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 | 4,311 | $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, 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 |
|---|---|---|---|---|---|
| City Holding Co | 36,058 | $3.66M | 0.62% | +586+1.7% | Added |
| Founders Capital Management | 36,134 | $3.67M | 2.51% | −2,343−6.1% | Reduced |
| Cornerstone Wealth Group, LLC | 36,206 | $3.67M | 0.65% | −12,843−26.2% | Reduced |
| Barrett Asset Management, LLC | 36,201 | $3.67M | 0.17% | +566+1.6% | Added |
| Montecito Bank & Trust | 36,225 | $3.67M | 0.71% | +643+1.8% | Added |
| Kovack Advisors, Inc. | 36,222 | $3.67M | 0.40% | +2,595+7.7% | Added |
| Physicians Financial Services, Inc. | 36,252 | $3.68M | 1.49% | +3,318+10.1% | Added |
| Wright Investors Service Inc | 36,441 | $3.70M | 1.05% | −20,804−36.3% | Reduced |
| Mid Atlantic Financial Management Inc | 36,442 | $3.70M | 0.25% | +1,453+4.2% | Added |
| Beacon Investment Advisory Services, Inc. | 36,582 | $3.71M | 0.15% | +1,126+3.2% | Added |
| Black Swift Group, LLC | 36,777 | $3.73M | 1.69% | +36,777 | New |
| Swarthmore Group Inc | 35,702 | $3.74M | 0.97% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 36,865 | $3.74M | 0.14% | −2,873−7.2% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 36,963 | $3.75M | 1.19% | +6,962+23.2% | Added |
| Patton Albertson Miller Group, LLC | 36,998 | $3.75M | 0.72% | +3,793+11.4% | Added |
| Concentric Wealth Management, LLC | 37,109 | $3.77M | 1.15% | +146+0.4% | Added |
| Point72 Hong Kong Ltd | 37,151 | $3.77M | 0.29% | −87,301−70.1% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 37,168 | $3.77M | 1.13% | +574+1.6% | Added |
| Thompson Investment Management, Inc. | 37,386 | $3.79M | 0.57% | +104+0.3% | Added |
| Jacobi Capital Management LLC | 37,404 | $3.79M | 0.48% | +3,964+11.9% | Added |
| Carroll Financial Associates, Inc. | 37,604 | $3.81M | 0.21% | −759−2.0% | Reduced |
| Regal Investment Advisors LLC | 37,715 | $3.83M | 0.37% | +1,536+4.2% | Added |
| Capital City Trust Co | 37,781 | $3.83M | 1.19% | +461+1.2% | Added |
| Cascadia Advisory Services, LLC | 37,879 | $3.84M | 0.78% | −2,179−5.4% | Reduced |
| National Mutual Insurance Federation of Agricultural Cooperatives | 38,042 | $3.86M | 0.03% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 38,081 | $3.86M | 1.74% | −200−0.5% | Reduced |
| Sumitomo Life Insurance Co | 38,134 | $3.87M | 0.10% | −1,612−4.1% | Reduced |
| Redpoint Investment Management Pty Ltd | 38,158 | $3.87M | 0.33% | −3,233−7.8% | Reduced |
| Legacy Private Trust Co. | 38,180 | $3.87M | 0.31% | +1,090+2.9% | Added |
| BKD Wealth Advisors, LLC | 38,242 | $3.88M | 0.18% | +6,669+21.1% | Added |
| Community Bank, N.A. | 38,444 | $3.90M | 0.48% | −3,054−7.4% | Reduced |
| Bragg Financial Advisors, Inc | 38,504 | $3.91M | 0.25% | +130.0% | Added |
| WoodTrust Financial Corp | 38,524 | $3.91M | 0.92% | +6,369+19.8% | Added |
| Candriam Luxembourg S.C.A. | 38,718 | $3.93M | 0.03% | +1,090+2.9% | Added |
| Murphy Pohlad Asset Management LLC | 38,787 | $3.93M | 1.61% | −1,241−3.1% | Reduced |
| Credit Agricole S A | 38,826 | $3.94M | 0.14% | −4,011−9.4% | Reduced |
| Bank of Hawaii | 38,861 | $3.94M | 0.22% | −5,105−11.6% | Reduced |
| Eastern Bank | 39,070 | $3.96M | 0.19% | −382−1.0% | Reduced |
| McGinn Investment Management, Inc. | 39,078 | $3.96M | 2.85% | +6,600+20.3% | Added |
| Stolper Co | 39,107 | $3.97M | 1.90% | +26+0.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 39,166 | $3.97M | 0.01% | −874−2.2% | Reduced |
| Siemens Fonds Invest GmbH | 39,227 | $3.98M | 0.27% | +1,102+2.9% | Added |
| IFP Advisors, Inc | 38,934 | $3.98M | 0.08% | +1,066+2.8% | Added |
| Federation des caisses Desjardins du Quebec | 39,301 | $3.99M | 0.04% | +1,734+4.6% | Added |
| Institutional & Family Asset Management, LLC | 39,297 | $3.99M | 0.64% | +2,704+7.4% | Added |
| Community Bank & Trust, Waco, Texas | 39,335 | $3.99M | 1.30% | +377+1.0% | Added |
| Trinity Legacy Partners, LLC | 39,420 | $4.00M | 1.44% | +1,313+3.4% | Added |
| Hartford Financial Management Inc. | 39,657 | $4.02M | 1.02% | +234+0.6% | Added |
