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 |
|---|---|---|---|---|---|
| Wakefield Asset Management LLLP | 18,614 | $1.95M | 0.74% | +180+1.0% | Added |
| Magnolia Capital Advisors LLC | 18,556 | $1.94M | 0.86% | +18,556 | New |
| LCNB Corp | 18,527 | $1.94M | 0.98% | −62−0.3% | Reduced |
| Beck Mack & Oliver LLC | 18,497 | $1.94M | 0.05% | −1,982−9.7% | Reduced |
| New Potomac Partners, LLC | 18,490 | $1.94M | 1.32% | +20+0.1% | Added |
| Laffer Tengler Investments | 18,432 | $1.93M | 0.72% | +17+0.1% | Added |
| Bowling Portfolio Management LLC | 18,412 | $1.93M | 0.43% | +301+1.7% | Added |
| Columbia Trust Co 01012016 | 18,397 | $1.93M | 1.10% | +1,754+10.5% | Added |
| Shufro Rose & Co LLC | 18,349 | $1.92M | 0.14% | −933−4.8% | Reduced |
| Homrich & Berg | 18,352 | $1.92M | 0.04% | +596+3.4% | Added |
| HCR Wealth Advisors | 18,345 | $1.92M | 0.33% | +87+0.5% | Added |
| Burney Co | 18,296 | $1.92M | 0.09% | −45−0.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18,297 | $1.92M | 0.19% | −58−0.3% | Reduced |
| Shoker Investment Counsel, Inc. | 18,248 | $1.91M | 0.95% | +646+3.7% | Added |
| RFG Advisory, LLC | 18,205 | $1.91M | 0.17% | −182−1.0% | Reduced |
| Leelyn Smith, LLC | 18,195 | $1.91M | 0.56% | +706+4.0% | Added |
| Quest Capital Management Inc | 18,186 | $1.91M | 0.38% | +845+4.9% | Added |
| Patten Group, Inc. | 18,173 | $1.90M | 0.56% | +788+4.5% | Added |
| PRW Wealth Management LLC | 18,173 | $1.90M | 0.56% | +18,173 | New |
| Pettee Investors, Inc. | 18,159 | $1.90M | 0.89% | 00.0% | Unchanged |
| Emfo, LLC | 18,130 | $1.90M | 1.66% | +18,130 | New |
| Providence Capital Advisors, LLC | 18,111 | $1.90M | 0.62% | +595+3.4% | Added |
| LSV Asset Management | 18,100 | $1.90M | 0.00% | −10,500−36.7% | Reduced |
| Element Wealth, LLC | 18,083 | $1.89M | 1.48% | +11,036+156.6% | Added |
| Gables Capital Management Inc. | 18,075 | $1.89M | 1.30% | −8,562−32.1% | Reduced |
| Foresight Wealth Management, LLC | 18,071 | $1.89M | 0.80% | +1,444+8.7% | Added |
| Regent Investment Management LLC | 18,062 | $1.89M | 0.44% | +475+2.7% | Added |
| First United Bank Trust | 18,032 | $1.89M | 0.79% | −774−4.1% | Reduced |
| Sentry Investment Management LLC | 17,968 | $1.88M | 0.48% | −2,650−12.9% | Reduced |
| Vivid Financial Management, Inc. | 17,935 | $1.88M | 0.77% | −268−1.5% | Reduced |
| Bremer Bank National Association | 17,891 | $1.87M | 0.40% | −11,967−40.1% | Reduced |
| Edmp, Inc. | 17,889 | $1.87M | 1.97% | −119−0.7% | Reduced |
| Investment Advisory Services Inc | 18,086 | $1.87M | 1.16% | +18,086 | New |
| PFG Advisors | 17,855 | $1.87M | 0.21% | +244+1.4% | Added |
| FLC Capital Advisors | 17,855 | $1.87M | 0.55% | +150+0.8% | Added |
| IFG Advisory, LLC | 17,846 | $1.87M | 0.21% | +60.0% | Added |
| Morse Asset Management, Inc | 17,838 | $1.87M | 0.45% | −554−3.0% | Reduced |
| Summit Financial Wealth Advisors, LLC | 17,817 | $1.87M | 0.42% | +672+3.9% | Added |
| Acropolis Investment Management, LLC | 17,775 | $1.86M | 0.18% | +14+0.1% | Added |
| Monarch Capital Management Inc | 17,744 | $1.86M | 0.53% | +1,240+7.5% | Added |
| Johnson Financial Group, Inc. | 17,726 | $1.86M | 0.12% | −220−1.2% | Reduced |
| Continuum Advisory, LLC | 17,703 | $1.85M | 0.58% | +1,452+8.9% | Added |
| Equitable Trust Co | 17,677 | $1.85M | 0.12% | +1,602+10.0% | Added |
| Bennicas & Associates, Inc. | 17,656 | $1.85M | 1.02% | +204+1.2% | Added |
| Birch Hill Investment Advisors LLC | 17,585 | $1.84M | 0.10% | +258+1.5% | Added |
| Allen Capital Group, LLC | 17,506 | $1.83M | 0.38% | +573+3.4% | Added |
| CWS Financial Advisors, LLC | 17,426 | $1.82M | 0.73% | +151+0.9% | Added |
| Csenge Advisory Group | 17,062 | $1.81M | 0.16% | +3,817+28.8% | Added |
| Trust Co of Oklahoma | 17,285 | $1.81M | 0.61% | −525−2.9% | Reduced |
| WealthTrust Axiom LLC | 17,269 | $1.81M | 0.58% | +318+1.9% | Added |
