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 |
|---|---|---|---|---|---|
| Private Capital Group, LLC | 3,810 | $399.0K | 0.09% | +463+13.8% | Added |
| Horan Capital Advisors, LLC. | 3,815 | $400.0K | 0.18% | +446+13.2% | Added |
| LexAurum Advisors, LLC | 3,825 | $401.0K | 0.12% | +923+31.8% | Added |
| StrongBox Wealth, LLC | 3,842 | $402.0K | 0.23% | +3,842 | New |
| Bernardo Wealth Planning LLC | 3,847 | $403.0K | 0.24% | +22+0.6% | Added |
| Foster Group, Inc. | 3,850 | $403.0K | 0.05% | +100+2.7% | Added |
| New Jersey Better Educational Savings Trust | 3,861 | $404.0K | 0.81% | 00.0% | Unchanged |
| Clark Financial Services Group Inc | 3,872 | $406.0K | 0.32% | +130+3.5% | Added |
| Stonnington Group, LLC | 3,958 | $406.0K | 0.09% | +601+17.9% | Added |
| Traphagen Investment Advisors LLC | 3,894 | $407.9K | 0.07% | −761−16.3% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 3,897 | $408.0K | 0.31% | +129+3.4% | Added |
| Summit X, LLC | 3,878 | $409.0K | 0.10% | +203+5.5% | Added |
| Walter & Keenan Financial Consulting Co | 3,945 | $411.0K | 0.14% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 3,925 | $411.0K | 0.15% | 00.0% | Unchanged |
| Cheyne Capital Management (UK) LLP | 3,930 | $412.0K | 0.19% | 00.0% | Unchanged |
| Kahn Brothers Group Inc | 3,948 | $413.5K | 0.06% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 3,957 | $414.0K | 0.12% | −149−3.6% | Reduced |
| Mathes Company, Inc. | 3,950 | $414.0K | 0.15% | −100−2.5% | Reduced |
| Carmichael Hill & Associates, Inc. | 3,950 | $414.0K | 0.23% | +108+2.8% | Added |
| Sugarloaf Wealth Management, LLC | 3,961 | $415.0K | 0.11% | −284−6.7% | Reduced |
| Vista Investment Management | 3,963 | $415.0K | 0.24% | −145−3.5% | Reduced |
| Cordasco Financial Network | 3,970 | $416.0K | 0.29% | −164−4.0% | Reduced |
| Jacobsen Capital Management | 3,968 | $416.0K | 0.21% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 3,982 | $417.0K | 0.10% | +39+1.0% | Added |
| First American Trust, FSB | 3,996 | $418.0K | 0.07% | +20+0.5% | Added |
| Boit C F David | 4,000 | $419.0K | 0.32% | +4,000 | New |
| SMH Capital Advisors Inc | 4,007 | $420.0K | 0.84% | +7+0.2% | Added |
| TBH Global Asset Management, LLC | 4,030 | $422.0K | 0.10% | −190−4.5% | Reduced |
| DF Dent & Co Inc | 4,039 | $423.0K | 0.00% | −100−2.4% | Reduced |
| Tectonic Advisors LLC | 4,037 | $423.0K | 0.09% | +429+11.9% | Added |
| DeDora Capital, Inc. | 4,052 | $424.0K | 0.18% | −96−2.3% | Reduced |
| Nichols & Pratt Advisers LLP | 4,075 | $427.0K | 0.03% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 4,086 | $428.0K | 0.20% | −992−19.5% | Reduced |
| Professional Advisory Services Inc | 4,100 | $429.0K | 0.06% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 4,105 | $430.0K | 0.47% | −10−0.2% | Reduced |
| Charter Research & Investment Group, Inc. | 4,102 | $430.0K | 0.36% | +43+1.1% | Added |
| West Coast Financial LLC | 4,117 | $431.0K | 0.07% | +1,069+35.1% | Added |
| Emerald Advisors, LLC | 4,127 | $432.0K | 0.13% | +19+0.5% | Added |
| Summit Asset Management, LLC | 4,134 | $433.0K | 0.14% | −46−1.1% | Reduced |
| Perritt Capital Management Inc | 4,145 | $434.0K | 0.23% | +36+0.9% | Added |
| Probity Advisors, Inc. | 4,151 | $435.0K | 0.09% | −24−0.6% | Reduced |
| Columbus Macro, LLC | 4,150 | $435.0K | 0.14% | +52+1.3% | Added |
| Northern Capital Management, Inc. | 4,150 | $435.0K | 0.37% | +108+2.7% | Added |
| Hanson & Doremus Investment Management | 6,068 | $437.0K | 0.13% | +238+4.1% | Added |
| RDA Financial Network | 4,173 | $437.0K | 0.19% | +112+2.8% | Added |
| Cabot Wealth Management Inc | 4,180 | $438.0K | 0.06% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 4,195 | $439.0K | 0.05% | +196+4.9% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 4,189 | $439.0K | 0.02% | +894+27.1% | Added |
| Tempus Wealth Planning, LLC | 4,205 | $440.0K | 0.29% | +906+27.5% | Added |
| PDS Planning, Inc | 4,219 | $442.0K | 0.11% | −843−16.7% | Reduced |
