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, Q3 2021
Institutional positions in Chevron Corp as of Sep 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
- 2,578
- +29 vs. Q2 2021
- Shares held
- 1.28B
- −7.30M (−0.6%) vs. Q2 2021
- Total value
- $130.0B
- −$4.78B (−3.5%) vs. Q2 2021
- New holders
- 132
- 1,214 more added
- Sold out
- 103
- 949 more reduced
38 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Chevron Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Camelot Portfolios, LLC | 8,240 | $836.0K | 0.43% | −2,250−21.4% | Reduced |
| Girard Partners Ltd. | 8,245 | $836.0K | 0.11% | −72−0.9% | Reduced |
| Sage Mountain Advisors LLC | 8,238 | $836.0K | 0.12% | +533+6.9% | Added |
| Schmidt P J Investment Management Inc | 7,337 | $837.0K | 0.16% | −1,088−12.9% | Reduced |
| JFS Wealth Advisors, LLC | 8,254 | $837.0K | 0.09% | +2,398+40.9% | Added |
| Stony Point Wealth Management Inc. | 8,261 | $838.0K | 0.50% | −914−10.0% | Reduced |
| Investment Partners, Ltd. | 8,256 | $838.0K | 0.38% | +1,269+18.2% | Added |
| WMS Partners, LLC | 8,271 | $839.0K | 0.12% | −243−2.9% | Reduced |
| Galvin, Gaustad & Stein, LLC | 8,309 | $843.0K | 0.08% | +68+0.8% | Added |
| Tradewinds Capital Management, LLC | 8,351 | $847.0K | 0.14% | −686−7.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 8,359 | $848.0K | 0.19% | −180−2.1% | Reduced |
| Cypress Wealth Services, LLC | 8,365 | $849.0K | 0.25% | −1,449−14.8% | Reduced |
| American State Bank (Iowa) | 8,396 | $851.8K | 0.66% | 00.0% | Unchanged |
| Searle & Co. | 8,411 | $853.0K | 0.35% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 8,416 | $854.0K | 0.18% | +152+1.8% | Added |
| Strategic Investment Advisors | 8,431 | $855.0K | 0.19% | +24+0.3% | Added |
| StrategIQ Financial Group, LLC | 8,428 | $855.0K | 0.17% | +30+0.4% | Added |
| BOK Financial Private Wealth, Inc. | 8,435 | $856.0K | 0.07% | +267+3.3% | Added |
| Warren Averett Asset Management, LLC | 7,502 | $856.0K | 0.07% | +1,095+17.1% | Added |
| Childress Capital Advisors, LLC | 8,438 | $856.0K | 0.35% | +3,081+57.5% | Added |
| Highland Private Wealth Management | 8,451 | $858.0K | 0.12% | +2,531+42.8% | Added |
| Kovitz Investment Group Partners, LLC | 8,479 | $860.0K | 0.02% | −1,385−14.0% | Reduced |
| CFO4Life Group, LLC | 8,514 | $864.0K | 0.20% | −68−0.8% | Reduced |
| San Luis Wealth Advisors LLC | 8,537 | $866.0K | 0.48% | +8,537 | New |
| Legacy Financial Advisors, Inc. | 8,555 | $868.0K | 0.21% | +941+12.4% | Added |
| Dixon Hubard Feinour & Brown Inc | 8,570 | $869.0K | 0.18% | −1,930−18.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 8,569 | $869.0K | 0.40% | +114+1.3% | Added |
| Mitchell & Pahl Private Wealth, LLC | 8,571 | $870.0K | 0.63% | +163+1.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 8,590 | $871.0K | 0.19% | −266−3.0% | Reduced |
| CRA Financial Services, LLC | 8,609 | $873.0K | 0.30% | +487+6.0% | Added |
| Tiedemann Advisors, LLC | 8,623 | $875.0K | 0.05% | −3,194−27.0% | Reduced |
| Congress Park Capital LLC | 8,636 | $876.0K | 0.45% | −200−2.3% | Reduced |
| Virtue Capital Management, LLC | 8,640 | $876.0K | 0.16% | −14−0.2% | Reduced |
| Cable Hill Partners, LLC | 8,644 | $877.0K | 0.21% | +43+0.5% | Added |
| Timber Creek Capital Management LLC | 8,684 | $880.0K | 0.28% | −680−7.3% | Reduced |
| Roof Eidam & Maycock | 8,682 | $881.0K | 0.32% | −2,658−23.4% | Reduced |
| Legacy Bridge, LLC | 8,719 | $885.0K | 0.51% | −150−1.7% | Reduced |
| Keystone Financial Group | 8,732 | $886.0K | 0.16% | +737+9.2% | Added |
| Mountain Pacific Investment Advisers Inc | 8,749 | $888.0K | 0.05% | −195−2.2% | Reduced |
| Paragon Capital Management LLC | 8,766 | $889.0K | 0.47% | −304−3.4% | Reduced |
| Navellier & Associates Inc | 8,768 | $890.0K | 0.13% | +500+6.0% | Added |
| Meristem Family Wealth, LLC | 8,783 | $891.0K | 0.09% | +3,974+82.6% | Added |
| Sargent Investment Group, LLC | 8,793 | $892.0K | 0.22% | −2,125−19.5% | Reduced |
| Conservest Capital Advisors, Inc. | 8,816 | $894.0K | 0.10% | −235−2.6% | Reduced |
| ARS Wealth Advisors Group, LLC | 8,826 | $895.0K | 0.16% | +8,826 | New |
| Roberts Glore & Co Inc | 8,886 | $901.0K | 0.27% | +989+12.5% | Added |
