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 | 4,312 | $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 |
|---|---|---|---|---|---|
| Fort Pitt Capital Group, LLC | 70,830 | $11.5M | 0.43% | −12,253−14.7% | Reduced |
| Burns J W & Co Inc | 70,811 | $11.5M | 1.84% | −279−0.4% | Reduced |
| Shelton Capital Management | 70,570 | $11.5M | 0.43% | −9,135−11.5% | Reduced |
| NBT Bank N A | 70,436 | $11.5M | 1.53% | +194+0.3% | Added |
| Capital International Sarl | 70,321 | $11.4M | 0.57% | −7,872−10.1% | Reduced |
| MAI Capital Management | 70,317 | $11.4M | 0.20% | −2,411−3.3% | Reduced |
| Barings LLC | 70,242 | $11.4M | 0.34% | +34,737+97.8% | Added |
| Holloway Wealth Management, LLC | – | $11.4M | 3.26% | – | – |
| Kestra Private Wealth Services, LLC | 69,808 | $11.4M | 0.56% | −2,806−3.9% | Reduced |
| Dearborn Partners LLC | 69,638 | $11.3M | 0.43% | +1,356+2.0% | Added |
| Walleye Trading LLC | 69,346 | $11.3M | 0.23% | −41,287−37.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 69,202 | $11.3M | 0.20% | −222−0.3% | Reduced |
| Bartlett & Co. LLC | 69,202 | $11.3M | 0.20% | −222−0.3% | Reduced |
| Roosevelt Investment Group LLC | 69,158 | $11.3M | 0.67% | +61,488+801.7% | Added |
| Integrated Advisors Network LLC | 68,971 | $11.2M | 0.66% | +332+0.5% | Added |
| Colonial Trust Advisors | 68,857 | $11.2M | 1.33% | +342+0.5% | Added |
| EP Wealth Advisors, LLC | 68,476 | $11.2M | 0.24% | −7,701−10.1% | Reduced |
| Gotham Asset Management, LLC | 68,395 | $11.1M | 0.34% | +29,458+75.7% | Added |
| Violich Capital Management, Inc. | 67,725 | $11.0M | 1.63% | +196+0.3% | Added |
| ARS Investment Partners, LLC | 67,486 | $11.0M | 1.06% | +951+1.4% | Added |
| Mark Stevens | 67,377 | $11.0M | 1.23% | −6,658−9.0% | Reduced |
| XML Financial, LLC | 67,144 | $10.9M | 1.30% | −9,185−12.0% | Reduced |
| Premier Fund Managers Ltd | 66,000 | $10.9M | 0.38% | +66,000 | New |
| CBOE Vest Financial, LLC | 66,897 | $10.9M | 1.98% | +6,612+11.0% | Added |
| Pioneer Trust Bank N A | 66,656 | $10.9M | 2.96% | +840+1.3% | Added |
| Neville Rodie & Shaw Inc | 65,974 | $10.8M | 0.81% | +2,403+3.8% | Added |
| Wade G W & Inc | 66,512 | $10.8M | 0.46% | −910−1.3% | Reduced |
| Prospera Financial Services Inc | 66,451 | $10.8M | 0.45% | +6,620+11.1% | Added |
| Means Investment Co., Inc. | 66,399 | $10.8M | 1.96% | +2,990+4.7% | Added |
| Mutual Advisors, LLC | 66,323 | $10.8M | 0.61% | −5,899−8.2% | Reduced |
| Crossvault Capital Management LLC | 66,227 | $10.8M | 3.48% | +250+0.4% | Added |
| Stockman Wealth Management, Inc. | 66,148 | $10.8M | 2.23% | −7,354−10.0% | Reduced |
| Montgomery Investment Management Inc | 65,942 | $10.7M | 3.68% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 65,800 | $10.7M | 3.58% | +6,100+10.2% | Added |
| Smith Group Asset Management, LLC | 65,739 | $10.7M | 0.56% | +163+0.2% | Added |
| Montag A & Associates Inc | 65,724 | $10.7M | 0.57% | +272+0.4% | Added |
| Retirement Group, LLC | 65,349 | $10.6M | 4.12% | −5,863−8.2% | Reduced |
| Lockheed Martin Investment Management Co | 65,265 | $10.6M | 0.58% | +6,000+10.1% | Added |
| Banque Cantonale Vaudoise | 64,793 | $10.6M | 0.46% | −3,034−4.5% | Reduced |
| Canandaigua National Corp | 64,636 | $10.5M | 1.60% | +9,251+16.7% | Added |
| Great Valley Advisor Group, Inc. | 64,679 | $10.4M | 0.61% | +8,501+15.1% | Added |
| Financial Advocates Investment Management | 64,103 | $10.4M | 0.69% | +10,677+20.0% | Added |
| Sand Hill Global Advisors, LLC | 64,031 | $10.4M | 0.58% | +101+0.2% | Added |
| Bard Financial Services, Inc. | 63,915 | $10.4M | 0.85% | +2,475+4.0% | Added |
| Leavell Investment Management, Inc. | 63,792 | $10.4M | 0.71% | +11,714+22.5% | Added |
| QV Investors Inc. | 63,597 | $10.4M | 0.74% | −29,303−31.5% | Reduced |
| Cresset Asset Management, LLC | 63,248 | $10.3M | 0.11% | −13,134−17.2% | Reduced |
| American Research & Management Co. | 63,228 | $10.3M | 2.27% | −813−1.3% | Reduced |
| Live Oak Private Wealth LLC | 62,846 | $10.2M | 1.98% | +2,248+3.7% | Added |
