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 | 4,312 | $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 |
|---|---|---|---|---|---|
| Act Wealth Management, LLC | 4,574 | $479.0K | 0.30% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 4,729 | $480.0K | 0.04% | −54−1.1% | Reduced |
| Abacus Planning Group, Inc. | 4,745 | $481.0K | 0.15% | −246−4.9% | Reduced |
| Atwood & Palmer Inc | 4,737 | $481.0K | 0.04% | +200+4.4% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 4,751 | $482.0K | 0.00% | −82−1.7% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 4,761 | $483.0K | 0.16% | +300+6.7% | Added |
| Ellenbecker Investment Group | 4,769 | $484.0K | 0.15% | +236+5.2% | Added |
| First National Bank Sioux Falls | 4,776 | $485.0K | 0.81% | −60−1.2% | Reduced |
| Elm Advisors, LLC | 4,780 | $485.0K | 0.29% | 00.0% | Unchanged |
| Moulton Wealth Management, Inc | 4,646 | $485.0K | 0.36% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 4,777 | $485.0K | 0.12% | +400+9.1% | Added |
| Guardian Wealth Advisors, LLC | 4,799 | $487.0K | 0.43% | −844−15.0% | Reduced |
| James Hambro & Partners | 4,800 | $487.0K | 0.04% | 00.0% | Unchanged |
| Bray Capital Advisors | 4,802 | $487.0K | 0.12% | +5+0.1% | Added |
| Kowal Investment Group, LLC | 4,800 | $487.0K | 0.15% | +462+10.7% | Added |
| Blume Capital Management, Inc. | 4,819 | $489.0K | 0.18% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 4,739 | $490.0K | 0.17% | −1,161−19.7% | Reduced |
| Carderock Capital Management Inc | 4,831 | $490.0K | 0.14% | +1,100+29.5% | Added |
| Sierra Capital LLC | 4,839 | $491.0K | 0.08% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 4,852 | $492.0K | 0.06% | −376−7.2% | Reduced |
| SOL Capital Management CO | 4,853 | $492.0K | 0.10% | −100−2.0% | Reduced |
| Greenwood Gearhart Inc | 4,846 | $492.0K | 0.08% | +4,846 | New |
| Kavar Capital Partners Group, LLC | 4,872 | $494.0K | 0.11% | −109−2.2% | Reduced |
| Ballast Advisors LLC | 4,875 | $495.0K | 0.21% | −117−2.3% | Reduced |
| Mayfair Advisory Group, LLC | 4,724 | $495.0K | 0.76% | 00.0% | Unchanged |
| Argus Investors' Counsel, Inc. | 4,888 | $496.0K | 0.32% | +4,888 | New |
| Peak Planning Group, LLC | 4,894 | $496.6K | 0.43% | +4,894 | New |
| Hendershot Investments Inc. | 4,903 | $497.0K | 0.09% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 4,915 | $499.0K | 0.11% | −1,250−20.3% | Reduced |
| HC Financial Advisors Inc | 4,916 | $499.0K | 0.30% | −90−1.8% | Reduced |
| Kingfisher Capital LLC | 4,923 | $499.0K | 0.13% | +67+1.4% | Added |
| Derbend Asset Management | 4,927 | $500.0K | 0.47% | −14−0.3% | Reduced |
| DFPG Investments, LLC | 4,596 | $500.0K | 0.19% | +53+1.2% | Added |
| Midwest Professional Planners, LTD. | 4,943 | $501.0K | 0.27% | +102+2.1% | Added |
| First National Bank of Hutchinson | 4,936 | $501.0K | 0.28% | +2,121+75.3% | Added |
| Boothbay Fund Management, LLC | 4,944 | $502.0K | 0.02% | +4,944 | New |
| Stonnington Group, LLC | 4,657 | $503.0K | 0.11% | +699+17.7% | Added |
| McElhenny Sheffield Capital Management, LLC | 4,961 | $503.0K | 0.23% | +4,961 | New |
| Hummer Financial Advisory Services Inc | 4,968 | $504.0K | 0.47% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 4,972 | $504.4K | 0.21% | +1,619+48.3% | Added |
| L & S Advisors Inc | 4,973 | $505.0K | 0.05% | −14,735−74.8% | Reduced |
| PBMares Wealth Management LLC | 4,980 | $505.0K | 0.24% | −339−6.4% | Reduced |
| Dempze Nancy E | 4,974 | $505.0K | 0.40% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 4,977 | $505.0K | 0.03% | +4,977 | New |
| Antonetti Capital Management LLC | 4,975 | $505.0K | 0.41% | +4,975 | New |
| Hohimer Wealth Management, LLC | 4,991 | $506.0K | 0.11% | −445−8.2% | Reduced |
| Baker Ellis Asset Management LLC | 4,719 | $506.0K | 0.10% | −599−11.3% | Reduced |
| American Assets Inc | 5,000 | $507.0K | 0.15% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 5,004 | $508.0K | 0.15% | −252−4.8% | Reduced |
| Aviance Capital Partners, LLC | 5,006 | $508.0K | 0.09% | −206−4.0% | Reduced |
