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 |
|---|---|---|---|---|---|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
5,292
shares
|
$817,296
0.13% of portfolio
|
Q2 2025
Reduced 45.17%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
5,280
shares
|
$815,443
0.06% of portfolio
|
Q2 2025
Added 6.54%
|
|
|
Unified Investment Management
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
5,276
shares
|
$814,825
0.81% of portfolio
|
Q2 2025
Added 4.79%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
5,273
shares
|
$814,362
0.18% of portfolio
|
Q2 2025
Added 12.22%
|
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
5,271
shares
|
$814,053
0.29% of portfolio
|
Q2 2025
Added 24.55%
|
|
|
Wbi Investments, Inc.
|
Aug 11, 2025 Q2 2025 |
5,267
shares
|
$813,435
0.21% of portfolio
|
Q2 2025
Added 4.15%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
5,262
shares
|
$812,663
0.06% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
5,256
shares
|
$811,736
0.12% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
Sound Financial Strategies Group, LLC
|
Aug 06, 2025 Q2 2025 |
5,255
shares
|
$811,582
0.67% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 15, 2025 Q2 2025 |
5,244
shares
|
$809,883
0.22% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Aug 14, 2025 Q2 2025 |
5,243
shares
|
$809,728
0.47% of portfolio
|
Q2 2025
Reduced 8.77%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
5,242
shares
|
$809,574
0.1% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Tang Capital Management LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
5,239
shares
|
$809,111
0.04% of portfolio
|
Q2 2025
Reduced 8.04%
|
|
|
Consilium Wealth Advisory, LLC
|
Jul 21, 2025 Q2 2025 |
5,222
shares
|
$806,485
0.32% of portfolio
|
Q2 2025
Reduced 13.56%
|
|
|
Vishria Bird Financial Group, LLC
|
Jul 07, 2025 Q2 2025 |
5,220
shares
|
$806,176
0.28% of portfolio
|
Q4 2024
Reduced 5.42%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
5,210
shares
|
$804,632
0.08% of portfolio
|
Q3 2021
Reduced 1.7%
|
|
|
Capital Square, LLC
|
Aug 11, 2025 Q2 2025 |
5,204
shares
|
$803,705
0.41% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
5,198
shares
|
$802,779
0.07% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
5,186
shares
|
$800,925
0.36% of portfolio
|
Q2 2025
Reduced 5.61%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jul 30, 2025 Q2 2025 |
5,183
shares
|
$800,462
0.51% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
5,181
shares
|
$800,153
0.04% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
5,179
shares
|
$799,844
0.22% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Aug 13, 2025 Q2 2025 |
5,177
shares
|
$799,535
0.42% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
5,176
shares
|
$799,381
0.08% of portfolio
|
Q2 2025
Reduced 7.27%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
5,164
shares
|
$797,528
0.06% of portfolio
|
Q1 2025
Added 5.0%
|