| Hudson Value Partners, LLC | 17,257 | $1.81M | 1.00% | +80.0% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 17,140 | $1.79M | 0.01% | −3,440,722−99.5% | Reduced |
| Ahrens Investment Partners LLC | 17,141 | $1.79M | 0.83% | −1,964−10.3% | Reduced |
| North Star Investment Management Corp. | 17,092 | $1.79M | 0.14% | +417+2.5% | Added |
| Salem Capital Management Inc | 17,069 | $1.79M | 0.98% | +1,994+13.2% | Added |
| Wealthspire Advisors, LLC | 17,062 | $1.79M | 0.05% | −19,437−53.3% | Reduced |
| Burke & Herbert Bank & Trust Co | 17,028 | $1.78M | 1.15% | +70.0% | Added |
| Aspen Investment Management Inc | 16,998 | $1.78M | 0.93% | +2,813+19.8% | Added |
| Pavion Blue Capital, LLC | 16,986 | $1.78M | 1.09% | +1,680+11.0% | Added |
| Red Door Wealth Management, LLC | 16,940 | $1.77M | 0.69% | +2,035+13.7% | Added |
| Cadinha & Co LLC | 16,883 | $1.77M | 0.24% | +430+2.6% | Added |
| Greenleaf Trust | 16,850 | $1.76M | 0.02% | +382+2.3% | Added |
| Global Retirement Partners, LLC | 16,826 | $1.76M | 0.18% | −1,278−7.1% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 17,837 | $1.76M | 0.76% | +279+1.6% | Added |
| Kessler Investment Group, LLC | 16,759 | $1.76M | 1.39% | +6,671+66.1% | Added |
| Taurus Asset Management, LLC | 16,744 | $1.75M | 0.18% | −240−1.4% | Reduced |
| Capital Asset Advisory Services LLC | 16,687 | $1.75M | 0.19% | +567+3.5% | Added |
| Baldwin Brothers Inc | 16,654 | $1.74M | 0.19% | +14,891+844.6% | Added |
| Liberty One Investment Management, LLC | 16,640 | $1.74M | 0.29% | +987+6.3% | Added |
| Berkshire Bank | 16,504 | $1.73M | 0.42% | +2,213+15.5% | Added |
| Benin Management CORP | 16,496 | $1.73M | 0.55% | −4,501−21.4% | Reduced |
| Horizon Kinetics Asset Management LLC | 16,472 | $1.73M | 0.04% | +84+0.5% | Added |
| Nicholas Hoffman & Company, LLC. | 16,449 | $1.72M | 0.31% | +70.0% | Added |
| Baker Tilly Wealth Management, LLC | 16,435 | $1.72M | 0.28% | +1,466+9.8% | Added |
| Rational Advisors LLC | 16,426 | $1.72M | 0.20% | −195−1.2% | Reduced |
| Franklin Street Advisors Inc | 16,342 | $1.71M | 0.14% | +567+3.6% | Added |
| Van Cleef Asset Management,Inc | 16,305 | $1.71M | 0.25% | −600−3.5% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 16,265 | $1.70M | 1.26% | +16,265 | New |
| Intrua Financial, LLC | 16,479 | $1.70M | 0.40% | −1,081−6.2% | Reduced |
| Private Portfolio Partners LLC | 16,155 | $1.69M | 0.49% | +927+6.1% | Added |
| Harbor Financial Services, LLC | 16,110 | $1.69M | 0.71% | +595+3.8% | Added |
| Nomura Holdings Inc | 15,902 | $1.69M | 0.01% | +7,135+81.4% | Added |
| Founders Financial Alliance, LLC | 16,043 | $1.68M | 0.77% | +727+4.7% | Added |
| Triangle Securities Wealth Management | 16,056 | $1.68M | 0.57% | −247−1.5% | Reduced |
| Hodges Capital Management Inc. | 16,051 | $1.68M | 0.19% | −196−1.2% | Reduced |
| Amica Retiree Medical Trust | 16,024 | $1.68M | 1.06% | −989−5.8% | Reduced |
| O'Brien Greene & Co. Inc | 16,007 | $1.68M | 0.60% | −500−3.0% | Reduced |
| Iat Reinsurance Co Ltd. | 16,000 | $1.68M | 0.23% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 15,974 | $1.67M | 0.74% | −168−1.0% | Reduced |
| McKinley Carter Wealth Services, Inc. | 15,961 | $1.67M | 0.14% | +555+3.6% | Added |
| StoneX Group Inc. | 15,924 | $1.67M | 0.25% | +1,091+7.4% | Added |
| Advisory Research Inc | 15,914 | $1.67M | 0.11% | 00.0% | Unchanged |
| Pratt Collard Advisory Partners LLC | 15,905 | $1.67M | 1.11% | +750+4.9% | Added |
| Salem Investment Counselors Inc | 15,894 | $1.67M | 0.09% | +1,926+13.8% | Added |
| Mizuho Securities USA LLC | 15,816 | $1.66M | 0.13% | −8,030−33.7% | Reduced |
| Marietta Investment Partners LLC | 15,783 | $1.65M | 0.38% | +252+1.6% | Added |
| Paradigm Asset Management Co LLC | 15,639 | $1.64M | 0.42% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 15,638 | $1.64M | 0.12% | +650+4.3% | Added |
| BerganKDV Wealth Management, LLC | 15,623 | $1.64M | 0.19% | −44−0.3% | Reduced |
| Fiduciary Group LLC | 16,299 | $1.64M | 0.19% | −194−1.2% | Reduced |