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 |
|---|---|---|---|---|---|
| Better Money Decisions, LLC | 3,067 | $321.0K | 0.29% | +205+7.2% | Added |
| Greenwich Wealth Management LLC | 3,062 | $321.0K | 0.03% | +578+23.3% | Added |
| Bank of Nova Scotia Trust Co | 3,055 | $320.0K | 0.03% | −10.0% | Reduced |
| Phocas Financial Corp. | 3,046 | $319.0K | 0.04% | −50−1.6% | Reduced |
| Atwater Malick LLC | 3,041 | $319.0K | 0.18% | 00.0% | Unchanged |
| Epstein & White Financial LLC | 3,018 | $319.0K | 0.08% | +43+1.4% | Added |
| Curran Financial Partners, LLC | 3,047 | $319.0K | 0.18% | +150+5.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 3,045 | $319.0K | 0.21% | +532+21.2% | Added |
| FSB Premier Wealth Management, Inc. | 3,049 | $319.0K | 0.16% | +741+32.1% | Added |
| S&T Bank | 3,048 | $319.0K | 0.05% | +3,048 | New |
| Paradigm Financial Advisors, LLC | 3,039 | $318.0K | 0.07% | −97−3.1% | Reduced |
| Moody Lynn & Lieberson, LLC | 3,038 | $318.0K | 0.02% | +104+3.5% | Added |
| Smith Shellnut Wilson LLC | 3,003 | $315.0K | 0.18% | −132−4.2% | Reduced |
| Wilkins Investment Counsel Inc | 3,010 | $315.0K | 0.08% | 00.0% | Unchanged |
| Bickling Financial Services, Inc. | 3,010 | $315.0K | 0.14% | +91+3.1% | Added |
| Loveless Wealth Management LLC | 3,005 | $315.0K | 0.19% | +260+9.5% | Added |
| New World Advisors LLC | 3,000 | $314.0K | 0.21% | +3,000 | New |
| Palumbo Wealth Management LLC | 3,000 | $314.0K | 0.21% | +3,000 | New |
| Stillwater Investment Management, LLC | 2,979 | $312.0K | 0.08% | +36+1.2% | Added |
| Almanack Investment Partners, LLC. | 2,967 | $311.0K | 0.03% | −1,123−27.5% | Reduced |
| Heartwood Wealth Advisors LLC | 2,968 | $311.0K | 0.05% | +2,968 | New |
| Matthew Goff Investment Advisor, LLC | 2,957 | $310.0K | 0.08% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 2,959 | $310.0K | 0.23% | +33+1.1% | Added |
| Archetype Wealth Partners | 2,963 | $310.0K | 0.11% | +2,963 | New |
| Summit Financial, LLC | 2,957 | $309.7K | 0.03% | +2,957 | New |
| Howard Financial Services, Ltd. | 2,951 | $309.0K | 0.12% | +11+0.4% | Added |
| Great Diamond Partners, LLC | 2,934 | $307.0K | 0.09% | −650−18.1% | Reduced |
| Northstar Investment Advisors LLC | 3,020 | $307.0K | 0.04% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 2,927 | $307.0K | 0.02% | +2,927 | New |
| Latitude Advisors, LLC | 2,920 | $306.0K | 0.23% | +211+7.8% | Added |
| Private Management Group Inc | 2,915 | $305.0K | 0.01% | −5−0.2% | Reduced |
| Wealth Architects, LLC | 2,916 | $305.0K | 0.06% | +943+47.8% | Added |
| Vista Wealth Management Group, LLC | 2,903 | $304.0K | 0.07% | +108+3.9% | Added |
| Twin Lakes Capital Management, LLC | 2,906 | $304.0K | 0.17% | +142+5.1% | Added |
| Gerber Kawasaki Wealth & Investment Management | 2,902 | $303.0K | 0.03% | +856+41.8% | Added |
| LeJeune Puetz Investment Counsel LLC | 2,875 | $301.0K | 0.11% | −150−5.0% | Reduced |
| Berkeley Capital Partners, LLC | 2,863 | $300.0K | 0.13% | +30+1.1% | Added |
| Sather Financial Group Inc | 2,858 | $299.0K | 0.03% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 2,855 | $299.0K | 0.14% | +262+10.1% | Added |
| Tradition Wealth Management, LLC | 2,857 | $299.0K | 0.04% | +324+12.8% | Added |
| Baystate Wealth Management LLC | 2,849 | $298.0K | 0.03% | +438+18.2% | Added |
| Apella Capital, LLC | 2,834 | $297.0K | 0.05% | +63+2.3% | Added |
| Private Capital Management LLC | 2,837 | $297.0K | 0.14% | +84+3.1% | Added |
| Nadler Financial Group, Inc. | 2,823 | $296.0K | 0.05% | +400+16.5% | Added |
| Ironsides Asset Advisors, LLC | 2,820 | $295.0K | 0.09% | −99−3.4% | Reduced |
| Insight Advisors, LLC | 2,896 | $294.0K | 0.09% | −600−17.2% | Reduced |
| First National Bank of Hutchinson | 2,815 | $294.0K | 0.15% | −16−0.6% | Reduced |
| Private Ocean, LLC | 2,790 | $292.0K | 0.04% | −415−12.9% | Reduced |
| Cozad Asset Management Inc | 2,774 | $291.0K | 0.05% | −194−6.5% | Reduced |
