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; 4,142 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 | 4,142 | $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 |
|---|---|---|---|---|---|
| Hoey Investments, Inc | 750 | $76.0K | 0.02% | −1,100−59.5% | Reduced |
| Moser Wealth Advisors, LLC | 765 | $78.0K | 0.05% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 797 | $81.0K | 0.01% | +797 | New |
| Mascoma Wealth Management LLC | 814 | $83.0K | 0.03% | +814 | New |
| Exane Derivatives | 837 | $84.9K | 0.02% | −12,017−93.5% | Reduced |
| Deane Retirement Strategies, Inc. | 842 | $85.0K | 0.05% | −17,838−95.5% | Reduced |
| TD Capital Management LLC | 838 | $85.0K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 848 | $86.0K | 0.05% | −300−26.1% | Reduced |
| HighMark Wealth Management LLC | 862 | $87.0K | 0.06% | +3+0.3% | Added |
| Lipe & Dalton | 890 | $90.0K | 0.05% | 00.0% | Unchanged |
| Clean Yield Group | 893 | $91.0K | 0.03% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 942 | $96.0K | 0.04% | 00.0% | Unchanged |
| TFC Financial Management | 969 | $98.0K | 0.03% | +6+0.6% | Added |
| First Washington CORP | 1,000 | $101.0K | 0.04% | 00.0% | Unchanged |
| Cove Street Capital, LLC | 1,000 | $101.0K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 1,024 | $104.0K | 0.02% | +228+28.6% | Added |
| Financial Enhancement Group LLC | 1,032 | $105.0K | 0.02% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 1,050 | $107.0K | 0.04% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 1,051 | $107.0K | 0.05% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,052 | $107.0K | 0.04% | +42+4.2% | Added |
| Cedar Mountain Advisors, LLC | 1,055 | $107.0K | 0.04% | +70+7.1% | Added |
| Westchester Capital Management, Inc. | 1,062 | $108.0K | 0.03% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 941 | $110.0K | 0.07% | +941 | New |
| Earnest Partners LLC | 1,096 | $111.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1,112 | $113.0K | 0.02% | +7+0.6% | Added |
| Trust Co | 1,125 | $114.0K | 0.03% | +57+5.3% | Added |
| Tucker Asset Management LLC | 1,014 | $116.1K | 0.04% | +129+14.6% | Added |
| Selective Wealth Management, Inc. | 1,150 | $117.0K | 0.06% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 1,181 | $120.0K | 0.14% | +1,181 | New |
| McIlrath & Eck, LLC | 1,194 | $121.0K | 0.04% | +95+8.6% | Added |
| Meridian Wealth Partners, LLC | 1,194 | $121.0K | 0.03% | +1,194 | New |
| CKW Financial Group | 1,171 | $122.0K | 0.02% | +1+0.1% | Added |
| WD Rutherford LLC | 1,225 | $124.0K | 0.07% | +250+25.6% | Added |
| Interactive Financial Advisors | 1,236 | $125.0K | 0.05% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,230 | $125.0K | 0.04% | +221+21.9% | Added |
| Eukles Asset Management | 1,264 | $128.0K | 0.07% | −838−39.9% | Reduced |
| Atlantic Trust, LLC | 1,265 | $129.0K | 0.08% | +315+33.2% | Added |
| Hall Laurie J Trustee | 1,279 | $130.0K | 0.05% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 1,280 | $130.0K | 0.03% | +17+1.3% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 1,306 | $132.0K | 0.00% | −78−5.6% | Reduced |
| Addison Advisors LLC | 1,341 | $136.0K | 0.11% | −236−15.0% | Reduced |
| Syverson Strege & Co | 1,353 | $137.0K | 0.11% | +2+0.1% | Added |
| O'Brien Wealth Partners LLC | 1,300 | $138.0K | 0.05% | −913−41.3% | Reduced |
| Tarbox Family Office, Inc. | 1,376 | $140.0K | 0.03% | −36−2.5% | Reduced |
| Larson Financial Group LLC | 1,379 | $140.0K | 0.03% | +191+16.1% | Added |
| MV Capital Management, Inc. | 1,396 | $142.0K | 0.02% | +122+9.6% | Added |
| Kames Capital plc | 1,425 | $145.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,443 | $146.0K | 0.05% | +116+8.7% | Added |
| Phoenix Wealth Advisors | 1,440 | $146.0K | 0.11% | +462+47.2% | Added |
| Tortoise Investment Management, LLC | 1,508 | $153.0K | 0.03% | −600−28.5% | Reduced |
