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 |
|---|---|---|---|---|---|
| Allegheny Financial Group LTD | 6,735 | $683.0K | 0.31% | −522−7.2% | Reduced |
| Westshore Wealth, LLC | 6,750 | $685.0K | 0.55% | −8,829−56.7% | Reduced |
| Trustcore Financial Services, LLC | 6,759 | $686.0K | 0.07% | −59−0.9% | Reduced |
| Lineweaver Wealth Advisors, LLC | 6,777 | $687.0K | 0.21% | +2,233+49.1% | Added |
| St Germain D J Co Inc | 6,777 | $688.0K | 0.04% | −43−0.6% | Reduced |
| Berkeley Capital Partners, LLC | 6,781 | $688.0K | 0.32% | +3,918+136.8% | Added |
| MBA Advisors LLC | 6,787 | $689.0K | 0.51% | −687−9.2% | Reduced |
| IndexIQ Advisors LLC | 6,792 | $689.0K | 0.02% | +5,135+309.9% | Added |
| Vident Investment Advisory, LLC | 6,798 | $690.0K | 0.02% | +825+13.8% | Added |
| Optas, LLC | 6,819 | $692.0K | 0.20% | −922−11.9% | Reduced |
| First National Bank of South Miami | 6,816 | $692.0K | 0.46% | −565−7.7% | Reduced |
| Signature Wealth Management Partners, LLC | 6,836 | $694.0K | 0.63% | 00.0% | Unchanged |
| Rice Partnership, LLC | 6,866 | $697.0K | 0.22% | −2,025−22.8% | Reduced |
| Philadelphia Trust Co | 6,885 | $698.0K | 0.05% | −735−9.6% | Reduced |
| Golden State Wealth Management, LLC | 6,875 | $698.0K | 0.15% | −48−0.7% | Reduced |
| RMR Wealth Builders | 6,876 | $698.0K | 0.20% | +312+4.8% | Added |
| TD Ameritrade Investment Management, LLC | 9,708 | $699.0K | 0.01% | −519−5.1% | Reduced |
| SOA Wealth Advisors, LLC. | 6,897 | $699.0K | 0.18% | −83−1.2% | Reduced |
| Maple Capital Management, Inc. | 6,908 | $701.0K | 0.09% | +1,434+26.2% | Added |
| First PREMIER Bank | 6,918 | $702.0K | 0.20% | +601+9.5% | Added |
| Crescent Grove Advisors, LLC | 6,943 | $704.0K | 0.07% | −1,512−17.9% | Reduced |
| Taylor Hoffman Wealth Management | 6,770 | $706.0K | 0.30% | 00.0% | Unchanged |
| Renasant Bank | 6,975 | $708.0K | 0.56% | −169−2.4% | Reduced |
| Alpha Cubed Investments, LLC | 6,976 | $708.0K | 0.05% | +151+2.2% | Added |
| Oak Family Advisors, LLC | 7,000 | $710.0K | 0.37% | +117+1.7% | Added |
| LCM Capital Management Inc | 7,004 | $711.0K | 0.60% | −331−4.5% | Reduced |
| Intercontinental Wealth Advisors, LLC | 7,009 | $711.0K | 0.17% | +1,221+21.1% | Added |
| WestHill Financial Advisors, Inc. | 7,007 | $711.0K | 0.22% | +7,007 | New |
| Vaughan & Co Securities, Inc. | 7,018 | $712.0K | 0.53% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 7,071 | $717.0K | 0.40% | −372−5.0% | Reduced |
| Hexagon Capital Partners LLC | 7,068 | $717.0K | 0.21% | +275+4.0% | Added |
| Arcadia Investment Management Corp | 7,066 | $717.0K | 0.13% | +2,443+52.8% | Added |
| Domani Wealth, LLC | 7,102 | $720.0K | 0.15% | −164−2.3% | Reduced |
| Fermata Advisors, LLC | 7,097 | $720.0K | 0.32% | +1,242+21.2% | Added |
| Winning Points Advisors, LLC | 7,109 | $721.0K | 0.54% | +1,310+22.6% | Added |
| Robertson Stephens Wealth Management, LLC | 7,162 | $726.0K | 0.08% | −317−4.2% | Reduced |
| Summit Financial, LLC | 7,180 | $728.4K | 0.06% | +4,223+142.8% | Added |
| JB Capital LLC | 7,192 | $730.0K | 0.09% | +7,192 | New |
| Roosevelt Investment Group LLC | 7,205 | $731.0K | 0.05% | −19−0.3% | Reduced |
| Red Spruce Capital, LLC | 7,202 | $731.0K | 0.43% | +140+2.0% | Added |
| Clear Perspective Advisors, LLC | 7,206 | $731.0K | 0.25% | +225+3.2% | Added |
| Chickasaw Capital Management LLC | 7,232 | $734.0K | 0.04% | −350−4.6% | Reduced |
| Day & Ennis, LLC | 7,234 | $734.0K | 0.25% | −87−1.2% | Reduced |
| Endurance Wealth Management, Inc. | 7,256 | $736.0K | 0.08% | +10.0% | Added |
| Abbot Financial Management, Inc. | 7,262 | $737.0K | 0.34% | −300−4.0% | Reduced |
| Curated Wealth Partners LLC | 7,273 | $738.0K | 0.41% | +191+2.7% | Added |
| Thomasville National Bank | 7,296 | $740.0K | 0.08% | −2,770−27.5% | Reduced |
| E&G Advisors, LP | 7,293 | $740.0K | 0.20% | +7,293 | Added |
| Chapman Investment Management, LLC | 7,305 | $741.0K | 0.38% | +1,003+15.9% | Added |
