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 | 4,311 | $298.0B |
| Q4 2025 | 3,993 | $223.3B |
| Q3 2025 | 3,802 | $225.3B |
| Q2 2025 | 3,707 | $189.0B |
| Q1 2025 | 3,825 | $222.9B |
| Q4 2024 | 3,764 | $194.0B |
| Q3 2024 | 3,487 | $198.0B |
| Q2 2024 | 3,510 | $214.0B |
| Q1 2024 | 3,522 | $212.7B |
| Q4 2023 | 3,477 | $200.3B |
| Q3 2023 | 3,338 | $222.6B |
| Q2 2023 | 3,285 | $205.0B |
| Q1 2023 | 3,272 | $217.1B |
| Q4 2022 | 3,288 | $243.6B |
| Q3 2022 | 3,056 | $195.7B |
| Q2 2022 | 3,060 | $198.4B |
| Q1 2022 | 3,070 | $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 |
|---|---|---|---|---|---|
| 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 |
| Granite Investment Advisors, LLC | 6,525 | $683.0K | 0.11% | −1,269−16.3% | Reduced |
| S.A. Mason LLC | 6,496 | $680.0K | 0.47% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 6,464 | $677.0K | 0.25% | +1,243+23.8% | Added |
| 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 |
| Townsend Asset Management Corp | 6,425 | $673.0K | 0.37% | −31−0.5% | Reduced |
| Davidson Trust Co | 6,411 | $672.0K | 0.52% | +331+5.4% | Added |
| Aberdeen Wealth Management LLC | 6,404 | $671.0K | 0.62% | 00.0% | Unchanged |
| Sound Financial Strategies Group, LLC | 6,392 | $669.0K | 0.33% | +626+10.9% | Added |
| Monterey Private Wealth, Inc. | 6,375 | $668.0K | 0.38% | +457+7.7% | Added |
| First PREMIER Bank | 6,317 | $661.0K | 0.19% | +1,025+19.4% | Added |
| Chapman Investment Management, LLC | 6,302 | $660.0K | 0.37% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 6,296 | $659.0K | 0.31% | +183+3.0% | Added |
| Alliance Wealth Advisors, LLC | 6,287 | $658.0K | 0.59% | −21−0.3% | Reduced |
| Norris Financial Group, LLC | 6,254 | $655.0K | 0.44% | +6,254 | New |
| Truadvice, LLC | 6,511 | $655.0K | 0.14% | +540+9.0% | 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 |
| Warren Averett Asset Management, LLC | 6,407 | $653.0K | 0.06% | +3,036+90.1% | Added |
| Orrstown Financial Services Inc | 6,123 | $651.0K | 0.94% | −430−6.6% | Reduced |
| LBMC Investment Advisors, LLC | 6,177 | $647.0K | 0.06% | +1,399+29.3% | Added |
| 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 |
| David Loasby | 6,148 | $644.0K | 0.08% | −136−2.2% | Reduced |
| MEMBERS Trust Co | 6,128 | $642.0K | 0.02% | −1,011−14.2% | Reduced |
| Edgemoor Investment Advisors, Inc. | 6,118 | $641.0K | 0.06% | +15+0.2% | Added |
| Encompass Wealth Advisors, LLC | 6,110 | $640.0K | 0.16% | +100+1.7% | Added |
| 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 |
| Cowa, LLC | 5,998 | $637.0K | 0.40% | −128−2.1% | Reduced |
| Psagot Investment House Ltd. | 6,061 | $635.0K | 0.02% | +611+11.2% | Added |
| Palisade Capital Management LLC | 6,045 | $633.0K | 0.01% | +153+2.6% | Added |
| 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 |
| Legacy Wealth Management, LLC | 6,015 | $630.0K | 0.35% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 6,220 | $629.0K | 0.39% | +21+0.3% | 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 |
| 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 |
| Vident Investment Advisory, LLC | 5,973 | $626.0K | 0.02% | +1,879+45.9% | Added |
| Central Bank & Trust Co | 5,972 | $625.0K | 0.10% | +355+6.3% | Added |
