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, Q2 2021
Institutional positions in Chevron Corp as of Jun 30, 2021. 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
- 2,587
- +48 vs. Q1 2021
- Shares held
- 1.29B
- +3.54M (+0.3%) vs. Q1 2021
- Total value
- $135.0B
- +$380.8M (+0.3%) vs. Q1 2021
- New holders
- 144
- 1,309 more added
- Sold out
- 96
- 861 more reduced
36 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 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, Q2 2021
Shares, value and share of portfolio for each institution holding Chevron Corp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sovereign Financial Group, Inc. | 2,053 | $215.0K | 0.13% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 2,056 | $215.0K | 0.12% | +2,056 | New |
| Capital Wealth Alliance, LLC | 2,256 | $216.0K | 0.14% | +2+0.1% | Added |
| Beacon Financial Advisory LLC | 2,069 | $217.0K | 0.12% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 2,077 | $218.0K | 0.04% | 00.0% | Unchanged |
| Standard Family Office LLC | 2,085 | $218.0K | 0.05% | 00.0% | Unchanged |
| Portfolio Solutions, LLC | 2,145 | $219.0K | 0.03% | 00.0% | Unchanged |
| Family Firm, Inc. | 2,090 | $219.0K | 0.06% | +24+1.2% | Added |
| Auxano Advisors, LLC | 2,089 | $219.0K | 0.10% | +106+5.3% | Added |
| Allegiant Private Advisors, LLC | 2,094 | $219.0K | 0.04% | +2,094 | New |
| Triune Financial Partners, LLC | 2,099 | $219.8K | 0.18% | +2,099 | New |
| Karp Capital Management Corp | 2,103 | $220.0K | 0.03% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 2,103 | $220.0K | 0.30% | +6+0.3% | Added |
| Circle Wealth Management, LLC | 2,096 | $220.0K | 0.03% | +64+3.1% | Added |
| Eukles Asset Management | 2,102 | $220.0K | 0.12% | +1,859+765.0% | Added |
| Tortoise Investment Management, LLC | 2,108 | $221.0K | 0.05% | −600−22.2% | Reduced |
| Opal Wealth Advisors, LLC | 2,106 | $221.0K | 0.21% | +33+1.6% | Added |
| Legacy Advisors, LLC | 2,115 | $222.0K | 0.09% | −700−24.9% | Reduced |
| Palisades Hudson Asset Management, L.P. | 2,121 | $222.0K | 0.10% | +70+3.4% | Added |
| Ellsworth Advisors, LLC | 2,131 | $223.0K | 0.11% | −150−6.6% | Reduced |
| Lokken Investment Group LLC | 2,129 | $223.0K | 0.18% | +6+0.3% | Added |
| Paradiem, LLC | 2,198 | $224.0K | 0.07% | 00.0% | Unchanged |
| Punch & Associates Investment Management, Inc. | 2,134 | $224.0K | 0.01% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 2,136 | $224.0K | 0.05% | +121+6.0% | Added |
| TAP Consulting, LLC | 2,135 | $224.0K | 0.06% | +180+9.2% | Added |
| Northwest Capital Management Inc | 2,215 | $225.0K | 0.13% | +2,215 | New |
| LGL Partners, LLC | 2,162 | $226.0K | 0.14% | −71−3.2% | Reduced |
| Diker Management LLC | 2,156 | $226.0K | 0.10% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 2,132 | $226.0K | 0.10% | +2,132 | New |
| Modus Advisors, LLC | 2,164 | $227.0K | 0.10% | −70−3.1% | Reduced |
| Financial Partners Group, Inc | 2,169 | $227.0K | 0.06% | +56+2.7% | Added |
| Geneva Partners, LLC | 2,167 | $227.0K | 0.10% | +2,167 | New |
| Center For Asset Management LLC | 2,171 | $227.0K | 0.20% | +2,171 | New |
| Aspire Private Capital, LLC | 2,180 | $228.0K | 0.07% | −1,359−38.4% | Reduced |
| Occidental Asset Management, LLC | 2,187 | $229.0K | 0.06% | +2,187 | New |
| Gradient Capital Advisors, LLC | 2,196 | $230.0K | 0.11% | −55−2.4% | Reduced |
| Gould Asset Management LLC | 2,200 | $230.0K | 0.07% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 2,199 | $230.0K | 0.03% | +115+5.5% | Added |
| Flaharty Asset Management, LLC | 2,195 | $230.0K | 0.05% | +2,195 | New |
| Noesis Capital Mangement Corp | 2,345 | $231.0K | 0.05% | +11+0.5% | Added |
| ARS Investment Partners, LLC | 2,203 | $231.0K | 0.02% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 2,213 | $231.0K | 0.08% | +43+2.0% | Added |
| Wharton Business Group, LLC | 2,219 | $232.0K | 0.02% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 2,217 | $232.0K | 0.16% | +53+2.4% | Added |
| Check Capital Management Inc | 2,227 | $233.0K | 0.02% | −430−16.2% | Reduced |
