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 |
|---|---|---|---|---|---|
| swisspartners Ltd. | 2,577 | $270.0K | 0.19% | +44+1.7% | Added |
| Lloyd Advisory Services, LLC. | 2,577 | $270.0K | 0.14% | +315+13.9% | Added |
| Cubic Asset Management, LLC | 2,592 | $271.0K | 0.07% | 00.0% | Unchanged |
| Total Investment Management Inc | 2,599 | $272.0K | 0.05% | +2,599 | New |
| Silvant Capital Management LLC | 2,615 | $274.0K | 0.04% | 00.0% | Unchanged |
| North Point Portfolio Managers Corp | 2,625 | $275.0K | 0.04% | 00.0% | Unchanged |
| Keel Point, LLC | 2,624 | $275.0K | 0.03% | +151+6.1% | Added |
| Aristotle Capital Management, LLC | 2,632 | $276.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Advisors | 2,632 | $276.0K | 0.08% | +28+1.1% | Added |
| SFE Investment Counsel | 2,647 | $277.0K | 0.08% | −15−0.6% | Reduced |
| Glen Eagle Advisors, LLC | 2,651 | $277.7K | 0.09% | −5−0.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 2,650 | $278.0K | 0.12% | −1,843−41.0% | Reduced |
| Portland Global Advisors LLC | 2,657 | $278.0K | 0.05% | −182−6.4% | Reduced |
| Trillium Asset Management, LLC | 2,666 | $279.0K | 0.01% | −2,091−44.0% | Reduced |
| Centric Wealth Management | 2,662 | $279.0K | 0.10% | −148−5.3% | Reduced |
| Summit Trail Advisors, LLC | 2,666 | $279.0K | 0.02% | +159+6.3% | Added |
| Cary Street Partners Asset Management LLC | 2,670 | $280.0K | 0.07% | −2,049−43.4% | Reduced |
| Ashford Capital Management Inc | 2,670 | $280.0K | 0.03% | 00.0% | Unchanged |
| Broadleaf Partners, LLC | 2,693 | $282.0K | 0.10% | +125+4.9% | Added |
| Hotaling Investment Management, LLC | 2,693 | $282.0K | 0.11% | +700+35.1% | Added |
| Hobart Private Capital, LLC | 2,700 | $282.8K | 0.12% | −214−7.3% | Reduced |
| Blue Edge Capital, LLC | 2,700 | $282.8K | 0.06% | 00.0% | Unchanged |
| SPC Financial, Inc. | 2,704 | $283.0K | 0.03% | −975−26.5% | Reduced |
| LifeSteps Financial, Inc. | 2,698 | $283.0K | 0.22% | +221+8.9% | Added |
| Pure Financial Advisors, Inc. | 2,699 | $283.0K | 0.02% | +330+13.9% | Added |
| JTC Employer Solutions Trusteee Ltd | 2,707 | $283.0K | 0.04% | +2,707 | New |
| Secure Asset Management, LLC | 2,711 | $284.0K | 0.14% | −1,250−31.6% | Reduced |
| Campbell Wealth Management | 2,712 | $284.0K | 0.04% | +20+0.7% | Added |
| Legacy Wealth Partners, Inc. | 2,723 | $285.0K | 0.16% | −26−0.9% | Reduced |
| Relyea Zuckerberg Hanson LLC | 2,722 | $285.0K | 0.12% | +163+6.4% | Added |
| Windsor Group LTD | 2,729 | $286.0K | 0.06% | −885−24.5% | Reduced |
| St. Louis Trust Co | 2,741 | $287.0K | 0.07% | 00.0% | Unchanged |
| Accel Wealth Management | 2,757 | $289.0K | 0.19% | +13+0.5% | Added |
| Lesa Sroufe & Co | 2,755 | $289.0K | 0.29% | +500+22.2% | Added |
| Pittenger & Anderson Inc | 2,760 | $289.0K | 0.01% | +625+29.3% | Added |
| Cozad Asset Management Inc | 2,774 | $291.0K | 0.05% | −194−6.5% | Reduced |
| Private Ocean, LLC | 2,790 | $292.0K | 0.04% | −415−12.9% | Reduced |
| Insight Advisors, LLC | 2,896 | $294.0K | 0.09% | −600−17.2% | Reduced |
| First National Bank of Hutchinson | 2,815 | $294.0K | 0.15% | −16−0.6% | Reduced |
| Ironsides Asset Advisors, LLC | 2,820 | $295.0K | 0.09% | −99−3.4% | Reduced |
| Nadler Financial Group, Inc. | 2,823 | $296.0K | 0.05% | +400+16.5% | Added |
| Apella Capital, LLC | 2,834 | $297.0K | 0.05% | +63+2.3% | Added |
| Private Capital Management LLC | 2,837 | $297.0K | 0.14% | +84+3.1% | Added |
| Baystate Wealth Management LLC | 2,849 | $298.0K | 0.03% | +438+18.2% | Added |
| Sather Financial Group Inc | 2,858 | $299.0K | 0.03% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 2,855 | $299.0K | 0.14% | +262+10.1% | Added |
| Tradition Wealth Management, LLC | 2,857 | $299.0K | 0.04% | +324+12.8% | Added |
| Berkeley Capital Partners, LLC | 2,863 | $300.0K | 0.13% | +30+1.1% | Added |
| LeJeune Puetz Investment Counsel LLC | 2,875 | $301.0K | 0.11% | −150−5.0% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 2,902 | $303.0K | 0.03% | +856+41.8% | Added |
