CHEVRON CORPORATION (CVX)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
236
Reporting holders
$1.4B
Reported value
0.0%
Calls
0.0%
Puts
-3,902
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $186.2M | 911,718 | 2.22% | 32q | +0.6%+$1.2M |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $144.4M | 707,297 | 2.42% | 32q | -4.8%-$7.3M |
| Douglas Lane & Associates, LLC | $91.5M | 447,972 | 1.23% | 32q | -4.8%-$4.7M |
| Gradient Investments LLC | $58.2M | 285,053 | 0.83% | 32q | -12.3%-$8.1M |
| MassMutual Private Wealth & Trust, FSB | $53.3M | 260,994 | 1.41% | 32q | -5.3%-$3.0M |
| SAPIENT CAPITAL LLC | $45.7M | 223,779 | 0.61% | 12q | -50.4%-$46.4M |
| Quintet Private Bank (Europe) S.A. | $43.9M | 214,947 | 1.93% | 16q | +51.9%+$15.0M |
| CapWealth Advisors, LLC | $40.7M | 199,164 | 3.07% | 32q | +3.9%+$1.5M |
| AVITY INVESTMENT MANAGEMENT INC. | $38.2M | 186,918 | 2.39% | 32q | +0.6%+$217.5K |
| Insight Wealth Strategies, LLC | $33.1M | 161,957 | 3.27% | 32q | -5.5%-$1.9M |
| Farther Finance Advisors, LLC | $32.1M | 157,121 | 0.23% | 16q | +6.0%+$1.8M |
| ARGENT CAPITAL MANAGEMENT LLC | $26.9M | 131,937 | 0.86% | 32q | -3.5%-$970.0K |
| PARK NATIONAL CORP /OH/ | $26.3M | 129,018 | 0.71% | 32q | -3.6%-$979.6K |
| VALLEY WEALTH MANAGERS, INC. | $25.0M | 122,653 | 1.42% | 32q | +0.7%+$173.2K |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $23.7M | 115,884 | 1.57% | 32q | -0.6%-$139.9K |
| Castle Rock Wealth Management, LLC | $20.0M | 96,199 | 3.76% | 31q | +10.4%+$1.9M |
| Mirador Capital Partners LP | $19.4M | 94,887 | 2.26% | 32q | +1.8%+$341.2K |
| AMERICAN NATIONAL BANK & TRUST | $18.1M | 88,640 | 1.66% | 32q | -5.0%-$957.3K |
| CONGRESS ASSET MANAGEMENT CO | $17.9M | 87,487 | 0.12% | 23q | -2.8%-$520.9K |
| Keystone Financial Planning, Inc. | $16.6M | 81,529 | 4.12% | 32q | HELD |
| Venture Visionary Partners LLC | $15.9M | 77,522 | 0.42% | 28q | +6.1%+$905.8K |
| Avidian Wealth Enterprises, LLC | $14.9M | 72,741 | 0.41% | 32q | -6.1%-$958.0K |
| Violich Capital Management, Inc. | $14.0M | 68,762 | 1.52% | 32q | -4.0%-$588.1K |
| Adams Asset Advisors, LLC | $14.0M | 68,368 | 1.42% | 32q | HELD |
| GAMMA Investing LLC | $11.7M | 57,206 | 0.40% | 12q | +7.2%+$783.8K |
| VISTA INVESTMENT PARTNERS LLC | $10.7M | 52,629 | 2.80% | 12q | HELD |
| EASTERN BANK | $10.3M | 50,248 | 0.16% | 32q | -1.7%-$180.1K |
| Martin Capital Partners, LLC | $10.2M | 49,766 | 3.64% | 32q | HELD |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $9.6M | 47,139 | 0.84% | 20q | -1.4%-$136.2K |
| Valeo Financial Advisors, LLC | $9.5M | 46,618 | 0.20% | 32q | +2.3%+$209.9K |
| ROCKLAND TRUST CO | $9.1M | 44,626 | 0.35% | 32q | -1.1%-$103.7K |
| Iowa State Bank | $8.8M | 43,337 | 1.50% | 32q | +2.4%+$207.3K |