| Park Avenue Securities LLC | 62,783 | $10.2M | 0.18% | +2,787+4.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 62,705 | $10.2M | 0.46% | +207+0.3% | Added |
| IFP Advisors, Inc | 95,417 | $10.2M | 0.13% | +61,618+182.3% | Added |
| SG Americas Securities, LLC | 62,537 | $10.2M | 0.09% | −258,875−80.5% | Reduced |
| Biondo Investment Advisors, LLC | 61,713 | $10.1M | 1.79% | +1,847+3.1% | Added |
| Caldwell Trust Co | 62,089 | $10.1M | 1.20% | +3,619+6.2% | Added |
| General American Investors Co Inc | 61,991 | $10.1M | 0.82% | −40,000−39.2% | Reduced |
| American National Bank | 61,550 | $10.0M | 1.99% | +302+0.5% | Added |
| Visionary Wealth Advisors | 61,100 | $9.95M | 0.80% | +3,478+6.0% | Added |
| Meridian Investment Counsel Inc. | 60,780 | $9.90M | 3.44% | −164−0.3% | Reduced |
| Annex Advisory Services, LLC | 60,627 | $9.87M | 0.72% | −2,666−4.2% | Reduced |
| Iowa State Bank | 60,158 | $9.80M | 2.27% | +977+1.7% | Added |
| JustInvest LLC | 60,094 | $9.79M | 0.47% | +11,127+22.7% | Added |
| Peddock Capital Advisors, LLC | 60,008 | $9.77M | 3.17% | −56−0.1% | Reduced |
| Birmingham Capital Management Co Inc | 59,698 | $9.72M | 3.39% | −2,435−3.9% | Reduced |
| Refined Wealth Management | 59,520 | $9.69M | 8.19% | −18,247−23.5% | Reduced |
| Resources Management Corp | 59,492 | $9.69M | 1.35% | −1,285−2.1% | Reduced |
| Sigma Planning Corp | 59,476 | $9.69M | 0.29% | −8,831−12.9% | Reduced |
| New England Asset Management Inc | 59,465 | $9.68M | 0.15% | +1,000+1.7% | Added |
| Erste Asset Management GmbH | 58,566 | $9.65M | 0.18% | +7,306+14.3% | Added |
| Dean Investment Associates, LLC | 59,074 | $9.62M | 1.72% | −593−1.0% | Reduced |
| Laurel Wealth Advisors, Inc. | 59,038 | $9.61M | 0.80% | +2,225+3.9% | Added |
| Sky Investment Group LLC | 59,031 | $9.61M | 2.03% | −1,170−1.9% | Reduced |
| First Nebraska Trust Co | 59,006 | $9.61M | 1.14% | +465+0.8% | Added |
| Oxbow Advisors, LLC | 58,997 | $9.61M | 0.97% | −2,521−4.1% | Reduced |
| Allworth Financial LP | 58,593 | $9.54M | 0.12% | +1,626+2.9% | Added |
| Cunning Capital Partners, LP | 58,555 | $9.54M | 6.56% | +11,825+25.3% | Added |
| Boston Family Office LLC | 58,505 | $9.53M | 0.68% | −845−1.4% | Reduced |
| Woodward Diversified Capital, LLC | 58,381 | $9.51M | 6.22% | −201−0.3% | Reduced |
| Wealth Advisory Solutions, LLC | 58,172 | $9.47M | 1.97% | +58,172 | New |
| SeaCrest Wealth Management, LLC | 58,081 | $9.46M | 1.09% | −13,444−18.8% | Reduced |
| National Asset Management, Inc. | 57,835 | $9.42M | 0.31% | +5,425+10.4% | Added |
| WBI Investments | 59,194 | $9.42M | 1.52% | +31,063+110.4% | Added |
| Stokes Family Office, LLC | 57,747 | $9.40M | 1.25% | +87+0.2% | Added |
| Stratos Wealth Partners, LTD. | 57,472 | $9.36M | 0.21% | −575−1.0% | Reduced |
| American Portfolios Advisors | 57,395 | $9.35M | 0.32% | +9,421+19.6% | Added |
| Trust Co of Vermont | 57,278 | $9.33M | 0.63% | +464+0.8% | Added |
| Willis Investment Counsel | 57,234 | $9.32M | 0.49% | +8,906+18.4% | Added |
| PKO Investment Management Joint-Stock Co | 57,200 | $9.31M | 1.13% | +17,000+42.3% | Added |
| Old National Bancorp | 57,176 | $9.31M | 0.34% | +4,246+8.0% | Added |
| Venture Visionary Partners LLC | 57,071 | $9.29M | 0.62% | −2,485−4.2% | Reduced |
| Mirador Capital Partners LP | 56,916 | $9.27M | 1.88% | −3,015−5.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 56,899 | $9.27M | 0.82% | +5,243+10.1% | Added |
| Premier Asset Management LLC | 56,855 | $9.26M | 2.88% | −11,700−17.1% | Reduced |
| Grassi Investment Management | 56,546 | $9.21M | 0.97% | +600+1.1% | Added |
| Terry L. Blaker | 56,488 | $9.20M | 0.75% | +5,819+11.5% | Added |
| Skba Capital Management LLC | 56,450 | $9.19M | 1.66% | −12,700−18.4% | Reduced |
| Transform Wealth, LLC | 56,455 | $9.19M | 1.03% | +479+0.9% | Added |
| Fagan Associates, Inc. | 56,252 | $9.16M | 1.88% | +3,807+7.3% | Added |
| Parus Finance (UK) Ltd | 55,962 | $9.11M | 3.26% | +19,052+51.6% | Added |
| Gilman Hill Asset Management, LLC | 55,585 | $9.05M | 2.06% | −24,557−30.6% | Reduced |