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 |
|---|---|---|---|---|---|
| Vigilant Capital Management, LLC | 2,114 | $214.0K | 0.02% | +150+7.6% | Added |
| Mount Yale Investment Advisors, LLC | 2,108 | $214.0K | 0.02% | +2,108 | New |
| WealthShield Partners, LLC | 2,126 | $215.0K | 0.06% | −5,359−71.6% | Reduced |
| Wooster Corthell Wealth Management, Inc. | 2,117 | $215.0K | 0.05% | −109−4.9% | Reduced |
| Auxano Advisors, LLC | 2,116 | $215.0K | 0.10% | +27+1.3% | Added |
| Sharkey, Howes & Javer | 2,116 | $215.0K | 0.06% | +202+10.6% | Added |
| Key Financial Inc | 2,128 | $216.0K | 0.12% | −510−19.3% | Reduced |
| Punch & Associates Investment Management, Inc. | 2,134 | $216.0K | 0.01% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 2,131 | $216.0K | 0.10% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 2,128 | $216.0K | 0.09% | +13+0.6% | Added |
| Prudential PLC | 2,141 | $217.0K | 0.00% | −280,038−99.2% | Reduced |
| FSB Premier Wealth Management, Inc. | 2,141 | $217.0K | 0.11% | −908−29.8% | Reduced |
| WESPAC Advisors, LLC | 2,141 | $217.0K | 0.13% | +2,141 | New |
| Diker Management LLC | 2,156 | $219.0K | 0.11% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 2,161 | $219.0K | 0.17% | +32+1.5% | Added |
| HYA Advisors, Inc | 2,046 | $219.0K | 0.09% | +8+0.4% | Added |
| Bridgewater Associates, LP | 2,161 | $219.0K | 0.00% | +2,161 | New |
| Axiom Investment Management LLC | 2,158 | $220.0K | 0.22% | −2,656−55.2% | Reduced |
| Modus Advisors, LLC | 2,164 | $220.0K | 0.10% | 00.0% | Unchanged |
| LGL Partners, LLC | 2,166 | $220.0K | 0.13% | +4+0.2% | Added |
| Indie Asset Partners, LLC | 2,171 | $220.0K | 0.18% | +2,171 | New |
| Flaharty Asset Management, LLC | 2,200 | $223.0K | 0.05% | +5+0.2% | Added |
| Blue Barn Wealth, LLC | 2,195 | $223.0K | 0.20% | +2,195 | New |
| Henshaw Capital LLC | 2,211 | $224.3K | 0.01% | +2,211 | New |
| IVC Wealth Advisors LLC | 2,220 | $225.0K | 0.16% | +3+0.1% | Added |
| AlphaCore Capital LLC | 2,223 | $226.0K | 0.11% | −223−9.1% | Reduced |
| Meritage Portfolio Management | 2,223 | $226.0K | 0.01% | 00.0% | Unchanged |
| Check Capital Management Inc | 2,227 | $226.0K | 0.02% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 2,250 | $228.0K | 0.08% | +2,250 | New |
| Sonata Capital Group Inc | 2,270 | $230.0K | 0.10% | −819−26.5% | Reduced |
| Paragon Capital Management Ltd | 2,263 | $230.0K | 0.04% | −592−20.7% | Reduced |
| Old North State Trust, LLC | 2,272 | $230.0K | 0.21% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 2,273 | $231.0K | 0.11% | −800−26.0% | Reduced |
| Aspire Private Capital, LLC | 2,285 | $232.0K | 0.08% | +105+4.8% | Added |
| Gruss & Co., LLC | 2,300 | $233.0K | 0.65% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 2,293 | $233.0K | 0.06% | +106+4.8% | Added |
| Center For Asset Management LLC | 2,298 | $233.0K | 0.20% | +127+5.8% | Added |
| Halbert Hargrove Global Advisors, LLC | 2,329 | $236.0K | 0.02% | −6,203−72.7% | Reduced |
| Sterling Manor Financial, LLC | 2,322 | $236.0K | 0.20% | −5,000−68.3% | Reduced |
| Sunburst Financial Group, LLC | 2,324 | $236.0K | 0.15% | 00.0% | Unchanged |
| Family Firm, Inc. | 2,088 | $236.0K | 0.06% | −2−0.1% | Reduced |
| Capital Wealth Alliance, LLC | 2,159 | $236.0K | 0.14% | −97−4.3% | Reduced |
| SPC Financial, Inc. | 2,333 | $237.0K | 0.03% | −371−13.7% | Reduced |
| US Financial Advisors, LLC | 2,337 | $237.0K | 0.12% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 2,347 | $238.0K | 0.09% | −604−20.5% | Reduced |
| Western Financial Corporation | 2,344 | $238.0K | 0.14% | +11+0.5% | Added |
| Vivaldi Capital Management, LLC | 2,346 | $238.0K | 0.05% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 2,345 | $238.0K | 0.05% | 00.0% | Unchanged |
| Matisse Capital | 2,370 | $240.0K | 0.09% | −59−2.4% | Reduced |
| Signet Financial Management, LLC | 2,368 | $240.0K | 0.04% | +2,368 | New |
