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 |
|---|---|---|---|---|---|
| Alexandria Capital, LLC | 3,066 | $311.0K | 0.03% | −125−3.9% | Reduced |
| Better Money Decisions, LLC | 3,067 | $311.0K | 0.26% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 3,056 | $310.0K | 0.03% | +10.0% | Added |
| Phocas Financial Corp. | 3,046 | $309.0K | 0.04% | 00.0% | Unchanged |
| Atwater Malick LLC | 3,041 | $309.0K | 0.16% | 00.0% | Unchanged |
| Bickling Financial Services, Inc. | 3,045 | $309.0K | 0.16% | +35+1.2% | Added |
| Requisite Capital Management, LLC | 3,037 | $308.0K | 0.07% | +3,037 | New |
| Stillwater Investment Management, LLC | 3,020 | $306.0K | 0.08% | +41+1.4% | Added |
| Israel Discount Bank of New York | 3,013 | $306.0K | 0.21% | +3,013 | New |
| Ferris Capital, LLC | 2,675 | $305.0K | 0.07% | −6,567−71.1% | Reduced |
| Wilkins Investment Counsel Inc | 3,010 | $305.0K | 0.07% | 00.0% | Unchanged |
| Wealth Architects, LLC | 3,009 | $305.0K | 0.06% | +93+3.2% | Added |
| Private Wealth Advisors | 2,665 | $305.0K | 0.09% | +33+1.3% | Added |
| Reliant Investment Management, LLC | 2,994 | $304.0K | 0.15% | +2,994 | New |
| Aj Wealth Strategies, LLC | 3,000 | $304.0K | 0.02% | +3,000 | New |
| Van Den Berg Management I, Inc | 2,987 | $303.0K | 0.06% | −290−8.8% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 2,978 | $302.0K | 0.12% | −4,221−58.6% | Reduced |
| Loveless Wealth Management LLC | 2,965 | $301.0K | 0.18% | −40−1.3% | Reduced |
| Compton Financial Group, LLC | 2,962 | $300.0K | 0.13% | −500−14.4% | Reduced |
| Matthew Goff Investment Advisor, LLC | 2,957 | $300.0K | 0.07% | 00.0% | Unchanged |
| Jump Financial, LLC | 2,941 | $298.0K | 0.02% | −10,524−78.2% | Reduced |
| UMA Financial Services, Inc. | 2,718 | $298.0K | 0.08% | +47+1.8% | Added |
| Capstone Financial Advisors, Inc. | 2,928 | $297.0K | 0.02% | +10.0% | Added |
| Vista Wealth Management Group, LLC | 2,928 | $297.0K | 0.05% | +25+0.9% | Added |
| Financial Partners Group, Inc | 2,923 | $297.0K | 0.07% | +754+34.8% | Added |
| Bingham Osborn & Scarborough LLC | 2,920 | $296.0K | 0.02% | −422−12.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,918 | $296.0K | 0.07% | −218−7.0% | Reduced |
| Petrus Trust Company, LTA | 2,915 | $296.0K | 0.03% | +2,915 | New |
| David R. Rahn & Associates Inc. | 2,921 | $296.0K | 0.17% | +2,921 | New |
| JGP Wealth Management, LLC | 2,904 | $295.0K | 0.06% | −2,324−44.5% | Reduced |
| Private Management Group Inc | 2,910 | $295.0K | 0.01% | −5−0.2% | Reduced |
| Twin Lakes Capital Management, LLC | 2,906 | $295.0K | 0.17% | 00.0% | Unchanged |
| SFE Investment Counsel | 2,907 | $295.0K | 0.08% | +260+9.8% | Added |
| Wolff Wiese Magana LLC | 2,900 | $294.0K | 0.21% | −187−6.1% | Reduced |
| Relyea Zuckerberg Hanson LLC | 2,881 | $292.0K | 0.11% | +159+5.8% | Added |
| Northwest Investment Counselors, LLC | 2,880 | $292.0K | 0.08% | +2,880 | New |
| Gerber Kawasaki Wealth & Investment Management | 2,876 | $291.0K | 0.04% | −26−0.9% | Reduced |
| Sather Financial Group Inc | 2,858 | $290.0K | 0.03% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 2,862 | $290.0K | 0.02% | +2,862 | New |
| Concord Wealth Partners | 2,852 | $289.0K | 0.12% | −861−23.2% | Reduced |
| Arlington Partners LLC | 2,834 | $288.0K | 0.08% | +1,897+202.5% | Added |
| First Heartland Consultants, Inc. | 2,811 | $285.0K | 0.04% | −778−21.7% | Reduced |
| Private Capital Management LLC | 2,800 | $284.0K | 0.12% | −37−1.3% | Reduced |
| Insight Advisors, LLC | 2,482 | $282.0K | 0.08% | −414−14.3% | Reduced |
| Accel Wealth Management | 2,781 | $282.0K | 0.18% | +24+0.9% | Added |
| HFR Wealth Management, LLC | 2,764 | $280.0K | 0.08% | −49,622−94.7% | Reduced |
| Lesa Sroufe & Co | 2,755 | $279.0K | 0.30% | 00.0% | Unchanged |
| Gibson Capital, LLC | 2,780 | $279.0K | 0.07% | +270+10.8% | Added |
| Summit Wealth Group, LLC | 2,752 | $279.0K | 0.44% | +2,752 | New |
