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 |
|---|---|---|---|---|---|
| Evergreen Capital Management LLC | 34,481 | $3.50M | 0.16% | −47,598−58.0% | Reduced |
| Dowling & Yahnke LLC | 34,441 | $3.49M | 0.19% | −642−1.8% | Reduced |
| Alerus Financial NA | 34,326 | $3.48M | 0.32% | +328+1.0% | Added |
| Stratos Wealth Advisors, LLC | 34,301 | $3.48M | 0.30% | +1,535+4.7% | Added |
| Brick & Kyle, Associates | 33,912 | $3.48M | 1.76% | +2,445+7.8% | Added |
| PKO Investment Management Joint-Stock Co | 34,200 | $3.47M | 0.42% | 00.0% | Unchanged |
| Agf Investments Inc. | 34,042 | $3.45M | 0.03% | −598−1.7% | Reduced |
| Hengehold Capital Management LLC | 33,835 | $3.43M | 0.45% | +30.0% | Added |
| Financial & Tax Architects, LLC | 33,685 | $3.42M | 1.56% | +2,629+8.5% | Added |
| Private Trust Co NA | 33,679 | $3.42M | 0.50% | +3,407+11.3% | Added |
| Investment Management of Virginia LLC | 33,619 | $3.41M | 0.66% | +733+2.2% | Added |
| Fundamentun, LLC | 33,082 | $3.36M | 0.58% | +7,506+29.3% | Added |
| Bridge Creek Capital Management LLC | 32,961 | $3.34M | 1.24% | +833+2.6% | Added |
| Signature Wealth Management Group | 32,960 | $3.34M | 1.86% | +1,368+4.3% | Added |
| Liberty Wealth Management LLC | 32,679 | $3.33M | 1.19% | −867−2.6% | Reduced |
| Gamco Investors, Inc. Et Al | 32,689 | $3.32M | 0.03% | −1,577−4.6% | Reduced |
| Adell Harriman & Carpenter Inc | 32,611 | $3.31M | 0.34% | +6,137+23.2% | Added |
| Columbia Asset Management | 32,591 | $3.31M | 0.73% | +387+1.2% | Added |
| Meeder Asset Management Inc | 32,588 | $3.31M | 0.17% | +5,905+22.1% | Added |
| Opus Investment Management Inc | 32,500 | $3.30M | 0.50% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 32,379 | $3.29M | 0.45% | +3,076+10.5% | Added |
| Brooks, Moore & Associates, Inc. | 32,284 | $3.27M | 2.14% | +234+0.7% | Added |
| Advisors Management Group Inc | 32,263 | $3.27M | 1.02% | −115−0.4% | Reduced |
| F3Logic, LLC | 32,134 | $3.27M | 0.43% | +1,048+3.4% | Added |
| Arlington Financial Advisors, LLC | 32,159 | $3.26M | 1.28% | +248+0.8% | Added |
| Destination Wealth Management | 32,135 | $3.26M | 0.13% | −1,678−5.0% | Reduced |
| Jefferies Group LLC | 32,059 | $3.25M | 0.08% | −24,014−42.8% | Reduced |
| Argyle Capital Management Inc. | 32,007 | $3.25M | 1.08% | 00.0% | Unchanged |
| Clear Street Markets LLC | 31,994 | $3.25M | 0.72% | +3,292+11.5% | Added |
| Cutler Group LP | 31,972 | $3.24M | 0.25% | +27,263+579.0% | Added |
| Baugh & Associates, LLC | 31,803 | $3.23M | 1.97% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 31,709 | $3.22M | 0.31% | +12,722+67.0% | Added |
| Intrust Bank NA | 31,689 | $3.21M | 0.43% | −908−2.8% | Reduced |
| Summitry LLC | 31,692 | $3.21M | 0.20% | +309+1.0% | Added |
| TCI Wealth Advisors, Inc. | 31,644 | $3.21M | 0.50% | −87−0.3% | Reduced |
| Enterprise Trust & Investment Co | 31,589 | $3.21M | 1.30% | −100−0.3% | Reduced |
| First National Bank & Trust Co of Newtown | 31,555 | $3.20M | 0.67% | −255−0.8% | Reduced |
| Boenning & Scattergood, Inc. | 31,496 | $3.19M | 0.56% | +923+3.0% | Added |
| Aull & Monroe Investment Management Corp | 31,456 | $3.19M | 1.57% | −44−0.1% | Reduced |
| Altium Wealth Management LLC | 31,439 | $3.19M | 0.23% | +1,244+4.1% | Added |
| Plimoth Trust Co LLC | 31,299 | $3.18M | 0.90% | +3,395+12.2% | Added |
| Veriti Management LLC | 31,236 | $3.17M | 0.45% | +2,465+8.6% | Added |
| Bath Savings Trust Co | 31,154 | $3.16M | 0.37% | +680+2.2% | Added |
| Perpetual Investment Management Ltd | 31,112 | $3.16M | 0.40% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 30,800 | $3.13M | 0.31% | −25,562−45.4% | Reduced |
| River Wealth Advisors LLC | 30,803 | $3.13M | 0.54% | +303+1.0% | Added |
| Arden Trust Co | 30,795 | $3.12M | 0.53% | −738−2.3% | Reduced |
| First Bank & Trust | 30,684 | $3.11M | 1.42% | +508+1.7% | Added |
| Allstate Corp | 30,660 | $3.11M | 0.13% | −3,982−11.5% | Reduced |
| Hilltop Holdings Inc. | 30,624 | $3.11M | 0.34% | −9,111−22.9% | Reduced |
