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 |
|---|---|---|---|---|---|
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 27,655 | $2.81M | 1.41% | −2,840−9.3% | Reduced |
| Change Path, LLC | 27,646 | $2.81M | 0.17% | +400+1.5% | Added |
| Auxier Asset Management | 27,549 | $2.79M | 0.47% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 27,542 | $2.79M | 0.06% | −131,611−82.7% | Reduced |
| Legacy Capital Partners, Inc. | 27,493 | $2.79M | 1.01% | +1,582+6.1% | Added |
| Brookmont Capital Management | 27,417 | $2.78M | 1.64% | +330+1.2% | Added |
| Osborne Partners Capital Management, LLC | 27,368 | $2.78M | 0.22% | −1,768−6.1% | Reduced |
| Strategy Asset Managers LLC | 27,355 | $2.77M | 0.62% | +5,378+24.5% | Added |
| Orleans Capital Management Corp | 27,222 | $2.76M | 1.76% | +670+2.5% | Added |
| Broderick Brian C | 27,191 | $2.76M | 0.74% | −10.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 27,104 | $2.75M | 0.14% | −1,065−3.8% | Reduced |
| Koshinski Asset Management, Inc. | 27,046 | $2.74M | 0.24% | +13,612+101.3% | Added |
| Trustco Bank Corp N Y | 26,975 | $2.74M | 2.55% | +100+0.4% | Added |
| 180 Wealth Advisors, LLC | 24,953 | $2.73M | 0.60% | −339−1.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 26,966 | $2.73M | 0.03% | +6,830+33.9% | Added |
| MTM Investment Management, LLC | 26,953 | $2.73M | 1.48% | −3,394−11.2% | Reduced |
| Sippican Capital Advisors | 26,950 | $2.73M | 2.37% | +295+1.1% | Added |
| Pegasus Asset Management, Inc. | 26,930 | $2.73M | 1.25% | +2,143+8.6% | Added |
| J.W. Cole Advisors, Inc. | 26,908 | $2.73M | 0.20% | +857+3.3% | Added |
| Boltwood Capital Management | 26,801 | $2.72M | 1.10% | −445−1.6% | Reduced |
| Horizon Investments, LLC | 26,790 | $2.72M | 0.08% | −5,573−17.2% | Reduced |
| Coerente Capital Management | 26,713 | $2.71M | 0.56% | −60.0% | Reduced |
| West Family Investments, Inc. | 26,677 | $2.71M | 0.72% | −3,024−10.2% | Reduced |
| Buffington Mohr McNeal | 26,619 | $2.70M | 0.52% | +1,619+6.5% | Added |
| Sonora Investment Management, LLC | 26,502 | $2.69M | 0.34% | +4,308+19.4% | Added |
| Pensionfund DSM Netherlands | 26,500 | $2.69M | 0.34% | +26,500 | New |
| Exeter Financial, LLC | 26,473 | $2.69M | 1.60% | +335+1.3% | Added |
| Weatherly Asset Management L. P. | 26,450 | $2.68M | 0.33% | −492−1.8% | Reduced |
| Gsa Capital Partners LLP | 26,355 | $2.67M | 0.27% | +26,355 | New |
| McMillion Capital Management Inc | 26,294 | $2.67M | 1.57% | +313+1.2% | Added |
| We Are One Seven, LLC | 23,270 | $2.66M | 0.34% | +169+0.7% | Added |
| Webster Bank, N. A. | 26,252 | $2.66M | 0.30% | −2,016−7.1% | Reduced |
| Centaurus Financial, Inc. | 26,245 | $2.66M | 0.22% | −17−0.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 26,225 | $2.66M | 0.69% | +2,290+9.6% | Added |
| Cypress Capital Group | 26,191 | $2.66M | 0.36% | +110.0% | Added |
| Shorepoint Capital Partners LLC | 26,169 | $2.65M | 1.19% | +26,169 | New |
| Perkins Coie Trust Co | 26,100 | $2.65M | 0.83% | −215−0.8% | Reduced |
| Independent Wealth Network Inc. | 23,427 | $2.65M | 1.73% | +23,427 | New |
| Mitchell Capital Management Co | 26,081 | $2.65M | 0.59% | +13,418+106.0% | Added |
| Kelly Lawrence W & Associates Inc | 26,047 | $2.64M | 0.56% | 00.0% | Unchanged |
| Marathon Capital Management | 26,015 | $2.64M | 0.60% | +2,768+11.9% | Added |
| Viking Fund Management LLC | 26,000 | $2.64M | 0.76% | +1,000+4.0% | Added |
| BFSG, LLC | 25,868 | $2.62M | 0.40% | +145+0.6% | Added |
| Washington Trust Bank | 25,705 | $2.61M | 0.30% | +6,121+31.3% | Added |
| Comerica Securities,inc. | 25,677 | $2.60M | 0.19% | +691+2.8% | Added |
| Pineno Levin & Ford Asset Management, Inc. | 25,655 | $2.60M | 0.84% | +480+1.9% | Added |
| Farr Miller & Washington LLC | 25,561 | $2.59M | 0.17% | −366−1.4% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 25,457 | $2.58M | 1.39% | +25,457 | New |
| Nwam LLC | 25,297 | $2.57M | 0.23% | −710−2.7% | Reduced |
