51M | 0.70% | +15,415 | New |
| Keene & Associates, Inc. | 26,791 | $2.51M | 2.04% | −5,976−18.2% | Reduced |
| Karpas Strategies, LLC | 15,376 | $2.50M | 0.79% | +75+0.5% | Added |
| Oakworth Capital, Inc. | 15,328 | $2.50M | 0.22% | +409+2.7% | Added |
| Widmann Financial Services, Inc. | 15,293 | $2.49M | 2.21% | −122−0.8% | Reduced |
| Members Capital Advisors Inc | 15,284 | $2.49M | 1.60% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 15,276 | $2.49M | 0.19% | −43,396−74.0% | Reduced |
| Hedges Asset Management LLC | 15,265 | $2.49M | 1.93% | −500−3.2% | Reduced |
| NTB Financial Corp | 15,269 | $2.49M | 1.78% | 00.0% | Unchanged |
| Somerset Group LLC | 15,263 | $2.48M | 1.78% | 00.0% | Unchanged |
| Pinnacle Wealth Management, LLC | 15,251 | $2.48M | 2.90% | +15,251 | New |
| Eads & Heald Wealth Management | 15,221 | $2.48M | 1.15% | +1,267+9.1% | Added |
| Smith, Moore & Co. | 15,208 | $2.48M | 0.34% | −31−0.2% | Reduced |
| Emfo, LLC | 15,175 | $2.47M | 2.24% | −5,185−25.5% | Reduced |
| Buckingham Strategic Partners | 15,143 | $2.47M | 0.25% | +15,143 | New |
| Cordatus Wealth Management LLC | 15,129 | $2.46M | 0.87% | −31−0.2% | Reduced |
| TTP Investments, Inc. | 15,101 | $2.46M | 2.48% | +465+3.2% | Added |
| Chemung Canal Trust Co | 15,094 | $2.46M | 0.48% | −66−0.4% | Reduced |
| Old Second National Bank of Aurora | 15,090 | $2.46M | 0.62% | −189−1.2% | Reduced |
| TCWP LLC | 15,080 | $2.46M | 0.45% | +9,134+153.6% | Added |
| Charles Schwab Trust Co | 15,072 | $2.45M | 0.43% | −1,268−7.8% | Reduced |
| Somerset Trust Co | 15,032 | $2.45M | 0.95% | +57+0.4% | Added |
| Compton Capital Management Inc | 15,030 | $2.45M | 0.68% | −300−2.0% | Reduced |
| Nvest Financial, LLC | 15,013 | $2.44M | 2.01% | +15,013 | New |
| Wealth Enhancement Advisory Services, LLC | 14,836 | $2.44M | 0.03% | −696−4.5% | Reduced |
| Fluent Financial, LLC | 14,920 | $2.43M | 1.00% | −65,794−81.5% | Reduced |
| Whalerock Point Partners, LLC | 14,905 | $2.43M | 0.86% | +1,700+12.9% | Added |
| Winslow Asset Management Inc | 14,902 | $2.43M | 0.48% | −311−2.0% | Reduced |