| Contravisory Investment Management, Inc. | 1,565 | $159.0K | 0.05% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,572 | $159.0K | 0.03% | +408+35.1% | Added |
| Regency Capital Management Inc. | 1,665 | $169.0K | 0.12% | +165+11.0% | Added |
| Bellevue Asset Management, LLC | 1,655 | $170.0K | 0.10% | −46−2.7% | Reduced |
| Investors Research Corp | 1,686 | $171.0K | 0.06% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 1,719 | $174.0K | 0.10% | −274−13.7% | Reduced |
| Kelly Financial Services LLC | 1,811 | $183.8K | 0.10% | −200,268−99.1% | Reduced |
| Lindbrook Capital, LLC | 1,812 | $184.0K | 0.05% | +474+35.4% | Added |
| Tobam | 1,822 | $185.0K | 0.01% | +424+30.3% | Added |
| AGF Investments LLC | 1,861 | $189.0K | 0.02% | −140−7.0% | Reduced |
| Sterling Financial Planning, Inc. | 1,870 | $190.0K | 0.12% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,886 | $191.0K | 0.04% | 00.0% | Unchanged |
| Ade, LLC | 1,884 | $191.0K | 0.17% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 1,894 | $192.0K | 0.02% | +865+84.1% | Added |
| AllSquare Wealth Management LLC | 1,898 | $193.0K | 0.12% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 1,909 | $194.0K | 0.07% | −24−1.2% | Reduced |
| McCarthy Asset Management, Inc. | 1,932 | $196.0K | 0.15% | −483−20.0% | Reduced |
| Bell Investment Advisors, Inc | 1,929 | $196.0K | 0.06% | +1,929 | New |
| 1776 Wealth LLC | 1,973 | $200.0K | 0.11% | −292−12.9% | Reduced |
| Blueprint Investment Partners LLC | 1,969 | $200.0K | 0.10% | +1,969 | New |
| Corrado Advisors, LLC | 1,984 | $201.0K | 0.12% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 2,004 | $203.0K | 0.03% | −819−29.0% | Reduced |
| Ten Capital Wealth Advisors, LLC | 2,000 | $203.0K | 0.09% | −250−11.1% | Reduced |
| Malaga Cove Capital, LLC | 2,004 | $203.0K | 0.08% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 2,000 | $203.0K | 0.07% | 00.0% | Unchanged |
| Shayne & Co., LLC | 2,000 | $203.0K | 0.12% | 00.0% | Unchanged |
| CWM Advisors, LLC | 2,000 | $203.0K | 0.03% | 00.0% | Unchanged |
| Vancity Investment Management Ltd | 2,000 | $203.0K | 0.03% | 00.0% | Unchanged |
| ForthRight Wealth Management, LLC | 1,999 | $203.0K | 0.12% | +1,999 | New |
| Windsor Group LTD | 1,954 | $204.0K | 0.04% | −775−28.4% | Reduced |
| blooom, inc. | 2,011 | $204.0K | 0.17% | +43+2.2% | Added |
| Financial Perspectives, Inc | 2,011 | $204.0K | 0.10% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 2,026 | $206.0K | 0.14% | −2,890−58.8% | Reduced |
| Security National Bank of So Dak | 2,028 | $206.0K | 0.16% | −1,280−38.7% | Reduced |
| Pittenger & Anderson Inc | 2,035 | $206.0K | 0.01% | −725−26.3% | Reduced |
| Gyroscope Capital Management Group, LLC | 2,031 | $206.0K | 0.08% | −200−9.0% | Reduced |
| Levin Capital Strategies, L.P. | 2,029 | $206.0K | 0.02% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 1,883 | $206.0K | 0.10% | +1,883 | New |
| Portfolio Solutions, LLC | 2,045 | $207.0K | 0.03% | −100−4.7% | Reduced |
| Falcon Wealth Planning | 2,042 | $207.0K | 0.08% | +2,042 | New |
| Palisades Hudson Asset Management, L.P. | 2,051 | $208.0K | 0.10% | −70−3.3% | Reduced |
| One Wealth Advisors, LLC | 2,055 | $208.0K | 0.06% | +2,055 | New |
| Ballew Advisors, Inc | 1,926 | $208.0K | 0.15% | +1,926 | New |
| Wambolt & Associates, LLC | 2,021 | $211.0K | 0.08% | −111−5.2% | Reduced |
| Isthmus Partners, LLC | 2,077 | $211.0K | 0.04% | 00.0% | Unchanged |
| Community Bank of Raymore | 2,087 | $211.0K | 0.06% | +170+8.9% | Added |
| NWK Group, Inc. | 2,085 | $212.0K | 0.08% | −350−14.4% | Reduced |
| Circle Wealth Management, LLC | 2,096 | $213.0K | 0.03% | 00.0% | Unchanged |
| US Asset Management LLC | 2,100 | $213.0K | 0.21% | +2,100 | New |
| TAP Consulting, LLC | 2,109 | $214.0K | 0.06% | −26−1.2% | Reduced |