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 |
|---|---|---|---|---|---|
| Atticus Wealth Management, LLC | 3,755 | $381.0K | 0.17% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 3,752 | $381.0K | 0.03% | +1,053+39.0% | Added |
| WNY Asset Management, LLC | 3,720 | $379.0K | 0.13% | 00.0% | Unchanged |
| First Financial Corp | 3,725 | $378.0K | 0.25% | −11−0.3% | Reduced |
| Elite Wealth Management, Inc. | 3,727 | $378.0K | 0.17% | +1,400+60.2% | Added |
| Oxinas Partners Wealth Management LLC | 3,730 | $378.0K | 0.22% | +3,730 | New |
| Trellis Advisors, LLC | 3,709 | $377.0K | 0.19% | −49−1.3% | Reduced |
| ODonnell Financial Services, LLC | 3,710 | $376.0K | 0.18% | +3,710 | New |
| Altfest L J & Co Inc | 3,698 | $375.0K | 0.08% | −45−1.2% | Reduced |
| Connecticut Wealth Management, LLC | 3,656 | $371.0K | 0.03% | +228+6.7% | Added |
| Ssi Investment Management LLC | 3,639 | $369.0K | 0.02% | 00.0% | Unchanged |
| MA Private Wealth | 3,626 | $368.0K | 0.07% | +39+1.1% | Added |
| YorkBridge Wealth Partners, LLC | 3,629 | $368.0K | 0.09% | +165+4.8% | Added |
| Sentinel Trust Co Lba | 3,615 | $367.0K | 0.06% | −10,845−75.0% | Reduced |
| Charter Oak Capital Management, LLC | 3,615 | $367.0K | 0.05% | −188−4.9% | Reduced |
| Stephenson National Bank & Trust | 3,619 | $367.0K | 0.23% | +365+11.2% | Added |
| Atlas Capital Advisors LLC | 3,613 | $366.5K | 0.06% | −1,250−25.7% | Reduced |
| Carlson Capital Management | 3,605 | $366.0K | 0.04% | +16+0.4% | Added |
| Dorchester Wealth Management Co | 3,600 | $365.0K | 0.09% | −50−1.4% | Reduced |
| Michael B. Yongue | 3,601 | $365.0K | 0.27% | +1,270+54.5% | Added |
| Triumph Capital Management | 3,595 | $365.0K | 0.17% | +3,595 | New |
| Chatham Capital Group, Inc. | 3,576 | $363.0K | 0.07% | 00.0% | Unchanged |
| Univest Financial Corp | 3,576 | $362.0K | 0.10% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 3,555 | $361.0K | 0.10% | −406−10.2% | Reduced |
| Cabot Wealth Management Inc | 3,542 | $359.0K | 0.05% | −638−15.3% | Reduced |
| West Branch Capital LLC | 3,530 | $358.0K | 0.17% | −217−5.8% | Reduced |
| Holistic Financial Partners | 3,532 | $358.0K | 0.22% | +290+8.9% | Added |
| Tuttle Tactical Management | 3,525 | $358.0K | 0.42% | +3,525 | New |
| D L Carlson Investment Group Inc | 3,517 | $357.0K | 0.06% | +121+3.6% | Added |
| HHM Wealth Advisors, LLC | 3,505 | $356.0K | 0.10% | −106−2.9% | Reduced |
| West Coast Financial LLC | 3,493 | $354.0K | 0.06% | −624−15.2% | Reduced |
| JSF Financial, LLC | 3,494 | $354.0K | 0.18% | +337+10.7% | Added |
| Greenwich Wealth Management LLC | 3,493 | $354.0K | 0.03% | +431+14.1% | Added |
| First National Corp | 3,480 | $353.0K | 0.08% | −119−3.3% | Reduced |
| St. Louis Trust Co | 3,475 | $353.0K | 0.09% | +734+26.8% | Added |
| Fca Corp | 3,500 | $352.0K | 0.11% | −267−7.1% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 3,471 | $352.0K | 0.23% | +942+37.2% | Added |
| Smart Money Group LLC | 3,474 | $352.0K | 0.26% | +599+20.8% | Added |
| First Dallas Securities Inc. | 3,457 | $351.0K | 0.24% | +100+3.0% | Added |
| Family Management Corp | 3,451 | $350.0K | 0.10% | −2,641−43.4% | Reduced |
| Catalyst Capital Advisors LLC | 3,441 | $349.0K | 0.02% | 00.0% | Unchanged |
| Pacific Sun Financial Corp | 3,444 | $349.0K | 0.20% | +3,444 | New |
| Rock Creek Group, LP | 3,434 | $348.0K | 0.06% | −2,438−41.5% | Reduced |
| Financial Consulate, Inc | 3,428 | $348.0K | 0.13% | 00.0% | Unchanged |
| Financial Advisors, LLC | 3,427 | $348.0K | 0.12% | +106+3.2% | Added |
| SRS Capital Advisors, Inc. | 3,419 | $347.0K | 0.05% | −1,004−22.7% | Reduced |
| Winfield Associates, Inc. | 3,416 | $347.0K | 0.13% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 3,406 | $346.0K | 0.14% | −14−0.4% | Reduced |
| Addison Capital Co | 3,410 | $346.0K | 0.16% | +36+1.1% | Added |
| Hartline Investment Corp | 3,401 | $345.0K | 0.05% | 00.0% | Unchanged |
