# CHEVRON CORPORATION (CVX)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CVX/

- Reporting holders: 236
- Reported value: $1.4B
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $186.2M | 911,718 | 2.2% | 32 |
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $144.4M | 707,297 | 2.4% | 32 |
| [Douglas Lane & Associates, LLC](https://holderbook.com/funds/1672594-douglas-lane-associates-llc/) | $91.5M | 447,972 | 1.2% | 32 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $58.2M | 285,053 | 0.8% | 32 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $53.3M | 260,994 | 1.4% | 32 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $45.7M | 223,779 | 0.6% | 12 |
| [Quintet Private Bank (Europe) S.A.](https://holderbook.com/funds/1977290-quintet-private-bank-europe-s-a/) | $43.9M | 214,947 | 1.9% | 16 |
| [CapWealth Advisors, LLC](https://holderbook.com/funds/1531809-capwealth-advisors-llc/) | $40.7M | 199,164 | 3.1% | 32 |
| [AVITY INVESTMENT MANAGEMENT INC.](https://holderbook.com/funds/926834-avity-investment-management-inc/) | $38.2M | 186,918 | 2.4% | 32 |
| [Insight Wealth Strategies, LLC](https://holderbook.com/funds/1749914-insight-wealth-strategies-llc/) | $33.1M | 161,957 | 3.3% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $32.1M | 157,121 | 0.2% | 16 |
| [ARGENT CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/1120926-argent-capital-management-llc/) | $26.9M | 131,937 | 0.9% | 32 |
| [PARK NATIONAL CORP /OH/](https://holderbook.com/funds/805676-park-national-corp-oh/) | $26.3M | 129,018 | 0.7% | 32 |
| [VALLEY WEALTH MANAGERS, INC.](https://holderbook.com/funds/924166-valley-wealth-managers-inc/) | $25.0M | 122,653 | 1.4% | 32 |
| [SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI](https://holderbook.com/funds/1033974-schaper-benz-wise-investment-counsel-inc-wi/) | $23.7M | 115,884 | 1.6% | 32 |
| [Castle Rock Wealth Management, LLC](https://holderbook.com/funds/1727605-castle-rock-wealth-management-llc/) | $20.0M | 96,199 | 3.8% | 31 |
| [Mirador Capital Partners LP](https://holderbook.com/funds/1633446-mirador-capital-partners-lp/) | $19.4M | 94,887 | 2.3% | 32 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $18.1M | 88,640 | 1.7% | 32 |
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $17.9M | 87,487 | 0.1% | 23 |
| [Keystone Financial Planning, Inc.](https://holderbook.com/funds/1596906-keystone-financial-planning-inc/) | $16.6M | 81,529 | 4.1% | 32 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $15.9M | 77,522 | 0.4% | 28 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $14.9M | 72,741 | 0.4% | 32 |
| [Violich Capital Management, Inc.](https://holderbook.com/funds/1326766-violich-capital-management-inc/) | $14.0M | 68,762 | 1.5% | 32 |
| [Adams Asset Advisors, LLC](https://holderbook.com/funds/1386929-adams-asset-advisors-llc/) | $14.0M | 68,368 | 1.4% | 32 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $11.7M | 57,206 | 0.4% | 12 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 236 | $1.4B |
| Q2 2026 | 4,138 | $287.8B |
| Q1 2026 | 4,303 | $318.3B |
| Q4 2025 | 3,993 | $231.0B |
| Q3 2025 | 3,814 | $237.7B |
| Q2 2025 | 3,729 | $201.2B |
| Q1 2025 | 3,855 | $232.0B |
| Q4 2024 | 3,781 | $202.3B |
| Q3 2024 | 3,503 | $208.8B |
| Q2 2024 | 3,530 | $225.8B |
| Q1 2024 | 3,547 | $237.8B |
| Q4 2023 | 3,492 | $218.1B |