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 |
|---|---|---|---|---|---|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
4,857
shares
|
$750,115
0.08% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Moulton Wealth Management, Inc
|
Jul 07, 2025 Q2 2025 |
4,850
shares
|
$749,034
0.53% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Jul 10, 2025 Q2 2025 |
4,845
shares
|
$748,261
0.08% of portfolio
|
Q2 2025
Added 4.78%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
4,844
shares
|
$748,107
0.32% of portfolio
|
Q1 2024
Added 0.19%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jul 23, 2025 Q2 2025 |
4,842
shares
|
$747,798
0.26% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
4,828
shares
|
$745,636
0.43% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
4,827
shares
|
$745,481
0.2% of portfolio
|
Q2 2025
Reduced 24.28%
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
4,826
shares
|
$745,327
0.43% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Jul 22, 2025 Q2 2025 |
4,820
shares
|
$744,400
0.72% of portfolio
|
Q2 2025
Added 66.21%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 07, 2025 Q2 2025 |
4,804
shares
|
$741,929
0.11% of portfolio
|
Q2 2025
Added 6.66%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
4,803
shares
|
$741,775
0.05% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
James Hambro & Partners
|
Jul 17, 2025 Q2 2025 |
4,800
shares
|
$741,312
0.03% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
4,800
shares
|
$741,312
0.5% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Aug 15, 2025 Q2 2025 |
4,799
shares
|
$741,157
0.87% of portfolio
|
Q2 2025
New holding
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
4,794
shares
|
$740,385
0.0% of portfolio
|
Q2 2025
Added 184.68%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
4,792
shares
|
$740,076
0.19% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
Purus Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
4,787
shares
|
$739,304
0.25% of portfolio
|
Q2 2025
Added 24.86%
|
|
|
Clarity Financial LLC
|
Jul 18, 2025 Q2 2025 |
4,775
shares
|
$737,451
0.07% of portfolio
|
Q2 2025
Added 13.02%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Aug 13, 2025 Q2 2025 |
4,771
shares
|
$736,833
0.23% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
4,761
shares
|
$735,288
1.31% of portfolio
|
Q4 2022
Added 17.76%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
4,750
shares
|
$733,590
0.25% of portfolio
|
Q2 2025
Reduced 10.66%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
4,748
shares
|
$733,281
0.08% of portfolio
|
Q2 2025
Reduced 16.58%
|
|
|
Monument Capital Management
|
Jul 24, 2025 Q2 2025 |
4,742
shares
|
$732,354
0.18% of portfolio
|
Q2 2025
Reduced 13.83%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
4,742
shares
|
$732,354
0.26% of portfolio
|
Q4 2023
Added 0.64%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Jul 30, 2025 Q2 2025 |
4,740
shares
|
$732,045
0.22% of portfolio
|
Q2 2025
Added 31.41%
|