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 | 4,311 | $298.0B |
| Q4 2025 | 3,993 | $223.3B |
| Q3 2025 | 3,802 | $225.3B |
| Q2 2025 | 3,707 | $189.0B |
| Q1 2025 | 3,825 | $222.9B |
| Q4 2024 | 3,764 | $194.0B |
| Q3 2024 | 3,487 | $198.0B |
| Q2 2024 | 3,510 | $214.0B |
| Q1 2024 | 3,522 | $212.7B |
| Q4 2023 | 3,477 | $200.3B |
| Q3 2023 | 3,338 | $222.6B |
| Q2 2023 | 3,285 | $205.0B |
| Q1 2023 | 3,272 | $217.1B |
| Q4 2022 | 3,288 | $243.6B |
| Q3 2022 | 3,056 | $195.7B |
| Q2 2022 | 3,060 | $198.4B |
| Q1 2022 | 3,070 | $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 |
|---|---|---|---|---|---|
| Valley National Advisers Inc | 19,297 | $1.96M | 0.35% | −60−0.3% | Reduced |
| South Street Advisors LLC | 19,302 | $1.96M | 0.37% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 19,300 | $1.96M | 0.09% | +472+2.5% | Added |
| Argent Advisors, Inc. | 19,287 | $1.96M | 1.12% | +517+2.8% | Added |
| Clear Harbor Asset Management, LLC | 19,271 | $1.96M | 0.23% | −1,563−7.5% | Reduced |
| Shoker Investment Counsel, Inc. | 19,141 | $1.94M | 0.97% | +893+4.9% | Added |
| Banco de Sabadell, S.A | 36,558 | $1.94M | 1.30% | +17,440+91.2% | Added |
| Equitable Trust Co | 19,046 | $1.93M | 0.12% | +1,369+7.7% | Added |
| Red Door Wealth Management, LLC | 19,043 | $1.93M | 0.74% | +2,103+12.4% | Added |
| Lantz Financial LLC | 18,929 | $1.92M | 0.98% | +300+1.6% | Added |
| Marcum Wealth, LLC | 18,863 | $1.91M | 0.30% | +3,901+26.1% | Added |
| Pin Oak Investment Advisors Inc | 18,852 | $1.91M | 2.11% | −100−0.5% | Reduced |
| CoreFirst Bank & Trust | 18,772 | $1.90M | 1.32% | −60−0.3% | Reduced |
| Wakefield Asset Management LLLP | 18,718 | $1.90M | 0.72% | +104+0.6% | Added |
| Bayesian Capital Management, LP | 18,682 | $1.90M | 0.55% | −32,018−63.2% | Reduced |
| KG&L Capital Management,LLC | 18,668 | $1.89M | 0.83% | −453−2.4% | Reduced |
| Leelyn Smith, LLC | 18,645 | $1.89M | 0.55% | +450+2.5% | Added |
| YHB Investment Advisors, Inc. | 18,616 | $1.89M | 0.16% | −1,049−5.3% | Reduced |
| Burney Co | 18,524 | $1.88M | 0.09% | +228+1.2% | Added |
| HCR Wealth Advisors | 18,494 | $1.88M | 0.31% | +149+0.8% | Added |
| Outlook Wealth Advisors, LLC | 18,461 | $1.87M | 0.61% | −2,977−13.9% | Reduced |
| Wealthcare Advisory Partners LLC | 18,388 | $1.86M | 0.12% | +4,351+31.0% | Added |
| GM Advisory Group, Inc. | 18,373 | $1.86M | 0.19% | −755−3.9% | Reduced |
| Strategic Capital Advisers, Inc. | 18,367 | $1.86M | 1.45% | +3,852+26.5% | Added |
| Threadgill Financial, LLC | 17,751 | $1.86M | 1.55% | +17,751 | New |
| Baldwin Brothers Inc | 18,322 | $1.86M | 0.21% | +1,668+10.0% | Added |
| Shufro Rose & Co LLC | 18,319 | $1.86M | 0.15% | −30−0.2% | Reduced |
| Bowling Portfolio Management LLC | 18,307 | $1.86M | 0.42% | −105−0.6% | Reduced |
