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 |
|---|---|---|---|---|---|
| Total Investment Management Inc | 2,610 | $265.0K | 0.07% | +11+0.4% | Added |
| Unigestion Holding SA | 2,623 | $266.0K | 0.01% | −3,868−59.6% | Reduced |
| American Institute for Advanced Investment Management, LLP | 2,619 | $266.0K | 0.19% | −1,813−40.9% | Reduced |
| North Point Portfolio Managers Corp | 2,625 | $266.0K | 0.04% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 2,620 | $266.0K | 0.14% | +43+1.7% | Added |
| Apella Capital, LLC | 2,634 | $267.0K | 0.04% | −200−7.1% | Reduced |
| Clarity Financial LLC | 2,629 | $267.0K | 0.05% | +100+4.0% | Added |
| Machina Capital S.A.S. | 2,638 | $268.0K | 0.58% | +2,638 | New |
| Glen Eagle Advisors, LLC | 2,651 | $268.9K | 0.08% | 00.0% | Unchanged |
| HBK Investments L P | 2,649 | $269.0K | 0.00% | +2,649 | New |
| Centric Wealth Management | 2,662 | $270.0K | 0.10% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 2,657 | $270.0K | 0.05% | 00.0% | Unchanged |
| Kalos Management, Inc. | 2,440 | $270.0K | 0.08% | +2,440 | New |
| Ashford Capital Management Inc | 2,670 | $271.0K | 0.02% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,684 | $272.0K | 0.04% | −90−3.2% | Reduced |
| Broadleaf Partners, LLC | 2,693 | $273.0K | 0.09% | 00.0% | Unchanged |
| Financial Insights, Inc. | 2,692 | $273.0K | 0.25% | +200+8.0% | Added |
| Clarus Wealth Advisors | 2,577 | $273.0K | 0.17% | +2,577 | New |
| Blue Edge Capital, LLC | 2,700 | $273.9K | 0.06% | 00.0% | Unchanged |
| Gries Financial LLC | 2,697 | $274.0K | 0.09% | −1,286−32.3% | Reduced |
| LifeSteps Financial, Inc. | 2,698 | $274.0K | 0.21% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 2,704 | $274.0K | 0.07% | +150+5.9% | Added |
| Strategic Wealth Partners, Ltd. | 2,706 | $274.0K | 0.08% | +2,706 | New |
| Breiter Capital Management Inc | 2,714 | $275.0K | 0.16% | −1,029−27.5% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 2,707 | $275.0K | 0.04% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 2,726 | $277.0K | 0.01% | +60+2.3% | Added |
| Keel Point, LLC | 2,731 | $277.0K | 0.04% | +107+4.1% | Added |
| Lesa Sroufe & Co | 2,755 | $279.0K | 0.30% | 00.0% | Unchanged |
| Gibson Capital, LLC | 2,780 | $279.0K | 0.07% | +270+10.8% | Added |
| Summit Wealth Group, LLC | 2,752 | $279.0K | 0.44% | +2,752 | New |
| HFR Wealth Management, LLC | 2,764 | $280.0K | 0.08% | −49,622−94.7% | Reduced |
| Insight Advisors, LLC | 2,482 | $282.0K | 0.08% | −414−14.3% | Reduced |
| Accel Wealth Management | 2,781 | $282.0K | 0.18% | +24+0.9% | Added |
| Private Capital Management LLC | 2,800 | $284.0K | 0.12% | −37−1.3% | Reduced |
| First Heartland Consultants, Inc. | 2,811 | $285.0K | 0.04% | −778−21.7% | Reduced |
| Arlington Partners LLC | 2,834 | $288.0K | 0.08% | +1,897+202.5% | Added |
| Concord Wealth Partners | 2,852 | $289.0K | 0.12% | −861−23.2% | Reduced |
| Sather Financial Group Inc | 2,858 | $290.0K | 0.03% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 2,862 | $290.0K | 0.02% | +2,862 | New |
| Gerber Kawasaki Wealth & Investment Management | 2,876 | $291.0K | 0.04% | −26−0.9% | Reduced |
| Relyea Zuckerberg Hanson LLC | 2,881 | $292.0K | 0.11% | +159+5.8% | Added |
| Northwest Investment Counselors, LLC | 2,880 | $292.0K | 0.08% | +2,880 | New |
| Wolff Wiese Magana LLC | 2,900 | $294.0K | 0.21% | −187−6.1% | Reduced |
| JGP Wealth Management, LLC | 2,904 | $295.0K | 0.06% | −2,324−44.5% | Reduced |
| Private Management Group Inc | 2,910 | $295.0K | 0.01% | −5−0.2% | Reduced |
| Twin Lakes Capital Management, LLC | 2,906 | $295.0K | 0.17% | 00.0% | Unchanged |
| SFE Investment Counsel | 2,907 | $295.0K | 0.08% | +260+9.8% | Added |
| Bingham Osborn & Scarborough LLC | 2,920 | $296.0K | 0.02% | −422−12.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,918 | $296.0K | 0.07% | −218−7.0% | Reduced |