| Old Mission Investment Co LLC | 25,276 | $2.56M | 1.04% | +1,375+5.8% | Added |
| Bradley Mark J. | 25,214 | $2.56M | 1.75% | +585+2.4% | Added |
| NTV Asset Management LLC | 25,218 | $2.56M | 0.44% | +2,005+8.6% | Added |
| R.H. Dinel Investment Counsel, Inc. | 25,191 | $2.56M | 1.92% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 25,181 | $2.56M | 0.08% | +3,427+15.8% | Added |
| White Pine Capital LLC | 25,179 | $2.55M | 0.78% | −250−1.0% | Reduced |
| GSB Wealth Management, LLC | 25,125 | $2.55M | 1.31% | −6,255−19.9% | Reduced |
| Flputnam Investment Management Co | 25,106 | $2.55M | 0.09% | +1,343+5.7% | Added |
| Naples Global Advisors, LLC | 25,036 | $2.54M | 0.33% | +1,643+7.0% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 25,000 | $2.54M | 0.69% | 00.0% | Unchanged |
| MYDA Advisors LLC | 25,000 | $2.54M | 0.92% | +25,000 | New |
| Granite Point Capital Management, L.P. | 25,000 | $2.54M | 0.98% | +25,000 | New |
| Anchor Investment Management, LLC | 24,785 | $2.51M | 0.35% | +1,409+6.0% | Added |
| Soltis Investment Advisors LLC | 24,680 | $2.50M | 0.39% | +1,391+6.0% | Added |
| Sequoia Financial Advisors, LLC | 24,542 | $2.49M | 0.25% | −82,411−77.1% | Reduced |
| Taylor, Cottrill, Erickson & Associates, Inc. | 24,539 | $2.49M | 0.35% | +1,306+5.6% | Added |
| Woodstock Corp | 24,446 | $2.48M | 0.29% | +645+2.7% | Added |
| West Oak Capital, LLC | 24,378 | $2.47M | 0.96% | +600+2.5% | Added |
| Granite Investment Partners, LLC | 24,353 | $2.47M | 0.08% | +627+2.6% | Added |
| Cornerstone Wealth Management, LLC | 24,271 | $2.46M | 0.26% | +2,271+10.3% | Added |
| First Quadrant L P | 24,262 | $2.46M | 0.29% | 00.0% | Unchanged |
| Bangor Savings Bank | 24,233 | $2.46M | 0.26% | +4,259+21.3% | Added |
| Fred Alger Management, LLC | 24,180 | $2.45M | 0.01% | +681+2.9% | Added |
| Bontempo Ohly Capital Mgmt LLC | 24,166 | $2.45M | 1.37% | −177−0.7% | Reduced |
| BDO Wealth Advisors, LLC | 24,136 | $2.45M | 0.27% | −1,232−4.9% | Reduced |
| Reik & Co., LLC | 24,088 | $2.44M | 0.63% | 00.0% | Unchanged |
| Empirical Finance, LLC | 24,061 | $2.44M | 0.37% | +1,390+6.1% | Added |
| Aptus Capital Advisors, LLC | 23,911 | $2.42M | 0.10% | −16,512−40.8% | Reduced |
| Commerzbank Aktiengesellschaft | 23,900 | $2.42M | 0.14% | +23,900 | New |
| Essex Financial Services, Inc. | 23,863 | $2.42M | 0.28% | +4,254+21.7% | Added |
| Rench Wealth Management, Inc. | 23,833 | $2.42M | 1.20% | +68+0.3% | Added |
| Strategic Advisors LLC | 23,779 | $2.41M | 0.52% | +13,509+131.5% | Added |
| SlateStone Wealth, LLC | 23,690 | $2.40M | 0.55% | +1,525+6.9% | Added |
| CX Institutional | 23,656 | $2.40M | 0.20% | +358+1.5% | Added |
| Cambria Investment Management, L.P. | 23,571 | $2.39M | 0.44% | −972−4.0% | Reduced |
| Hutchinson Capital Management | 23,490 | $2.38M | 0.58% | −150−0.6% | Reduced |
| Bailard, Inc. | 23,494 | $2.38M | 0.08% | 00.0% | Unchanged |
| VeraBank, N.A. | 23,459 | $2.38M | 1.35% | −50−0.2% | Reduced |
| Hudson Valley Investment Advisors Inc | 23,312 | $2.37M | 0.41% | −1,568−6.3% | Reduced |
| Advisor Resource Council | 23,182 | $2.35M | 0.72% | −5,955−20.4% | Reduced |
| Enterprise Bank & Trust Co | 23,086 | $2.34M | 0.92% | +2,010+9.5% | Added |
| Mission Wealth Management, LP | 23,022 | $2.34M | 0.12% | −828−3.5% | Reduced |
| Kinloch Capital, LLC | 22,997 | $2.33M | 1.65% | +1,834+8.7% | Added |
| Vaughan Nelson Investment Management, L.P. | 22,966 | $2.33M | 0.02% | +786+3.5% | Added |
| Mission Creek Capital Partners, Inc. | 22,906 | $2.32M | 0.43% | −158−0.7% | Reduced |
| Intersect Capital LLC | 22,910 | $2.32M | 0.40% | +256+1.1% | Added |
| Grove Bank & Trust | 22,886 | $2.32M | 0.49% | +275+1.2% | Added |
| Hudock, Inc. | 22,895 | $2.32M | 0.70% | +600+2.7% | Added |
| TrinityPoint Wealth, LLC | 22,886 | $2.32M | 0.44% | +1,939+9.3% | Added |
| Beaton Management Co. Inc. | 22,792 | $2.31M | 1.53% | −23−0.1% | Reduced |
| Guardian Investment Management | 22,784 | $2.31M | 1.71% | +84+0.4% | Added |