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 |
|---|---|---|---|---|---|
| Well Done, LLC | 5,491 | $575.0K | 0.13% | +67+1.2% | Added |
| Colton Groome Financial Advisors, LLC | 5,510 | $577.0K | 0.26% | +5,510 | New |
| Xcel Wealth Management, LLC | 5,539 | $580.0K | 0.18% | +4+0.1% | Added |
| Capital Advisory Group Advisory Services, LLC | 5,542 | $580.0K | 0.21% | +169+3.1% | Added |
| Spotlight Asset Group, Inc. | 5,568 | $583.0K | 0.22% | −2,166−28.0% | Reduced |
| Mosaic Family Wealth, LLC | 5,569 | $583.0K | 0.17% | +24+0.4% | Added |
| Wealthquest Corp | 5,566 | $583.0K | 0.10% | +57+1.0% | Added |
| Elk River Wealth Management, LLC | 5,590 | $585.0K | 0.15% | −702−11.2% | Reduced |
| Van Leeuwen & Company, LLC | 5,554 | $590.0K | 0.35% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 5,643 | $591.0K | 0.51% | +18+0.3% | Added |
| Weaver Consulting Group | 5,646 | $591.0K | 0.33% | +491+9.5% | Added |
| Stevens Capital Management LP | 5,695 | $596.0K | 0.17% | +5,695 | New |
| Roanoke Asset Management Corp | 5,699 | $597.0K | 0.21% | +650+12.9% | Added |
| Select Asset Management & Trust | 5,731 | $600.0K | 0.34% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 5,749 | $602.0K | 0.16% | −11−0.2% | Reduced |
| Beirne Wealth Consulting Services, LLC | 5,770 | $604.0K | 0.33% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 5,765 | $604.0K | 0.16% | +680+13.4% | Added |
| Polar Asset Management Partners Inc. | 5,763 | $604.0K | 0.01% | +5,763 | New |
| Empowered Funds, LLC | 5,775 | $605.0K | 0.08% | −2,368−29.1% | Reduced |
| Intercontinental Wealth Advisors, LLC | 5,788 | $606.0K | 0.12% | +823+16.6% | Added |
| Winning Points Advisors, LLC | 5,799 | $607.0K | 0.45% | −1,510−20.7% | Reduced |
| Modera Wealth Management, LLC | 5,792 | $607.0K | 0.03% | +12+0.2% | Added |
| Corundum Group, Inc. | 5,815 | $609.0K | 0.40% | +214+3.8% | Added |
| Collective Family Office LLC | 5,820 | $610.0K | 0.26% | +751+14.8% | Added |
| JFS Wealth Advisors, LLC | 5,856 | $613.0K | 0.09% | −197−3.3% | Reduced |
| Edge Wealth Management LLC | 5,858 | $613.0K | 0.12% | +25+0.4% | Added |
| Fermata Advisors, LLC | 5,855 | $614.0K | 0.36% | +1,201+25.8% | Added |
| Hatton Consulting, Inc. | 5,866 | $614.0K | 0.48% | +3,724+173.9% | Added |
| Rock Creek Group, LP | 5,872 | $615.0K | 0.09% | +1,446+32.7% | Added |
| Symphony Financial, Ltd. Co. | 5,900 | $616.0K | 0.21% | −912−13.4% | Reduced |
| John G Ullman & Associates Inc | 5,895 | $617.0K | 0.08% | −50−0.8% | Reduced |
| Outfitter Financial LLC | 5,900 | $618.0K | 0.47% | 00.0% | Unchanged |
| First Command Bank | 5,924 | $620.0K | 0.07% | −39−0.7% | Reduced |
| First Command Financial Services, Inc. | 5,924 | $620.0K | 0.07% | −39−0.7% | Reduced |
| Highland Private Wealth Management | 5,920 | $620.0K | 0.09% | +108+1.9% | Added |
| GYL Financial Synergies, LLC | 5,928 | $621.0K | 0.32% | −3−0.1% | Reduced |
| Axiom Financial Strategies, LLC | 5,936 | $622.0K | 0.29% | −152−2.5% | Reduced |
| Wealth Management Associates, Inc. | 5,942 | $622.3K | 0.35% | −217−3.5% | Reduced |
| Balasa Dinverno & Foltz LLC | 5,954 | $624.0K | 0.04% | +1,140+23.7% | Added |
| Central Bank & Trust Co | 5,972 | $625.0K | 0.10% | +355+6.3% | Added |
| Vident Investment Advisory, LLC | 5,973 | $626.0K | 0.02% | +1,879+45.9% | Added |
| Appleton Partners Inc | 5,988 | $627.0K | 0.05% | +167+2.9% | Added |
| CVA Family Office, LLC | 5,984 | $627.0K | 0.18% | +631+11.8% | Added |
| Strategic Wealth Management Group, LLC | 5,997 | $628.0K | 0.23% | −135−2.2% | Reduced |
| Coco Enterprises, LLC | 5,896 | $628.0K | 0.52% | +1,140+24.0% | Added |
| Sterneck Capital Management, LLC | 6,220 | $629.0K | 0.39% | +21+0.3% | Added |
| Legacy Wealth Management, LLC | 6,015 | $630.0K | 0.35% | 00.0% | Unchanged |
| Independent Investors Inc | 6,020 | $631.0K | 0.16% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 6,020 | $631.0K | 0.14% | +1,454+31.8% | Added |
