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 |
|---|---|---|---|---|---|
| Planned Solutions, Inc. | 2,493 | $261.0K | 0.19% | +60+2.5% | Added |
| True Link Financial Advisors, LLC | 30 | $260.0K | 0.04% | 00.0% | Unchanged |
| MJP Associates Inc | 2,459 | $258.0K | 0.09% | −8−0.3% | Reduced |
| WC Walker & Associates, Inc. | 2,431 | $258.0K | 0.14% | +2,431 | New |
| Smart Money Group LLC | 2,875 | $257.0K | 0.29% | −434−13.1% | Reduced |
| Armbruster Capital Management, Inc. | 2,458 | $257.0K | 0.07% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 2,457 | $257.0K | 0.04% | 00.0% | Unchanged |
| Alliance Wealth Management Group | 2,450 | $257.0K | 0.09% | +24+1.0% | Added |
| Towercrest Capital Management | 2,450 | $257.0K | 0.05% | +24+1.0% | Added |
| Cadent Capital Advisors, LLC | 2,458 | $257.0K | 0.11% | +49+2.0% | Added |
| AlphaCore Capital LLC | 2,446 | $256.0K | 0.14% | +2,446 | New |
| NWK Group, Inc. | 2,435 | $255.0K | 0.10% | 00.0% | Unchanged |
| XR Securities LLC | 2,430 | $255.0K | 0.21% | +2,430 | New |
| Matisse Capital | 2,429 | $254.0K | 0.08% | −192−7.3% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 2,428 | $254.0K | 0.08% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 2,415 | $253.0K | 0.18% | −145−5.7% | Reduced |
| Fusion Capital, LLC | 2,415 | $253.0K | 0.15% | +199+9.0% | Added |
| Applied Capital LLC | 2,402 | $252.0K | 0.24% | +94+4.1% | Added |
| Bridgewater Advisors Inc. | 2,399 | $251.0K | 0.08% | +502+26.5% | Added |
| TSFG, LLC | 2,389 | $250.0K | 0.10% | +419+21.3% | Added |
| NewEdge Wealth, LLC | 2,380 | $249.0K | 0.02% | −275−10.4% | Reduced |
| Oder Investment Management, LLC | 2,354 | $246.0K | 0.32% | +88+3.9% | Added |
| US Financial Advisors, LLC | 2,337 | $245.0K | 0.12% | −1,607−40.7% | Reduced |
| Western Financial Corporation | 2,333 | $244.0K | 0.13% | +9+0.4% | Added |
| Elite Wealth Management, Inc. | 2,327 | $244.0K | 0.11% | +27+1.2% | Added |
| Michael B. Yongue | 2,331 | $244.0K | 0.18% | +48+2.1% | Added |
| Frisch Financial Group, Inc. | 2,320 | $243.0K | 0.08% | −2,142−48.0% | Reduced |
| Sunburst Financial Group, LLC | 2,324 | $243.0K | 0.15% | −63−2.6% | Reduced |
| Gruss & Co., LLC | 2,300 | $241.0K | 0.87% | 00.0% | Unchanged |
| PGGM Investments | 2,301 | $241.0K | 0.00% | +2,301 | New |
| Warther Private Wealth, LLC | 2,265 | $241.0K | 0.23% | +2,265 | New |
| Vivaldi Capital Management, LLC | 2,346 | $239.0K | 0.05% | −100−4.1% | Reduced |
| Old North State Trust, LLC | 2,272 | $238.0K | 0.18% | 00.0% | Unchanged |
| 1776 Wealth LLC | 2,265 | $237.0K | 0.13% | +53+2.4% | Added |
| Ten Capital Wealth Advisors, LLC | 2,250 | $236.0K | 0.05% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 2,231 | $234.0K | 0.08% | +300+15.5% | Added |
| Check Capital Management Inc | 2,227 | $233.0K | 0.02% | −430−16.2% | Reduced |
| Barry Investment Advisors, LLC | 2,225 | $233.0K | 0.06% | +14+0.6% | Added |
| Meritage Portfolio Management | 2,223 | $233.0K | 0.01% | +62+2.9% | Added |
| Wooster Corthell Wealth Management, Inc. | 2,226 | $233.0K | 0.06% | +109+5.1% | Added |
| Wharton Business Group, LLC | 2,219 | $232.0K | 0.02% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 2,217 | $232.0K | 0.16% | +53+2.4% | Added |
| Noesis Capital Mangement Corp | 2,345 | $231.0K | 0.05% | +11+0.5% | Added |
| ARS Investment Partners, LLC | 2,203 | $231.0K | 0.02% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 2,213 | $231.0K | 0.08% | +43+2.0% | Added |
| Gradient Capital Advisors, LLC | 2,196 | $230.0K | 0.11% | −55−2.4% | Reduced |
| Gould Asset Management LLC | 2,200 | $230.0K | 0.07% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 2,199 | $230.0K | 0.03% | +115+5.5% | Added |
| Flaharty Asset Management, LLC | 2,195 | $230.0K | 0.05% | +2,195 | New |
| Occidental Asset Management, LLC | 2,187 | $229.0K | 0.06% | +2,187 | New |