| Lee Danner & Bass Inc | 39,819 | $4.04M | 0.37% | −696−1.7% | Reduced |
| Vontobel Holding Ltd. | 39,866 | $4.04M | 0.04% | −3,481−8.0% | Reduced |
| Peak Asset Management, LLC | 39,936 | $4.05M | 1.00% | +440+1.1% | Added |
| Nelson Capital Management, LLC | 40,334 | $4.09M | 0.81% | +600+1.5% | Added |
| Cadence Bank NA | 40,549 | $4.11M | 1.22% | −130.0% | Reduced |
| Laurel Wealth Advisors, Inc. | 40,691 | $4.13M | 0.76% | −1,544−3.7% | Reduced |
| Capital Planning Advisors, LLC | 40,732 | $4.13M | 0.86% | +2,719+7.2% | Added |
| Harbour Capital Advisors, LLC | 40,941 | $4.15M | 1.09% | +650+1.6% | Added |
| Ruffer LLP | 40,000 | $4.15M | 0.13% | +40,000 | New |
| Chesley Taft & Associates LLC | 40,974 | $4.16M | 0.24% | −1,180−2.8% | Reduced |
| Wetherby Asset Management Inc | 41,297 | $4.19M | 0.26% | +114+0.3% | Added |
| Garland Capital Management Inc | 41,330 | $4.19M | 3.00% | 00.0% | Unchanged |
| AMG National Trust Bank | 41,360 | $4.20M | 0.14% | +866+2.1% | Added |
| First Manhattan Co | 41,521 | $4.21M | 0.02% | −3,425−7.6% | Reduced |
| First Citizens Bank & Trust Co | 41,555 | $4.22M | 0.20% | −1,464−3.4% | Reduced |
| Ridgecrest Wealth Partners, LLC | 41,936 | $4.25M | 2.32% | +1,416+3.5% | Added |
| Focus Financial Network, Inc. | 41,951 | $4.26M | 0.57% | +2,417+6.1% | Added |
| Centre Asset Management, LLC | 43,890 | $4.26M | 2.21% | +200+0.5% | Added |
| Man Group plc | 42,027 | $4.26M | 0.02% | −57,636−57.8% | Reduced |
| Inlet Private Wealth, LLC | 42,173 | $4.28M | 1.15% | +50+0.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 42,180 | $4.28M | 0.42% | +47+0.1% | Added |
| Citizens Financial Group Inc | 42,213 | $4.28M | 0.16% | +20,807+97.2% | Added |
| Panagora Asset Management Inc | 42,347 | $4.30M | 0.02% | −101,744−70.6% | Reduced |
| B. Riley Wealth Management, Inc. | 42,346 | $4.30M | 0.33% | +29,298+224.5% | Added |
| Sandy Spring Bank | 42,646 | $4.33M | 0.23% | −3,204−7.0% | Reduced |
| Grimes & Company, Inc. | 42,729 | $4.33M | 0.19% | +1,536+3.7% | Added |
| Principle Wealth Partners LLC | 45,778 | $4.34M | 0.50% | +500+1.1% | Added |
| Chicago Trust Co NA | 43,046 | $4.37M | 0.96% | +2,163+5.3% | Added |
| Leavell Investment Management, Inc. | 43,175 | $4.38M | 0.33% | −5,028−10.4% | Reduced |
| Rowland & Co Investment Counsel | 49,124 | $4.38M | 1.49% | +2,365+5.1% | Added |
| Culbertson A N & Co Inc | 43,295 | $4.39M | 0.90% | +2,128+5.2% | Added |
| Compagnie Lombard Odier SCmA | 43,451 | $4.41M | 0.10% | +1,220+2.9% | Added |
| Ieq Capital, LLC | 43,552 | $4.42M | 0.12% | +726+1.7% | Added |
| TRUE Private Wealth Advisors | 43,959 | $4.46M | 0.65% | +405+0.9% | Added |
| Papp L Roy & Associates | 43,963 | $4.46M | 0.57% | −9,759−18.2% | Reduced |
| McDonald Partners LLC | 44,137 | $4.48M | 1.05% | +6,874+18.4% | Added |
| Cohen Klingenstein LLC | 44,308 | $4.50M | 0.20% | −568−1.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 44,307 | $4.50M | 0.40% | +1,470+3.4% | Added |
| Kanen Wealth Management LLC | 44,481 | $4.51M | 1.63% | −14,902−25.1% | Reduced |
| RMB Capital Management, LLC | 44,514 | $4.52M | 0.15% | −352−0.8% | Reduced |
| S&CO Inc | 44,649 | $4.53M | 0.35% | −2,108−4.5% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 44,859 | $4.55M | 1.19% | +484+1.1% | Added |
| Principal Street Partners, LLC | 45,060 | $4.57M | 1.25% | −1,934−4.1% | Reduced |
| Perigon Wealth Management, LLC | 45,103 | $4.58M | 0.40% | +548+1.2% | Added |
| Parallel Advisors, LLC | 45,239 | $4.59M | 0.19% | −748−1.6% | Reduced |
| Trexquant Investment LP | 45,321 | $4.60M | 0.37% | +30,404+203.8% | Added |
| Puzo Michael J | 45,375 | $4.60M | 1.46% | +1,550+3.5% | Added |
| EagleClaw Capital Managment, LLC | 45,471 | $4.61M | 1.19% | +7,455+19.6% | Added |
| American Portfolios Advisors | 45,554 | $4.62M | 0.17% | −11,253−19.8% | Reduced |
| Capula Management Ltd | 45,706 | $4.64M | 0.36% | −3,714−7.5% | Reduced |
| Lynch & Associates | 45,771 | $4.64M | 1.20% | +407+0.9% | Added |
| Asset Planning Services Inc | 45,830 | $4.65M | 2.75% | +750+1.7% | Added |