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 |
|---|---|---|---|---|---|
| First Midwest Bank Trust Division | 46,002 | $4.67M | 0.66% | −2,105−4.4% | Reduced |
| Oliver Luxxe Assets LLC | 46,015 | $4.67M | 1.29% | +2,826+6.5% | Added |
| Valeo Financial Advisors, LLC | 46,012 | $4.67M | 0.27% | +10,115+28.2% | Added |
| AlphaStar Capital Management, LLC | 41,903 | $4.68M | 0.32% | +31,822+315.7% | Added |
| Sunbelt Securities, Inc. | 47,569 | $4.69M | 0.84% | 00.0% | Unchanged |
| Cypress Capital Management LLC | 44,866 | $4.70M | 0.62% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 46,466 | $4.71M | 0.36% | +4,978+12.0% | Added |
| Montag A & Associates Inc | 46,672 | $4.74M | 0.25% | −824−1.7% | Reduced |
| Cunning Capital Partners, LP | 46,730 | $4.74M | 2.50% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 46,759 | $4.74M | 0.10% | +826+1.8% | Added |
| Advanced Asset Management Advisors Inc | 46,820 | $4.75M | 1.02% | −55−0.1% | Reduced |
| Fruth Investment Management | 47,034 | $4.77M | 1.47% | −282−0.6% | Reduced |
| Meridian Wealth Advisors, LLC | 47,121 | $4.78M | 1.33% | −20,349−30.2% | Reduced |
| HGK Asset Management Inc | 47,130 | $4.78M | 1.57% | −1,320−2.7% | Reduced |
| National Asset Management, Inc. | 47,172 | $4.79M | 0.15% | +4,571+10.7% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 47,259 | $4.79M | 1.70% | +1,261+2.7% | Added |
| Rodgers Brothers Inc. | 47,267 | $4.79M | 0.96% | −200−0.4% | Reduced |
| CMT Capital Markets Trading GmbH | 46,600 | $4.82M | 1.82% | +14,358+44.5% | Added |
| Somerville Kurt F | 47,491 | $4.82M | 0.73% | −108−0.2% | Reduced |
| Hamel Associates, Inc. | 47,593 | $4.83M | 1.88% | −225−0.5% | Reduced |
| 1st Source Bank | 47,640 | $4.83M | 0.30% | +1,972+4.3% | Added |
| Capital Analysts, LLC | 47,666 | $4.84M | 0.32% | −204−0.4% | Reduced |
| Pettyjohn, Wood & White, Inc | 47,855 | $4.86M | 1.08% | +1,475+3.2% | Added |
| FineMark National Bank & Trust | 47,906 | $4.86M | 0.21% | −814−1.7% | Reduced |
| Trustmark National Bank Trust Department | 48,141 | $4.88M | 0.39% | +1,000+2.1% | Added |
| FORA Capital, LLC | 48,532 | $4.92M | 1.24% | +48,532 | New |
| Erste Asset Management GmbH | 48,354 | $4.96M | 0.10% | −1,164−2.4% | Reduced |
| Great Valley Advisor Group, Inc. | 49,097 | $4.98M | 0.34% | +17,766+56.7% | Added |
| HBK Sorce Advisory LLC | 49,460 | $5.02M | 0.28% | +328+0.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 49,791 | $5.05M | 0.53% | −513−1.0% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 49,836 | $5.06M | 0.80% | −48−0.1% | Reduced |
| Miramar Capital, LLC | 50,015 | $5.07M | 2.02% | +3,160+6.7% | Added |
| Americana Partners, LLC | 50,153 | $5.09M | 1.23% | +25,060+99.9% | Added |
| Sigma Planning Corp | 50,186 | $5.09M | 0.15% | −29−0.1% | Reduced |
| HighTower Trust Services, LTA | 50,189 | $5.09M | 0.63% | +172+0.3% | Added |
| First Hawaiian Bank | 50,217 | $5.09M | 0.21% | +3,645+7.8% | Added |
| Murphy Capital Management Inc | 50,298 | $5.10M | 0.60% | −218−0.4% | Reduced |
| Freestone Capital Holdings, LLC | 50,375 | $5.11M | 0.26% | +7,918+18.6% | Added |
| Spire Wealth Management | 50,488 | $5.12M | 0.14% | +703+1.4% | Added |
| Ibex Wealth Advisors | 50,595 | $5.13M | 0.99% | +50,595 | New |
| Cohen Capital Management, Inc. | 50,792 | $5.15M | 0.90% | 00.0% | Unchanged |
| Monte Financial Group, LLC | 50,867 | $5.16M | 2.96% | +1,352+2.7% | Added |
| Insight Folios Inc | 50,932 | $5.17M | 2.84% | +8,384+19.7% | Added |
| Ipswich Investment Management Co., Inc. | 50,943 | $5.17M | 1.32% | −980−1.9% | Reduced |
| Exencial Wealth Advisors, LLC | 51,235 | $5.20M | 0.23% | +520+1.0% | Added |
| Zions Bancorporation, N.A. | 51,326 | $5.21M | 0.53% | +3,770+7.9% | Added |
| Harbour Investments, Inc. | 51,503 | $5.22M | 0.17% | −2,947−5.4% | Reduced |
| Cape Cod Five Cents Savings Bank | 51,670 | $5.24M | 0.54% | +2,795+5.7% | Added |
| Eudaimonia Partners, LLC | 51,746 | $5.25M | 0.95% | +5,932+12.9% | Added |