| Butensky & Cohen Financial Security, Inc | 30,570 | $3.10M | 1.23% | +313+1.0% | Added |
| Ameritas Investment Company, LLC | 30,448 | $3.09M | 0.14% | +14,726+93.7% | Added |
| Kidder Stephen W | 30,260 | $3.07M | 0.96% | −190−0.6% | Reduced |
| Wealthspire Advisors, LLC | 30,174 | $3.06M | 0.06% | +13,112+76.8% | Added |
| Grand Central Investment Group | 30,079 | $3.05M | 4.05% | −2,750−8.4% | Reduced |
| Cobblestone Capital Advisors LLC | 30,004 | $3.04M | 0.21% | +522+1.8% | Added |
| Mattern Wealth Management LLC | 30,000 | $3.04M | 1.02% | −164−0.5% | Reduced |
| Granby Capital Management, LLC | 30,000 | $3.04M | 2.61% | +10,000+50.0% | Added |
| LS Investment Advisors, LLC | 29,996 | $3.04M | 0.39% | +595+2.0% | Added |
| Davy Global Fund Management Ltd | 29,988 | $3.04M | 0.46% | −69−0.2% | Reduced |
| Jacobs & Co | 29,929 | $3.04M | 0.35% | −100−0.3% | Reduced |
| Security National Trust Co | 28,988 | $3.04M | 0.70% | 00.0% | Unchanged |
| JustInvest LLC | 29,919 | $3.04M | 0.27% | +198+0.7% | Added |
| Dorsey & Whitney Trust CO LLC | 29,894 | $3.03M | 0.28% | −551−1.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 29,711 | $3.01M | 0.21% | +487+1.7% | Added |
| Inscription Capital, LLC | 29,657 | $3.01M | 0.94% | −15,621−34.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 29,662 | $3.01M | 0.63% | −1,221−4.0% | Reduced |
| LSV Asset Management | 29,600 | $3.00M | 0.01% | +11,500+63.5% | Added |
| Avantax Planning Partners, Inc. | 29,362 | $2.98M | 0.14% | +2,655+9.9% | Added |
| Lido Advisors, LLC | 29,345 | $2.98M | 0.07% | −26,298−47.3% | Reduced |
| Pacific Center for Financial Services | 29,320 | $2.97M | 1.30% | +40+0.1% | Added |
| Foster & Motley Inc | 29,149 | $2.96M | 0.25% | −15,002−34.0% | Reduced |
| Headinvest, LLC | 29,011 | $2.94M | 0.56% | +430+1.5% | Added |
| Third Security, LLC | 29,000 | $2.94M | 0.57% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 28,974 | $2.94M | 0.10% | −350−1.2% | Reduced |
| Affinity Investment Advisors, LLC | 28,965 | $2.94M | 1.32% | −50−0.2% | Reduced |
| Peoples Bank | 28,948 | $2.94M | 1.56% | −120.0% | Reduced |
| Integrated Advisors Network LLC | 28,887 | $2.93M | 0.19% | +666+2.4% | Added |
| Meridian Wealth Management, LLC | 28,884 | $2.93M | 0.36% | −5,451−15.9% | Reduced |
| Atlas Brown,Inc. | 28,810 | $2.92M | 1.27% | +80+0.3% | Added |
| Schnieders Capital Management LLC | 28,798 | $2.92M | 0.79% | −28−0.1% | Reduced |
| Equitable Holdings, Inc. | 28,700 | $2.91M | 0.05% | +690+2.5% | Added |
| Benedict Financial Advisors Inc | 28,656 | $2.91M | 0.81% | −416−1.4% | Reduced |
| Covington Investment Advisors Inc. | 28,629 | $2.90M | 0.62% | +4,230+17.3% | Added |
| Moloney Securities Asset Management, LLC | 28,591 | $2.90M | 0.53% | −6,148−17.7% | Reduced |
| Parsec Financial Management, Inc. | 24,991 | $2.90M | 0.12% | −10,773−30.1% | Reduced |
| Sittner & Nelson, LLC | 28,537 | $2.90M | 1.87% | −704−2.4% | Reduced |
| Proequities, Inc. | 28,537 | $2.90M | 0.18% | +2,117+8.0% | Added |
| Vestcor Inc | 28,486 | $2.89M | 0.10% | −3,834−11.9% | Reduced |
| Camden Capital, LLC | 28,483 | $2.89M | 0.58% | +8,051+39.4% | Added |
| Fort Sheridan Advisors LLC | 28,436 | $2.88M | 0.94% | +424+1.5% | Added |
| Tortoise Capital Advisors, L.L.C. | 28,200 | $2.86M | 0.05% | −4,946−14.9% | Reduced |
| Wealthsource Partners, LLC | 28,096 | $2.85M | 0.25% | +330+1.2% | Added |
| Hills Bank & Trust Co | 28,042 | $2.85M | 0.43% | −241−0.9% | Reduced |
| Salem Capital Management Inc | 27,969 | $2.84M | 1.55% | +10,900+63.9% | Added |
| Resonant Capital Advisors, LLC | 27,874 | $2.83M | 0.49% | +3,858+16.1% | Added |
| Hodges Capital Management Inc. | 27,813 | $2.82M | 0.21% | +11,762+73.3% | Added |
| Ropes Wealth Advisors LLC | 27,796 | $2.82M | 0.45% | −2,211−7.4% | Reduced |
| Bank Ozk | 27,774 | $2.82M | 1.28% | −132−0.5% | Reduced |
| Hollow Brook Wealth Management LLC | 27,732 | $2.81M | 1.74% | −351−1.2% | Reduced |