| Palisade Capital Management LLC | 6,045 | $633.0K | 0.01% | +153+2.6% | Added |
| Psagot Investment House Ltd. | 6,061 | $635.0K | 0.02% | +611+11.2% | Added |
| Cowa, LLC | 5,998 | $637.0K | 0.40% | −128−2.1% | Reduced |
| Avestar Capital, LLC | 6,094 | $638.0K | 0.12% | −315−4.9% | Reduced |
| Family Management Corp | 6,092 | $638.0K | 0.17% | +1,011+19.9% | Added |
| Encompass Wealth Advisors, LLC | 6,110 | $640.0K | 0.16% | +100+1.7% | Added |
| Edgemoor Investment Advisors, Inc. | 6,118 | $641.0K | 0.06% | +15+0.2% | Added |
| MEMBERS Trust Co | 6,128 | $642.0K | 0.02% | −1,011−14.2% | Reduced |
| David Loasby | 6,148 | $644.0K | 0.08% | −136−2.2% | Reduced |
| Opus Capital Group, LLC | 6,165 | $646.0K | 0.15% | −460−6.9% | Reduced |
| Engine No. 1 LLC | 6,168 | $646.0K | 0.18% | +6,168 | New |
| LBMC Investment Advisors, LLC | 6,177 | $647.0K | 0.06% | +1,399+29.3% | Added |
| Orrstown Financial Services Inc | 6,123 | $651.0K | 0.94% | −430−6.6% | Reduced |
| Warren Averett Asset Management, LLC | 6,407 | $653.0K | 0.06% | +3,036+90.1% | Added |
| Foundations Investment Advisors, LLC | 6,285 | $654.0K | 0.03% | −151−2.3% | Reduced |
| Claro Advisors LLC | 6,247 | $654.0K | 0.29% | +161+2.6% | Added |
| All Season Financial Advisors, Inc. | 6,241 | $654.0K | 0.47% | +6,241 | New |
| Truadvice, LLC | 6,511 | $655.0K | 0.14% | +540+9.0% | Added |
| Norris Financial Group, LLC | 6,254 | $655.0K | 0.44% | +6,254 | New |
| Alliance Wealth Advisors, LLC | 6,287 | $658.0K | 0.59% | −21−0.3% | Reduced |
| Waterfront Wealth Inc. | 6,296 | $659.0K | 0.31% | +183+3.0% | Added |
| Chapman Investment Management, LLC | 6,302 | $660.0K | 0.37% | 00.0% | Unchanged |
| First PREMIER Bank | 6,317 | $661.0K | 0.19% | +1,025+19.4% | Added |
| Monterey Private Wealth, Inc. | 6,375 | $668.0K | 0.38% | +457+7.7% | Added |
| Sound Financial Strategies Group, LLC | 6,392 | $669.0K | 0.33% | +626+10.9% | Added |
| Aberdeen Wealth Management LLC | 6,404 | $671.0K | 0.62% | 00.0% | Unchanged |
| Davidson Trust Co | 6,411 | $672.0K | 0.52% | +331+5.4% | Added |
| Townsend Asset Management Corp | 6,425 | $673.0K | 0.37% | −31−0.5% | Reduced |
| Unigestion Holding SA | 6,491 | $674.0K | 0.02% | −17,952−73.4% | Reduced |
| Financial Management Network Inc | 6,352 | $674.0K | 0.34% | +70+1.1% | Added |
| Capital Advisors Wealth Management, LLC | 6,464 | $677.0K | 0.25% | +1,243+23.8% | Added |
| S.A. Mason LLC | 6,496 | $680.0K | 0.47% | 00.0% | Unchanged |
| Granite Investment Advisors, LLC | 6,525 | $683.0K | 0.11% | −1,269−16.3% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 6,589 | $684.0K | 0.20% | +186+2.9% | Added |
| Advisory Alpha, LLC | 6,529 | $684.0K | 0.06% | +874+15.5% | Added |
| RMR Wealth Builders | 6,564 | $687.0K | 0.23% | −543−7.6% | Reduced |
| Royal Fund Management, LLC | 6,589 | $690.0K | 0.11% | +376+6.1% | Added |
| Shilanski & Associates, Inc. | 6,595 | $691.0K | 0.33% | −49−0.7% | Reduced |
| Merrion Investment Management Co, LLC | 6,600 | $691.0K | 0.52% | +10.0% | Added |
| Gilbert & Cook, Inc. | 6,611 | $692.0K | 0.12% | +1,619+32.4% | Added |
| Cito Capital Group, LLC | 6,620 | $693.0K | 0.31% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 6,621 | $693.5K | 0.30% | +471+7.7% | Added |
| CSS LLC | 6,646 | $696.0K | 0.04% | +374+6.0% | Added |
| Wendell David Associates Inc | 6,678 | $699.0K | 0.08% | −10−0.1% | Reduced |
| Am Investment Strategies LLC | 6,688 | $700.0K | 0.18% | +368+5.8% | Added |
| Greenwood Capital Associates LLC | 6,693 | $701.0K | 0.11% | +1,467+28.1% | Added |
| Cedar Brook Financial Partners, LLC | 6,699 | $702.0K | 0.20% | +1,278+23.6% | Added |
| Brown Advisory Securities, LLC | 6,717 | $704.0K | 0.11% | +6+0.1% | Added |
| Vigilare Wealth Management | 6,721 | $704.0K | 0.43% | +2,834+72.9% | Added |
| Indiana Trust & Investment Management CO | 8,384 | $708.0K | 0.39% | +256+3.1% | Added |
| Cooper/Haims Advisors, LLC | 6,773 | $709.0K | 0.47% | −42−0.6% | Reduced |