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 |
|---|---|---|---|---|---|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Aug 11, 2025 Q2 2025 |
5,675
shares
|
$876,447
0.24% of portfolio
|
Q2 2025
Reduced 6.8%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jul 23, 2025 Q2 2025 |
5,655
shares
|
$873,358
0.21% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Central Bank & Trust CO
|
Jul 09, 2025 Q2 2025 |
5,638
shares
|
$870,732
0.14% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
5,620
shares
|
$867,952
0.2% of portfolio
|
Q1 2024
Added 28.28%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Aug 05, 2025 Q2 2025 |
5,616
shares
|
$867,335
0.25% of portfolio
|
Q2 2025
Reduced 21.42%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
5,614
shares
|
$867,026
0.03% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
5,608
shares
|
$866,099
0.19% of portfolio
|
Q2 2025
Added 1140.71%
|
|
|
Sentry LLC
Memphis, TN |
Jul 30, 2025 Q2 2025 |
5,605
shares
|
$865,636
0.16% of portfolio
|
Q3 2024
Reduced 19.55%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Aug 12, 2025 Q2 2025 |
5,600
shares
|
$864,864
0.17% of portfolio
|
Q2 2025
Added 6.08%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
5,594
shares
|
$863,937
0.5% of portfolio
|
Q2 2025
Added 26.42%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
5,575
shares
|
$861,003
1.28% of portfolio
|
Q3 2022
Added 14.03%
|
|
|
Belmont Capital, LLC
|
Aug 12, 2025 Q2 2025 |
5,571
shares
|
$860,385
0.12% of portfolio
|
Q4 2024
Reduced 58.97%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Aug 08, 2025 Q2 2025 |
5,556
shares
|
$858,068
0.55% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
5,556
shares
|
$858,068
0.31% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Jul 24, 2025 Q2 2025 |
5,528
shares
|
$853,744
0.32% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Seneca House Advisors
|
Jul 09, 2025 Q2 2025 |
5,525
shares
|
$853,281
0.35% of portfolio
|
Q2 2025
Added 5.04%
|
|
|
Code Waechter LLC
Tampa, FL |
Aug 05, 2025 Q2 2025 |
5,525
shares
|
$853,281
0.57% of portfolio
|
Q2 2025
Reduced 4.97%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
5,521
shares
|
$852,663
0.28% of portfolio
|
Q2 2025
Reduced 7.64%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
5,515
shares
|
$851,736
0.04% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Diamant Asset Management, Inc.
|
Jul 16, 2025 Q2 2025 |
5,510
shares
|
$850,964
0.6% of portfolio
|
Q3 2024
Added 6.17%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
5,509
shares
|
$850,809
0.02% of portfolio
|
Q2 2025
Reduced 30.46%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
5,503
shares
|
$849,883
0.41% of portfolio
|
Q2 2025
Added 18.19%
|
|
|
Cobler Capital Management, LLC
Silver Lake, KS |
Aug 14, 2025 Q2 2025 |
5,493
shares
|
$848,338
0.84% of portfolio
|
Q2 2025
New holding
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
5,492
shares
|
$848,184
0.11% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Lmr Partners LLP
London, X0 |
Aug 14, 2025 Q2 2025 |
5,472
shares
|
$845,095
0.01% of portfolio
|
Q2 2025
Added 307.14%
|