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 |
|---|---|---|---|---|---|
| BCJ Capital Management, LLC | 4,526 | $459.0K | 0.05% | +134+3.1% | Added |
| First Business Financial Services, Inc. | 4,525 | $459.0K | 0.05% | +330+7.9% | Added |
| Gateway Advisory, LLC | 4,527 | $459.0K | 0.10% | +1,178+35.2% | Added |
| Investors Financial Group, LLC | 4,495 | $456.0K | 0.24% | +4+0.1% | Added |
| Camden National Bank | 4,475 | $454.0K | 0.09% | −672−13.1% | Reduced |
| RDA Financial Network | 4,479 | $454.0K | 0.20% | +306+7.3% | Added |
| Birchcreek Wealth Management, LLC | 4,468 | $453.0K | 0.42% | −52−1.2% | Reduced |
| PDS Planning, Inc | 4,467 | $453.0K | 0.10% | +248+5.9% | Added |
| R.m.sincerbeaux Capital Management LLC | 4,450 | $451.0K | 0.30% | −300−6.3% | Reduced |
| Blue Water Life Science Advisors, LLC | 4,420 | $448.0K | 0.15% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 4,406 | $447.0K | 0.07% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 4,378 | $444.0K | 0.32% | −62−1.4% | Reduced |
| Harbor Advisors LLC | 4,372 | $444.0K | 0.09% | 00.0% | Unchanged |
| Avion Wealth | 4,370 | $443.0K | 0.13% | −100−2.2% | Reduced |
| AF Advisors, Inc. | 4,370 | $443.0K | 0.28% | 00.0% | Unchanged |
| Clark Financial Services Group Inc | 4,362 | $443.0K | 0.34% | +490+12.7% | Added |
| All Season Financial Advisors, Inc. | 4,351 | $441.0K | 0.36% | −1,890−30.3% | Reduced |
| Biechele Royce Advisors | 4,347 | $441.0K | 0.20% | −451−9.4% | Reduced |
| Advisory Resource Group | 4,346 | $441.0K | 0.16% | 00.0% | Unchanged |
| Overbrook Management Corp | 4,339 | $440.0K | 0.10% | −319−6.8% | Reduced |
| Exchange Capital Management, Inc. | 4,319 | $438.0K | 0.08% | −500−10.4% | Reduced |
| Regent Peak Wealth Advisors LLC | 4,297 | $436.0K | 0.12% | −54−1.2% | Reduced |
| Integrated Investment Consultants, LLC | 4,283 | $435.0K | 0.13% | −389−8.3% | Reduced |
| Versant Capital Management, Inc | 4,286 | $435.0K | 0.15% | −141−3.2% | Reduced |
| Diamant Asset Management, Inc. | 4,291 | $435.0K | 0.36% | +4,291 | New |
| Pegasus Partners Ltd. | 4,276 | $434.0K | 0.08% | −286−6.3% | Reduced |
| Emerald Advisors, LLC | 4,263 | $432.0K | 0.12% | +136+3.3% | Added |
| Tower Wealth Partners, Inc. | 4,255 | $432.0K | 0.46% | +150+3.7% | Added |
| Fountainhead AM, LLC | 4,260 | $432.0K | 0.21% | +639+17.6% | Added |
| Perritt Capital Management Inc | 4,245 | $431.0K | 0.24% | +100+2.4% | Added |
| 55I, LLC | 4,239 | $429.0K | 0.01% | −8,329−66.3% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,226 | $429.0K | 0.07% | −665−13.6% | Reduced |
| First Interstate Bank | 4,222 | $429.0K | 0.04% | +752+21.7% | Added |
| Defined Wealth Management, LLC | 4,224 | $428.0K | 0.38% | +4+0.1% | Added |
| E Fund Management Co., Ltd. | 4,215 | $428.0K | 0.02% | +4,215 | New |
| Redwood Investment Management, LLC | 4,209 | $427.0K | 0.06% | −9,812−70.0% | Reduced |
| Tempus Wealth Planning, LLC | 4,205 | $427.0K | 0.24% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 4,185 | $425.0K | 0.28% | −166−3.8% | Reduced |
| Pendal Group Limited | 4,177 | $424.0K | 0.00% | +4,177 | New |
| Northern Capital Management, Inc. | 4,150 | $421.0K | 0.36% | 00.0% | Unchanged |
| Columbus Macro, LLC | 4,153 | $421.0K | 0.14% | +3+0.1% | Added |
| HBW Advisory Services LLC | 4,134 | $419.0K | 0.11% | −531−11.4% | Reduced |
| Guinness Atkinson Asset Management Inc | 4,120 | $418.0K | 0.19% | −1,300−24.0% | Reduced |
| Balasa Dinverno & Foltz LLC | 4,110 | $417.0K | 0.03% | −1,844−31.0% | Reduced |
| Probity Advisors, Inc. | 4,109 | $417.0K | 0.09% | −42−1.0% | Reduced |
| Boit C F David | 4,000 | $417.0K | 0.29% | 00.0% | Unchanged |
| Vista Investment Management | 4,111 | $417.0K | 0.24% | +148+3.7% | Added |
| LeJeune Puetz Investment Counsel LLC | 4,115 | $417.0K | 0.15% | +1,240+43.1% | Added |
| Charter Research & Investment Group, Inc. | 4,102 | $416.0K | 0.35% | 00.0% | Unchanged |
