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; 4,142 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, Q2 2022
Institutional positions in Chevron Corp as of Jun 30, 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
- 3,060
- +34 vs. Q1 2022
- Shares held
- 1.37B
- +5.29M (+0.4%) vs. Q1 2022
- Total value
- $198.4B
- −$23.9B (−10.7%) vs. Q1 2022
- New holders
- 170
- 1,293 more added
- Sold out
- 136
- 1,269 more reduced
45 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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 | 4,142 | $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, Q2 2022
Shares, value and share of portfolio for each institution holding Chevron Corp; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bellwether Advisors, LLC | 2 | $0 | 0.00% | −253−99.2% | Reduced |
| J.Safra Asset Management Corp | 95 | $0 | 0.00% | −106−52.7% | Reduced |
| Islay Capital Management, LLC | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| First Command Advisory Services, Inc. | 34 | $0 | 0.00% | +34 | New |
| Old North State Trust, LLC | 3 | $429 | 0.39% | 00.0% | Unchanged |
| Belmont Capital, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 14 | $2.00K | 0.00% | +13+1,300.0% | Added |
| ClariVest Asset Management LLC | 26 | $3.00K | 0.00% | −7−21.2% | Reduced |
| Gs Investments, Inc. | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 29 | $4.00K | 0.00% | −6−17.1% | Reduced |
| Horrell Capital Management, Inc. | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| Recurrent Investment Advisors LLC | 33 | $5.00K | 0.00% | +33 | New |
| Activest Wealth Management | 51 | $7.00K | 0.00% | −223−81.4% | Reduced |
| Tower View Investment Management & Research LLC | 50 | $7.00K | 0.01% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 46 | $7.00K | 0.00% | +46 | New |
| Financial Avengers, Inc. | 62 | $9.00K | 0.01% | −42−40.4% | Reduced |
| Harvest Group Wealth Management, LLC | 63 | $9.00K | 0.01% | −35−35.7% | Reduced |
| Morton Brown Family Wealth, LLC | 68 | $10.0K | 0.01% | +68 | New |
| Guardian Wealth Management, Inc. | 75 | $11.0K | 0.01% | +1+1.4% | Added |
| Ellevest, Inc. | 74 | $11.0K | 0.00% | +74 | New |
| Cranbrook Wealth Management, LLC | 86 | $12.0K | 0.00% | −74−46.3% | Reduced |
| Wallington Asset Management, LLC | 90 | $12.0K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 81 | $12.0K | 0.00% | +4+5.2% | Added |
| FNY Investment Advisers, LLC | 89 | $12.0K | 0.01% | +89 | New |
| Valley Forge Investment Consultants Inc Adv | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Siena Capital LLC | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Knott David M Jr | 96 | $14.0K | 0.01% | +96 | New |
| Baldrige Asset Management LLC | 115 | $17.0K | 0.01% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 115 | $17.0K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 125 | $18.0K | 0.01% | −15−10.7% | Reduced |
| Sage Private Wealth Group, LLC | 125 | $18.0K | 0.03% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 143 | $18.0K | 0.00% | +143 | New |
| Sageworth Trust Co | 132 | $19.0K | 0.00% | 00.0% | Unchanged |
| Danda Trouve Investment Management, Inc. | 136 | $20.0K | 0.03% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 151 | $22.0K | 0.01% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 150 | $22.0K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 157 | $22.7K | 0.01% | +57+57.0% | Added |
| NVWM, LLC | 160 | $23.0K | 0.01% | −209−56.6% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 160 | $23.0K | 0.03% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 158 | $23.0K | 0.02% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 165 | $24.0K | 0.00% | −597−78.3% | Reduced |
| Lake Point Wealth Management | 166 | $24.0K | 0.01% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 166 | $24.0K | 0.01% | +166 | New |
| Baron Financial Group, LLC | 173 | $25.0K | 0.02% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 200 | $28.0K | 0.02% | 00.0% | Unchanged |
