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 | 4,312 | $298.0B |
| Q4 2025 | 3,994 | $223.3B |
| Q3 2025 | 3,803 | $225.3B |
| Q2 2025 | 3,708 | $189.0B |
| Q1 2025 | 3,826 | $222.9B |
| Q4 2024 | 3,765 | $194.0B |
| Q3 2024 | 3,488 | $198.0B |
| Q2 2024 | 3,511 | $214.0B |
| Q1 2024 | 3,523 | $212.7B |
| Q4 2023 | 3,478 | $200.3B |
| Q3 2023 | 3,339 | $222.6B |
| Q2 2023 | 3,286 | $205.0B |
| Q1 2023 | 3,273 | $217.1B |
| Q4 2022 | 3,289 | $243.6B |
| Q3 2022 | 3,057 | $195.7B |
| Q2 2022 | 3,060 | $198.4B |
| Q1 2022 | 3,071 | $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 |
|---|---|---|---|---|---|
| Summit Global Investments | 72,234 | $7.33M | 0.55% | +50,484+232.1% | Added |
| Quantitative Investment Management, LLC | 71,995 | $7.30M | 0.66% | +71,995 | New |
| Fort Pitt Capital Group, LLC | 71,545 | $7.26M | 0.30% | +6,476+10.0% | Added |
| Cutler Investment Counsel LLC | 71,501 | $7.25M | 1.15% | −4,572−6.0% | Reduced |
| FourThought Financial, LLC | 71,493 | $7.25M | 0.97% | +15,775+28.3% | Added |
| Mutual Advisors, LLC | 71,412 | $7.25M | 0.43% | +11,708+19.6% | Added |
| InterOcean Capital Group, LLC | 71,388 | $7.24M | 0.36% | +1,417+2.0% | Added |
| NBT Bank N A | 71,246 | $7.23M | 1.00% | −691−1.0% | Reduced |
| Burns J W & Co Inc | 71,180 | $7.22M | 1.13% | +4,115+6.1% | Added |
| Shell Asset Management Co | 71,152 | $7.22M | 0.16% | −35,528−33.3% | Reduced |
| Parsons Capital Management Inc | 70,681 | $7.17M | 0.56% | +4,126+6.2% | Added |
| Northeast Financial Consultants Inc | 70,440 | $7.15M | 0.48% | −33,244−32.1% | Reduced |
| Rockland Trust Co | 70,283 | $7.13M | 0.50% | −11,728−14.3% | Reduced |
| Sowell Financial Services LLC | 69,777 | $7.08M | 0.48% | −74−0.1% | Reduced |
| Huber Capital Management LLC | 69,600 | $7.06M | 1.82% | +7,400+11.9% | Added |
| Engrave Wealth Partners LLC | 69,339 | $7.03M | 2.08% | +6,183+9.8% | Added |
| Allied Investment Advisors, LLC | 69,225 | $7.02M | 2.66% | +1,424+2.1% | Added |
| Stamos Capital Partners, L.P. | 69,170 | $7.02M | 3.92% | −7,400−9.7% | Reduced |
| MAI Capital Management | 68,644 | $6.96M | 0.14% | +8,174+13.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 68,577 | $6.96M | 0.07% | +229+0.3% | Added |
| Corient Capital Partners, LLC | 68,582 | $6.96M | 0.51% | +3,003+4.6% | Added |
| Belpointe Asset Management LLC | 68,451 | $6.94M | 0.47% | +1,575+2.4% | Added |
| Colonial Trust Advisors | 68,409 | $6.94M | 0.86% | −88−0.1% | Reduced |
| Van Hulzen Asset Management, LLC | 67,770 | $6.88M | 1.02% | +1,400+2.1% | Added |
| Kings Point Capital Management | 67,473 | $6.84M | 0.61% | +4,141+6.5% | Added |
| Lincoln National Corp | 67,339 | $6.83M | 0.15% | +634+1.0% | Added |
| SeaCrest Wealth Management, LLC | 67,119 | $6.81M | 0.82% | −592−0.9% | Reduced |
| DuPont Capital Management Corp | 67,111 | $6.81M | 0.21% | −25,342−27.4% | Reduced |