| Legacy Private Trust Co. | $8.2M | 40,099 | 0.45% | 32q | -0.8%-$64.9K |
| Deane Retirement Strategies, Inc. | $8.2M | 40,076 | 3.35% | 2q | +1.4%+$112.5K |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | $7.8M | 38,371 | 4.71% | 16q | HELD |
| Graves Light Lenhart Wealth, Inc. | $7.6M | 37,076 | 0.71% | 32q | -4.9%-$391.7K |
| FIRST FINANCIAL BANK - TRUST DIVISION | $7.6M | 37,017 | 0.55% | 32q | +1.3%+$97.4K |
| CHAPIN DAVIS, INC. | $7.5M | 36,931 | 1.45% | 16q | +1.2%+$91.5K |
| SPRING CAPITAL MANAGEMENT, LLC | $7.4M | 36,098 | 3.54% | 20q | HELD |
| YHB Investment Advisors, Inc. | $6.6M | 32,327 | 0.42% | 32q | +2.0%+$127.2K |
| Dupree Financial Group, LLC | $6.5M | 31,702 | 2.34% | 12q | +2.9%+$184.0K |
| Wedmont Private Capital | $6.4M | 30,131 | 0.15% | 20q | +41.2%+$1.9M |
| BENEDICT FINANCIAL ADVISORS INC | $6.1M | 29,898 | 1.21% | 32q | HELD |
| Montecito Bank & Trust | $6.1M | 29,833 | 0.92% | 31q | -0.7%-$43.5K |
| Bill Few Associates, Inc. | $6.0M | 29,435 | 1.24% | 20q | -0.7%-$44.9K |
| CoreCap Advisors, LLC | $5.7M | 27,675 | 0.16% | 9q | -29.5%-$2.4M |
| ALKEME WEALTH, LLC | $5.6M | 27,365 | 2.11% | 32q | -1.6%-$92.3K |
| Gerald Baker Financial Group LLC | $5.6M | 27,308 | 1.58% | 3q | HELD |
| WINEBRENNER CAPITAL MANAGEMENT LLC | $5.4M | 26,310 | 3.46% | 8q | HELD |
| Apella Capital, LLC | $5.1M | 24,830 | 0.06% | 26q | +10.2%+$472.5K |
| Atlas Brown,Inc. | $4.9M | 24,186 | 1.30% | 32q | HELD |
| Boltwood Capital Management | $4.7M | 22,842 | 1.05% | 32q | HELD |
| TITLEIST ASSET MANAGEMENT, LLC | $4.6M | 22,640 | 0.30% | 15q | -1.8%-$84.1K |
| Exchange Bank | $4.6M | 22,537 | 2.85% | 14q | +2.0%+$91.5K |
| Wealth Enhancement Trust Services, Inc. | $4.4M | 21,540 | 0.47% | 4q | -53.9%-$5.1M |
| Bath Savings Trust Co | $4.0M | 19,822 | 0.42% | 32q | -3.7%-$154.4K |
| Galvin, Gaustad & Stein, LLC | $3.9M | 19,213 | 0.30% | 24q | -11.1%-$490.3K |
| Central Pacific Bank - Trust Division | $3.9M | 19,122 | 0.41% | 11q | +4.5%+$167.2K |
| Brown Shipley& Co Ltd | $3.9M | 19,079 | 1.87% | 8q | +3.3%+$126.2K |
| Grove Bank & Trust | $3.9M | 18,982 | 0.39% | 32q | HELD |
| MOODY NATIONAL BANK TRUST DIVISION | $3.8M | 18,681 | 0.32% | 32q | -2.1%-$82.9K |
| ANB BANK | $3.7M | 18,281 | 1.33% | 8q | -5.3%-$207.7K |
| Cooper Financial Group | $3.7M | 18,047 | 0.29% | 30q | +1.8%+$64.5K |
| Coastline Trust Co | $3.7M | 17,979 | 0.34% | 32q | -5.7%-$221.2K |
| Allen Mooney & Barnes Investment Advisors LLC | $3.4M | 16,538 | 0.50% | 19q | -1.8%-$61.1K |
| Acropolis Investment Management, LLC | $3.3M | 16,099 | 0.13% | 32q | -51.8%-$3.5M |
| Private Capital Advisors, Inc. | $3.2M | 15,807 | 0.28% | 32q | -2.6%-$87.8K |
| Whalen Wealth Management Inc. | $3.1M | 15,225 | 1.33% | 4q | +3.3%+$100.7K |
