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 |
|---|---|---|---|---|---|
| Cheviot Value Management, LLC | 77,782 | $7.89M | 2.03% | +6,694+9.4% | Added |
| Morgan Dempsey Capital Management LLC | 78,260 | $7.94M | 2.61% | −4,087−5.0% | Reduced |
| Holloway Wealth Management, LLC | – | $7.97M | 2.43% | – | – |
| Woodmont Investment Counsel LLC | 78,661 | $7.98M | 1.16% | +7,928+11.2% | Added |
| Capital International Sarl | 79,718 | $8.09M | 0.72% | −3,554−4.3% | Reduced |
| Richard Bernstein Advisors LLC | 79,954 | $8.11M | 0.16% | +4,495+6.0% | Added |
| Eagle Global Advisors LLC | 80,368 | $8.15M | 0.54% | +1,603+2.0% | Added |
| Refined Wealth Management | 80,491 | $8.17M | 6.61% | +693+0.9% | Added |
| QV Investors Inc. | 81,170 | $8.23M | 0.62% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 81,188 | $8.24M | 2.10% | +3,734+4.8% | Added |
| Arrowstreet Capital, Limited Partnership | 81,300 | $8.25M | 0.01% | +81,300 | New |
| Mechanics Bank Trust Department | 81,645 | $8.28M | 1.34% | −1,505−1.8% | Reduced |
| CCM Investment Advisers LLC | 81,887 | $8.31M | 1.08% | +6,018+7.9% | Added |
| Goodman Financial Corp | 81,935 | $8.31M | 2.27% | +4,180+5.4% | Added |
| Congress Asset Management Co | 82,104 | $8.33M | 0.07% | +1,190+1.5% | Added |
| Financial Partners Capital Management LLC | 82,191 | $8.34M | 1.52% | +5,042+6.5% | Added |
| Stonebridge Capital Advisors LLC | 82,285 | $8.35M | 1.01% | +8,200+11.1% | Added |
| Oak Asset Management, LLC | 76,353 | $8.37M | 3.48% | −1,254−1.6% | Reduced |
| Buckhead Capital Management LLC | 83,173 | $8.44M | 1.89% | +6,525+8.5% | Added |
| Ameritas Investment Partners, Inc. | 83,229 | $8.44M | 0.31% | +2,330+2.9% | Added |
| BBVA USA | 83,283 | $8.45M | 0.50% | −2,000−2.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 83,424 | $8.46M | 0.57% | +6,124+7.9% | Added |
| Retirement Group, LLC | 83,558 | $8.48M | 3.91% | +11,768+16.4% | Added |
| Maryland Capital Management | 83,982 | $8.52M | 0.51% | +6,829+8.9% | Added |
| First American Bank | 84,119 | $8.53M | 0.49% | +862+1.0% | Added |
| Richard C. Young & CO., LTD. | 84,136 | $8.54M | 1.17% | +1,900+2.3% | Added |
| Nikko Asset Management Americas, Inc. | 84,609 | $8.59M | 0.04% | −6,522−7.2% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 84,798 | $8.60M | 0.64% | +347+0.4% | Added |
| Tower Bridge Advisors | 84,816 | $8.60M | 0.57% | −13,986−14.2% | Reduced |
| Achmea Investment Management B.V. | 85,317 | $8.65M | 0.26% | +2,762+3.3% | Added |
| Howe & Rusling Inc | 85,329 | $8.66M | 1.09% | +301+0.4% | Added |
| Simmons Bank | 85,532 | $8.68M | 0.63% | +1,980+2.4% | Added |
| Estabrook Capital Management | 85,708 | $8.70M | 1.37% | −555−0.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 85,842 | $8.71M | 0.05% | −257,306−75.0% | Reduced |
| Fluent Financial, LLC | 86,102 | $8.73M | 3.73% | +4,964+6.1% | Added |
| Keystone Financial Planning, Inc. | 86,255 | $8.75M | 3.18% | +961+1.1% | Added |
| Guardian Capital Advisors LP | 83,828 | $8.78M | 0.91% | −45−0.1% | Reduced |
| Palisade Asset Management, LLC | 86,944 | $8.82M | 1.08% | +4,662+5.7% | Added |
| Geneos Wealth Management Inc. | 85,189 | $8.89M | 0.34% | +910+1.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 87,835 | $8.91M | 0.18% | +64+0.1% | Added |
| Northeast Investment Management | 88,114 | $8.94M | 0.48% | +1,433+1.7% | Added |
| First Financial Bank - Trust Division | 88,164 | $8.95M | 0.98% | +10,163+13.0% | Added |
| Carret Asset Management, LLC | 88,298 | $8.96M | 1.07% | +518+0.6% | Added |
| Private Wealth Partners, LLC | 88,460 | $8.97M | 0.83% | +29,377+49.7% | Added |
| Wolverine Trading, LLC | 86,926 | $8.98M | 0.18% | +78,574+940.8% | Added |
| NorthCoast Asset Management LLC | 88,920 | $9.03M | 0.33% | +5,956+7.2% | Added |
| Brookstone Capital Management | 83,859 | $9.04M | 0.16% | +12,827+18.1% | Added |
| Kore Private Wealth LLC | 89,336 | $9.06M | 0.95% | −8,386−8.6% | Reduced |
| Autus Asset Management, LLC | 89,357 | $9.06M | 0.99% | +4,873+5.8% | Added |