| Barry Investment Advisors, LLC | 2,225 | $233.0K | 0.06% | +14+0.6% | Added |
| Meritage Portfolio Management | 2,223 | $233.0K | 0.01% | +62+2.9% | Added |
| Wooster Corthell Wealth Management, Inc. | 2,226 | $233.0K | 0.06% | +109+5.1% | Added |
| Gyroscope Capital Management Group, LLC | 2,231 | $234.0K | 0.08% | +300+15.5% | Added |
| Ten Capital Wealth Advisors, LLC | 2,250 | $236.0K | 0.05% | 00.0% | Unchanged |
| 1776 Wealth LLC | 2,265 | $237.0K | 0.13% | +53+2.4% | Added |
| Old North State Trust, LLC | 2,272 | $238.0K | 0.18% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 2,346 | $239.0K | 0.05% | −100−4.1% | Reduced |
| Gruss & Co., LLC | 2,300 | $241.0K | 0.87% | 00.0% | Unchanged |
| PGGM Investments | 2,301 | $241.0K | 0.00% | +2,301 | New |
| Warther Private Wealth, LLC | 2,265 | $241.0K | 0.23% | +2,265 | New |
| Frisch Financial Group, Inc. | 2,320 | $243.0K | 0.08% | −2,142−48.0% | Reduced |
| Sunburst Financial Group, LLC | 2,324 | $243.0K | 0.15% | −63−2.6% | Reduced |
| Western Financial Corporation | 2,333 | $244.0K | 0.13% | +9+0.4% | Added |
| Elite Wealth Management, Inc. | 2,327 | $244.0K | 0.11% | +27+1.2% | Added |
| Michael B. Yongue | 2,331 | $244.0K | 0.18% | +48+2.1% | Added |
| US Financial Advisors, LLC | 2,337 | $245.0K | 0.12% | −1,607−40.7% | Reduced |
| Oder Investment Management, LLC | 2,354 | $246.0K | 0.32% | +88+3.9% | Added |
| NewEdge Wealth, LLC | 2,380 | $249.0K | 0.02% | −275−10.4% | Reduced |
| TSFG, LLC | 2,389 | $250.0K | 0.10% | +419+21.3% | Added |
| Bridgewater Advisors Inc. | 2,399 | $251.0K | 0.08% | +502+26.5% | Added |
| Applied Capital LLC | 2,402 | $252.0K | 0.24% | +94+4.1% | Added |
| McCarthy Asset Management, Inc. | 2,415 | $253.0K | 0.18% | −145−5.7% | Reduced |
| Fusion Capital, LLC | 2,415 | $253.0K | 0.15% | +199+9.0% | Added |
| Matisse Capital | 2,429 | $254.0K | 0.08% | −192−7.3% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 2,428 | $254.0K | 0.08% | 00.0% | Unchanged |
| NWK Group, Inc. | 2,435 | $255.0K | 0.10% | 00.0% | Unchanged |
| XR Securities LLC | 2,430 | $255.0K | 0.21% | +2,430 | New |
| AlphaCore Capital LLC | 2,446 | $256.0K | 0.14% | +2,446 | New |
| Smart Money Group LLC | 2,875 | $257.0K | 0.29% | −434−13.1% | Reduced |
| Armbruster Capital Management, Inc. | 2,458 | $257.0K | 0.07% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 2,457 | $257.0K | 0.04% | 00.0% | Unchanged |
| Alliance Wealth Management Group | 2,450 | $257.0K | 0.09% | +24+1.0% | Added |
| Towercrest Capital Management | 2,450 | $257.0K | 0.05% | +24+1.0% | Added |
| Cadent Capital Advisors, LLC | 2,458 | $257.0K | 0.11% | +49+2.0% | Added |
| MJP Associates Inc | 2,459 | $258.0K | 0.09% | −8−0.3% | Reduced |
| WC Walker & Associates, Inc. | 2,431 | $258.0K | 0.14% | +2,431 | New |
| True Link Financial Advisors, LLC | 30 | $260.0K | 0.04% | 00.0% | Unchanged |
| S. R. Schill & Associates | 2,491 | $261.0K | 0.10% | −498−16.7% | Reduced |
| Financial Insights, Inc. | 2,492 | $261.0K | 0.22% | −50−2.0% | Reduced |
| Landaas & Co | 2,489 | $261.0K | 0.15% | 00.0% | Unchanged |
| Gibson Capital, LLC | 2,510 | $261.0K | 0.07% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 2,493 | $261.0K | 0.19% | +60+2.5% | Added |
| UMA Financial Services, Inc. | 2,671 | $264.0K | 0.08% | +2+0.1% | Added |
| Heron Financial Group, LLC | 2,520 | $264.0K | 0.15% | +5+0.2% | Added |
| Clarity Financial LLC | 2,529 | $265.0K | 0.05% | −1,005−28.4% | Reduced |
| Bell Bank | 2,533 | $265.0K | 0.03% | −5−0.2% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 2,529 | $265.0K | 0.17% | +2,529 | New |
| Acima Private Wealth, LLC | 2,536 | $266.0K | 0.12% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 2,554 | $268.0K | 0.07% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 2,570 | $269.0K | 0.08% | −200−7.2% | Reduced |
| Stillwater Capital Advisors, LLC | 2,567 | $269.0K | 0.04% | 00.0% | Unchanged |
| Key Financial Inc | 2,638 | $269.0K | 0.15% | +766+40.9% | Added |
| O'Dell Group, LLC | 2,576 | $270.0K | 0.09% | −533−17.1% | Reduced |
| Texas Capital Bancshares Inc | 2,581 | $270.0K | 0.20% | −54−2.0% | Reduced |