| SkyView Investment Advisors, LLC | 5,007 | $508.0K | 0.14% | +421+9.2% | Added |
| IAM Advisory, LLC | 4,743 | $508.0K | 0.22% | +4,743 | New |
| TBH Global Asset Management, LLC | 5,046 | $512.0K | 0.12% | +1,016+25.2% | Added |
| Eclectic Associates Inc | 5,078 | $516.0K | 0.38% | +58+1.2% | Added |
| Brave Asset Management Inc | 5,097 | $517.0K | 0.15% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 5,100 | $517.0K | 0.44% | +820+19.2% | Added |
| Rosenblum Silverman Sutton S F Inc | 5,116 | $519.0K | 0.12% | 00.0% | Unchanged |
| Brandywine Trust Co | 5,129 | $520.0K | 0.18% | 00.0% | Unchanged |
| First American Trust, FSB | 5,132 | $521.0K | 0.08% | +1,136+28.4% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 5,149 | $522.0K | 0.03% | +960+22.9% | Added |
| Sloy Dahl & Holst, LLC | 5,148 | $522.0K | 0.11% | +1,841+55.7% | Added |
| Gryphon Financial Partners LLC | 5,156 | $523.0K | 0.12% | +500+10.7% | Added |
| Cedar Brook Financial Partners, LLC | 5,166 | $524.0K | 0.16% | −1,533−22.9% | Reduced |
| Walter & Keenan Financial Consulting Co | 5,187 | $526.0K | 0.18% | +1,242+31.5% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 5,201 | $528.0K | 0.17% | −2,561−33.0% | Reduced |
| Stelac Advisory Services LLC | 5,208 | $528.0K | 0.14% | −812−13.5% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 5,210 | $528.6K | 0.06% | −90−1.7% | Reduced |
| ExodusPoint Capital Management, LP | 5,218 | $529.0K | 0.01% | −58,833−91.9% | Reduced |
| Convergence Investment Partners, LLC | 5,222 | $530.0K | 0.28% | −153−2.8% | Reduced |
| Merriman Wealth Management, LLC | 5,228 | $530.0K | 0.04% | −89−1.7% | Reduced |
| JNBA Financial Advisors | 5,228 | $530.0K | 0.07% | −52−1.0% | Reduced |
| Hanson & Doremus Investment Management | 5,220 | $530.0K | 0.12% | −848−14.0% | Reduced |
| Sandbox Financial Partners, LLC | 5,223 | $530.0K | 0.38% | +2,264+76.5% | Added |
| DRW Securities, LLC | 5,220 | $530.0K | 0.16% | +5,220 | New |
| Institute for Wealth Management, LLC. | 5,251 | $533.0K | 0.09% | −20−0.4% | Reduced |
| Successful Portfolios LLC | 5,251 | $533.0K | 0.32% | +655+14.3% | Added |
| Bridgeworth, LLC | 5,251 | $533.0K | 0.15% | +849+19.3% | Added |
| Samalin Investment Counsel, LLC | 5,265 | $534.0K | 0.35% | −2,824−34.9% | Reduced |
| Wealthquest Corp | 5,319 | $539.0K | 0.09% | −247−4.4% | Reduced |
| Nations Financial Group Inc, | 5,311 | $539.0K | 0.08% | −88−1.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 5,311 | $539.0K | 0.34% | +3,347+170.4% | Added |
| Leisure Capital Management | 5,341 | $542.0K | 0.29% | 00.0% | Unchanged |
| Accredited Investors Inc. | 5,382 | $546.0K | 0.06% | +39+0.7% | Added |
| Financial Management Professionals, Inc. | 5,382 | $546.0K | 0.13% | +300+5.9% | Added |
| Copperwynd Financial, LLC | 5,391 | $547.0K | 0.23% | +229+4.4% | Added |
| Vision Capital Management, Inc. | 5,411 | $549.0K | 0.09% | 00.0% | Unchanged |
| LVW Advisors, LLC | 5,410 | $549.0K | 0.10% | +158+3.0% | Added |
| Prelude Capital Management, LLC | 5,423 | $550.0K | 0.03% | +5,423 | New |
| Colton Groome Financial Advisors, LLC | 5,435 | $551.0K | 0.24% | −75−1.4% | Reduced |
| M&R Capital Management Inc | 5,433 | $551.0K | 0.12% | −50−0.9% | Reduced |
| Jackson Hole Capital Partners, LLC | 5,432 | $551.0K | 0.18% | +592+12.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 5,429 | $551.0K | 0.10% | +638+13.3% | Added |
| Security Asset Management | 5,443 | $552.0K | 0.22% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 5,442 | $552.0K | 0.08% | +180+3.4% | Added |
| Salvus Wealth Management, LLC | 5,444 | $552.0K | 0.45% | +330+6.5% | Added |
| Almanack Investment Partners, LLC. | 5,437 | $552.0K | 0.05% | +2,470+83.2% | Added |
| Menard Financial Group LLC | 5,449 | $553.0K | 0.48% | −10−0.2% | Reduced |
| Covenant Asset Management, LLC | 5,461 | $554.0K | 0.17% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 5,467 | $554.0K | 0.05% | +106+2.0% | Added |
| Old Point Trust & Financial Services N A | 5,474 | $555.0K | 0.25% | 00.0% | Unchanged |