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 |
|---|---|---|---|---|---|
| GQG Partners LLC | 13,523 | $1.37M | 0.00% | −22,326−62.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 13,519 | $1.37M | 0.18% | −2,916−17.7% | Reduced |
| Harvey Investment Co LLC | 13,496 | $1.37M | 0.18% | −300−2.2% | Reduced |
| Mendel Money Management | 13,452 | $1.36M | 0.85% | −674−4.8% | Reduced |
| Wellington Shields & Co., LLC | 13,456 | $1.36M | 0.48% | −253−1.8% | Reduced |
| Aft, Forsyth & Sober, LLC | 13,450 | $1.36M | 0.51% | +300+2.3% | Added |
| Mizuho Securities USA LLC | 13,437 | $1.36M | 0.14% | −2,379−15.0% | Reduced |
| Gleason Group, Inc. | 13,433 | $1.36M | 0.49% | +4,400+48.7% | Added |
| Ausdal Financial Partners, Inc. | 13,414 | $1.36M | 0.20% | +464+3.6% | Added |
| Castellan Group, LLC | 13,414 | $1.36M | 0.70% | +1,660+14.1% | Added |
| TriaGen Wealth Management LLC | 13,369 | $1.36M | 0.74% | −304−2.2% | Reduced |
| Minot Wealth Management LLC | 13,345 | $1.35M | 0.29% | −5,804−30.3% | Reduced |
| Ironwood Investment Counsel, LLC | 13,339 | $1.35M | 0.35% | +385+3.0% | Added |
| Cypress Asset Management Inc | 13,330 | $1.35M | 0.35% | −40−0.3% | Reduced |
| Atlas Private Wealth Advisors | 13,320 | $1.35M | 0.71% | +628+4.9% | Added |
| Costello Asset Management, INC | 13,294 | $1.35M | 0.86% | +35+0.3% | Added |
| Hubbell Strickland Wealth Management, LLC | 13,286 | $1.35M | 0.82% | −893−6.3% | Reduced |
| Fortem Financial Group, LLC | 13,267 | $1.35M | 0.68% | +73+0.6% | Added |
| CFM Wealth Partners LLC | 13,257 | $1.34M | 0.34% | 00.0% | Unchanged |
| Stevens Capital Management LP | 13,250 | $1.34M | 0.56% | +7,555+132.7% | Added |
| Global Financial Private Client, LLC | 12,806 | $1.34M | 0.69% | +907+7.6% | Added |
| Members Capital Advisors Inc | 13,154 | $1.33M | 0.72% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 13,123 | $1.33M | 1.15% | −119−0.9% | Reduced |
| Newman Dignan & Sheerar, Inc. | 13,123 | $1.33M | 0.44% | +11+0.1% | Added |
| Longfellow Investment Management Co LLC | 12,999 | $1.32M | 0.22% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 12,976 | $1.32M | 0.69% | +1,127+9.5% | Added |
| Greylin Investment Mangement Inc | 12,940 | $1.31M | 0.27% | +3,225+33.2% | Added |
| Altus Wealth Group LLC | 12,909 | $1.31M | 1.30% | −108−0.8% | Reduced |
| SignalPoint Asset Management, LLC | 12,915 | $1.31M | 0.42% | +1,436+12.5% | Added |
| Cutter & CO Brokerage, Inc. | 12,885 | $1.31M | 0.31% | +269+2.1% | Added |
| Highlander Capital Management, LLC | 12,859 | $1.30M | 0.66% | −330−2.5% | Reduced |
| Wealth Management Partners, LLC | 12,842 | $1.30M | 0.97% | −385−2.9% | Reduced |
| Waddell & Associates, LLC | 12,845 | $1.30M | 0.22% | +5,166+67.3% | Added |
| BancorpSouth Bank | 12,818 | $1.30M | 0.18% | −818−6.0% | Reduced |
| Arkadios Wealth Advisors | 12,812 | $1.30M | 0.19% | −1,044−7.5% | Reduced |
| Bellecapital International Ltd. | 12,797 | $1.30M | 0.40% | +500+4.1% | Added |
| New England Investment & Retirement Group, Inc. | 12,777 | $1.30M | 0.30% | +440+3.6% | Added |
| Qtron Investments LLC | 12,756 | $1.29M | 0.35% | +3,011+30.9% | Added |
| Arbor Trust Wealth Advisors, LLC | 12,738 | $1.29M | 0.81% | −137−1.1% | Reduced |
| 44 Wealth Management LLC | 12,724 | $1.29M | 0.49% | −167−1.3% | Reduced |
| Good Life Advisors, LLC | 12,657 | $1.28M | 0.17% | +1,097+9.5% | Added |
| Arvest Bank Trust Division | 12,646 | $1.28M | 0.07% | +401+3.3% | Added |
| Harbour Investment Management LLC | 12,596 | $1.28M | 0.65% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 12,583 | $1.28M | 0.43% | +1,551+14.1% | Added |
| Gratus Capital LLC | 12,549 | $1.27M | 0.14% | −1,380−9.9% | Reduced |
| Calton & Associates, Inc. | 17,505 | $1.27M | 0.28% | +4,368+33.2% | Added |
| Founders Financial Securities LLC | 12,539 | $1.27M | 0.26% | +703+5.9% | Added |
| Patron Partners Advisors, LLC | 12,524 | $1.27M | 0.93% | +556+4.6% | Added |
| Sunflower Bank, N.A. | 12,500 | $1.27M | 0.18% | −2,339−15.8% | Reduced |
| Alberta Investment Management Corp | 12,500 | $1.27M | 0.01% | 00.0% | Unchanged |