| Madden Securities Corp | 67,063 | $6.80M | 3.68% | +5,011+8.1% | Added |
| Mengis Capital Management, Inc. | 66,650 | $6.76M | 1.42% | +2,467+3.8% | Added |
| Montgomery Investment Management Inc | 66,142 | $6.71M | 2.50% | 00.0% | Unchanged |
| Corbenic Partners LLC | 65,986 | $6.69M | 1.62% | +8,409+14.6% | Added |
| Wade G W & Inc | 65,909 | $6.69M | 0.32% | +650+1.0% | Added |
| Pioneer Trust Bank N A | 65,856 | $6.68M | 1.91% | +3,635+5.8% | Added |
| Smith Group Asset Management, LLC | 65,466 | $6.64M | 0.34% | +65,466 | New |
| CSM Advisors, LLC | 65,071 | $6.60M | 0.49% | +700+1.1% | Added |
| Prime Capital Investment Advisors, LLC | 64,778 | $6.57M | 0.41% | −28,817−30.8% | Reduced |
| Crossvault Capital Management LLC | 64,326 | $6.53M | 2.05% | +35+0.1% | Added |
| Illinois Municipal Retirement Fund | 64,309 | $6.52M | 0.24% | +29,382+84.1% | Added |
| American Research & Management Co. | 64,256 | $6.52M | 1.51% | −441−0.7% | Reduced |
| Frontier Wealth Management LLC | 64,222 | $6.51M | 0.45% | +16,527+34.7% | Added |
| Carnegie Capital Asset Management, LLC | 64,193 | $6.51M | 0.25% | +2,629+4.3% | Added |
| Sand Hill Global Advisors, LLC | 63,852 | $6.48M | 0.39% | +3,227+5.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 56,633 | $6.46M | 0.10% | +12,805+29.2% | Added |
| Mairs & Power Inc | 63,459 | $6.44M | 0.06% | −4,010−5.9% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 63,350 | $6.43M | 0.34% | −1,790−2.7% | Reduced |
| Castle Rock Wealth Management, LLC | 55,706 | $6.42M | 2.20% | −4,226−7.1% | Reduced |
| Parcion Private Wealth LLC | 58,295 | $6.39M | 0.57% | +643+1.1% | Added |
| Kestra Private Wealth Services, LLC | 62,926 | $6.38M | 0.36% | +1,635+2.7% | Added |
| Neville Rodie & Shaw Inc | 62,543 | $6.34M | 0.49% | −9,144−12.8% | Reduced |
| Birmingham Capital Management Co Inc | 62,303 | $6.32M | 2.42% | −435−0.7% | Reduced |
| Resources Management Corp | 61,957 | $6.29M | 0.90% | −1,170−1.9% | Reduced |
| Independent Advisor Alliance | 61,882 | $6.28M | 0.35% | +448+0.7% | Added |
| Cubist Systematic Strategies, LLC | 61,768 | $6.27M | 0.08% | −8,860−12.5% | Reduced |
| Resource Management, LLC | 61,404 | $6.23M | 0.71% | +924+1.5% | Added |
| Meridian Investment Counsel Inc. | 60,944 | $6.18M | 2.24% | −200.0% | Reduced |
| Violich Capital Management, Inc. | 60,871 | $6.17M | 0.99% | +3,400+5.9% | Added |
| Means Investment Co., Inc. | 60,801 | $6.17M | 1.22% | +2,544+4.4% | Added |
| Qube Research & Technologies Ltd | 60,787 | $6.17M | 0.08% | −167,569−73.4% | Reduced |
| Fulton Bank, N.A. | 60,654 | $6.15M | 0.29% | +4,596+8.2% | Added |
| Peddock Capital Advisors, LLC | 60,157 | $6.10M | 2.17% | −1,532−2.5% | Reduced |
| Banque Cantonale Vaudoise | 59,933 | $6.08M | 0.26% | +10,000+20.0% | Added |
| Boston Family Office LLC | 59,758 | $6.06M | 0.44% | −959−1.6% | Reduced |
