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 |
|---|---|---|---|---|---|
|
Life Steps Financial, Inc.
|
Jul 23, 2025 Q2 2025 |
4,726
shares
|
$729,883
0.47% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jul 23, 2025 Q2 2025 |
4,722
shares
|
$729,265
0.65% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jul 28, 2025 Q2 2025 |
4,716
shares
|
$728,339
0.25% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Act Wealth Management, LLC
|
Jul 08, 2025 Q2 2025 |
4,711
shares
|
$727,566
0.29% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
4,711
shares
|
$727,566
0.2% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
4,710
shares
|
$727,412
0.84% of portfolio
|
Q3 2022
New holding
|
|
|
Malaga Cove Capital, LLC
|
Aug 06, 2025 Q2 2025 |
4,700
shares
|
$725,868
0.28% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,696
shares
|
$725,250
0.03% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
4,693
shares
|
$724,786
0.42% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
4,690
shares
|
$724,323
0.11% of portfolio
|
Q1 2025
Reduced 54.8%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
4,688
shares
|
$724,014
0.15% of portfolio
|
Q2 2025
Added 27.22%
|
|
|
Providence First Trust CO
|
Aug 01, 2025 Q2 2025 |
4,681
shares
|
$722,933
0.24% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
4,663
shares
|
$720,153
0.05% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
4,661
shares
|
$719,844
0.08% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Aug 13, 2025 Q2 2025 |
4,649
shares
|
$717,991
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
4,645
shares
|
$717,373
0.75% of portfolio
|
Q2 2022
New holding
|
|
|
Gemmer Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
4,643
shares
|
$717,064
0.06% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Jul 30, 2025 Q2 2025 |
4,643
shares
|
$717,064
0.22% of portfolio
|
Q2 2025
Added 112.11%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Aug 14, 2025 Q2 2025 |
4,641
shares
|
$716,756
0.47% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
4,632
shares
|
$715,366
0.26% of portfolio
|
Q2 2025
Added 33.03%
|
|
|
Meritage Portfolio Management
|
Jul 25, 2025 Q2 2025 |
4,627
shares
|
$714,593
0.04% of portfolio
|
Q2 2025
Reduced 4.97%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
4,625
shares
|
$714,285
0.08% of portfolio
|
Q2 2025
Added 3.96%
|
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
4,623
shares
|
$713,976
0.13% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
4,620
shares
|
$713,512
0.12% of portfolio
|
Q2 2025
Added 8.6%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Aug 12, 2025 Q2 2025 |
4,613
shares
|
$712,431
0.31% of portfolio
|
Q2 2025
Reduced 28.93%
|