| Capital Markets Trading UK LLP | 12,249 | $1.27M | 0.99% | +12,249 | New |
| CPWM, LLC | 12,448 | $1.26M | 0.12% | −108−0.9% | Reduced |
| Fort Point Capital Partners LLC | 12,428 | $1.26M | 0.20% | +1,014+8.9% | Added |
| Choate Investment Advisors | 12,400 | $1.26M | 0.08% | −940−7.0% | Reduced |
| WBH Advisory Inc | 12,405 | $1.26M | 0.17% | −17−0.1% | Reduced |
| Cahill Financial Advisors Inc | 12,401 | $1.26M | 0.26% | +981+8.6% | Added |
| Pacific Capital Wealth Advisors, Inc | 12,392 | $1.26M | 0.40% | −118−0.9% | Reduced |
| Northwest Bancshares, Inc. | 12,386 | $1.26M | 0.29% | +656+5.6% | Added |
| Budros, Ruhlin & Roe, Inc. | 12,373 | $1.25M | 0.14% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 12,355 | $1.25M | 0.90% | −3,910−24.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 12,330 | $1.25M | 0.18% | +1,599+14.9% | Added |
| Mogy Joel R Investment Counsel Inc | 12,318 | $1.25M | 0.10% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 12,324 | $1.25M | 0.34% | +3,833+45.1% | Added |
| Johnson Financial Group, Inc. | 12,271 | $1.25M | 0.08% | −5,455−30.8% | Reduced |
| Covenant Multifamily Offices, LLC | 11,729 | $1.24M | 0.22% | −183−1.5% | Reduced |
| Souders Financial Advisors | 12,194 | $1.24M | 0.40% | +1,454+13.5% | Added |
| Meridian Financial Partners LLC | 11,452 | $1.23M | 0.83% | +560+5.1% | Added |
| Compton Wealth Advisory Group, LLC | 12,152 | $1.23M | 0.58% | +153+1.3% | Added |
| Private Capital Advisors, Inc. | 12,132 | $1.23M | 0.20% | −1,408−10.4% | Reduced |
| Certified Advisory Corp | 12,132 | $1.23M | 0.30% | −739−5.7% | Reduced |
| Thrive Capital Management, LLC | 12,084 | $1.23M | 0.91% | +1,743+16.9% | Added |
| Financial Advisors Network, Inc. | 10,693 | $1.22M | 0.28% | +685+6.8% | Added |
| Jupiter Asset Management Ltd | 12,038 | $1.22M | 0.01% | +5,150+74.8% | Added |
| Financial Sense Advisors, Inc. | 12,002 | $1.22M | 0.41% | +4,403+57.9% | Added |
| Supplemental Annuity Collective Trust of NJ | 12,000 | $1.22M | 0.40% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 11,967 | $1.21M | 0.11% | −538−4.3% | Reduced |
| Summit Financial Group Inc | 11,936 | $1.21M | 0.44% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 11,899 | $1.21M | 0.11% | 00.0% | Unchanged |
| Quest Capital Management Inc | 11,884 | $1.21M | 0.24% | −6,302−34.7% | Reduced |
| Coastline Trust Co | 11,889 | $1.21M | 0.15% | −85−0.7% | Reduced |
| Cascade Investment Advisors, Inc. | 11,851 | $1.20M | 0.78% | +95+0.8% | Added |
| Capital Advantage, Inc. | 11,849 | $1.20M | 0.32% | −104−0.9% | Reduced |
| Occudo Quantitative Strategies LP | 11,846 | $1.20M | 0.14% | +11,846 | New |
| Access Financial Services, Inc. | 11,820 | $1.20M | 0.54% | −1,275−9.7% | Reduced |
| Onyx Bridge Wealth Group LLC | 10,926 | $1.20M | 0.45% | +1,422+15.0% | Added |
| Madison Wealth Management | 11,778 | $1.20M | 0.26% | +165+1.4% | Added |
| Sawyer & Company, Inc | 11,750 | $1.19M | 0.56% | +1,100+10.3% | Added |
| Corsicana & Co. | 11,725 | $1.19M | 0.76% | −150−1.3% | Reduced |
| Whalerock Point Partners, LLC | 11,705 | $1.19M | 0.46% | +1,515+14.9% | Added |
| Richard P Slaughter Associates Inc | 11,701 | $1.19M | 0.47% | +1,773+17.9% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 11,688 | $1.19M | 0.69% | −10−0.1% | Reduced |
| Coldstream Capital Management Inc | 16,455 | $1.19M | 0.06% | −32,532−66.4% | Reduced |
| JT Stratford LLC | 11,618 | $1.18M | 0.36% | +112+1.0% | Added |
| Energy Opportunities Capital Management, LLC | 11,600 | $1.18M | 3.03% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 11,568 | $1.17M | 0.34% | −110−0.9% | Reduced |
| Smithbridge Asset Management Inc | 11,574 | $1.17M | 0.39% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 11,558 | $1.17M | 0.47% | −2,242−16.2% | Reduced |
| Segment Wealth Management, LLC | 11,551 | $1.17M | 0.14% | −887−7.1% | Reduced |
| Blackhill Capital Inc | 11,550 | $1.17M | 0.10% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 11,550 | $1.17M | 0.46% | 00.0% | Unchanged |