| New Potomac Partners, LLC | 18,290 | $1.86M | 1.28% | −200−1.1% | Reduced |
| Beck Mack & Oliver LLC | 18,239 | $1.85M | 0.05% | −258−1.4% | Reduced |
| Gables Capital Management Inc. | 18,235 | $1.85M | 1.21% | +160+0.9% | Added |
| Pettee Investors, Inc. | 18,196 | $1.85M | 0.86% | +37+0.2% | Added |
| Investment Advisory Services Inc | 18,196 | $1.85M | 1.13% | +110+0.6% | Added |
| Acropolis Investment Management, LLC | 18,514 | $1.85M | 0.22% | +739+4.2% | Added |
| Patten Group, Inc. | 18,178 | $1.84M | 0.54% | +50.0% | Added |
| Sigma Investment Counselors Inc | 18,171 | $1.84M | 0.14% | +2,533+16.2% | Added |
| Regent Investment Management LLC | 18,142 | $1.84M | 0.44% | +80+0.4% | Added |
| CoreCommodity Management, LLC | 18,138 | $1.84M | 0.52% | +14,559+406.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18,119 | $1.84M | 0.15% | −178−1.0% | Reduced |
| Pavion Blue Capital, LLC | 18,098 | $1.84M | 1.14% | +1,112+6.5% | Added |
| Castleark Management LLC | 18,080 | $1.83M | 0.07% | −12,675−41.2% | Reduced |
| CastleArk Alternatives, LLC | 18,080 | $1.83M | 0.07% | +18,080 | New |
| Summit Financial Wealth Advisors, LLC | 18,067 | $1.83M | 0.42% | +250+1.4% | Added |
| Rehmann Capital Advisory Group | 18,051 | $1.83M | 0.17% | −654−3.5% | Reduced |
| Orion Portfolio Solutions, LLC | 17,980 | $1.82M | 0.07% | +4,239+30.8% | Added |
| First United Bank Trust | 17,973 | $1.82M | 0.74% | −59−0.3% | Reduced |
| Morse Asset Management, Inc | 17,944 | $1.82M | 0.43% | +106+0.6% | Added |
| Albion Financial Group | 17,931 | $1.82M | 0.16% | +3,841+27.3% | Added |
| Fiduciary Group LLC | 15,895 | $1.81M | 0.21% | −404−2.5% | Reduced |
| Marble Harbor Investment Counsel, LLC | 17,864 | $1.81M | 0.24% | −16,852−48.5% | Reduced |
| LCNB Corp | 17,836 | $1.81M | 0.91% | −691−3.7% | Reduced |
| IFG Advisory, LLC | 17,795 | $1.80M | 0.20% | −51−0.3% | Reduced |
| Monarch Capital Management Inc | 17,689 | $1.79M | 0.50% | −55−0.3% | Reduced |
| Hudson Value Partners, LLC | 17,642 | $1.79M | 0.99% | +385+2.2% | Added |
| Continuum Advisory, LLC | 17,613 | $1.79M | 0.48% | −90−0.5% | Reduced |
| Capital Asset Advisory Services LLC | 17,572 | $1.78M | 0.20% | +885+5.3% | Added |
| North Star Investment Management Corp. | 17,567 | $1.78M | 0.14% | +475+2.8% | Added |
| Bennicas & Associates, Inc. | 17,529 | $1.78M | 1.00% | −127−0.7% | Reduced |
| Sentry Investment Management LLC | 17,518 | $1.78M | 0.52% | −450−2.5% | Reduced |
| Element Wealth, LLC | 17,483 | $1.77M | 1.42% | −600−3.3% | Reduced |
| Waldron Private Wealth LLC | 17,447 | $1.77M | 0.10% | +1,875+12.0% | Added |
| Liberty One Investment Management, LLC | 17,414 | $1.77M | 0.30% | +774+4.7% | Added |
| Birch Hill Investment Advisors LLC | 17,367 | $1.76M | 0.09% | −218−1.2% | Reduced |
| Edmp, Inc. | 17,257 | $1.75M | 1.85% | −632−3.5% | Reduced |
