Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,220 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 |
|---|---|---|---|---|---|
|
Partnership Wealth Management, LLC
Towson, MD |
Jul 08, 2025 Q2 2025 |
5,800
shares
|
$895,752
0.67% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
5,797
shares
|
$895,288
0.06% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Elk River Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
5,792
shares
|
$894,516
0.15% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
5,784
shares
|
$893,280
0.21% of portfolio
|
Q2 2025
Reduced 9.43%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
5,780
shares
|
$892,663
0.13% of portfolio
|
Q2 2025
Reduced 14.29%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jul 08, 2025 Q2 2025 |
5,764
shares
|
$890,192
0.27% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
5,761
shares
|
$889,728
0.05% of portfolio
|
Q2 2025
Reduced 12.27%
|
|
|
Smithbridge Asset Management Inc
|
Jul 29, 2025 Q2 2025 |
5,753
shares
|
$888,493
0.15% of portfolio
|
Q2 2024
Reduced 53.8%
|
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
5,749
shares
|
$887,875
0.43% of portfolio
|
Q2 2022
New holding
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
5,745
shares
|
$887,257
0.1% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Aug 07, 2025 Q2 2025 |
5,736
shares
|
$885,867
0.09% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
5,733
shares
|
$885,404
0.16% of portfolio
|
Q4 2023
Reduced 2.13%
|
|
|
Members Trust CO
|
Jul 30, 2025 Q2 2025 |
5,732
shares
|
$885,250
0.03% of portfolio
|
Q2 2025
Added 83.78%
|
|
|
Viawealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
5,729
shares
|
$884,786
0.48% of portfolio
|
Q2 2025
Reduced 5.1%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
5,729
shares
|
$884,786
0.13% of portfolio
|
Q2 2025
Added 22.05%
|
|
|
Centiva Capital, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
5,720
shares
|
$883,396
0.01% of portfolio
|
Q2 2025
Added 252.87%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
5,716
shares
|
$882,779
0.33% of portfolio
|
Q2 2025
Reduced 5.94%
|
|
|
Denali Advisors LLC
|
Jul 30, 2025 Q2 2025 |
5,701
shares
|
$880,462
0.09% of portfolio
|
Q2 2025
Reduced 17.39%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
5,700
shares
|
$880,308
0.52% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
5,699
shares
|
$880,153
0.31% of portfolio
|
Q3 2024
Added 17.12%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
5,697
shares
|
$879,844
0.55% of portfolio
|
Q1 2023
Added 21.06%
|
|
|
Nebula Research & Development LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,696
shares
|
$879,690
0.07% of portfolio
|
Q2 2025
Reduced 77.69%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Aug 11, 2025 Q2 2025 |
5,693
shares
|
$879,226
0.07% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
5,693
shares
|
$879,226
0.05% of portfolio
|
Q1 2025
Reduced 22.47%
|
|
|
Omni Star Financial Group, Inc.
|
Aug 08, 2025 Q2 2025 |
5,685
shares
|
$877,991
0.67% of portfolio
|
Q2 2025
Added 24.97%
|