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 |
|---|---|---|---|---|---|
| Alta Capital Management LLC | 5,487 | $556.0K | 0.03% | −4,443−44.7% | Reduced |
| Orrstown Financial Services Inc | 5,488 | $557.0K | 0.88% | −635−10.4% | Reduced |
| Brown Advisory Securities, LLC | 5,491 | $558.0K | 0.17% | −1,226−18.3% | Reduced |
| BEAM Asset Management, LLC | 5,523 | $560.0K | 0.48% | +182+3.4% | Added |
| Well Done, LLC | 5,541 | $562.0K | 0.13% | +50+0.9% | Added |
| Norris Financial Group, LLC | 5,545 | $562.5K | 0.37% | −709−11.3% | Reduced |
| Van Leeuwen & Company, LLC | 5,554 | $563.0K | 0.35% | 00.0% | Unchanged |
| Mosaic Family Wealth, LLC | 5,546 | $563.0K | 0.16% | −23−0.4% | Reduced |
| Gray Wealth Management Inc. | 5,574 | $565.0K | 0.32% | +483+9.5% | Added |
| Elk River Wealth Management, LLC | 5,575 | $566.0K | 0.14% | −15−0.3% | Reduced |
| Appleton Partners Inc | 5,603 | $568.0K | 0.05% | −385−6.4% | Reduced |
| PSI Advisors, LLC | 5,662 | $574.0K | 0.26% | +431+8.2% | Added |
| Roanoke Asset Management Corp | 5,699 | $578.0K | 0.21% | 00.0% | Unchanged |
| Weaver Consulting Group | 5,695 | $578.0K | 0.31% | +49+0.9% | Added |
| Cowa, LLC | 5,707 | $579.0K | 0.33% | −291−4.9% | Reduced |
| Select Asset Management & Trust | 5,731 | $581.0K | 0.42% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 5,741 | $582.0K | 0.16% | −8−0.1% | Reduced |
| Beirne Wealth Consulting Services, LLC | 5,770 | $585.0K | 0.33% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 5,800 | $588.0K | 0.08% | +1,161+25.0% | Added |
| GYL Financial Synergies, LLC | 5,801 | $589.0K | 0.30% | −127−2.1% | Reduced |
| Polar Asset Management Partners Inc. | 5,820 | $590.0K | 0.01% | +57+1.0% | Added |
| Latitude Advisors, LLC | 5,842 | $593.0K | 0.19% | +2,922+100.1% | Added |
| Tompkins Financial Corp | 5,860 | $594.0K | 0.11% | +5,860 | New |
| Berman Capital Advisors, LLC | 5,877 | $595.0K | 0.09% | +1,169+24.8% | Added |
| Vigilare Wealth Management | 5,898 | $598.0K | 0.37% | −823−12.2% | Reduced |
| John G Ullman & Associates Inc | 5,895 | $598.0K | 0.08% | 00.0% | Unchanged |
| Caas Capital Management LP | 5,900 | $599.0K | 0.04% | −4,200−41.6% | Reduced |
| Outfitter Financial LLC | 5,900 | $599.0K | 0.47% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 5,904 | $599.0K | 0.12% | +46+0.8% | Added |
| Wealth Management Associates, Inc. | 5,943 | $602.9K | 0.35% | +10.0% | Added |
| Amica Retiree Medical Trust | 5,942 | $603.0K | 0.54% | −10,082−62.9% | Reduced |
| Axiom Financial Strategies, LLC | 5,943 | $603.0K | 0.28% | +7+0.1% | Added |
| Accurate Wealth Management, LLC | 5,709 | $606.0K | 0.53% | +883+18.3% | Added |
| Coastal Bridge Advisors, LLC | 6,001 | $609.0K | 0.14% | −915−13.2% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 6,000 | $609.0K | 0.02% | −2,280−27.5% | Reduced |
| Central Bank & Trust Co | 6,021 | $611.0K | 0.10% | +49+0.8% | Added |
| Royal Fund Management, LLC | 6,049 | $613.0K | 0.10% | −540−8.2% | Reduced |
| Palisade Capital Management LLC | 6,045 | $613.0K | 0.01% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 5,881 | $614.0K | 0.55% | +3,616+159.6% | Added |
| Evoke Wealth, LLC | 6,069 | $615.0K | 0.02% | −1,588−20.7% | Reduced |
| Advisory Alpha, LLC | 6,065 | $615.0K | 0.04% | −464−7.1% | Reduced |
| Psagot Investment House Ltd. | 6,061 | $615.0K | 0.11% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 6,061 | $615.0K | 0.11% | +6,061 | New |
| Legacy Wealth Management, LLC | 6,065 | $615.3K | 0.33% | +50+0.8% | Added |
| Wagner Wealth Management, LLC | 5,401 | $618.0K | 0.49% | +83+1.6% | Added |
| Fosun International Ltd | 6,000 | $620.0K | 0.03% | +6,000 | New |
| Corundum Group, Inc. | 6,131 | $622.0K | 0.46% | +316+5.4% | Added |
| Empowered Funds, LLC | 6,135 | $622.0K | 0.08% | +360+6.2% | Added |
| Seeyond | 6,154 | $624.0K | 0.06% | −3,870−38.6% | Reduced |
| Xcel Wealth Management, LLC | 6,159 | $625.0K | 0.18% | +620+11.2% | Added |
