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 |
|---|---|---|---|---|---|
| Cim Investment Mangement Inc | 4,558 | $477.0K | 0.15% | −25−0.5% | Reduced |
| Lineweaver Wealth Advisors, LLC | 4,544 | $476.0K | 0.16% | −29−0.6% | Reduced |
| 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 |
| Birchcreek Wealth Management, LLC | 4,520 | $473.0K | 0.46% | +307+7.3% | Added |
| 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 |
| Golden Green, Inc. | 4,498 | $471.0K | 0.36% | −7−0.2% | Reduced |
| 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 |
| Avion Wealth | 4,470 | $468.0K | 0.14% | +3,472+347.9% | Added |
| Lehman & Derafelo Financial Resources LLC | 4,461 | $467.0K | 0.13% | −275−5.8% | Reduced |
| Chiron Capital Management, LLC | 4,440 | $465.0K | 0.39% | −650−12.8% | Reduced |
| 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 |
| 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 |
| 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 |
| BCJ Capital Management, LLC | 4,392 | $460.0K | 0.05% | +2,270+107.0% | 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 |
| 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 |
| Advisory Resource Group | 4,346 | $455.0K | 0.18% | 00.0% | Unchanged |
| 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 |
| Morris Retirement Advisors, LLC | 4,280 | $448.0K | 0.38% | +4,280 | New |
| Sageworth Trust Co | 4,253 | $445.0K | 0.04% | +1,543+56.9% | Added |
| Regent Peak Wealth Advisors LLC | 4,351 | $443.0K | 0.12% | +141+3.3% | 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 |
| Tempus Wealth Planning, LLC | 4,205 | $440.0K | 0.29% | +906+27.5% | Added |
| 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 |
| Cabot Wealth Management Inc | 4,180 | $438.0K | 0.06% | 00.0% | Unchanged |
| 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 |
| 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 |
| Perritt Capital Management Inc | 4,145 | $434.0K | 0.23% | +36+0.9% | Added |
| Summit Asset Management, LLC | 4,134 | $433.0K | 0.14% | −46−1.1% | Reduced |
| Emerald Advisors, LLC | 4,127 | $432.0K | 0.13% | +19+0.5% | Added |
| West Coast Financial LLC | 4,117 | $431.0K | 0.07% | +1,069+35.1% | Added |
| 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 |
| Professional Advisory Services Inc | 4,100 | $429.0K | 0.06% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 4,086 | $428.0K | 0.20% | −992−19.5% | Reduced |
| Nichols & Pratt Advisers LLP | 4,075 | $427.0K | 0.03% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 4,052 | $424.0K | 0.18% | −96−2.3% | 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 |
| TBH Global Asset Management, LLC | 4,030 | $422.0K | 0.10% | −190−4.5% | Reduced |
| SMH Capital Advisors Inc | 4,007 | $420.0K | 0.84% | +7+0.2% | Added |
| Boit C F David | 4,000 | $419.0K | 0.32% | +4,000 | New |
| First American Trust, FSB | 3,996 | $418.0K | 0.07% | +20+0.5% | Added |
| Austin Private Wealth, LLC | 3,982 | $417.0K | 0.10% | +39+1.0% | Added |
| 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 |
| 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 |
| 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 |
| Kahn Brothers Group Inc | 3,948 | $413.5K | 0.06% | 00.0% | Unchanged |
| Cheyne Capital Management (UK) LLP | 3,930 | $412.0K | 0.19% | 00.0% | Unchanged |
| 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 |
| Summit X, LLC | 3,878 | $409.0K | 0.10% | +203+5.5% | Added |
| Paces Ferry Wealth Advisors, LLC | 3,897 | $408.0K | 0.31% | +129+3.4% | Added |
| Traphagen Investment Advisors LLC | 3,894 | $407.9K | 0.07% | −761−16.3% | Reduced |
| 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 |
| New Jersey Better Educational Savings Trust | 3,861 | $404.0K | 0.81% | 00.0% | Unchanged |
| 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 |
| StrongBox Wealth, LLC | 3,842 | $402.0K | 0.23% | +3,842 | New |
| LexAurum Advisors, LLC | 3,825 | $401.0K | 0.12% | +923+31.8% | Added |
| Horan Capital Advisors, LLC. | 3,815 | $400.0K | 0.18% | +446+13.2% | Added |
| Gries Financial LLC | 3,983 | $399.0K | 0.13% | +53+1.3% | Added |
| Glassman Wealth Services | 3,811 | $399.0K | 0.08% | +52+1.4% | Added |
| Private Capital Group, LLC | 3,810 | $399.0K | 0.09% | +463+13.8% | Added |
| Charter Oak Capital Management, LLC | 3,803 | $398.0K | 0.05% | −91−2.3% | Reduced |
| Westwood Management Corp | 3,800 | $398.0K | 0.03% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 3,801 | $398.0K | 0.30% | 00.0% | Unchanged |
| Security National Bank | 3,794 | $397.0K | 0.10% | 00.0% | Unchanged |
| Landmark Financial Advisors, LLC | 3,781 | $396.0K | 0.19% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 3,789 | $396.0K | 0.16% | +145+4.0% | Added |
| Fca Corp | 3,767 | $395.0K | 0.11% | +267+7.6% | Added |
| Trellis Advisors, LLC | 3,758 | $394.0K | 0.20% | −186−4.7% | Reduced |
| Atticus Wealth Management, LLC | 3,755 | $393.0K | 0.17% | 00.0% | Unchanged |
| Breiter Capital Management Inc | 3,743 | $392.0K | 0.21% | −13,571−78.4% | Reduced |
| Altfest L J & Co Inc | 3,743 | $392.0K | 0.08% | +25+0.7% | Added |
| Invst, LLC | 3,978 | $392.0K | 0.06% | +602+17.8% | Added |
| West Branch Capital LLC | 3,747 | $392.0K | 0.19% | +1,266+51.0% | Added |
| First Financial Corp | 3,736 | $391.0K | 0.26% | −7−0.2% | Reduced |