| Vista Wealth Management Group, LLC | 2,903 | $304.0K | 0.07% | +108+3.9% | Added |
| Twin Lakes Capital Management, LLC | 2,906 | $304.0K | 0.17% | +142+5.1% | Added |
| Private Management Group Inc | 2,915 | $305.0K | 0.01% | −5−0.2% | Reduced |
| Wealth Architects, LLC | 2,916 | $305.0K | 0.06% | +943+47.8% | Added |
| Latitude Advisors, LLC | 2,920 | $306.0K | 0.23% | +211+7.8% | Added |
| Great Diamond Partners, LLC | 2,934 | $307.0K | 0.09% | −650−18.1% | Reduced |
| Northstar Investment Advisors LLC | 3,020 | $307.0K | 0.04% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 2,927 | $307.0K | 0.02% | +2,927 | New |
| Howard Financial Services, Ltd. | 2,951 | $309.0K | 0.12% | +11+0.4% | Added |
| Summit Financial, LLC | 2,957 | $309.7K | 0.03% | +2,957 | New |
| Matthew Goff Investment Advisor, LLC | 2,957 | $310.0K | 0.08% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 2,959 | $310.0K | 0.23% | +33+1.1% | Added |
| Archetype Wealth Partners | 2,963 | $310.0K | 0.11% | +2,963 | New |
| Almanack Investment Partners, LLC. | 2,967 | $311.0K | 0.03% | −1,123−27.5% | Reduced |
| Heartwood Wealth Advisors LLC | 2,968 | $311.0K | 0.05% | +2,968 | New |
| Stillwater Investment Management, LLC | 2,979 | $312.0K | 0.08% | +36+1.2% | Added |
| New World Advisors LLC | 3,000 | $314.0K | 0.21% | +3,000 | New |
| Palumbo Wealth Management LLC | 3,000 | $314.0K | 0.21% | +3,000 | New |
| Smith Shellnut Wilson LLC | 3,003 | $315.0K | 0.18% | −132−4.2% | Reduced |
| Wilkins Investment Counsel Inc | 3,010 | $315.0K | 0.08% | 00.0% | Unchanged |
| Bickling Financial Services, Inc. | 3,010 | $315.0K | 0.14% | +91+3.1% | Added |
| Loveless Wealth Management LLC | 3,005 | $315.0K | 0.19% | +260+9.5% | Added |
| Paradigm Financial Advisors, LLC | 3,039 | $318.0K | 0.07% | −97−3.1% | Reduced |
| Moody Lynn & Lieberson, LLC | 3,038 | $318.0K | 0.02% | +104+3.5% | Added |
| Phocas Financial Corp. | 3,046 | $319.0K | 0.04% | −50−1.6% | Reduced |
| Atwater Malick LLC | 3,041 | $319.0K | 0.18% | 00.0% | Unchanged |
| Epstein & White Financial LLC | 3,018 | $319.0K | 0.08% | +43+1.4% | Added |
| Curran Financial Partners, LLC | 3,047 | $319.0K | 0.18% | +150+5.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 3,045 | $319.0K | 0.21% | +532+21.2% | Added |
| FSB Premier Wealth Management, Inc. | 3,049 | $319.0K | 0.16% | +741+32.1% | Added |
| S&T Bank | 3,048 | $319.0K | 0.05% | +3,048 | New |
| Bank of Nova Scotia Trust Co | 3,055 | $320.0K | 0.03% | −10.0% | Reduced |
| First National Corp | 3,599 | $321.0K | 0.11% | +210+6.2% | Added |
| Better Money Decisions, LLC | 3,067 | $321.0K | 0.29% | +205+7.2% | Added |
| Greenwich Wealth Management LLC | 3,062 | $321.0K | 0.03% | +578+23.3% | Added |
| Abacus Wealth Partners, LLC | 3,069 | $321.5K | 0.13% | +71+2.4% | Added |
| Tiemann Investment Advisors, LLC | 3,073 | $322.0K | 0.15% | −194−5.9% | Reduced |
| Zhang Financial LLC | 3,070 | $322.0K | 0.08% | +302+10.9% | Added |
| Wolff Wiese Magana LLC | 3,087 | $323.0K | 0.23% | +72+2.4% | Added |
| Sonata Capital Group Inc | 3,089 | $324.0K | 0.15% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 3,109 | $326.0K | 0.10% | −2,579−45.3% | Reduced |
| Acorn Financial Advisory Services Inc | 3,108 | $326.0K | 0.10% | −20−0.6% | Reduced |
| Veracity Capital LLC | 3,127 | $328.0K | 0.08% | −35−1.1% | Reduced |
| Rocky Mountain Advisers, LLC | 3,127 | $328.0K | 0.41% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 3,136 | $329.0K | 0.08% | −194−5.8% | Reduced |
| Twin Tree Management, LP | 3,139 | $329.0K | 0.01% | +1,515+93.3% | Added |
| McRae Capital Management Inc | 3,152 | $330.0K | 0.08% | −594−15.9% | Reduced |
| JSF Financial, LLC | 3,157 | $331.0K | 0.20% | +189+6.4% | Added |
| Purus Wealth Management, LLC | 3,167 | $332.0K | 0.24% | +280+9.7% | Added |
| Cornerstone Advisory, LLC | 3,183 | $333.0K | 0.06% | −8,022−71.6% | Reduced |