| Park Circle Co | 200 | $29.0K | 0.03% | 00.0% | Unchanged |
| Horan Securities, Inc. | 216 | $30.0K | 0.02% | −44−16.9% | Reduced |
| Avondale Wealth Management | 220 | $32.0K | 0.04% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 222 | $32.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 222 | $32.0K | 0.02% | 00.0% | Unchanged |
| Axim Planning & Wealth | 221 | $32.0K | 0.02% | +221 | New |
| Karlinski Andrew C | 231 | $33.0K | 0.05% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 239 | $35.0K | 0.02% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 239 | $35.0K | 0.02% | 00.0% | Unchanged |
| Steward Financial Group LLC | 252 | $36.0K | 0.03% | −6−2.3% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 255 | $37.0K | 0.03% | +1+0.4% | Added |
| First Personal Financial Services | 260 | $38.0K | 0.01% | 00.0% | Unchanged |
| Capital Impact Advisors, LLC | 289 | $42.0K | 0.04% | −1,306−81.9% | Reduced |
| Roble, Belko & Company, Inc | 289 | $42.0K | 0.01% | −64−18.1% | Reduced |
| Worth Asset Management, LLC | 292 | $42.0K | 0.03% | +69+30.9% | Added |
| MBM Wealth Consultants, LLC | 300 | $43.0K | 0.02% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 294 | $43.0K | 0.01% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 304 | $44.0K | 0.01% | +2+0.7% | Added |
| Hoese & Co LLP | 318 | $46.0K | 0.05% | −200−38.6% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 320 | $46.0K | 0.05% | +20+6.7% | Added |
| Win Advisors, Inc | 316 | $46.0K | 0.09% | +120+61.2% | Added |
| Riggs Asset Managment Co. Inc. | 327 | $47.0K | 0.02% | −200−38.0% | Reduced |
| Rise Advisors, LLC | 326 | $47.0K | 0.05% | −102−23.8% | Reduced |
| Newton One Investments LLC | 325 | $47.0K | 0.03% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 340 | $49.0K | 0.02% | −85−20.0% | Reduced |
| Joseph P. Lucia & Associates, LLC | 336 | $49.0K | 0.03% | +150+80.6% | Added |
| Cornerstone Management, Inc. | 344 | $49.8K | 0.01% | 00.0% | Unchanged |
| Capula Management Ltd | 354 | $51.0K | 0.01% | +74+26.4% | Added |
| NewSquare Capital LLC | 359 | $52.0K | 0.01% | −23,112−98.5% | Reduced |
| Tradewinds Capital Management, LLC | 364 | $53.0K | 0.02% | −8,304−95.8% | Reduced |
| Rational Advisors LLC | 367 | $53.0K | 0.00% | +38+11.6% | Added |
| WR Wealth Planners, LLC | 369 | $53.4K | 0.04% | +2+0.5% | Added |
| Credential Qtrade Securities Inc. | 376 | $54.4K | 0.00% | +78+26.2% | Added |
| Bromfield Sneider Wealth Advisors | 390 | $56.0K | 0.07% | −400−50.6% | Reduced |
| Centerpoint Advisors, LLC | 384 | $56.0K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 392 | $57.0K | 0.01% | +30+8.3% | Added |
| Magnolia Capital Management Ltd | 400 | $58.0K | 0.06% | 00.0% | Unchanged |
| Operose Advisors LLC | 417 | $60.0K | 0.04% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 477 | $69.0K | 0.01% | +477 | New |
| LFA - Lugano Financial Advisors SA | 500 | $72.0K | 0.05% | +500 | New |
| Goodman Advisory Group, LLC | 499 | $72.0K | 0.03% | +499 | New |
| Vestor Capital, LLC | 511 | $74.0K | 0.01% | +29+6.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 528 | $76.0K | 0.02% | +423+402.9% | Added |
| Level Financial Advisors, Inc. | 530 | $77.0K | 0.06% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 535 | $77.5K | 0.04% | +2+0.4% | Added |
| Delos Wealth Advisors, LLC | 536 | $78.0K | 0.09% | −1,874−77.8% | Reduced |
| Lipe & Dalton | 537 | $78.0K | 0.05% | −300−35.8% | Reduced |
| Loomis Sayles & Co L P | 548 | $79.0K | 0.00% | −9,553−94.6% | Reduced |
| Semmax Financial Advisors Inc. | 506 | $79.0K | 0.03% | −54−9.6% | Reduced |
| Annapolis Financial Services, LLC | 557 | $81.0K | 0.03% | +3+0.5% | Added |
| Monolith Advisors | 557 | $81.0K | 0.09% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 567 | $82.0K | 0.07% | +150+36.0% | Added |
| John W. Brooker & Co., CPAs | 591 | $86.0K | 0.05% | 00.0% | Unchanged |