Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,225 institutions that hold shares in the stock, with a total of 1.43 Billion shares, which have been reported (via 13F filing form) to have a value of $221 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
5,969
shares
|
$921,852
0.14% of portfolio
|
Q2 2025
Added 31.5%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Aug 13, 2025 Q2 2025 |
5,966
shares
|
$921,389
0.52% of portfolio
|
Q2 2025
Added 36.18%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Aug 04, 2025 Q2 2025 |
5,965
shares
|
$921,234
0.76% of portfolio
|
Q2 2025
Added 15.15%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
5,953
shares
|
$919,381
0.41% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Cornerstone Advisory, LLC
|
Jul 30, 2025 Q2 2025 |
5,929
shares
|
$915,674
0.1% of portfolio
|
Q2 2025
Added 14.9%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
5,918
shares
|
$913,975
0.11% of portfolio
|
Q2 2025
Added 5.34%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Aug 05, 2025 Q2 2025 |
5,912
shares
|
$913,049
0.04% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
5,907
shares
|
$912,277
0.08% of portfolio
|
Q4 2024
Added 181.29%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
5,904
shares
|
$911,813
0.22% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Jul 24, 2025 Q2 2025 |
5,894
shares
|
$910,269
0.32% of portfolio
|
Q2 2025
Added 4.1%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
5,893
shares
|
$910,114
0.26% of portfolio
|
Q2 2025
Reduced 13.55%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
5,892
shares
|
$909,960
0.16% of portfolio
|
Q2 2025
Added 49.47%
|
|
|
Glynn Capital Management LLC
|
Aug 07, 2025 Q2 2025 |
5,889
shares
|
$909,497
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Aug 12, 2025 Q2 2025 |
5,889
shares
|
$909,497
0.11% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
Aug 14, 2025 Q2 2025 |
5,888
shares
|
$909,342
0.02% of portfolio
|
Q2 2025
Added 10.3%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jul 15, 2025 Q2 2025 |
5,880
shares
|
$908,107
0.01% of portfolio
|
Q1 2025
Reduced 47.62%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 14, 2025 Q2 2025 |
5,876
shares
|
$907,489
0.21% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Cv Advisors LLC
Aventura, FL |
Jul 25, 2025 Q2 2025 |
5,875
shares
|
$907,335
0.26% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Versor Investments LP
|
Aug 05, 2025 Q2 2025 |
5,873
shares
|
$907,026
0.16% of portfolio
|
Q2 2025
Reduced 51.44%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Aug 04, 2025 Q2 2025 |
5,864
shares
|
$905,636
0.32% of portfolio
|
Q2 2025
Added 7.42%
|
|
|
626 Financial, LLC
|
Aug 04, 2025 Q2 2025 |
5,841
shares
|
$902,084
0.42% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
5,839
shares
|
$901,775
0.14% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
5,825
shares
|
$899,613
0.21% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
5,823
shares
|
$899,304
0.2% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jul 29, 2025 Q2 2025 |
5,818
shares
|
$898,531
0.1% of portfolio
|
Q2 2025
Reduced 2.4%
|