| Dean Investment Associates, LLC | 59,744 | $6.06M | 1.14% | −456−0.8% | Reduced |
| Cigna Investments Inc | 59,440 | $6.03M | 0.45% | −970−1.6% | Reduced |
| Woodward Diversified Capital, LLC | 59,361 | $6.02M | 3.78% | −3,203−5.1% | Reduced |
| Sky Investment Group LLC | 59,271 | $6.01M | 1.34% | +1,644+2.9% | Added |
| Lockheed Martin Investment Management Co | 59,265 | $6.01M | 0.33% | −1,610−2.6% | Reduced |
| Walleye Trading LLC | 58,980 | $5.98M | 0.14% | +58,980 | New |
| Live Oak Private Wealth LLC | 58,908 | $5.98M | 1.22% | +2,988+5.3% | Added |
| First Nebraska Trust Co | 58,853 | $5.97M | 0.78% | +220.0% | Added |
| Northern Oak Wealth Management Inc | 58,756 | $5.96M | 0.73% | +876+1.5% | Added |
| Kingsview Wealth Management, LLC | 58,699 | $5.96M | 0.28% | +814+1.4% | Added |
| Old National Bancorp | 58,604 | $5.95M | 0.22% | +3,358+6.1% | Added |
| Valicenti Advisory Services Inc | 58,587 | $5.94M | 1.61% | +3,341+6.0% | Added |
| Biondo Investment Advisors, LLC | 57,742 | $5.93M | 1.02% | +1,450+2.6% | Added |
| Mirador Capital Partners LP | 58,180 | $5.90M | 1.34% | +1,069+1.9% | Added |
| Greystone Financial Group, LLC | 58,168 | $5.90M | 1.75% | −10,314−15.1% | Reduced |
| Annex Advisory Services, LLC | 57,812 | $5.87M | 0.48% | +2,886+5.3% | Added |
| Caldwell Trust Co | 57,700 | $5.85M | 0.74% | +2,536+4.6% | Added |
| Trust Co of Vermont | 57,476 | $5.83M | 0.41% | −5,061−8.1% | Reduced |
| Wealth Advisory Solutions, LLC | 57,476 | $5.83M | 1.30% | +35,700+163.9% | Added |
| Azzad Asset Management Inc | 57,236 | $5.81M | 0.86% | +2,316+4.2% | Added |
| American National Bank | 57,065 | $5.79M | 1.28% | −446−0.8% | Reduced |
| First Foundation Advisors | 56,755 | $5.76M | 0.21% | +5,518+10.8% | Added |
| Courier Capital LLC | 56,750 | $5.76M | 0.55% | −862−1.5% | Reduced |
| CWA Asset Management Group, LLC | 56,512 | $5.73M | 0.45% | +49,349+688.9% | Added |
| Surevest, LLC | 56,355 | $5.72M | 1.44% | +3,652+6.9% | Added |
| Novare Capital Management LLC | 56,310 | $5.71M | 0.63% | +1,362+2.5% | Added |
| Iowa State Bank | 56,275 | $5.71M | 1.60% | +1,949+3.6% | Added |
| Bogart Wealth, LLC | 56,241 | $5.71M | 0.58% | +3,543+6.7% | Added |
| Eisler Capital (UK) Ltd. | 56,214 | $5.70M | 0.67% | +56,214 | New |
| Canandaigua National Corp | 56,055 | $5.69M | 0.93% | +2,512+4.7% | Added |
| Grassi Investment Management | 55,946 | $5.68M | 0.64% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 55,929 | $5.67M | 0.79% | +424+0.8% | Added |
| Patten & Patten Inc | 55,707 | $5.65M | 0.43% | −312−0.6% | Reduced |
| Amica Mutual Insurance Co | 55,588 | $5.64M | 0.59% | −38,697−41.0% | Reduced |
| ARS Investment Partners, LLC | 55,410 | $5.62M | 0.56% | +53,207+2,415.2% | Added |
| Bard Financial Services, Inc. | 55,240 | $5.61M | 0.50% | +125+0.2% | Added |
| Prospera Financial Services Inc | 55,207 | $5.60M | 0.28% | −104−0.2% | Reduced |