| Farmers Trust Co | 8,638 | $902.0K | 0.20% | +20+0.2% | Added |
| Bourgeon Capital Management LLC | 8,946 | $908.0K | 0.19% | +121+1.4% | Added |
| Bowen Hanes & Co Inc | 8,950 | $908.0K | 0.03% | +300+3.5% | Added |
| Stableford Capital II LLC | 8,357 | $909.0K | 0.46% | −691−7.6% | Reduced |
| Boston Research & Management Inc | 8,963 | $909.0K | 0.27% | 00.0% | Unchanged |
| Needham Investment Management LLC | 9,000 | $913.0K | 0.12% | 00.0% | Unchanged |
| P.A.W. Capital Corp | 9,000 | $913.0K | 0.81% | +1,000+12.5% | Added |
| Magnus Financial Group LLC | 9,016 | $915.0K | 0.19% | +212+2.4% | Added |
| Adviser Investments LLC | 9,045 | $918.0K | 0.07% | +25+0.3% | Added |
| MRJ Capital Inc | 9,102 | $923.0K | 0.54% | −310−3.3% | Reduced |
| HNP Capital LLC | 9,099 | $923.0K | 0.23% | −300−3.2% | Reduced |
| Fieldpoint Private Securities, LLC | 9,114 | $925.0K | 0.20% | −692−7.1% | Reduced |
| Adalta Capital Management LLC | 9,118 | $925.0K | 0.51% | −37−0.4% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 9,138 | $927.0K | 0.60% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 9,168 | $930.0K | 0.27% | −298−3.1% | Reduced |
| Altavista Wealth Management, Inc. | 9,190 | $932.0K | 0.21% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 9,199 | $933.0K | 0.22% | −200−2.1% | Reduced |
| TRH Financial, LLC | 9,222 | $936.0K | 0.37% | −3,210−25.8% | Reduced |
| Fiera Capital Corp | 9,256 | $939.0K | 0.00% | −40−0.4% | Reduced |
| Cooper Financial Group | 9,270 | $940.0K | 0.19% | −47−0.5% | Reduced |
| Harrell Investment Partners, LLC | 9,289 | $942.0K | 0.30% | −22,099−70.4% | Reduced |
| Klingenstein Fields & Co LP | 9,295 | $943.0K | 0.04% | −4,879−34.4% | Reduced |
| McDaniel Terry & Co | 9,299 | $943.0K | 0.11% | +9+0.1% | Added |
| Paradigm Financial Partners, LLC | 8,924 | $943.0K | 0.22% | −194−2.1% | Reduced |
| CMG Global Holdings, LLC | 9,332 | $947.0K | 0.71% | +3,994+74.8% | Added |
| Lyell Wealth Management, LP | 9,374 | $951.0K | 0.12% | −248−2.6% | Reduced |
| Firestone Capital Management | 9,076 | $951.0K | 0.31% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 9,435 | $957.0K | 0.45% | +160+1.7% | Added |
| Teza Capital Management LLC | 9,440 | $958.0K | 0.46% | +9,440 | New |
| Harfst & Associates, Inc. | 9,454 | $959.0K | 0.27% | −1,324−12.3% | Reduced |
| Total Wealth Planning, LLC | 9,484 | $962.0K | 0.35% | +242+2.6% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 9,528 | $967.0K | 0.23% | +315+3.4% | Added |
| Front Row Advisors LLC | 9,531 | $967.0K | 0.41% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 9,540 | $968.0K | 0.04% | +1,200+14.4% | Added |
| Hollencrest Capital Management | 9,577 | $972.0K | 0.09% | +2,289+31.4% | Added |
| Apriem Advisors | 9,619 | $976.0K | 0.14% | +461+5.0% | Added |
| Financial Synergies Wealth Advisors, Inc. | 9,667 | $980.7K | 0.13% | +1,032+12.0% | Added |
| Chicago Capital, LLC | 9,673 | $981.0K | 0.04% | +147+1.5% | Added |
| Cornell Pochily Investment Advisors, Inc. | 9,710 | $985.0K | 0.43% | +32+0.3% | Added |
| Brandywine Oak Private Wealth LLC | 9,745 | $988.0K | 0.12% | −205−2.1% | Reduced |
| Kistler-Tiffany Companies, LLC | 9,735 | $988.0K | 0.22% | +72+0.7% | Added |
| Creative Financial Designs Inc | 9,759 | $990.0K | 0.16% | −360−3.6% | Reduced |
| Ackerman Capital Advisors, LLC | 9,767 | $991.0K | 0.23% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 9,805 | $995.0K | 0.27% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 9,823 | $997.0K | 0.34% | +7+0.1% | Added |
| Lion Street Advisors, LLC | 9,812 | $999.0K | 0.54% | +9,812 | New |
| Coastal Investment Advisors, Inc. | 9,875 | $1.00M | 0.24% | −76−0.8% | Reduced |
| Doheny Asset Management | 9,904 | $1.00M | 0.72% | −990−9.1% | Reduced |
| V Wealth Advisors LLC | 9,913 | $1.00M | 0.16% | +324+3.4% | Added |
| Ascent Wealth Partners, LLC | 9,913 | $1.00M | 0.19% | +2,256+29.5% | Added |
| Aureus Asset Management, LLC | 9,946 | $1.01M | 0.07% | −2,143−17.7% | Reduced |
| Pensionmark Financial Group, LLC | 9,943 | $1.01M | 0.23% | +681+7.4% | Added |
| Uncommon Cents Investing LLC | 9,991 | $1.01M | 0.41% | +610+6.5% | Added |
| Peconic Partners LLC | 10,000 | $1.01M | 0.09% | 00.0% | Unchanged |