| Accel Wealth Management | 2,757 | $289.0K | 0.19% | +13+0.5% | Added |
| Lesa Sroufe & Co | 2,755 | $289.0K | 0.29% | +500+22.2% | Added |
| Pittenger & Anderson Inc | 2,760 | $289.0K | 0.01% | +625+29.3% | Added |
| St. Louis Trust Co | 2,741 | $287.0K | 0.07% | 00.0% | Unchanged |
| Windsor Group LTD | 2,729 | $286.0K | 0.06% | −885−24.5% | Reduced |
| Legacy Wealth Partners, Inc. | 2,723 | $285.0K | 0.16% | −26−0.9% | Reduced |
| Relyea Zuckerberg Hanson LLC | 2,722 | $285.0K | 0.12% | +163+6.4% | Added |
| Secure Asset Management, LLC | 2,711 | $284.0K | 0.14% | −1,250−31.6% | Reduced |
| Campbell Wealth Management | 2,712 | $284.0K | 0.04% | +20+0.7% | Added |
| SPC Financial, Inc. | 2,704 | $283.0K | 0.03% | −975−26.5% | Reduced |
| LifeSteps Financial, Inc. | 2,698 | $283.0K | 0.22% | +221+8.9% | Added |
| Pure Financial Advisors, Inc. | 2,699 | $283.0K | 0.02% | +330+13.9% | Added |
| JTC Employer Solutions Trusteee Ltd | 2,707 | $283.0K | 0.04% | +2,707 | New |
| Hobart Private Capital, LLC | 2,700 | $282.8K | 0.12% | −214−7.3% | Reduced |
| Blue Edge Capital, LLC | 2,700 | $282.8K | 0.06% | 00.0% | Unchanged |
| Broadleaf Partners, LLC | 2,693 | $282.0K | 0.10% | +125+4.9% | Added |
| Hotaling Investment Management, LLC | 2,693 | $282.0K | 0.11% | +700+35.1% | Added |
| Cary Street Partners Asset Management LLC | 2,670 | $280.0K | 0.07% | −2,049−43.4% | Reduced |
| Ashford Capital Management Inc | 2,670 | $280.0K | 0.03% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 2,666 | $279.0K | 0.01% | −2,091−44.0% | Reduced |
| Centric Wealth Management | 2,662 | $279.0K | 0.10% | −148−5.3% | Reduced |
| Summit Trail Advisors, LLC | 2,666 | $279.0K | 0.02% | +159+6.3% | Added |
| Campbell & CO Investment Adviser LLC | 2,650 | $278.0K | 0.12% | −1,843−41.0% | Reduced |
| Portland Global Advisors LLC | 2,657 | $278.0K | 0.05% | −182−6.4% | Reduced |
| Glen Eagle Advisors, LLC | 2,651 | $277.7K | 0.09% | −5−0.2% | Reduced |
| SFE Investment Counsel | 2,647 | $277.0K | 0.08% | −15−0.6% | Reduced |
| Aristotle Capital Management, LLC | 2,632 | $276.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Advisors | 2,632 | $276.0K | 0.08% | +28+1.1% | Added |
| North Point Portfolio Managers Corp | 2,625 | $275.0K | 0.04% | 00.0% | Unchanged |
| Keel Point, LLC | 2,624 | $275.0K | 0.03% | +151+6.1% | Added |
| Silvant Capital Management LLC | 2,615 | $274.0K | 0.04% | 00.0% | Unchanged |
| Total Investment Management Inc | 2,599 | $272.0K | 0.05% | +2,599 | New |
| Cubic Asset Management, LLC | 2,592 | $271.0K | 0.07% | 00.0% | Unchanged |
| O'Dell Group, LLC | 2,576 | $270.0K | 0.09% | −533−17.1% | Reduced |
| Texas Capital Bancshares Inc | 2,581 | $270.0K | 0.20% | −54−2.0% | Reduced |
| swisspartners Ltd. | 2,577 | $270.0K | 0.19% | +44+1.7% | Added |
| Lloyd Advisory Services, LLC. | 2,577 | $270.0K | 0.14% | +315+13.9% | Added |
| Princeton Capital Management LLC | 2,570 | $269.0K | 0.08% | −200−7.2% | Reduced |
| Stillwater Capital Advisors, LLC | 2,567 | $269.0K | 0.04% | 00.0% | Unchanged |
| Key Financial Inc | 2,638 | $269.0K | 0.15% | +766+40.9% | Added |
| Pettinga Financial Advisors, LLC | 2,554 | $268.0K | 0.07% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 2,536 | $266.0K | 0.12% | 00.0% | Unchanged |
| Clarity Financial LLC | 2,529 | $265.0K | 0.05% | −1,005−28.4% | Reduced |
| Bell Bank | 2,533 | $265.0K | 0.03% | −5−0.2% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 2,529 | $265.0K | 0.17% | +2,529 | New |
| UMA Financial Services, Inc. | 2,671 | $264.0K | 0.08% | +2+0.1% | Added |
| Heron Financial Group, LLC | 2,520 | $264.0K | 0.15% | +5+0.2% | Added |
| S. R. Schill & Associates | 2,491 | $261.0K | 0.10% | −498−16.7% | Reduced |
| Financial Insights, Inc. | 2,492 | $261.0K | 0.22% | −50−2.0% | Reduced |
| Landaas & Co | 2,489 | $261.0K | 0.15% | 00.0% | Unchanged |
| Gibson Capital, LLC | 2,510 | $261.0K | 0.07% | 00.0% | Unchanged |