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 |
|---|---|---|---|---|---|
| Harfst & Associates, Inc. | 9,454 | $959.0K | 0.27% | −1,324−12.3% | Reduced |
| Teza Capital Management LLC | 9,440 | $958.0K | 0.46% | +9,440 | New |
| Keating Investment Counselors Inc | 9,435 | $957.0K | 0.45% | +160+1.7% | Added |
| Lyell Wealth Management, LP | 9,374 | $951.0K | 0.12% | −248−2.6% | Reduced |
| Firestone Capital Management | 9,076 | $951.0K | 0.31% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 9,332 | $947.0K | 0.71% | +3,994+74.8% | Added |
| Klingenstein Fields & Co LP | 9,295 | $943.0K | 0.04% | −4,879−34.4% | Reduced |
| McDaniel Terry & Co | 9,299 | $943.0K | 0.11% | +9+0.1% | Added |
| Paradigm Financial Partners, LLC | 8,924 | $943.0K | 0.22% | −194−2.1% | Reduced |
| Harrell Investment Partners, LLC | 9,289 | $942.0K | 0.30% | −22,099−70.4% | Reduced |
| Cooper Financial Group | 9,270 | $940.0K | 0.19% | −47−0.5% | Reduced |
| Fiera Capital Corp | 9,256 | $939.0K | 0.00% | −40−0.4% | Reduced |
| TRH Financial, LLC | 9,222 | $936.0K | 0.37% | −3,210−25.8% | Reduced |
| Vectors Research Management, LLC | 9,199 | $933.0K | 0.22% | −200−2.1% | Reduced |
| Altavista Wealth Management, Inc. | 9,190 | $932.0K | 0.21% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 9,168 | $930.0K | 0.27% | −298−3.1% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 9,138 | $927.0K | 0.60% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 9,114 | $925.0K | 0.20% | −692−7.1% | Reduced |
| Adalta Capital Management LLC | 9,118 | $925.0K | 0.51% | −37−0.4% | Reduced |
| MRJ Capital Inc | 9,102 | $923.0K | 0.54% | −310−3.3% | Reduced |
| HNP Capital LLC | 9,099 | $923.0K | 0.23% | −300−3.2% | Reduced |
| Adviser Investments LLC | 9,045 | $918.0K | 0.07% | +25+0.3% | Added |
| Magnus Financial Group LLC | 9,016 | $915.0K | 0.19% | +212+2.4% | Added |
| Needham Investment Management LLC | 9,000 | $913.0K | 0.12% | 00.0% | Unchanged |
| P.A.W. Capital Corp | 9,000 | $913.0K | 0.81% | +1,000+12.5% | Added |
| Stableford Capital II LLC | 8,357 | $909.0K | 0.46% | −691−7.6% | Reduced |
| Boston Research & Management Inc | 8,963 | $909.0K | 0.27% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 8,946 | $908.0K | 0.19% | +121+1.4% | Added |
| Bowen Hanes & Co Inc | 8,950 | $908.0K | 0.03% | +300+3.5% | Added |
| Farmers Trust Co | 8,638 | $902.0K | 0.20% | +20+0.2% | Added |
| Roberts Glore & Co Inc | 8,886 | $901.0K | 0.27% | +989+12.5% | Added |
| ARS Wealth Advisors Group, LLC | 8,826 | $895.0K | 0.16% | +8,826 | New |
| Conservest Capital Advisors, Inc. | 8,816 | $894.0K | 0.10% | −235−2.6% | Reduced |
| Sargent Investment Group, LLC | 8,793 | $892.0K | 0.22% | −2,125−19.5% | Reduced |
| Meristem Family Wealth, LLC | 8,783 | $891.0K | 0.09% | +3,974+82.6% | Added |
| Navellier & Associates Inc | 8,768 | $890.0K | 0.13% | +500+6.0% | Added |
| Paragon Capital Management LLC | 8,766 | $889.0K | 0.47% | −304−3.4% | Reduced |
| Mountain Pacific Investment Advisers Inc | 8,749 | $888.0K | 0.05% | −195−2.2% | Reduced |
| Keystone Financial Group | 8,732 | $886.0K | 0.16% | +737+9.2% | Added |
| Legacy Bridge, LLC | 8,719 | $885.0K | 0.51% | −150−1.7% | Reduced |
| Roof Eidam & Maycock | 8,682 | $881.0K | 0.32% | −2,658−23.4% | Reduced |
| Timber Creek Capital Management LLC | 8,684 | $880.0K | 0.28% | −680−7.3% | Reduced |
| Cable Hill Partners, LLC | 8,644 | $877.0K | 0.21% | +43+0.5% | Added |
| Congress Park Capital LLC | 8,636 | $876.0K | 0.45% | −200−2.3% | Reduced |
| Virtue Capital Management, LLC | 8,640 | $876.0K | 0.16% | −14−0.2% | Reduced |
| Tiedemann Advisors, LLC | 8,623 | $875.0K | 0.05% | −3,194−27.0% | Reduced |
