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 |
|---|---|---|---|---|---|
| Granite Investment Advisors, LLC | 6,447 | $654.0K | 0.11% | −78−1.2% | Reduced |
| Townsend Asset Management Corp | 6,443 | $654.0K | 0.35% | +18+0.3% | Added |
| David Loasby | 6,430 | $654.0K | 0.08% | +282+4.6% | Added |
| Davidson Trust Co | 6,436 | $653.0K | 0.50% | +25+0.4% | Added |
| Collective Family Office LLC | 6,440 | $653.0K | 0.28% | +620+10.7% | Added |
| Avestar Capital, LLC | 6,426 | $652.0K | 0.13% | +332+5.4% | Added |
| LBMC Investment Advisors, LLC | 6,177 | $651.0K | 0.06% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 6,404 | $650.0K | 0.63% | 00.0% | Unchanged |
| Krilogy Financial LLC | 6,403 | $650.0K | 0.06% | +1,608+33.5% | Added |
| Wealth Dimensions Group, Ltd. | 6,412 | $650.0K | 0.42% | +2,699+72.7% | Added |
| Vantage Financial Partners Ltd., Inc. | 6,400 | $649.0K | 0.35% | +1,000+18.5% | Added |
| Versor Investments LP | 6,400 | $649.0K | 0.02% | +6,400 | New |
| Sound Financial Strategies Group, LLC | 6,388 | $648.0K | 0.33% | −4−0.1% | Reduced |
| Alliance Wealth Advisors, LLC | 6,366 | $646.0K | 0.57% | +79+1.3% | Added |
| Independent Investors Inc | 6,370 | $646.0K | 0.16% | +350+5.8% | Added |
| First Command Bank | 6,333 | $642.0K | 0.11% | +409+6.9% | Added |
| First Command Financial Services, Inc. | 6,333 | $642.0K | 0.11% | +409+6.9% | Added |
| Hardman Johnston Global Advisors LLC | 6,300 | $639.0K | 0.02% | +3,100+96.9% | Added |
| Cambridge Advisors Inc. | 6,281 | $637.0K | 0.16% | −524−7.7% | Reduced |
| St. Clair Advisors, LLC | 6,255 | $634.6K | 0.44% | +1,255+25.1% | Added |
| Financial Management Network Inc | 6,037 | $632.0K | 0.32% | −315−5.0% | Reduced |
| MEMBERS Trust Co | 6,118 | $632.0K | 0.02% | −10−0.2% | Reduced |
| LifePro Asset Management | 6,228 | $632.0K | 0.19% | +6,228 | New |
| Willis Johnson & Associates, Inc. | 6,222 | $631.0K | 0.09% | −622−9.1% | Reduced |
| Sterneck Capital Management, LLC | 6,221 | $631.0K | 0.40% | +10.0% | Added |
| Modera Wealth Management, LLC | 6,212 | $630.0K | 0.03% | +420+7.3% | Added |
| Xcel Wealth Management, LLC | 6,159 | $625.0K | 0.18% | +620+11.2% | Added |
| Seeyond | 6,154 | $624.0K | 0.06% | −3,870−38.6% | Reduced |
| Corundum Group, Inc. | 6,131 | $622.0K | 0.46% | +316+5.4% | Added |
| Empowered Funds, LLC | 6,135 | $622.0K | 0.08% | +360+6.2% | Added |
| Fosun International Ltd | 6,000 | $620.0K | 0.03% | +6,000 | New |
| Wagner Wealth Management, LLC | 5,401 | $618.0K | 0.49% | +83+1.6% | Added |
| Legacy Wealth Management, LLC | 6,065 | $615.3K | 0.33% | +50+0.8% | Added |
| Evoke Wealth, LLC | 6,069 | $615.0K | 0.02% | −1,588−20.7% | Reduced |
| Advisory Alpha, LLC | 6,065 | $615.0K | 0.04% | −464−7.1% | Reduced |
| Psagot Investment House Ltd. | 6,061 | $615.0K | 0.11% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 6,061 | $615.0K | 0.11% | +6,061 | New |
| Warther Private Wealth, LLC | 5,881 | $614.0K | 0.55% | +3,616+159.6% | Added |
| Royal Fund Management, LLC | 6,049 | $613.0K | 0.10% | −540−8.2% | Reduced |
| Palisade Capital Management LLC | 6,045 | $613.0K | 0.01% | 00.0% | Unchanged |
| Central Bank & Trust Co | 6,021 | $611.0K | 0.10% | +49+0.8% | Added |
| Coastal Bridge Advisors, LLC | 6,001 | $609.0K | 0.14% | −915−13.2% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 6,000 | $609.0K | 0.02% | −2,280−27.5% | Reduced |
| Accurate Wealth Management, LLC | 5,709 | $606.0K | 0.53% | +883+18.3% | Added |
| Amica Retiree Medical Trust | 5,942 | $603.0K | 0.54% | −10,082−62.9% | Reduced |
| Axiom Financial Strategies, LLC | 5,943 | $603.0K | 0.28% | +7+0.1% | Added |
| Wealth Management Associates, Inc. | 5,943 | $602.9K | 0.35% | +10.0% | Added |
| Caas Capital Management LP | 5,900 | $599.0K | 0.04% | −4,200−41.6% | Reduced |
| Outfitter Financial LLC | 5,900 | $599.0K | 0.47% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 5,904 | $599.0K | 0.12% | +46+0.8% | Added |