| Kessler Investment Group, LLC | 17,252 | $1.75M | 1.24% | +493+2.9% | Added |
| Parthenon LLC | 17,228 | $1.75M | 0.26% | −1,565−8.3% | Reduced |
| Greenleaf Trust | 17,210 | $1.75M | 0.02% | +360+2.1% | Added |
| Csenge Advisory Group | 16,725 | $1.75M | 0.15% | −337−2.0% | Reduced |
| Berkshire Bank | 17,065 | $1.73M | 0.42% | +561+3.4% | Added |
| Formidable Asset Management, LLC | 17,034 | $1.73M | 0.32% | −6,858−28.7% | Reduced |
| Burke & Herbert Bank & Trust Co | 16,965 | $1.72M | 1.11% | −63−0.4% | Reduced |
| Guardian Capital LP | 16,944 | $1.72M | 0.04% | +2,900+20.6% | Added |
| Bremer Bank National Association | 16,930 | $1.72M | 0.34% | −961−5.4% | Reduced |
| WealthTrust Axiom LLC | 16,858 | $1.71M | 0.58% | −411−2.4% | Reduced |
| Laffer Tengler Investments | 16,795 | $1.70M | 0.49% | −1,637−8.9% | Reduced |
| Systematic Alpha Investments, LLC | 14,854 | $1.70M | 0.07% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 16,707 | $1.69M | 0.79% | +664+4.1% | Added |
| Karpas Strategies, LLC | 14,881 | $1.69M | 0.56% | +24+0.2% | Added |
| Adirondack Trust Co | 14,800 | $1.69M | 0.81% | +310+2.1% | Added |
| Chicago Partners Investment Group LLC | 14,832 | $1.69M | 0.12% | +726+5.1% | Added |
| Vivid Financial Management, Inc. | 16,676 | $1.69M | 0.69% | −1,259−7.0% | Reduced |
| Compton Capital Management Inc | 16,629 | $1.69M | 0.50% | +1,148+7.4% | Added |
| Charles Schwab Trust Co | 16,579 | $1.68M | 0.33% | −2,525−13.2% | Reduced |
| Studio Investment Management LLC | 16,555 | $1.68M | 0.72% | +16,555 | New |
| Triangle Securities Wealth Management | 16,540 | $1.68M | 0.57% | +484+3.0% | Added |
| Trust Co of Oklahoma | 16,487 | $1.67M | 0.60% | −798−4.6% | Reduced |
| Benin Management CORP | 16,483 | $1.67M | 0.53% | −13−0.1% | Reduced |
| Hoertkorn Richard Charles | 16,460 | $1.67M | 0.75% | +1,225+8.0% | Added |
| Savant Capital, LLC | 16,454 | $1.67M | 0.06% | −2,581−13.6% | Reduced |
| Private Portfolio Partners LLC | 16,415 | $1.67M | 0.48% | +260+1.6% | Added |
| Townsend & Associates, Inc | 15,503 | $1.66M | 0.82% | +1,390+9.8% | Added |
| PFG Advisors | 16,337 | $1.66M | 0.19% | −1,518−8.5% | Reduced |
| Van Cleef Asset Management,Inc | 16,316 | $1.66M | 0.25% | +11+0.1% | Added |
| Bar Harbor Trust Services | 16,302 | $1.65M | 0.52% | +1,314+8.8% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 16,221 | $1.65M | 0.41% | +1,902+13.3% | Added |
| Solitude Financial Services | 16,178 | $1.64M | 1.13% | +662+4.3% | Added |
| Prestige Wealth Management Group LLC | 16,166 | $1.64M | 0.42% | +3,163+24.3% | Added |
| O'Brien Greene & Co. Inc | 16,007 | $1.62M | 0.59% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 16,011 | $1.62M | 0.72% | +37+0.2% | Added |
| Iat Reinsurance Co Ltd. | 16,000 | $1.62M | 0.24% | 00.0% | Unchanged |