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 |
|---|---|---|---|---|---|
| Trust Co of Toledo NA | 53,724 | $5.63M | 0.95% | +342+0.6% | Added |
| Canandaigua National Corp | 53,543 | $5.61M | 0.91% | +420+0.8% | Added |
| Calamos Wealth Management LLC | 53,537 | $5.61M | 0.44% | −57−0.1% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 53,416 | $5.59M | 1.68% | +728+1.4% | Added |
| Oakwood Capital Management LLC | 53,292 | $5.58M | 1.44% | +1,037+2.0% | Added |
| Martin Capital Partners, LLC | 53,018 | $5.55M | 2.82% | +192+0.4% | Added |
| Chelsea Counsel Co | 52,788 | $5.53M | 2.55% | +645+1.2% | Added |
| Surevest, LLC | 52,703 | $5.52M | 1.44% | −388−0.7% | Reduced |
| Bogart Wealth, LLC | 52,698 | $5.52M | 0.60% | +13,160+33.3% | Added |
| Heritage Trust Co | 52,391 | $5.49M | 0.78% | −1,567−2.9% | Reduced |
| HFR Wealth Management, LLC | 52,386 | $5.49M | 1.65% | +52,386 | New |
| Sepio Capital, LP | 52,361 | $5.48M | 0.46% | −4,280−7.6% | Reduced |
| Ipswich Investment Management Co., Inc. | 51,923 | $5.44M | 1.39% | +2,730+5.5% | Added |
| Hendley & Co Inc | 51,838 | $5.43M | 1.82% | +665+1.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 51,665 | $5.41M | 0.29% | +1,446+2.9% | Added |
| Premier Fund Managers Ltd | 52,000 | $5.39M | 0.18% | −35,000−40.2% | Reduced |
| Stonebridge Capital Management Inc | 51,374 | $5.38M | 1.96% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 51,365 | $5.38M | 0.11% | +3,782+7.9% | Added |
| First Foundation Advisors | 51,237 | $5.37M | 0.21% | +6,692+15.0% | Added |
| Cohen Capital Management, Inc. | 50,792 | $5.32M | 0.91% | −160.0% | Reduced |
| Exencial Wealth Advisors, LLC | 50,715 | $5.31M | 0.29% | −2,489−4.7% | Reduced |
| Bayesian Capital Management, LP | 50,700 | $5.31M | 1.39% | +50,700 | New |
| Murphy Capital Management Inc | 50,516 | $5.29M | 0.60% | +833+1.7% | Added |
| Stratos Wealth Partners, LTD. | 50,511 | $5.29M | 0.13% | +3,580+7.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 50,304 | $5.27M | 0.56% | −6,607−11.6% | Reduced |
| Sigma Planning Corp | 50,215 | $5.26M | 0.16% | +7,959+18.8% | Added |
| HighTower Trust Services, LTA | 50,017 | $5.24M | 0.64% | −1,664−3.2% | Reduced |
| Banque Cantonale Vaudoise | 49,933 | $5.23M | 0.23% | −2,056−4.0% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 49,884 | $5.22M | 0.84% | +157+0.3% | Added |
| Spire Wealth Management | 49,785 | $5.21M | 0.14% | −15,472−23.7% | Reduced |
| Monte Financial Group, LLC | 49,515 | $5.19M | 2.96% | +457+0.9% | Added |
| Capula Management Ltd | 49,420 | $5.18M | 0.94% | +26,302+113.8% | Added |
| Erste Asset Management GmbH | 49,518 | $5.16M | 0.10% | +1,306+2.7% | Added |
| Glenview State Bank Trust Dept. | 49,161 | $5.15M | 1.57% | −625−1.3% | Reduced |
| HBK Sorce Advisory LLC | 49,132 | $5.15M | 0.28% | −70.0% | Reduced |
| Coldstream Capital Management Inc | 48,987 | $5.13M | 0.21% | −3,638−6.9% | Reduced |
| Cape Cod Five Cents Savings Bank | 48,875 | $5.12M | 0.53% | −490−1.0% | Reduced |
| FineMark National Bank & Trust | 48,720 | $5.10M | 0.21% | −707−1.4% | Reduced |
| HGK Asset Management Inc | 48,450 | $5.08M | 1.62% | −990−2.0% | Reduced |
| Leavell Investment Management, Inc. | 48,203 | $5.05M | 0.41% | 00.0% | Unchanged |
| First Midwest Bank Trust Division | 48,107 | $5.04M | 0.68% | −298−0.6% | Reduced |
| Capital Analysts, LLC | 47,870 | $5.01M | 0.34% | −695−1.4% | Reduced |
| Ossiam | 49,193 | $5.01M | 0.14% | −2,743−5.3% | Reduced |
| Hamel Associates, Inc. | 47,818 | $5.01M | 1.91% | +300+0.6% | Added |
| Frontier Wealth Management LLC | 47,695 | $5.00M | 0.35% | +7,841+19.7% | Added |
| Somerville Kurt F | 47,599 | $4.99M | 0.74% | −290−0.6% | Reduced |
| Zions Bancorporation, N.A. | 47,556 | $4.98M | 0.50% | +6,827+16.8% | Added |
| Montag A & Associates Inc | 47,496 | $4.97M | 0.26% | +20,630+76.8% | Added |
| Rodgers Brothers Inc. | 47,467 | $4.97M | 0.95% | +1,415+3.1% | Added |
