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 |
|---|---|---|---|---|---|
| Chicago Trust Co NA | 43,046 | $4.37M | 0.96% | +2,163+5.3% | Added |
| Principle Wealth Partners LLC | 45,778 | $4.34M | 0.50% | +500+1.1% | Added |
| Grimes & Company, Inc. | 42,729 | $4.33M | 0.19% | +1,536+3.7% | Added |
| Sandy Spring Bank | 42,646 | $4.33M | 0.23% | −3,204−7.0% | Reduced |
| Panagora Asset Management Inc | 42,347 | $4.30M | 0.02% | −101,744−70.6% | Reduced |
| B. Riley Wealth Management, Inc. | 42,346 | $4.30M | 0.33% | +29,298+224.5% | Added |
| Citizens Financial Group Inc | 42,213 | $4.28M | 0.16% | +20,807+97.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 42,180 | $4.28M | 0.42% | +47+0.1% | Added |
| Inlet Private Wealth, LLC | 42,173 | $4.28M | 1.15% | +50+0.1% | Added |
| Man Group plc | 42,027 | $4.26M | 0.02% | −57,636−57.8% | Reduced |
| Centre Asset Management, LLC | 43,890 | $4.26M | 2.21% | +200+0.5% | Added |
| Focus Financial Network, Inc. | 41,951 | $4.26M | 0.57% | +2,417+6.1% | Added |
| Ridgecrest Wealth Partners, LLC | 41,936 | $4.25M | 2.32% | +1,416+3.5% | Added |
| First Citizens Bank & Trust Co | 41,555 | $4.22M | 0.20% | −1,464−3.4% | Reduced |
| First Manhattan Co | 41,521 | $4.21M | 0.02% | −3,425−7.6% | Reduced |
| AMG National Trust Bank | 41,360 | $4.20M | 0.14% | +866+2.1% | Added |
| Garland Capital Management Inc | 41,330 | $4.19M | 3.00% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 41,297 | $4.19M | 0.26% | +114+0.3% | Added |
| Chesley Taft & Associates LLC | 40,974 | $4.16M | 0.24% | −1,180−2.8% | Reduced |
| Harbour Capital Advisors, LLC | 40,941 | $4.15M | 1.09% | +650+1.6% | Added |
| Ruffer LLP | 40,000 | $4.15M | 0.13% | +40,000 | New |
| Capital Planning Advisors, LLC | 40,732 | $4.13M | 0.86% | +2,719+7.2% | Added |
| Laurel Wealth Advisors, Inc. | 40,691 | $4.13M | 0.76% | −1,544−3.7% | Reduced |
| Cadence Bank NA | 40,549 | $4.11M | 1.22% | −130.0% | Reduced |
| Nelson Capital Management, LLC | 40,334 | $4.09M | 0.81% | +600+1.5% | Added |
| Peak Asset Management, LLC | 39,936 | $4.05M | 1.00% | +440+1.1% | Added |
| Vontobel Holding Ltd. | 39,866 | $4.04M | 0.04% | −3,481−8.0% | Reduced |
| Lee Danner & Bass Inc | 39,819 | $4.04M | 0.37% | −696−1.7% | Reduced |
| Hartford Financial Management Inc. | 39,657 | $4.02M | 1.02% | +234+0.6% | Added |
| Trinity Legacy Partners, LLC | 39,420 | $4.00M | 1.44% | +1,313+3.4% | Added |
| Community Bank & Trust, Waco, Texas | 39,335 | $3.99M | 1.30% | +377+1.0% | Added |
| Institutional & Family Asset Management, LLC | 39,297 | $3.99M | 0.64% | +2,704+7.4% | Added |
| Federation des caisses Desjardins du Quebec | 39,301 | $3.99M | 0.04% | +1,734+4.6% | Added |
| IFP Advisors, Inc | 38,934 | $3.98M | 0.08% | +1,066+2.8% | Added |
| Siemens Fonds Invest GmbH | 39,227 | $3.98M | 0.27% | +1,102+2.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 39,166 | $3.97M | 0.01% | −874−2.2% | Reduced |
| Stolper Co | 39,107 | $3.97M | 1.90% | +26+0.1% | Added |
| McGinn Investment Management, Inc. | 39,078 | $3.96M | 2.85% | +6,600+20.3% | Added |
| Eastern Bank | 39,070 | $3.96M | 0.19% | −382−1.0% | Reduced |
| Bank of Hawaii | 38,861 | $3.94M | 0.22% | −5,105−11.6% | Reduced |
| Credit Agricole S A | 38,826 | $3.94M | 0.14% | −4,011−9.4% | Reduced |
| Murphy Pohlad Asset Management LLC | 38,787 | $3.93M | 1.61% | −1,241−3.1% | Reduced |
| Candriam Luxembourg S.C.A. | 38,718 | $3.93M | 0.03% | +1,090+2.9% | Added |
| WoodTrust Financial Corp | 38,524 | $3.91M | 0.92% | +6,369+19.8% | Added |
| Bragg Financial Advisors, Inc | 38,504 | $3.91M | 0.25% | +130.0% | Added |
| Community Bank, N.A. | 38,444 | $3.90M | 0.48% | −3,054−7.4% | Reduced |
| BKD Wealth Advisors, LLC | 38,242 | $3.88M | 0.18% | +6,669+21.1% | Added |
| Legacy Private Trust Co. | 38,180 | $3.87M | 0.31% | +1,090+2.9% | Added |
| Redpoint Investment Management Pty Ltd | 38,158 | $3.87M | 0.33% | −3,233−7.8% | Reduced |
| Sumitomo Life Insurance Co | 38,134 | $3.87M | 0.10% | −1,612−4.1% | Reduced |
