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 |
|---|---|---|---|---|---|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
4,500
shares
|
$694,980
1.28% of portfolio
|
Q3 2022
Reduced 0.53%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
4,484
shares
|
$692,508
0.54% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Hummer Financial Advisory Services Inc
|
Jul 09, 2025 Q2 2025 |
4,483
shares
|
$692,354
0.5% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
4,479
shares
|
$691,736
0.08% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
4,471
shares
|
$690,501
0.13% of portfolio
|
Q2 2025
Added 25.77%
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
4,466
shares
|
$689,729
0.23% of portfolio
|
Q2 2025
Added 8.32%
|
|
|
Stiles Financial Services Inc
|
Jul 24, 2025 Q2 2025 |
4,459
shares
|
$688,647
0.23% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
St. Louis Trust CO
|
Jul 25, 2025 Q2 2025 |
4,459
shares
|
$688,647
0.09% of portfolio
|
Q1 2025
Added 36.78%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
4,454
shares
|
$687,875
0.06% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
Defined Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
4,449
shares
|
$687,103
0.41% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
4,447
shares
|
$686,794
0.24% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
4,443
shares
|
$686,176
0.11% of portfolio
|
Q2 2025
Reduced 9.7%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Jul 24, 2025 Q2 2025 |
4,438
shares
|
$685,404
0.04% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
4,435
shares
|
$684,941
0.52% of portfolio
|
Q1 2024
Added 3.09%
|
|
|
First Western Trust Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
4,432
shares
|
$684,478
0.03% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
4,432
shares
|
$684,478
0.38% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
4,428
shares
|
$683,860
0.19% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
4,426
shares
|
$683,551
0.11% of portfolio
|
Q2 2025
Reduced 9.78%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Aug 04, 2025 Q2 2025 |
4,425
shares
|
$683,397
0.23% of portfolio
|
Q2 2025
Added 7.61%
|
|
|
Jb Capital LLC
|
Jul 24, 2025 Q2 2025 |
4,421
shares
|
$682,779
0.03% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Amarillo National Bank
|
Jul 16, 2025 Q2 2025 |
4,416
shares
|
$682,007
0.12% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Carrera Capital Advisors
Troy, MI |
Jul 31, 2025 Q2 2025 |
4,416
shares
|
$682,007
0.13% of portfolio
|
Q2 2025
Reduced 12.87%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
4,415
shares
|
$681,852
1.29% of portfolio
|
Q3 2023
Reduced 4.56%
|
|
|
Quantbot Technologies LP
New York, NY |
Aug 13, 2025 Q2 2025 |
4,407
shares
|
$680,617
0.02% of portfolio
|
Q2 2025
Reduced 27.07%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
4,407
shares
|
$680,617
0.25% of portfolio
|
Q1 2025
Added 6.94%
|