| Fruth Investment Management | 47,316 | $4.96M | 1.48% | −401−0.8% | Reduced |
| Trustmark National Bank Trust Department | 47,141 | $4.94M | 0.39% | +1,472+3.2% | Added |
| Principal Street Partners, LLC | 46,994 | $4.92M | 1.30% | −86,223−64.7% | Reduced |
| Advanced Asset Management Advisors Inc | 46,875 | $4.91M | 1.04% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 46,759 | $4.90M | 1.20% | −47−0.1% | Reduced |
| S&CO Inc | 46,757 | $4.90M | 0.38% | −900−1.9% | Reduced |
| Cunning Capital Partners, LP | 46,730 | $4.89M | 2.63% | 00.0% | Unchanged |
| First Hawaiian Bank | 46,572 | $4.88M | 0.20% | +451+1.0% | Added |
| Pettyjohn, Wood & White, Inc | 46,380 | $4.86M | 1.09% | +2,525+5.8% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 45,998 | $4.82M | 1.73% | +2,492+5.7% | Added |
| Parallel Advisors, LLC | 45,987 | $4.82M | 0.20% | +4,133+9.9% | Added |
| Buckingham Strategic Wealth, LLC | 45,933 | $4.81M | 0.12% | +3,287+7.7% | Added |
| Sandy Spring Bank | 45,850 | $4.80M | 0.25% | −1,124−2.4% | Reduced |
| Eudaimonia Partners, LLC | 45,814 | $4.80M | 0.90% | +10,584+30.0% | Added |
| Allworth Financial LP | 45,672 | $4.78M | 0.09% | +902+2.0% | Added |
| 1st Source Bank | 45,668 | $4.78M | 0.30% | +2,343+5.4% | Added |
| XML Financial, LLC | 45,514 | $4.77M | 1.05% | +2,592+6.0% | Added |
| Lynch & Associates | 45,364 | $4.75M | 1.22% | +6,748+17.5% | Added |
| Miramar Capital, LLC | 46,855 | $4.74M | 1.91% | +46,855 | New |
| Principle Wealth Partners LLC | 45,278 | $4.74M | 0.54% | −210−0.5% | Reduced |
| Inscription Capital, LLC | 45,278 | $4.74M | 0.54% | +16,373+56.6% | Added |
| Asset Planning Services Inc | 45,080 | $4.72M | 2.73% | +2,315+5.4% | Added |
| First Manhattan Co | 44,946 | $4.71M | 0.02% | −1,364−2.9% | Reduced |
| Cornerstone Wealth Group, LLC | 49,049 | $4.71M | 0.96% | +4,893+11.1% | Added |
| Cohen Klingenstein LLC | 44,876 | $4.70M | 0.20% | 00.0% | Unchanged |
| Cypress Capital Management LLC | 44,866 | $4.70M | 0.62% | −1,579−3.4% | Reduced |
| RMB Capital Management, LLC | 44,866 | $4.70M | 0.16% | +8,102+22.0% | Added |
| Sunbelt Securities, Inc. | 47,569 | $4.69M | 0.84% | −436−0.9% | Reduced |
| Andesa Financial Management Inc. | 44,723 | $4.68M | 1.41% | +305+0.7% | Added |
| Perigon Wealth Management, LLC | 44,555 | $4.67M | 0.42% | +2,563+6.1% | Added |
| Farmers & Merchants Trust Co of Long Beach | 44,375 | $4.65M | 1.26% | +989+2.3% | Added |
| Foster & Motley Inc | 44,151 | $4.62M | 0.39% | −7,793−15.0% | Reduced |
| Bank of Hawaii | 43,966 | $4.61M | 0.26% | −1,167−2.6% | Reduced |
| Puzo Michael J | 43,825 | $4.59M | 1.43% | −130−0.3% | Reduced |
| Centre Asset Management, LLC | 43,690 | $4.58M | 2.37% | −10,330−19.1% | Reduced |
| TRUE Private Wealth Advisors | 43,554 | $4.56M | 0.68% | +718+1.7% | Added |
| Oliver Luxxe Assets LLC | 43,189 | $4.52M | 1.24% | −662−1.5% | Reduced |
| BP PLC | 43,117 | $4.51M | 0.19% | −160,052−78.8% | Reduced |
| First Citizens Bank & Trust Co | 43,019 | $4.50M | 0.21% | −5,192−10.8% | Reduced |
| Vontobel Holding Ltd. | 43,347 | $4.50M | 0.04% | −36,997−46.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 42,837 | $4.49M | 0.41% | +473+1.1% | Added |
| Credit Agricole S A | 42,837 | $4.49M | 0.15% | +20,074+88.2% | Added |
| Ieq Capital, LLC | 42,826 | $4.49M | 0.13% | +12,494+41.2% | Added |
| Nachman Norwood & Parrott, Inc | 42,615 | $4.46M | 0.45% | −1,371−3.1% | Reduced |
| National Asset Management, Inc. | 42,601 | $4.46M | 0.14% | +4,451+11.7% | Added |
| Insight Folios Inc | 42,548 | $4.46M | 2.62% | +2,698+6.8% | Added |
| Freestone Capital Holdings, LLC | 42,457 | $4.45M | 0.22% | +1,589+3.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 43,828 | $4.44M | 0.07% | +16,586+60.9% | Added |
| Laurel Wealth Advisors, Inc. | 42,235 | $4.42M | 0.57% | +5,424+14.7% | Added |
| Compagnie Lombard Odier SCmA | 42,231 | $4.42M | 0.10% | +16,589+64.7% | Added |
| Chesley Taft & Associates LLC | 42,154 | $4.42M | 0.25% | −981−2.3% | Reduced |