| Security National Bank of Sioux City Iowa | 2,371 | $241.0K | 0.19% | +2,371 | New |
| Bridgewater Advisors Inc. | 2,395 | $243.0K | 0.07% | −4−0.2% | Reduced |
| TSFG, LLC | 2,394 | $243.0K | 0.09% | +5+0.2% | Added |
| Towerpoint Wealth, LLC | 2,400 | $243.0K | 0.12% | +379+18.8% | Added |
| Paradigm Financial Advisors, LLC | 2,410 | $244.0K | 0.06% | −629−20.7% | Reduced |
| Applied Capital LLC | 2,402 | $244.0K | 0.21% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,410 | $244.0K | 0.03% | +733+43.7% | Added |
| RWM Asset Management, LLC | 2,417 | $245.0K | 0.05% | −1,045−30.2% | Reduced |
| Northwest Capital Management Inc | 2,172 | $245.0K | 0.13% | −43−1.9% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 2,428 | $246.0K | 0.07% | 00.0% | Unchanged |
| Fusion Capital, LLC | 2,429 | $246.0K | 0.15% | +14+0.6% | Added |
| Cornercap Investment Counsel Inc | 2,436 | $247.0K | 0.03% | −1,196−32.9% | Reduced |
| Alliance Wealth Management Group | 2,450 | $249.0K | 0.08% | 00.0% | Unchanged |
| Towercrest Capital Management | 2,450 | $249.0K | 0.05% | 00.0% | Unchanged |
| Armbruster Capital Management, Inc. | 2,458 | $249.0K | 0.07% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 2,457 | $249.0K | 0.04% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 2,450 | $249.0K | 0.08% | +130+5.6% | Added |
| KWB Wealth | 2,457 | $249.0K | 0.04% | +505+25.9% | Added |
| Cadent Capital Advisors, LLC | 2,462 | $250.0K | 0.11% | +4+0.2% | Added |
| Paradiem, LLC | 2,198 | $250.0K | 0.07% | 00.0% | Unchanged |
| Karp Capital Management Corp | 2,468 | $250.0K | 0.04% | +365+17.4% | Added |
| Baystate Wealth Management LLC | 2,470 | $251.0K | 0.02% | −379−13.3% | Reduced |
| MJP Associates Inc | 2,471 | $251.0K | 0.09% | +12+0.5% | Added |
| Bell Bank | 2,488 | $252.0K | 0.03% | −45−1.8% | Reduced |
| Concorde Asset Management, LLC | 2,485 | $252.0K | 0.15% | +429+20.9% | Added |
| Smith & Howard Wealth Management, LLC | 2,485 | $252.0K | 0.12% | +2,485 | New |
| Landaas & Co | 2,489 | $253.0K | 0.15% | 00.0% | Unchanged |
| S. R. Schill & Associates | 2,495 | $253.0K | 0.11% | +4+0.2% | Added |
| Drexel Morgan & Co. | 2,500 | $254.0K | 0.08% | −609−19.6% | Reduced |
| Palumbo Wealth Management LLC | 2,507 | $254.0K | 0.17% | −493−16.4% | Reduced |
| Barry Investment Advisors, LLC | 2,505 | $254.0K | 0.07% | +280+12.6% | Added |
| Heron Financial Group, LLC | 2,520 | $256.0K | 0.14% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 2,536 | $257.0K | 0.12% | 00.0% | Unchanged |
| Solstein Capital, LLC | 2,538 | $257.0K | 0.15% | +885+53.5% | Added |
| Ironsides Asset Advisors, LLC | 2,545 | $258.0K | 0.08% | −275−9.8% | Reduced |
| Eagle Bay Advisors LLC | 2,526 | $258.0K | 0.15% | +1,330+111.2% | Added |
| Manchester Capital Management LLC | 2,551 | $259.0K | 0.04% | −2,308−47.5% | Reduced |
| Private Ocean, LLC | 2,551 | $259.0K | 0.03% | −239−8.6% | Reduced |
| True Link Financial Advisors, LLC | 30 | $259.0K | 0.04% | 00.0% | Unchanged |
| Stillwater Capital Advisors, LLC | 2,567 | $260.0K | 0.04% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 2,573 | $261.0K | 0.18% | −8−0.3% | Reduced |
| Princeton Capital Management LLC | 2,570 | $261.0K | 0.08% | 00.0% | Unchanged |
| WC Walker & Associates, Inc. | 2,576 | $261.0K | 0.14% | +145+6.0% | Added |
| Pinnacle Family Advisors, LLC | 2,574 | $261.0K | 0.12% | +535+26.2% | Added |
| Pinnacle Wealth Management Group, Inc. | 2,575 | $261.0K | 0.20% | +2,575 | New |
| Carolinas Wealth Consulting LLC | 2,579 | $262.0K | 0.06% | −960−27.1% | Reduced |
| O'Dell Group, LLC | 2,582 | $262.0K | 0.08% | +6+0.2% | Added |
| Secure Asset Management, LLC | 2,606 | $264.0K | 0.13% | −105−3.9% | Reduced |
| Lee Financial Co | 2,602 | $264.0K | 0.05% | +593+29.5% | Added |
| Silvant Capital Management LLC | 2,615 | $265.0K | 0.05% | 00.0% | Unchanged |