| Balasa Dinverno & Foltz LLC | 5,954 | $624.0K | 0.04% | +1,140+23.7% | Added |
| Wealth Management Associates, Inc. | 5,942 | $622.3K | 0.35% | −217−3.5% | Reduced |
| Axiom Financial Strategies, LLC | 5,936 | $622.0K | 0.29% | −152−2.5% | Reduced |
| GYL Financial Synergies, LLC | 5,928 | $621.0K | 0.32% | −3−0.1% | Reduced |
| 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 |
| Outfitter Financial LLC | 5,900 | $618.0K | 0.47% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 5,895 | $617.0K | 0.08% | −50−0.8% | Reduced |
| Symphony Financial, Ltd. Co. | 5,900 | $616.0K | 0.21% | −912−13.4% | Reduced |
| Rock Creek Group, LP | 5,872 | $615.0K | 0.09% | +1,446+32.7% | 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 |
| 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 |
| Collective Family Office LLC | 5,820 | $610.0K | 0.26% | +751+14.8% | Added |
| Corundum Group, Inc. | 5,815 | $609.0K | 0.40% | +214+3.8% | 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 |
| Intercontinental Wealth Advisors, LLC | 5,788 | $606.0K | 0.12% | +823+16.6% | Added |
| Empowered Funds, LLC | 5,775 | $605.0K | 0.08% | −2,368−29.1% | 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 |
| SkyOak Wealth, LLC | 5,749 | $602.0K | 0.16% | −11−0.2% | Reduced |
| Select Asset Management & Trust | 5,731 | $600.0K | 0.34% | 00.0% | Unchanged |
| Roanoke Asset Management Corp | 5,699 | $597.0K | 0.21% | +650+12.9% | Added |
| Stevens Capital Management LP | 5,695 | $596.0K | 0.17% | +5,695 | New |
| 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 |
| Van Leeuwen & Company, LLC | 5,554 | $590.0K | 0.35% | 00.0% | Unchanged |
| Elk River Wealth Management, LLC | 5,590 | $585.0K | 0.15% | −702−11.2% | Reduced |
| 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 |
| 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 |
| Colton Groome Financial Advisors, LLC | 5,510 | $577.0K | 0.26% | +5,510 | New |
| Well Done, LLC | 5,491 | $575.0K | 0.13% | +67+1.2% | Added |
| M&R Capital Management Inc | 5,483 | $574.0K | 0.13% | +48+0.9% | Added |
| Capital Investment Counsel, Inc | 5,474 | $573.0K | 0.13% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 5,474 | $573.0K | 0.25% | +47+0.9% | Added |
| Covenant Asset Management, LLC | 5,461 | $572.0K | 0.17% | +565+11.5% | Added |
| Menard Financial Group LLC | 5,459 | $572.0K | 0.54% | +671+14.0% | Added |
| Security Asset Management | 5,443 | $570.0K | 0.22% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 5,436 | $569.0K | 0.12% | −23,410−81.2% | Reduced |
| Guinness Atkinson Asset Management Inc | 5,420 | $568.0K | 0.25% | +1,200+28.4% | Added |
| Vision Capital Management, Inc. | 5,411 | $567.0K | 0.09% | −1,720−24.1% | Reduced |
| Westhampton Capital, LLC | 5,407 | $566.0K | 0.37% | +90+1.7% | Added |
| Nations Financial Group Inc, | 5,399 | $566.0K | 0.09% | +466+9.4% | Added |
| Vantage Financial Partners Ltd., Inc. | 5,400 | $566.0K | 0.32% | +700+14.9% | Added |
| Convergence Investment Partners, LLC | 5,375 | $563.0K | 0.24% | −16,151−75.0% | Reduced |
| Childress Capital Advisors, LLC | 5,357 | $561.0K | 0.26% | −3,878−42.0% | Reduced |
| Monticello Wealth Management, LLC | 5,361 | $561.0K | 0.05% | +2,380+79.8% | Added |
| Accredited Investors Inc. | 5,343 | $560.0K | 0.06% | +142+2.7% | Added |