| Schulhoff & Co Inc | 38,081 | $3.86M | 1.74% | −200−0.5% | Reduced |
| National Mutual Insurance Federation of Agricultural Cooperatives | 38,042 | $3.86M | 0.03% | 00.0% | Unchanged |
| Cascadia Advisory Services, LLC | 37,879 | $3.84M | 0.78% | −2,179−5.4% | Reduced |
| Capital City Trust Co | 37,781 | $3.83M | 1.19% | +461+1.2% | Added |
| Regal Investment Advisors LLC | 37,715 | $3.83M | 0.37% | +1,536+4.2% | Added |
| Carroll Financial Associates, Inc. | 37,604 | $3.81M | 0.21% | −759−2.0% | Reduced |
| Jacobi Capital Management LLC | 37,404 | $3.79M | 0.48% | +3,964+11.9% | Added |
| Thompson Investment Management, Inc. | 37,386 | $3.79M | 0.57% | +104+0.3% | Added |
| Boyer & Corporon Wealth Management, LLC | 37,168 | $3.77M | 1.13% | +574+1.6% | Added |
| Point72 Hong Kong Ltd | 37,151 | $3.77M | 0.29% | −87,301−70.1% | Reduced |
| Concentric Wealth Management, LLC | 37,109 | $3.77M | 1.15% | +146+0.4% | Added |
| Patton Albertson Miller Group, LLC | 36,998 | $3.75M | 0.72% | +3,793+11.4% | Added |
| Global Wealth Management Investment Advisory, Inc. | 36,963 | $3.75M | 1.19% | +6,962+23.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 36,865 | $3.74M | 0.14% | −2,873−7.2% | Reduced |
| Swarthmore Group Inc | 35,702 | $3.74M | 0.97% | 00.0% | Unchanged |
| Black Swift Group, LLC | 36,777 | $3.73M | 1.69% | +36,777 | New |
| Beacon Investment Advisory Services, Inc. | 36,582 | $3.71M | 0.15% | +1,126+3.2% | Added |
| Wright Investors Service Inc | 36,441 | $3.70M | 1.05% | −20,804−36.3% | Reduced |
| Mid Atlantic Financial Management Inc | 36,442 | $3.70M | 0.25% | +1,453+4.2% | Added |
| Physicians Financial Services, Inc. | 36,252 | $3.68M | 1.49% | +3,318+10.1% | Added |
| Montecito Bank & Trust | 36,225 | $3.67M | 0.71% | +643+1.8% | Added |
| Kovack Advisors, Inc. | 36,222 | $3.67M | 0.40% | +2,595+7.7% | Added |
| Cornerstone Wealth Group, LLC | 36,206 | $3.67M | 0.65% | −12,843−26.2% | Reduced |
| Barrett Asset Management, LLC | 36,201 | $3.67M | 0.17% | +566+1.6% | Added |
| Founders Capital Management | 36,134 | $3.67M | 2.51% | −2,343−6.1% | Reduced |
| City Holding Co | 36,058 | $3.66M | 0.62% | +586+1.7% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 36,050 | $3.66M | 2.66% | +1,210+3.5% | Added |
| Abbrea Capital, LLC | 36,030 | $3.65M | 0.55% | −3,665−9.2% | Reduced |
| Fairfield, Bush & Co. | 35,937 | $3.65M | 1.18% | +870+2.5% | Added |
| Graypoint LLC | 35,732 | $3.63M | 0.44% | −284−0.8% | Reduced |
| Advisor Partners LLC | 35,694 | $3.62M | 0.24% | +851+2.4% | Added |
| Barings LLC | 35,486 | $3.60M | 0.08% | +7,853+28.4% | Added |
| Clearstead Advisors, LLC | 35,443 | $3.60M | 0.27% | −735−2.0% | Reduced |
| Narwhal Capital Management | 35,427 | $3.59M | 0.45% | +155+0.4% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 35,348 | $3.59M | 0.05% | −4,262−10.8% | Reduced |
| Farmers National Bank | 42,364 | $3.58M | 1.43% | −5,070−10.7% | Reduced |
| KMG Fiduciary Partners, LLC | 35,257 | $3.58M | 0.61% | +2,714+8.3% | Added |
| TCTC Holdings, LLC | 35,203 | $3.57M | 0.16% | +6,199+21.4% | Added |
| Transcend Wealth Collective, LLC | 31,230 | $3.56M | 0.32% | −570−1.8% | Reduced |
| Fma Advisory Inc | 35,062 | $3.56M | 1.33% | −4,784−12.0% | Reduced |
| NJ State Employees Deferred Compensation Plan | 35,000 | $3.55M | 0.48% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 34,963 | $3.55M | 2.19% | +690+2.0% | Added |
| Lawson Kroeker Investment Management Inc | 34,950 | $3.55M | 1.18% | −1,950−5.3% | Reduced |
| NEXT Financial Group, Inc | 34,928 | $3.54M | 0.28% | +6,459+22.7% | Added |
| White Pine Investment CO | 34,884 | $3.54M | 1.24% | −1,651−4.5% | Reduced |
| Intrua Financial, LLC | 31,479 | $3.53M | 0.65% | +15,000+91.0% | Added |
| Pekin Hardy Strauss, Inc. | 34,701 | $3.52M | 0.50% | −1,676−4.6% | Reduced |
| Eagle Capital Management, LLC | 34,600 | $3.51M | 0.95% | +120+0.3% | Added |
| Citizens Business Bank | 33,349 | $3.51M | 0.47% | +170+0.5% | Added |
| Snowden Capital Advisors LLC | 34,567 | $3.51M | 0.17% | −2,947−7.9% | Reduced |