| Amussen Hunsaker Associates LLC | 7,286 | $741.0K | 0.20% | +4,066+126.3% | Added |
| St. Johns Investment Management Company, LLC | 7,310 | $742.0K | 0.41% | +340+4.9% | Added |
| Jaffetilchin Investment Partners, LLC | 7,352 | $746.0K | 0.08% | −6,858−48.3% | Reduced |
| Optimum Investment Advisors | 7,360 | $747.0K | 0.31% | −2,383−24.5% | Reduced |
| FRG Family Wealth Advisors LLC | 7,367 | $747.0K | 0.15% | −628−7.9% | Reduced |
| Reilly Financial Advisors, LLC | 7,364 | $747.0K | 0.06% | +276+3.9% | Added |
| Voya Financial Advisors, Inc. | 7,243 | $748.0K | 0.09% | +173+2.4% | Added |
| Campion Asset Management LLC | 7,394 | $750.0K | 0.67% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 7,435 | $754.0K | 0.24% | −4,670−38.6% | Reduced |
| Oarsman Capital, Inc. | 7,444 | $755.0K | 0.31% | −20.0% | Reduced |
| Capital Advisors Wealth Management, LLC | 7,483 | $759.0K | 0.27% | +1,019+15.8% | Added |
| SFMG, LLC | 7,488 | $760.0K | 0.08% | −1,272−14.5% | Reduced |
| Valmark Advisers, Inc. | 7,506 | $761.0K | 0.01% | −78−1.0% | Reduced |
| Golden State Equity Partners | 7,541 | $765.0K | 0.32% | −2,800−27.1% | Reduced |
| Greenwood Capital Associates LLC | 7,537 | $765.0K | 0.12% | +844+12.6% | Added |
| Bessemer Securities LLC | 7,550 | $766.0K | 0.26% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 7,580 | $769.0K | 0.08% | +238+3.2% | Added |
| United Bank | 7,588 | $770.0K | 0.49% | −1,991−20.8% | Reduced |
| Barr E S & Co | 7,612 | $772.0K | 0.06% | −788−9.4% | Reduced |
| Mercer Capital Advisers, Inc. | 7,616 | $773.0K | 0.41% | −2,383−23.8% | Reduced |
| Cito Capital Group, LLC | 7,620 | $773.0K | 0.36% | +1,000+15.1% | Added |
| MCF Advisors LLC | 7,657 | $777.0K | 0.08% | +613+8.7% | Added |
| Windsor Capital Management, LLC | 7,674 | $778.0K | 0.25% | −176−2.2% | Reduced |
| Relative Value Partners Group, LLC | 7,679 | $779.0K | 0.06% | −210−2.7% | Reduced |
| Eos Management, L.P. | 7,700 | $781.0K | 0.49% | 00.0% | Unchanged |
| Pflug Koory, LLC | 7,704 | $782.0K | 0.43% | −45−0.6% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 7,706 | $782.0K | 0.15% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 7,709 | $782.0K | 0.41% | +943+13.9% | Added |
| TLWM | 7,685 | $786.0K | 0.30% | +39+0.5% | Added |
| Pictet Bank & Trust Ltd | 7,750 | $786.0K | 0.49% | +100+1.3% | Added |
| Court Place Advisors, LLC | 7,753 | $787.0K | 0.23% | −400−4.9% | Reduced |
| RSM US Wealth Management LLC | 7,776 | $789.0K | 0.04% | +82+1.1% | Added |
| S.A. Mason LLC | 7,817 | $793.0K | 0.52% | +1,321+20.3% | Added |
| Amarillo National Bank | 7,890 | $801.0K | 0.17% | 00.0% | Unchanged |
| BCS Wealth Management | 7,898 | $801.0K | 0.34% | +669+9.3% | Added |
| Edgestream Partners, L.P. | 7,893 | $801.0K | 0.05% | +7,893 | New |
| Cornerstone National Bank & Trust Co | 7,906 | $802.1K | 0.35% | +1,285+19.4% | Added |
| J. W. Coons Advisors, LLC | 7,981 | $808.0K | 0.28% | −122−1.5% | Reduced |
| Indiana Trust & Investment Management CO | 7,968 | $808.0K | 0.41% | −416−5.0% | Reduced |
| Capital Investment Counsel, Inc | 7,974 | $809.0K | 0.18% | +2,500+45.7% | Added |
| Ballentine Partners, LLC | 7,984 | $810.0K | 0.03% | −629−7.3% | Reduced |
| Moseley Investment Management Inc | 7,775 | $811.0K | 0.41% | −198−2.5% | Reduced |
| Dividend Assets Capital, LLC | 8,011 | $813.0K | 0.16% | −296−3.6% | Reduced |
| Sheets Smith Wealth Management | 8,032 | $815.0K | 0.11% | +171+2.2% | Added |
| Vantage Consulting Group Inc | 8,063 | $818.0K | 0.18% | +973+13.7% | Added |
| Magnolia Capital Advisors LLC | 8,065 | $819.0K | 0.29% | −10,491−56.5% | Reduced |
| FinTrust Capital Advisors, LLC | 8,091 | $821.0K | 0.22% | +2,326+40.3% | Added |
| Sargent Bickham Lagudis LLC | 8,133 | $825.0K | 0.07% | +3,393+71.6% | Added |
| Vishria Bird Financial Group, LLC | 8,134 | $825.0K | 0.43% | +6,116+303.1% | Added |
| Miller Howard Investments Inc | 8,214 | $833.0K | 0.03% | −555−6.3% | Reduced |
| Valley Brook Capital Group | 8,224 | $834.0K | 0.83% | −629−7.1% | Reduced |