| Petrus Trust Company, LTA | 2,915 | $296.0K | 0.03% | +2,915 | New |
| David R. Rahn & Associates Inc. | 2,921 | $296.0K | 0.17% | +2,921 | New |
| Capstone Financial Advisors, Inc. | 2,928 | $297.0K | 0.02% | +10.0% | Added |
| Vista Wealth Management Group, LLC | 2,928 | $297.0K | 0.05% | +25+0.9% | Added |
| Financial Partners Group, Inc | 2,923 | $297.0K | 0.07% | +754+34.8% | Added |
| Jump Financial, LLC | 2,941 | $298.0K | 0.02% | −10,524−78.2% | Reduced |
| UMA Financial Services, Inc. | 2,718 | $298.0K | 0.08% | +47+1.8% | Added |
| Compton Financial Group, LLC | 2,962 | $300.0K | 0.13% | −500−14.4% | Reduced |
| Matthew Goff Investment Advisor, LLC | 2,957 | $300.0K | 0.07% | 00.0% | Unchanged |
| Loveless Wealth Management LLC | 2,965 | $301.0K | 0.18% | −40−1.3% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 2,978 | $302.0K | 0.12% | −4,221−58.6% | Reduced |
| Van Den Berg Management I, Inc | 2,987 | $303.0K | 0.06% | −290−8.8% | Reduced |
| Reliant Investment Management, LLC | 2,994 | $304.0K | 0.15% | +2,994 | New |
| Aj Wealth Strategies, LLC | 3,000 | $304.0K | 0.02% | +3,000 | New |
| Ferris Capital, LLC | 2,675 | $305.0K | 0.07% | −6,567−71.1% | Reduced |
| Wilkins Investment Counsel Inc | 3,010 | $305.0K | 0.07% | 00.0% | Unchanged |
| Wealth Architects, LLC | 3,009 | $305.0K | 0.06% | +93+3.2% | Added |
| Private Wealth Advisors | 2,665 | $305.0K | 0.09% | +33+1.3% | Added |
| Stillwater Investment Management, LLC | 3,020 | $306.0K | 0.08% | +41+1.4% | Added |
| Israel Discount Bank of New York | 3,013 | $306.0K | 0.21% | +3,013 | New |
| Requisite Capital Management, LLC | 3,037 | $308.0K | 0.07% | +3,037 | New |
| Phocas Financial Corp. | 3,046 | $309.0K | 0.04% | 00.0% | Unchanged |
| Atwater Malick LLC | 3,041 | $309.0K | 0.16% | 00.0% | Unchanged |
| Bickling Financial Services, Inc. | 3,045 | $309.0K | 0.16% | +35+1.2% | Added |
| Bank of Nova Scotia Trust Co | 3,056 | $310.0K | 0.03% | +10.0% | Added |
| Alexandria Capital, LLC | 3,066 | $311.0K | 0.03% | −125−3.9% | Reduced |
| Better Money Decisions, LLC | 3,067 | $311.0K | 0.26% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 3,074 | $311.9K | 0.11% | +5+0.2% | Added |
| Purus Wealth Management, LLC | 3,085 | $313.0K | 0.22% | −82−2.6% | Reduced |
| McRae Capital Management Inc | 3,093 | $314.0K | 0.07% | −59−1.9% | Reduced |
| Gradient Capital Advisors, LLC | 3,095 | $314.0K | 0.14% | +899+40.9% | Added |
| Curran Financial Partners, LLC | 3,119 | $315.0K | 0.16% | +72+2.4% | Added |
| Cubic Asset Management, LLC | 3,102 | $315.0K | 0.08% | +510+19.7% | Added |
| Hatton Consulting, Inc. | 3,117 | $316.0K | 0.24% | −2,749−46.9% | Reduced |
| Campbell Wealth Management | 3,116 | $316.0K | 0.04% | +404+14.9% | Added |
| TNF LLC | 2,723 | $316.0K | 0.14% | +2,723 | New |
| Vanguard Capital Wealth Advisors | 3,129 | $317.0K | 0.24% | +3,129 | New |
| Trilogy Capital Inc. | 3,133 | $318.0K | 0.02% | −178−5.4% | Reduced |
| Heartwood Wealth Advisors LLC | 3,132 | $318.0K | 0.05% | +164+5.5% | Added |
| Tradition Wealth Management, LLC | 3,141 | $319.0K | 0.05% | +284+9.9% | Added |
| S&T Bank | 3,160 | $320.0K | 0.05% | +112+3.7% | Added |
| Zhang Financial LLC | 3,162 | $321.0K | 0.07% | +92+3.0% | Added |
| CVA Family Office, LLC | 4,489 | $323.0K | 0.23% | −1,495−25.0% | Reduced |
| Pacifica Partners Inc. | 3,215 | $323.0K | 0.24% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 3,193 | $324.0K | 0.06% | −334−9.5% | Reduced |
| Cornerstone Advisory, LLC | 3,189 | $324.0K | 0.05% | +6+0.2% | Added |
| Nikulski Financial, Inc. | 3,198 | $324.0K | 0.15% | −135−4.1% | Reduced |
| NewEdge Wealth, LLC | 3,197 | $324.0K | 0.02% | +817+34.3% | Added |
| Redhawk Wealth Advisors, Inc. | 3,196 | $324.0K | 0.09% | +1,060+49.6% | Added |
| Summit Trail Advisors, LLC | 3,215 | $326.0K | 0.02% | +549+20.6% | Added |
| Simon Quick Advisors, LLC | 3,237 | $328.0K | 0.08% | −22−0.7% | Reduced |