| Defined Wealth Management, LLC | 4,220 | $442.0K | 0.39% | +3+0.1% | Added |
| Pallas Capital Advisors LLC | 4,402 | $442.0K | 0.06% | +4,402 | New |
| Regent Peak Wealth Advisors LLC | 4,351 | $443.0K | 0.12% | +141+3.3% | Added |
| Sageworth Trust Co | 4,253 | $445.0K | 0.04% | +1,543+56.9% | Added |
| Morris Retirement Advisors, LLC | 4,280 | $448.0K | 0.38% | +4,280 | New |
| Kowal Investment Group, LLC | 4,338 | $454.0K | 0.16% | −4,779−52.4% | Reduced |
| EPG Wealth Management LLC | 4,336 | $454.0K | 0.19% | −4−0.1% | Reduced |
| Advisory Resource Group | 4,346 | $455.0K | 0.18% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 4,444 | $456.0K | 0.03% | +93+2.1% | Added |
| Verity Asset Management, Inc. | 4,351 | $456.0K | 0.25% | +352+8.8% | Added |
| Harbor Advisors LLC | 4,372 | $458.0K | 0.09% | 00.0% | Unchanged |
| AF Advisors, Inc. | 4,370 | $458.0K | 0.23% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 4,377 | $458.0K | 0.12% | +1,735+65.7% | Added |
| BCJ Capital Management, LLC | 4,392 | $460.0K | 0.05% | +2,270+107.0% | Added |
| Rockbridge Investment Management, LCC | 4,406 | $461.0K | 0.08% | −812−15.6% | Reduced |
| Bridgeworth, LLC | 4,402 | $461.0K | 0.13% | −546−11.0% | Reduced |
| Blue Water Life Science Advisors, LLC | 4,420 | $463.0K | 0.17% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 4,423 | $463.0K | 0.06% | +4,423 | New |
| Versant Capital Management, Inc | 4,427 | $464.0K | 0.17% | −1,279−22.4% | Reduced |
| Rede Wealth, LLC | 4,438 | $464.0K | 0.25% | +100+2.3% | Added |
| American Institute for Advanced Investment Management, LLP | 4,432 | $464.0K | 0.33% | +2,013+83.2% | Added |
| Chiron Capital Management, LLC | 4,440 | $465.0K | 0.39% | −650−12.8% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 4,461 | $467.0K | 0.13% | −275−5.8% | Reduced |
| Avion Wealth | 4,470 | $468.0K | 0.14% | +3,472+347.9% | Added |
| Gryphon Financial Partners LLC | 4,656 | $470.0K | 0.11% | −344−6.9% | Reduced |
| Investors Financial Group, LLC | 4,491 | $470.0K | 0.25% | +417+10.2% | Added |
| Golden Green, Inc. | 4,498 | $471.0K | 0.36% | −7−0.2% | Reduced |
| J. L. Bainbridge & Co., Inc. | 4,508 | $472.0K | 0.06% | −52−1.1% | Reduced |
| DFPG Investments, LLC | 4,543 | $472.0K | 0.18% | +386+9.3% | Added |
| Birchcreek Wealth Management, LLC | 4,520 | $473.0K | 0.46% | +307+7.3% | Added |
| Atwood & Palmer Inc | 4,537 | $475.0K | 0.04% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 4,533 | $475.0K | 0.16% | +717+18.8% | Added |
| Lineweaver Wealth Advisors, LLC | 4,544 | $476.0K | 0.16% | −29−0.6% | Reduced |
| Cim Investment Mangement Inc | 4,558 | $477.0K | 0.15% | −25−0.5% | Reduced |
| Pegasus Partners Ltd. | 4,562 | $478.0K | 0.09% | −1,761−27.9% | Reduced |
| Act Wealth Management, LLC | 4,574 | $479.0K | 0.30% | +3+0.1% | Added |
| Ellis Investment Partners, LLC | 4,582 | $479.0K | 0.12% | +47+1.0% | Added |
| Lumature Wealth Partners, LLC | 4,572 | $479.0K | 0.20% | +2,222+94.6% | Added |
| SkyView Investment Advisors, LLC | 4,586 | $481.0K | 0.22% | 00.0% | Unchanged |
| Successful Portfolios LLC | 4,596 | $481.0K | 0.29% | +40+0.9% | Added |
| Eubel Brady & Suttman Asset Management Inc | 4,611 | $483.0K | 0.04% | −4,611−50.0% | Reduced |
| Cornerstone Capital, Inc. | 4,618 | $484.0K | 0.05% | −573−11.0% | Reduced |
| Arcadia Investment Management Corp | 4,623 | $484.0K | 0.09% | +1,102+31.3% | Added |
| Oak Harvest Investment Services | 4,630 | $485.0K | 0.16% | −1,671−26.5% | Reduced |
| Rice Hall James & Associates, LLC | 4,643 | $486.0K | 0.02% | 00.0% | Unchanged |
| Moulton Wealth Management, Inc | 4,646 | $487.0K | 0.36% | 00.0% | Unchanged |
| Overbrook Management Corp | 4,658 | $488.0K | 0.10% | −100−2.1% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 4,658 | $488.0K | 0.19% | +184+4.1% | Added |
| HBW Advisory Services LLC | 4,665 | $488.0K | 0.13% | +1,913+69.5% | Added |
| Wealthstar Advisors, LLC | 4,660 | $488.0K | 0.19% | +4,660 | New |