| Modera Wealth Management, LLC | 6,212 | $630.0K | 0.03% | +420+7.3% | Added |
| Willis Johnson & Associates, Inc. | 6,222 | $631.0K | 0.09% | −622−9.1% | Reduced |
| Sterneck Capital Management, LLC | 6,221 | $631.0K | 0.40% | +10.0% | Added |
| Financial Management Network Inc | 6,037 | $632.0K | 0.32% | −315−5.0% | Reduced |
| MEMBERS Trust Co | 6,118 | $632.0K | 0.02% | −10−0.2% | Reduced |
| LifePro Asset Management | 6,228 | $632.0K | 0.19% | +6,228 | New |
| St. Clair Advisors, LLC | 6,255 | $634.6K | 0.44% | +1,255+25.1% | Added |
| Cambridge Advisors Inc. | 6,281 | $637.0K | 0.16% | −524−7.7% | Reduced |
| Hardman Johnston Global Advisors LLC | 6,300 | $639.0K | 0.02% | +3,100+96.9% | Added |
| First Command Bank | 6,333 | $642.0K | 0.11% | +409+6.9% | Added |
| First Command Financial Services, Inc. | 6,333 | $642.0K | 0.11% | +409+6.9% | Added |
| Alliance Wealth Advisors, LLC | 6,366 | $646.0K | 0.57% | +79+1.3% | Added |
| Independent Investors Inc | 6,370 | $646.0K | 0.16% | +350+5.8% | Added |
| Sound Financial Strategies Group, LLC | 6,388 | $648.0K | 0.33% | −4−0.1% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 6,400 | $649.0K | 0.35% | +1,000+18.5% | Added |
| Versor Investments LP | 6,400 | $649.0K | 0.02% | +6,400 | New |
| Aberdeen Wealth Management LLC | 6,404 | $650.0K | 0.63% | 00.0% | Unchanged |
| Krilogy Financial LLC | 6,403 | $650.0K | 0.06% | +1,608+33.5% | Added |
| Wealth Dimensions Group, Ltd. | 6,412 | $650.0K | 0.42% | +2,699+72.7% | Added |
| LBMC Investment Advisors, LLC | 6,177 | $651.0K | 0.06% | 00.0% | Unchanged |
| Avestar Capital, LLC | 6,426 | $652.0K | 0.13% | +332+5.4% | Added |
| Davidson Trust Co | 6,436 | $653.0K | 0.50% | +25+0.4% | Added |
| Collective Family Office LLC | 6,440 | $653.0K | 0.28% | +620+10.7% | Added |
| Granite Investment Advisors, LLC | 6,447 | $654.0K | 0.11% | −78−1.2% | Reduced |
| Townsend Asset Management Corp | 6,443 | $654.0K | 0.35% | +18+0.3% | Added |
| David Loasby | 6,430 | $654.0K | 0.08% | +282+4.6% | Added |
| Rosenberg Matthew Hamilton | 6,458 | $655.0K | 0.26% | +1,232+23.6% | Added |
| Wolverine Asset Management LLC | 6,482 | $657.0K | 0.01% | +6,237+2,545.7% | Added |
| Transform Wealth, LLC | 6,486 | $658.0K | 0.08% | −336−4.9% | Reduced |
| Waterfront Wealth Inc. | 6,482 | $658.0K | 0.32% | +186+3.0% | Added |
| Garrett Investment Advisors LLC | 6,513 | $661.0K | 0.22% | +1,560+31.5% | Added |
| Covenant Partners, LLC | 6,536 | $663.0K | 0.26% | −363−5.3% | Reduced |
| Shilanski & Associates, Inc. | 6,541 | $664.0K | 0.31% | −54−0.8% | Reduced |
| Forte Capital LLC | 6,560 | $666.0K | 0.09% | −405−5.8% | Reduced |
| Beaumont Financial Partners, LLC | 6,579 | $667.0K | 0.05% | −265−3.9% | Reduced |
| Coco Enterprises, LLC | 6,583 | $668.0K | 0.53% | +687+11.7% | Added |
| Merrion Investment Management Co, LLC | 6,600 | $669.0K | 0.51% | 00.0% | Unchanged |
| Oak Harvest Investment Services | 6,596 | $669.0K | 0.20% | +1,966+42.5% | Added |
| Birinyi Associates Inc | 6,600 | $670.0K | 0.23% | −250−3.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 6,626 | $672.0K | 0.12% | +6,626 | New |
| Cooper/Haims Advisors, LLC | 6,637 | $673.0K | 0.41% | −136−2.0% | Reduced |
| Westhampton Capital, LLC | 6,632 | $673.0K | 0.46% | +1,225+22.7% | Added |
| Lakeview Capital Partners, LLC | 6,651 | $675.0K | 0.31% | −416−5.9% | Reduced |
| Claro Advisors LLC | 6,654 | $675.0K | 0.28% | +407+6.5% | Added |
| Northwest Quadrant Wealth Management, LLC | 6,546 | $676.0K | 0.19% | −43−0.7% | Reduced |
| Wendell David Associates Inc | 6,678 | $677.0K | 0.08% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 6,685 | $678.0K | 0.12% | +74+1.1% | Added |
| Am Investment Strategies LLC | 6,688 | $679.0K | 0.18% | 00.0% | Unchanged |
| Financial Architects, Inc | 6,703 | $680.0K | 0.10% | −540−7.5% | Reduced |
| Monterey Private Wealth, Inc. | 6,446 | $682.0K | 0.38% | +71+1.1% | Added |