| Financial Advisory Group | 3,405 | $345.0K | 0.08% | +37+1.1% | Added |
| Spotlight Asset Group, Inc. | 3,391 | $344.0K | 0.17% | −2,177−39.1% | Reduced |
| Affinity Capital Advisors, LLC | 3,393 | $344.0K | 0.12% | −101−2.9% | Reduced |
| Marino, Stram & Associates LLC | 3,395 | $344.0K | 0.12% | −69−2.0% | Reduced |
| WESCAP Management Group, Inc. | 3,395 | $344.0K | 0.10% | −51−1.5% | Reduced |
| Wells Trecaso Financial Group, LLC | 3,392 | $344.0K | 0.16% | +152+4.7% | Added |
| America First Investment Advisors, LLC | 3,378 | $343.0K | 0.10% | −7,500−68.9% | Reduced |
| Ocean Capital Management, LLC | 3,350 | $343.0K | 0.15% | −50−1.5% | Reduced |
| DF Dent & Co Inc | 3,370 | $342.0K | 0.00% | −669−16.6% | Reduced |
| Safeguard Investment Advisory Group, LLC | 3,368 | $341.0K | 0.22% | +169+5.3% | Added |
| Roberts Wealth Advisors, LLC | 3,356 | $340.0K | 0.13% | +3,356 | New |
| Advus Financial Partners, LLC | 2,897 | $340.0K | 0.19% | +2,897 | New |
| Winthrop Advisory Group LLC | 3,338 | $339.0K | 0.08% | +23+0.7% | Added |
| Rocky Mountain Advisers, LLC | 3,327 | $338.0K | 0.41% | +200+6.4% | Added |
| Southland Equity Partners LLC | 3,323 | $337.1K | 0.15% | −101−2.9% | Reduced |
| BSW Wealth Partners | 3,321 | $337.0K | 0.09% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 3,312 | $336.0K | 0.09% | +378+12.9% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 3,288 | $334.0K | 0.11% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 3,295 | $334.0K | 0.10% | +73+2.3% | Added |
| Oder Investment Management, LLC | 3,289 | $333.0K | 0.49% | +935+39.7% | Added |
| WFA of San Diego, LLC | 3,276 | $332.0K | 0.23% | −415−11.2% | Reduced |
| Biltmore Family Office, LLC | 3,253 | $330.0K | 0.08% | −211−6.1% | Reduced |
| Aldebaran Financial Inc. | 3,248 | $330.0K | 0.28% | −13−0.4% | Reduced |
| Veracity Capital LLC | 3,251 | $330.0K | 0.14% | +124+4.0% | Added |
| Smith Shellnut Wilson LLC | 3,250 | $330.0K | 0.19% | +247+8.2% | Added |
| Simon Quick Advisors, LLC | 3,237 | $328.0K | 0.08% | −22−0.7% | Reduced |
| Trust Co of Kansas | 3,232 | $328.0K | 0.19% | +56+1.8% | Added |
| Summit Trail Advisors, LLC | 3,215 | $326.0K | 0.02% | +549+20.6% | Added |
| Evermay Wealth Management LLC | 3,193 | $324.0K | 0.06% | −334−9.5% | Reduced |
| Cornerstone Advisory, LLC | 3,189 | $324.0K | 0.05% | +6+0.2% | Added |
| Nikulski Financial, Inc. | 3,198 | $324.0K | 0.15% | −135−4.1% | Reduced |
| NewEdge Wealth, LLC | 3,197 | $324.0K | 0.02% | +817+34.3% | Added |
| Redhawk Wealth Advisors, Inc. | 3,196 | $324.0K | 0.09% | +1,060+49.6% | Added |
| CVA Family Office, LLC | 4,489 | $323.0K | 0.23% | −1,495−25.0% | Reduced |
| Pacifica Partners Inc. | 3,215 | $323.0K | 0.24% | 00.0% | Unchanged |
| Zhang Financial LLC | 3,162 | $321.0K | 0.07% | +92+3.0% | Added |
| S&T Bank | 3,160 | $320.0K | 0.05% | +112+3.7% | Added |
| Tradition Wealth Management, LLC | 3,141 | $319.0K | 0.05% | +284+9.9% | Added |
| Trilogy Capital Inc. | 3,133 | $318.0K | 0.02% | −178−5.4% | Reduced |
| Heartwood Wealth Advisors LLC | 3,132 | $318.0K | 0.05% | +164+5.5% | Added |
| Vanguard Capital Wealth Advisors | 3,129 | $317.0K | 0.24% | +3,129 | New |
| Hatton Consulting, Inc. | 3,117 | $316.0K | 0.24% | −2,749−46.9% | Reduced |
| Campbell Wealth Management | 3,116 | $316.0K | 0.04% | +404+14.9% | Added |
| TNF LLC | 2,723 | $316.0K | 0.14% | +2,723 | New |
| Curran Financial Partners, LLC | 3,119 | $315.0K | 0.16% | +72+2.4% | Added |
| Cubic Asset Management, LLC | 3,102 | $315.0K | 0.08% | +510+19.7% | Added |
| McRae Capital Management Inc | 3,093 | $314.0K | 0.07% | −59−1.9% | Reduced |
| Gradient Capital Advisors, LLC | 3,095 | $314.0K | 0.14% | +899+40.9% | Added |
| Purus Wealth Management, LLC | 3,085 | $313.0K | 0.22% | −82−2.6% | Reduced |
| Abacus Wealth Partners, LLC | 3,074 | $311.9K | 0.11% | +5+0.2% | Added |