| LAWOOD & CO | $3.0M | 14,658 | 2.07% | 4q | HELD |
| Roth Financial Partners LLC | $2.7M | 13,193 | 0.80% | 3q | HELD |
| Hamilton Capital, LLC | $2.7M | 13,154 | 0.15% | 19q | -25.7%-$928.2K |
| TrueWealth Advisors, LLC | $2.6M | 12,966 | 0.59% | 24q | +21.9%+$476.0K |
| Everhart Financial Group, Inc. | $2.6M | 12,726 | 0.16% | 19q | +7.0%+$169.5K |
| CYPRESS ASSET MANAGEMENT INC/TX | $2.6M | 12,493 | 0.50% | 32q | -1.1%-$27.6K |
| Balefire, LLC | $2.4M | 11,803 | 0.38% | 7q | -4.9%-$125.4K |
| Greenfield Savings Bank | $2.4M | 11,531 | 0.89% | 18q | +1.4%+$33.5K |
| Heartwood Wealth Advisors LLC | $2.3M | 11,227 | 0.18% | 22q | +3.2%+$71.1K |
| FINANCIAL MANAGEMENT NETWORK INC | $2.3M | 11,070 | 0.33% | 24q | HELD |
| Capital Advisors Wealth Management, LLC | $2.2M | 10,957 | 0.25% | 23q | +1.5%+$34.1K |
| Bank & Trust Co | $2.2M | 10,891 | 1.40% | 10q | HELD |
| CENTRAL BANK & TRUST CO | $2.1M | 10,359 | 0.30% | 32q | +30.8%+$497.9K |
| Versant Capital Management, Inc | $2.1M | 10,169 | 0.18% | 32q | -4.1%-$88.6K |
| TLWM | $2.0M | 9,934 | 0.32% | 32q | -0.7%-$14.7K |
| FIRST COMMUNITY TRUST NA | $2.0M | 9,899 | 0.67% | 20q | +22.7%+$374.3K |
| Veracity Capital LLC | $2.0M | 9,766 | 0.54% | 28q | +40.8%+$578.3K |
| M.E. ALLISON & CO., INC. | $2.0M | 9,760 | 1.12% | 8q | -2.2%-$45.3K |
| Whitaker-Myers Wealth Managers, LTD. | $1.8M | 8,945 | 0.30% | new | NEW |
| BOS Asset Management, LLC | $1.8M | 8,875 | 0.42% | 16q | HELD |
| DAVIDSON TRUST CO | $1.8M | 8,873 | 0.72% | 28q | -2.6%-$48.4K |
| Hickory Point Bank & Trust | $1.8M | 8,792 | 1.08% | 8q | -0.7%-$13.5K |
| Weaver Consulting Group | $1.8M | 8,616 | 0.34% | 31q | +2.8%+$47.4K |
| Shulman DeMeo Asset Management LLC | $1.7M | 8,248 | 0.34% | 21q | -1.7%-$29.3K |
| RIVERSEDGE ADVISORS, LLC | $1.7M | 8,148 | 0.20% | 15q | +9.4%+$143.6K |
| Red Spruce Capital, LLC | $1.6M | 7,922 | 0.57% | 27q | -0.6%-$9.2K |
| FELL CAPITAL MANAGEMENT /ADV | $1.6M | 7,734 | 1.36% | 4q | -2.7%-$43.9K |
| Worth Asset Management, LLC | $1.6M | 7,626 | 0.45% | 12q | +358.3%+$1.2M |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. | $1.5M | 7,483 | 0.79% | 12q | HELD |
| ATWOOD & PALMER INC | $1.5M | 7,474 | 0.08% | 32q | +50.3%+$510.5K |
| Sound Income Strategies, LLC | $1.5M | 7,169 | 0.07% | 32q | +7.9%+$111.1K |
| DOLIVER ADVISORS, LP | $1.5M | 7,388 | 0.33% | 32q | -1.3%-$20.0K |
Showing the largest 100 of 244 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-05 | 2026-09-30 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-03 | HESS JOHN B | Director | Sold | 810,665 | $157.4M ×8 |
| 2026-05-20 | HESS JOHN B | Director | Sold | 380,000 | $73.4M ×7 |
| 2026-08-14 | Wirth Michael K | Chairman and CEO | Sold | 317,100 | $63.6M ×2 |