| Trillium Asset Management, LLC | 2,726 | $277.0K | 0.01% | +60+2.3% | Added |
| Keel Point, LLC | 2,731 | $277.0K | 0.04% | +107+4.1% | Added |
| Breiter Capital Management Inc | 2,714 | $275.0K | 0.16% | −1,029−27.5% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 2,707 | $275.0K | 0.04% | 00.0% | Unchanged |
| Gries Financial LLC | 2,697 | $274.0K | 0.09% | −1,286−32.3% | Reduced |
| LifeSteps Financial, Inc. | 2,698 | $274.0K | 0.21% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 2,704 | $274.0K | 0.07% | +150+5.9% | Added |
| Strategic Wealth Partners, Ltd. | 2,706 | $274.0K | 0.08% | +2,706 | New |
| Blue Edge Capital, LLC | 2,700 | $273.9K | 0.06% | 00.0% | Unchanged |
| Broadleaf Partners, LLC | 2,693 | $273.0K | 0.09% | 00.0% | Unchanged |
| Financial Insights, Inc. | 2,692 | $273.0K | 0.25% | +200+8.0% | Added |
| Clarus Wealth Advisors | 2,577 | $273.0K | 0.17% | +2,577 | New |
| Cozad Asset Management Inc | 2,684 | $272.0K | 0.04% | −90−3.2% | Reduced |
| Ashford Capital Management Inc | 2,670 | $271.0K | 0.02% | 00.0% | Unchanged |
| Centric Wealth Management | 2,662 | $270.0K | 0.10% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 2,657 | $270.0K | 0.05% | 00.0% | Unchanged |
| Kalos Management, Inc. | 2,440 | $270.0K | 0.08% | +2,440 | New |
| HBK Investments L P | 2,649 | $269.0K | 0.00% | +2,649 | New |
| Glen Eagle Advisors, LLC | 2,651 | $268.9K | 0.08% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 2,638 | $268.0K | 0.58% | +2,638 | New |
| Apella Capital, LLC | 2,634 | $267.0K | 0.04% | −200−7.1% | Reduced |
| Clarity Financial LLC | 2,629 | $267.0K | 0.05% | +100+4.0% | Added |
| Unigestion Holding SA | 2,623 | $266.0K | 0.01% | −3,868−59.6% | Reduced |
| American Institute for Advanced Investment Management, LLP | 2,619 | $266.0K | 0.19% | −1,813−40.9% | Reduced |
| North Point Portfolio Managers Corp | 2,625 | $266.0K | 0.04% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 2,620 | $266.0K | 0.14% | +43+1.7% | Added |
| Silvant Capital Management LLC | 2,615 | $265.0K | 0.05% | 00.0% | Unchanged |
| Total Investment Management Inc | 2,610 | $265.0K | 0.07% | +11+0.4% | Added |
| Secure Asset Management, LLC | 2,606 | $264.0K | 0.13% | −105−3.9% | Reduced |
| Lee Financial Co | 2,602 | $264.0K | 0.05% | +593+29.5% | Added |
| Carolinas Wealth Consulting LLC | 2,579 | $262.0K | 0.06% | −960−27.1% | Reduced |
| O'Dell Group, LLC | 2,582 | $262.0K | 0.08% | +6+0.2% | Added |
| Texas Capital Bancshares Inc | 2,573 | $261.0K | 0.18% | −8−0.3% | Reduced |
| Princeton Capital Management LLC | 2,570 | $261.0K | 0.08% | 00.0% | Unchanged |
| WC Walker & Associates, Inc. | 2,576 | $261.0K | 0.14% | +145+6.0% | Added |
| Pinnacle Family Advisors, LLC | 2,574 | $261.0K | 0.12% | +535+26.2% | Added |
| Pinnacle Wealth Management Group, Inc. | 2,575 | $261.0K | 0.20% | +2,575 | New |
| Stillwater Capital Advisors, LLC | 2,567 | $260.0K | 0.04% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,551 | $259.0K | 0.04% | −2,308−47.5% | Reduced |
| Private Ocean, LLC | 2,551 | $259.0K | 0.03% | −239−8.6% | Reduced |
| True Link Financial Advisors, LLC | 30 | $259.0K | 0.04% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 2,545 | $258.0K | 0.08% | −275−9.8% | Reduced |
| Eagle Bay Advisors LLC | 2,526 | $258.0K | 0.15% | +1,330+111.2% | Added |
| Acima Private Wealth, LLC | 2,536 | $257.0K | 0.12% | 00.0% | Unchanged |
| Solstein Capital, LLC | 2,538 | $257.0K | 0.15% | +885+53.5% | Added |
| Heron Financial Group, LLC | 2,520 | $256.0K | 0.14% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 2,500 | $254.0K | 0.08% | −609−19.6% | Reduced |
| Palumbo Wealth Management LLC | 2,507 | $254.0K | 0.17% | −493−16.4% | Reduced |
| Barry Investment Advisors, LLC | 2,505 | $254.0K | 0.07% | +280+12.6% | Added |
| Landaas & Co | 2,489 | $253.0K | 0.15% | 00.0% | Unchanged |
| S. R. Schill & Associates | 2,495 | $253.0K | 0.11% | +4+0.2% | Added |