| CRA Financial Services, LLC | 8,609 | $873.0K | 0.30% | +487+6.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 8,590 | $871.0K | 0.19% | −266−3.0% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 8,571 | $870.0K | 0.63% | +163+1.9% | Added |
| Dixon Hubard Feinour & Brown Inc | 8,570 | $869.0K | 0.18% | −1,930−18.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 8,569 | $869.0K | 0.40% | +114+1.3% | Added |
| Legacy Financial Advisors, Inc. | 8,555 | $868.0K | 0.21% | +941+12.4% | Added |
| San Luis Wealth Advisors LLC | 8,537 | $866.0K | 0.48% | +8,537 | New |
| CFO4Life Group, LLC | 8,514 | $864.0K | 0.20% | −68−0.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 8,479 | $860.0K | 0.02% | −1,385−14.0% | Reduced |
| Highland Private Wealth Management | 8,451 | $858.0K | 0.12% | +2,531+42.8% | Added |
| BOK Financial Private Wealth, Inc. | 8,435 | $856.0K | 0.07% | +267+3.3% | Added |
| Warren Averett Asset Management, LLC | 7,502 | $856.0K | 0.07% | +1,095+17.1% | Added |
| Childress Capital Advisors, LLC | 8,438 | $856.0K | 0.35% | +3,081+57.5% | Added |
| Strategic Investment Advisors | 8,431 | $855.0K | 0.19% | +24+0.3% | Added |
| StrategIQ Financial Group, LLC | 8,428 | $855.0K | 0.17% | +30+0.4% | Added |
| KLCM Advisors, Inc. | 8,416 | $854.0K | 0.18% | +152+1.8% | Added |
| Searle & Co. | 8,411 | $853.0K | 0.35% | 00.0% | Unchanged |
| American State Bank (Iowa) | 8,396 | $851.8K | 0.66% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 8,365 | $849.0K | 0.25% | −1,449−14.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 8,359 | $848.0K | 0.19% | −180−2.1% | Reduced |
| Tradewinds Capital Management, LLC | 8,351 | $847.0K | 0.14% | −686−7.6% | Reduced |
| Galvin, Gaustad & Stein, LLC | 8,309 | $843.0K | 0.08% | +68+0.8% | Added |
| WMS Partners, LLC | 8,271 | $839.0K | 0.12% | −243−2.9% | Reduced |
| Stony Point Wealth Management Inc. | 8,261 | $838.0K | 0.50% | −914−10.0% | Reduced |
| Investment Partners, Ltd. | 8,256 | $838.0K | 0.38% | +1,269+18.2% | Added |
| Schmidt P J Investment Management Inc | 7,337 | $837.0K | 0.16% | −1,088−12.9% | Reduced |
| JFS Wealth Advisors, LLC | 8,254 | $837.0K | 0.09% | +2,398+40.9% | Added |
| Camelot Portfolios, LLC | 8,240 | $836.0K | 0.43% | −2,250−21.4% | Reduced |
| Girard Partners Ltd. | 8,245 | $836.0K | 0.11% | −72−0.9% | Reduced |
| Sage Mountain Advisors LLC | 8,238 | $836.0K | 0.12% | +533+6.9% | Added |
| Valley Brook Capital Group | 8,224 | $834.0K | 0.83% | −629−7.1% | Reduced |
| Miller Howard Investments Inc | 8,214 | $833.0K | 0.03% | −555−6.3% | Reduced |
| 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 |
| FinTrust Capital Advisors, LLC | 8,091 | $821.0K | 0.22% | +2,326+40.3% | Added |
| Magnolia Capital Advisors LLC | 8,065 | $819.0K | 0.29% | −10,491−56.5% | Reduced |
| Vantage Consulting Group Inc | 8,063 | $818.0K | 0.18% | +973+13.7% | Added |
| Sheets Smith Wealth Management | 8,032 | $815.0K | 0.11% | +171+2.2% | Added |
| Dividend Assets Capital, LLC | 8,011 | $813.0K | 0.16% | −296−3.6% | Reduced |
| Moseley Investment Management Inc | 7,775 | $811.0K | 0.41% | −198−2.5% | Reduced |
| Ballentine Partners, LLC | 7,984 | $810.0K | 0.03% | −629−7.3% | Reduced |
| Capital Investment Counsel, Inc | 7,974 | $809.0K | 0.18% | +2,500+45.7% | 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 |
| Cornerstone National Bank & Trust Co | 7,906 | $802.1K | 0.35% | +1,285+19.4% | 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 |
| S.A. Mason LLC | 7,817 | $793.0K | 0.52% | +1,321+20.3% | Added |
| RSM US Wealth Management LLC | 7,776 | $789.0K | 0.04% | +82+1.1% | Added |
| Court Place Advisors, LLC | 7,753 | $787.0K | 0.23% | −400−4.9% | Reduced |
| 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 |
| Pflug Koory, LLC | 7,704 | $782.0K | 0.43% | −45−0.6% | Reduced |