| 2026-05-06 | HESS JOHN B | Director | Sold | 195,000 | $36.0M ×3 |
| 2026-08-17 | Walz Andrew Benjamin | President, DM&C | Sold | 16,800 | $3.4M |
| 2026-08-11 | GUSTAVSON JEFF B | President, New Energies | Sold | 14,044 | $2.7M |
| 2026-08-05 | Wirth Michael K | Chairman and CEO | Sold | 5,547 | $1.0M |
| 2026-08-18 | Pate R. Hewitt | Chief Legal Officer | Sold | 2,470 | $506.6K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 236 | $1.4B | 7,041,177 | 19 | 75 | 81 | 0.0% |
| Q2 2026 | 4,138 | $287.8B | 1,678,754,561 | 113 | 1,593 | 1,524 | 2.9% |
| Q1 2026 | 4,303 | $318.3B | 1,480,403,808 | 421 | 1,611 | 1,498 | 3.6% |
| Q4 2025 | 3,993 | $231.0B | 1,473,052,328 | 121 | 1,313 | 1,530 | 2.8% |
| Q3 2025 | 3,814 | $237.7B | 1,476,257,834 | 232 | 1,788 | 1,026 | 3.6% |
| Q2 2025 | 3,729 | $201.2B | 1,343,292,917 | 117 | 1,456 | 1,440 | 3.8% |
| Q1 2025 | 3,855 | $232.0B | 1,335,987,353 | 230 | 1,457 | 1,377 | 3.8% |
| Q4 2024 | 3,781 | $202.3B | 1,345,208,138 | 141 | 1,308 | 1,320 | 3.7% |
| Q3 2024 | 3,503 | $208.8B | 1,373,553,874 | 118 | 1,288 | 1,345 | 3.1% |
| Q2 2024 | 3,530 | $225.8B | 1,401,905,985 | 121 | 1,401 | 1,213 | 2.9% |
| Q1 2024 | 3,547 | $237.8B | 1,451,014,197 | 177 | 1,515 | 1,167 | 3.7% |
| Q4 2023 | 3,492 | $218.1B | 1,403,965,257 | 130 | 1,319 | 1,188 | 4.0% |
| Q3 2023 | 3,350 | $237.3B | 1,357,972,237 | 174 | 1,437 | 957 | 3.4% |
| Q2 2023 | 3,296 | $214.0B | 1,307,661,687 | 110 | 1,277 | 1,127 | 3.2% |
| Q1 2023 | 3,280 | $227.1B | 1,349,720,139 | 135 | 1,267 | 1,127 | 3.0% |
| Q4 2022 | 3,299 | $257.0B | 1,387,059,925 | 184 | 1,082 | 1,163 | 3.2% |
| Q3 2022 | 3,058 | $203.3B | 1,362,323,149 | 101 | 1,286 | 981 | 3.6% |
| Q2 2022 | 3,063 | $205.4B | 1,371,108,753 | 131 | 1,146 | 1,154 | 3.4% |
| Q1 2022 | 3,080 | $277.4B | 1,646,395,332 | 258 | 1,020 | 1,249 | 3.4% |
| Q4 2021 | 2,909 | $160.6B | 1,302,929,411 | 170 | 1,134 | 828 | 4.7% |
| Q3 2021 | 2,582 | $177.4B | 1,697,018,468 | 99 | 1,100 | 867 | 2.9% |
| Q2 2021 | 2,593 | $183.1B | 1,704,399,953 | 108 | 1,196 | 764 | 2.5% |
| Q1 2021 | 2,584 | $140.4B | 1,296,417,374 | 188 | 1,142 | 813 | 3.3% |
| Q4 2020 | 2,488 | $113.0B | 1,283,015,110 | 146 | 836 | 1,068 | 3.9% |
| Q3 2020 | 2,282 | $91.9B | 1,234,321,012 | 74 | 760 | 1,070 | 3.4% |
| Q2 2020 | 2,383 | $112.1B | 1,222,604,020 | 172 | 882 | 983 | 2.8% |
| Q1 2020 | 2,330 | $91.7B | 1,233,618,887 | 99 | 903 | 1,062 | 2.5% |
| Q4 2019 | 2,603 | $158.5B | 1,286,977,822 | 83 | 902 | 922 | 2.2% |
| Q3 2019 | 2,401 | $153.8B | 1,266,048,539 | 70 | 920 | 889 | 2.3% |
| Q2 2019 | 2,407 | $162.5B | 1,273,769,515 | 99 | 977 | 818 | 2.5% |
| Q1 2019 | 2,408 | $159.4B | 1,271,302,250 | 118 | 933 | 829 | 1.8% |
| Q4 2018 | 2,347 | $143.3B | 1,291,574,990 | 13 | 34 | 43 | 2.0% |