| Aspire Private Capital, LLC | 2,180 | $228.0K | 0.07% | −1,359−38.4% | Reduced |
| Modus Advisors, LLC | 2,164 | $227.0K | 0.10% | −70−3.1% | Reduced |
| Financial Partners Group, Inc | 2,169 | $227.0K | 0.06% | +56+2.7% | Added |
| Geneva Partners, LLC | 2,167 | $227.0K | 0.10% | +2,167 | New |
| Center For Asset Management LLC | 2,171 | $227.0K | 0.20% | +2,171 | New |
| LGL Partners, LLC | 2,162 | $226.0K | 0.14% | −71−3.2% | Reduced |
| Diker Management LLC | 2,156 | $226.0K | 0.10% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 2,132 | $226.0K | 0.10% | +2,132 | New |
| Northwest Capital Management Inc | 2,215 | $225.0K | 0.13% | +2,215 | New |
| Paradiem, LLC | 2,198 | $224.0K | 0.07% | 00.0% | Unchanged |
| Punch & Associates Investment Management, Inc. | 2,134 | $224.0K | 0.01% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 2,136 | $224.0K | 0.05% | +121+6.0% | Added |
| TAP Consulting, LLC | 2,135 | $224.0K | 0.06% | +180+9.2% | Added |
| Ellsworth Advisors, LLC | 2,131 | $223.0K | 0.11% | −150−6.6% | Reduced |
| Lokken Investment Group LLC | 2,129 | $223.0K | 0.18% | +6+0.3% | Added |
| Legacy Advisors, LLC | 2,115 | $222.0K | 0.09% | −700−24.9% | Reduced |
| Palisades Hudson Asset Management, L.P. | 2,121 | $222.0K | 0.10% | +70+3.4% | Added |
| Tortoise Investment Management, LLC | 2,108 | $221.0K | 0.05% | −600−22.2% | Reduced |
| Opal Wealth Advisors, LLC | 2,106 | $221.0K | 0.21% | +33+1.6% | Added |
| Karp Capital Management Corp | 2,103 | $220.0K | 0.03% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 2,103 | $220.0K | 0.30% | +6+0.3% | Added |
| Circle Wealth Management, LLC | 2,096 | $220.0K | 0.03% | +64+3.1% | Added |
| Eukles Asset Management | 2,102 | $220.0K | 0.12% | +1,859+765.0% | Added |
| Triune Financial Partners, LLC | 2,099 | $219.8K | 0.18% | +2,099 | New |
| Portfolio Solutions, LLC | 2,145 | $219.0K | 0.03% | 00.0% | Unchanged |
| Family Firm, Inc. | 2,090 | $219.0K | 0.06% | +24+1.2% | Added |
| Auxano Advisors, LLC | 2,089 | $219.0K | 0.10% | +106+5.3% | Added |
| Allegiant Private Advisors, LLC | 2,094 | $219.0K | 0.04% | +2,094 | New |
| Isthmus Partners, LLC | 2,077 | $218.0K | 0.04% | 00.0% | Unchanged |
| Standard Family Office LLC | 2,085 | $218.0K | 0.05% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 2,069 | $217.0K | 0.12% | 00.0% | Unchanged |
| Capital Wealth Alliance, LLC | 2,256 | $216.0K | 0.14% | +2+0.1% | Added |
| Sovereign Financial Group, Inc. | 2,053 | $215.0K | 0.13% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 2,056 | $215.0K | 0.12% | +2,056 | New |
| Fiduciary Planning LLC | 2,039 | $214.0K | 0.18% | +100+5.2% | Added |
| Pinnacle Family Advisors, LLC | 2,039 | $214.0K | 0.09% | +130+6.8% | Added |
| First Citizens Financial Corp | 2,036 | $213.0K | 0.16% | −225−10.0% | Reduced |
| Levin Capital Strategies, L.P. | 2,029 | $213.0K | 0.02% | 00.0% | Unchanged |
| HYA Advisors, Inc | 2,038 | $213.0K | 0.09% | +7+0.3% | Added |
| Towerpoint Wealth, LLC | 2,021 | $212.0K | 0.11% | −915−31.2% | Reduced |
| Vishria Bird Financial Group, LLC | 2,018 | $211.0K | 0.10% | −346−14.6% | Reduced |
| Financial Perspectives, Inc | 2,011 | $210.6K | 0.10% | −213,437−99.1% | Reduced |
| Lee Financial Co | 2,009 | $210.0K | 0.04% | −106−5.0% | Reduced |
| AGF Investments LLC | 2,001 | $210.0K | 0.02% | −7−0.3% | Reduced |
| Malaga Cove Capital, LLC | 2,004 | $210.0K | 0.09% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 2,000 | $209.0K | 0.07% | −18,138−90.1% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 1,993 | $209.0K | 0.13% | −48−2.4% | Reduced |
| Shayne & Co., LLC | 2,000 | $209.0K | 0.12% | 00.0% | Unchanged |
| CWM Advisors, LLC | 2,000 | $209.0K | 0.03% | 00.0% | Unchanged |
| Vancity Investment Management Ltd | 2,000 | $209.0K | 0.03% | 00.0% | Unchanged |