| Heritage Trust Co | 51,789 | $5.25M | 0.74% | −602−1.1% | Reduced |
| Hendley & Co Inc | 51,853 | $5.26M | 1.84% | +150.0% | Added |
| Venture Visionary Partners LLC | 51,934 | $5.29M | 0.38% | +14,368+38.2% | Added |
| Hourglass Capital, LLC | 52,270 | $5.30M | 1.44% | −7,872−13.1% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 52,432 | $5.32M | 1.63% | −984−1.8% | Reduced |
| Stonebridge Capital Management Inc | 52,614 | $5.34M | 1.96% | +1,240+2.4% | Added |
| Chelsea Counsel Co | 52,833 | $5.36M | 2.44% | +45+0.1% | Added |
| Trust Co of Toledo NA | 52,909 | $5.37M | 0.88% | −815−1.5% | Reduced |
| One Capital Management, LLC | 53,134 | $5.39M | 0.45% | −646−1.2% | Reduced |
| Calamos Wealth Management LLC | 53,196 | $5.40M | 0.44% | −341−0.6% | Reduced |
| Martin Capital Partners, LLC | 53,292 | $5.41M | 2.73% | +274+0.5% | Added |
| Financial Advocates Investment Management | 53,286 | $5.41M | 0.38% | +12,574+30.9% | Added |
| Allworth Financial LP | 53,456 | $5.42M | 0.09% | +7,784+17.0% | Added |
| Visionary Wealth Advisors | 53,565 | $5.43M | 0.56% | +12,752+31.2% | Added |
| Citizens National Bank Trust Department | 53,690 | $5.45M | 1.55% | −195−0.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 53,817 | $5.46M | 0.66% | −901−1.6% | Reduced |
| CBOE Vest Financial, LLC | 53,864 | $5.46M | 1.66% | +13,858+34.6% | Added |
| Sepio Capital, LP | 53,910 | $5.47M | 0.46% | +1,549+3.0% | Added |
| Dynamic Advisor Solutions LLC | 54,007 | $5.48M | 0.41% | −959−1.7% | Reduced |
| Terry L. Blaker | 54,070 | $5.49M | 0.35% | −306−0.6% | Reduced |
| Twin Capital Management Inc | 54,117 | $5.49M | 0.56% | −20,482−27.5% | Reduced |
| Stratos Wealth Partners, LTD. | 54,173 | $5.50M | 0.14% | +3,662+7.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 54,484 | $5.53M | 0.29% | +2,819+5.5% | Added |
| IBM Retirement Fund | 54,580 | $5.54M | 0.43% | +106+0.2% | Added |
| New England Asset Management Inc | 54,615 | $5.54M | 0.10% | −1,441−2.6% | Reduced |
| Park Avenue Securities LLC | 54,656 | $5.54M | 0.11% | +3,291+6.4% | Added |
| Brown Brothers Harriman & Co | 55,057 | $5.59M | 0.03% | −1,469−2.6% | Reduced |
| Prospera Financial Services Inc | 55,207 | $5.60M | 0.28% | −104−0.2% | Reduced |
| Bard Financial Services, Inc. | 55,240 | $5.61M | 0.50% | +125+0.2% | Added |
| ARS Investment Partners, LLC | 55,410 | $5.62M | 0.56% | +53,207+2,415.2% | Added |
| Amica Mutual Insurance Co | 55,588 | $5.64M | 0.59% | −38,697−41.0% | Reduced |
| Patten & Patten Inc | 55,707 | $5.65M | 0.43% | −312−0.6% | Reduced |
| Stokes Family Office, LLC | 55,929 | $5.67M | 0.79% | +424+0.8% | Added |
| Grassi Investment Management | 55,946 | $5.68M | 0.64% | 00.0% | Unchanged |
| Canandaigua National Corp | 56,055 | $5.69M | 0.93% | +2,512+4.7% | Added |
| Eisler Capital (UK) Ltd. | 56,214 | $5.70M | 0.67% | +56,214 | New |
| Bogart Wealth, LLC | 56,241 | $5.71M | 0.58% | +3,543+6.7% | Added |
| Iowa State Bank | 56,275 | $5.71M | 1.60% | +1,949+3.6% | Added |
| Novare Capital Management LLC | 56,310 | $5.71M | 0.63% | +1,362+2.5% | Added |
| Surevest, LLC | 56,355 | $5.72M | 1.44% | +3,652+6.9% | Added |
| CWA Asset Management Group, LLC | 56,512 | $5.73M | 0.45% | +49,349+688.9% | Added |
| Courier Capital LLC | 56,750 | $5.76M | 0.55% | −862−1.5% | Reduced |
| First Foundation Advisors | 56,755 | $5.76M | 0.21% | +5,518+10.8% | Added |
| American National Bank | 57,065 | $5.79M | 1.28% | −446−0.8% | Reduced |
| Azzad Asset Management Inc | 57,236 | $5.81M | 0.86% | +2,316+4.2% | Added |
| Trust Co of Vermont | 57,476 | $5.83M | 0.41% | −5,061−8.1% | Reduced |
| Wealth Advisory Solutions, LLC | 57,476 | $5.83M | 1.30% | +35,700+163.9% | Added |
| Caldwell Trust Co | 57,700 | $5.85M | 0.74% | +2,536+4.6% | Added |
| Annex Advisory Services, LLC | 57,812 | $5.87M | 0.48% | +2,886+5.3% | Added |
| Greystone Financial Group, LLC | 58,168 | $5.90M | 1.75% | −10,314−15.1% | Reduced |
| Mirador Capital Partners LP | 58,180 | $5.90M | 1.34% | +1,069+1.9% | Added |