| Professional Advisory Services Inc | 4,100 | $416.0K | 0.06% | 00.0% | Unchanged |
| Summit X, LLC | 3,928 | $416.0K | 0.10% | +50+1.3% | Added |
| Lumature Wealth Partners, LLC | 4,092 | $415.0K | 0.17% | −480−10.5% | Reduced |
| Silicon Hills Wealth Management, LLC | 4,092 | $415.0K | 0.28% | +626+18.1% | Added |
| Elgethun Capital Management | 4,088 | $415.0K | 0.14% | +704+20.8% | Added |
| Rede Wealth, LLC | 4,082 | $414.0K | 0.22% | −356−8.0% | Reduced |
| Edgemoor Investment Advisors, Inc. | 4,053 | $411.0K | 0.05% | −2,065−33.8% | Reduced |
| Cordasco Financial Network | 4,038 | $410.0K | 0.28% | +68+1.7% | Added |
| Perennial Investment Advisors, LLC | 3,994 | $407.0K | 0.14% | +323+8.8% | Added |
| TCG Advisory Services, LLC | 4,001 | $406.0K | 0.11% | +473+13.4% | Added |
| MONECO Advisors, LLC | 4,005 | $406.0K | 0.16% | +552+16.0% | Added |
| SMH Capital Advisors Inc | 3,992 | $405.0K | 0.74% | −15−0.4% | Reduced |
| Glassman Wealth Services | 3,994 | $405.0K | 0.09% | +183+4.8% | Added |
| Chase Investment Counsel Corp | 3,991 | $404.0K | 0.17% | +202+5.3% | Added |
| Roman Butler Fullerton & Co | 3,689 | $404.0K | 0.19% | +24+0.7% | Added |
| Summit Asset Management, LLC | 3,972 | $403.0K | 0.13% | −162−3.9% | Reduced |
| Jacobsen Capital Management | 3,968 | $403.0K | 0.20% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 3,964 | $402.0K | 0.23% | +14+0.4% | Added |
| Accuvest Global Advisors | 3,965 | $402.0K | 0.19% | +3,965 | New |
| Mathes Company, Inc. | 3,950 | $401.0K | 0.15% | 00.0% | Unchanged |
| Private Capital Group, LLC | 3,953 | $401.0K | 0.09% | +143+3.8% | Added |
| Kahn Brothers Group Inc | 3,948 | $400.5K | 0.06% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 3,933 | $399.0K | 0.12% | −24−0.6% | Reduced |
| Cheyne Capital Management (UK) LLP | 3,930 | $399.0K | 0.24% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 3,929 | $399.0K | 0.12% | +104+2.7% | Added |
| Eldridge Investment Advisors, Inc. | 3,925 | $398.0K | 0.14% | 00.0% | Unchanged |
| Capital Square, LLC | 3,824 | $398.0K | 0.28% | +6+0.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 3,921 | $398.0K | 0.25% | +876+28.8% | Added |
| Bridgefront Capital, LLC | 3,915 | $397.0K | 0.41% | +3,915 | New |
| Encompass Wealth Advisors, LLC | 3,908 | $396.0K | 0.10% | −2,202−36.0% | Reduced |
| Global Trust Asset Management, LLC | 3,906 | $396.0K | 0.18% | −180−4.4% | Reduced |
| Landmark Financial Advisors, LLC | 3,781 | $396.0K | 0.21% | 00.0% | Unchanged |
| Nichols & Pratt Advisers LLP | 3,775 | $394.0K | 0.03% | −300−7.4% | Reduced |
| Polaris Wealth Advisory Group, LLC | 3,724 | $394.0K | 0.02% | +52+1.4% | Added |
| Smith Anglin Financial, LLC | 3,877 | $393.0K | 0.08% | +639+19.7% | Added |
| New Jersey Better Educational Savings Trust | 3,861 | $392.0K | 0.78% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 3,864 | $392.0K | 0.19% | +185+5.0% | Added |
| Traphagen Investment Advisors LLC | 3,861 | $391.7K | 0.07% | −33−0.8% | Reduced |
| Foster Group, Inc. | 3,850 | $391.0K | 0.04% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 3,850 | $390.0K | 0.23% | +3+0.1% | Added |
| Cardan Capital Partners, LLC | 3,847 | $390.0K | 0.04% | +210+5.8% | Added |
| Golden Green, Inc. | 3,811 | $387.0K | 0.30% | −687−15.3% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 3,820 | $387.0K | 0.31% | −77−2.0% | Reduced |
| Horan Capital Advisors, LLC. | 3,816 | $387.0K | 0.17% | +10.0% | Added |
| Security National Bank | 3,810 | $387.0K | 0.10% | +16+0.4% | Added |
| KC Investment Advisors, LLC | 3,811 | $387.0K | 0.31% | +79+2.1% | Added |
| EPG Wealth Management LLC | 3,803 | $386.0K | 0.15% | −533−12.3% | Reduced |
| Westwood Management Corp | 3,800 | $386.0K | 0.03% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 3,801 | $386.0K | 0.28% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 3,791 | $385.0K | 0.12% | +238+6.7% | Added |
| Global Strategic Investment Solutions, LLC | 3,764 | $382.0K | 0.06% | +165+4.6% | Added |