| Motco | 89,637 | $9.09M | 0.59% | −13,895−13.4% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 89,806 | $9.11M | 0.82% | +14,427+19.1% | Added |
| Fulton Breakefield Broenniman LLC | 90,079 | $9.14M | 0.78% | −413−0.5% | Reduced |
| Spearhead Capital Advisors, LLC | 90,180 | $9.15M | 1.22% | +5,086+6.0% | Added |
| Alley Co LLC | 90,200 | $9.15M | 1.64% | +2,125+2.4% | Added |
| United Asset Strategies, Inc. | 91,256 | $9.26M | 1.19% | +6,899+8.2% | Added |
| Moors & Cabot, Inc. | 91,471 | $9.26M | 0.58% | +1,944+2.2% | Added |
| Beese Fulmer Investment Management, Inc. | 91,370 | $9.27M | 1.04% | +377+0.4% | Added |
| Quantbot Technologies LP | 91,865 | $9.32M | 0.68% | +91,865 | New |
| Hennessy Advisors Inc | 91,875 | $9.32M | 0.56% | −1,850−2.0% | Reduced |
| Osterweis Capital Management Inc | 92,348 | $9.37M | 0.51% | −89−0.1% | Reduced |
| Thompson Siegel & Walmsley LLC | 92,365 | $9.37M | 0.14% | +16,994+22.5% | Added |
| Adams Asset Advisors, LLC | 92,961 | $9.43M | 1.90% | +993+1.1% | Added |
| Strategic Wealth Advisors Group, LLC | 91,703 | $9.46M | 0.46% | +4,954+5.7% | Added |
| Easterly Investment Partners LLC | 93,948 | $9.53M | 0.65% | −92,509−49.6% | Reduced |
| Tufton Capital Management | 94,143 | $9.55M | 1.62% | −272−0.3% | Reduced |
| Hemenway Trust Co LLC | 94,191 | $9.56M | 0.97% | +2,189+2.4% | Added |
| Atlantic Union Bankshares Corp | 94,569 | $9.59M | 0.90% | +1,003+1.1% | Added |
| Doyle Wealth Management | 94,613 | $9.60M | 0.76% | +1,618+1.7% | Added |
| Premier Asset Management LLC | 94,822 | $9.62M | 1.33% | +94,822 | New |
| Brightworth | 95,260 | $9.66M | 0.88% | +3,481+3.8% | Added |
| Cohen & Steers, Inc. | 95,808 | $9.72M | 0.02% | −61,894−39.2% | Reduced |
| MainStreet Investment Advisors LLC | 95,914 | $9.73M | 0.94% | −2,953−3.0% | Reduced |
| Boston Trust Walden Corp | 96,799 | $9.82M | 0.09% | −55,157−36.3% | Reduced |
| Guinness Asset Management LTD | 102,679 | $9.83M | 0.47% | +3,400+3.4% | Added |
| Linscomb & Williams, Inc. | 97,670 | $9.91M | 0.51% | +263+0.3% | Added |
| Profund Advisors LLC | 98,632 | $10.0M | 0.34% | −22,316−18.5% | Reduced |
| Carlson Capital L P | 98,700 | $10.0M | 0.53% | +98,700 | New |
| Goelzer Investment Management, Inc. | 98,812 | $10.0M | 0.88% | −6,605−6.3% | Reduced |
| Mayflower Financial Advisors, LLC | 89,788 | $10.0M | 1.35% | +20,172+29.0% | Added |
| Crestwood Advisors Group LLC | 98,943 | $10.0M | 0.28% | −14,721−13.0% | Reduced |
| Bridgeway Capital Management, LLC | 99,123 | $10.1M | 0.19% | +3,600+3.8% | Added |
| Willis Investment Counsel | 99,194 | $10.1M | 0.57% | −160.0% | Reduced |
| BTC Capital Management, Inc. | 99,215 | $10.1M | 1.13% | +1,778+1.8% | Added |
| Trust Co of Virginia | 99,276 | $10.1M | 1.12% | +1,573+1.6% | Added |
| Bryn Mawr Trust Co | 99,523 | $10.1M | 0.39% | −248−0.2% | Reduced |
| Capstone Investment Advisors, LLC | 99,552 | $10.1M | 0.18% | −13,200−11.7% | Reduced |
| Advisory Services Network, LLC | 99,597 | $10.1M | 0.32% | +18,364+22.6% | Added |
| Asahi Life Asset Management Co., Ltd. | 99,793 | $10.1M | 1.38% | −7,438−6.9% | Reduced |
| Bridges Investment Management Inc | 99,874 | $10.1M | 0.32% | −2,022−2.0% | Reduced |
| Telos Capital Management, Inc. | 101,174 | $10.3M | 1.40% | +15,426+18.0% | Added |
| F&V Capital Management, LLC | 101,312 | $10.3M | 4.12% | −50.0% | Reduced |
| Icon Wealth Partners, LLC | 101,915 | $10.3M | 1.10% | −5,698−5.3% | Reduced |
| General American Investors Co Inc | 101,991 | $10.3M | 0.88% | +5,000+5.2% | Added |
| Ingalls & Snyder LLC | 102,202 | $10.4M | 0.48% | −2,614−2.5% | Reduced |
| Cambridge Trust Co | 102,353 | $10.4M | 0.39% | −1,739−1.7% | Reduced |
| Dearborn Partners LLC | 102,930 | $10.4M | 0.42% | −735−0.7% | Reduced |
| Wedbush Securities Inc | 102,988 | $10.4M | 0.50% | +1,195+1.2% | Added |
| Alpha Omega Wealth Management LLC | 103,158 | $10.5M | 1.71% | +749+0.7% | Added |
| Williams Jones Wealth Management, LLC. | 103,278 | $10.5M | 0.15% | −2,852−2.7% | Reduced |
| Crewe Advisors LLC | 103,549 | $10.5M | 2.48% | +1,699+1.7% | Added |