| Vigilare Wealth Management | 5,898 | $598.0K | 0.37% | −823−12.2% | Reduced |
| John G Ullman & Associates Inc | 5,895 | $598.0K | 0.08% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 5,877 | $595.0K | 0.09% | +1,169+24.8% | Added |
| Tompkins Financial Corp | 5,860 | $594.0K | 0.11% | +5,860 | New |
| Latitude Advisors, LLC | 5,842 | $593.0K | 0.19% | +2,922+100.1% | Added |
| Polar Asset Management Partners Inc. | 5,820 | $590.0K | 0.01% | +57+1.0% | Added |
| GYL Financial Synergies, LLC | 5,801 | $589.0K | 0.30% | −127−2.1% | Reduced |
| Traynor Capital Management, Inc. | 5,800 | $588.0K | 0.08% | +1,161+25.0% | Added |
| Beirne Wealth Consulting Services, LLC | 5,770 | $585.0K | 0.33% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 5,741 | $582.0K | 0.16% | −8−0.1% | Reduced |
| Select Asset Management & Trust | 5,731 | $581.0K | 0.42% | 00.0% | Unchanged |
| Cowa, LLC | 5,707 | $579.0K | 0.33% | −291−4.9% | Reduced |
| Roanoke Asset Management Corp | 5,699 | $578.0K | 0.21% | 00.0% | Unchanged |
| Weaver Consulting Group | 5,695 | $578.0K | 0.31% | +49+0.9% | Added |
| PSI Advisors, LLC | 5,662 | $574.0K | 0.26% | +431+8.2% | Added |
| Appleton Partners Inc | 5,603 | $568.0K | 0.05% | −385−6.4% | Reduced |
| Elk River Wealth Management, LLC | 5,575 | $566.0K | 0.14% | −15−0.3% | Reduced |
| Gray Wealth Management Inc. | 5,574 | $565.0K | 0.32% | +483+9.5% | Added |
| Van Leeuwen & Company, LLC | 5,554 | $563.0K | 0.35% | 00.0% | Unchanged |
| Mosaic Family Wealth, LLC | 5,546 | $563.0K | 0.16% | −23−0.4% | Reduced |
| Norris Financial Group, LLC | 5,545 | $562.5K | 0.37% | −709−11.3% | Reduced |
| Well Done, LLC | 5,541 | $562.0K | 0.13% | +50+0.9% | Added |
| BEAM Asset Management, LLC | 5,523 | $560.0K | 0.48% | +182+3.4% | Added |
| Brown Advisory Securities, LLC | 5,491 | $558.0K | 0.17% | −1,226−18.3% | Reduced |
| Orrstown Financial Services Inc | 5,488 | $557.0K | 0.88% | −635−10.4% | Reduced |
| Alta Capital Management LLC | 5,487 | $556.0K | 0.03% | −4,443−44.7% | Reduced |
| Old Point Trust & Financial Services N A | 5,474 | $555.0K | 0.25% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 5,461 | $554.0K | 0.17% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 5,467 | $554.0K | 0.05% | +106+2.0% | Added |
| Menard Financial Group LLC | 5,449 | $553.0K | 0.48% | −10−0.2% | Reduced |
| Security Asset Management | 5,443 | $552.0K | 0.22% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 5,442 | $552.0K | 0.08% | +180+3.4% | Added |
| Salvus Wealth Management, LLC | 5,444 | $552.0K | 0.45% | +330+6.5% | Added |
| Almanack Investment Partners, LLC. | 5,437 | $552.0K | 0.05% | +2,470+83.2% | Added |
| Colton Groome Financial Advisors, LLC | 5,435 | $551.0K | 0.24% | −75−1.4% | Reduced |
| M&R Capital Management Inc | 5,433 | $551.0K | 0.12% | −50−0.9% | Reduced |
| Jackson Hole Capital Partners, LLC | 5,432 | $551.0K | 0.18% | +592+12.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 5,429 | $551.0K | 0.10% | +638+13.3% | Added |
| Prelude Capital Management, LLC | 5,423 | $550.0K | 0.03% | +5,423 | New |
| Vision Capital Management, Inc. | 5,411 | $549.0K | 0.09% | 00.0% | Unchanged |
| LVW Advisors, LLC | 5,410 | $549.0K | 0.10% | +158+3.0% | Added |
| Copperwynd Financial, LLC | 5,391 | $547.0K | 0.23% | +229+4.4% | Added |
| Accredited Investors Inc. | 5,382 | $546.0K | 0.06% | +39+0.7% | Added |
| Financial Management Professionals, Inc. | 5,382 | $546.0K | 0.13% | +300+5.9% | Added |
| Leisure Capital Management | 5,341 | $542.0K | 0.29% | 00.0% | Unchanged |
| Wealthquest Corp | 5,319 | $539.0K | 0.09% | −247−4.4% | Reduced |
| Nations Financial Group Inc, | 5,311 | $539.0K | 0.08% | −88−1.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 5,311 | $539.0K | 0.34% | +3,347+170.4% | Added |
| Samalin Investment Counsel, LLC | 5,265 | $534.0K | 0.35% | −2,824−34.9% | Reduced |
| Institute for Wealth Management, LLC. | 5,251 | $533.0K | 0.09% | −20−0.4% | Reduced |