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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Aug 06, 2025 Q2 2025 |
4,407
shares
|
$680,617
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
4,406
shares
|
$680,462
0.18% of portfolio
|
Q2 2025
Reduced 13.17%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
4,402
shares
|
$679,844
0.07% of portfolio
|
Q2 2025
Reduced 9.16%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jul 23, 2025 Q2 2025 |
4,399
shares
|
$679,381
0.38% of portfolio
|
Q2 2025
Added 35.4%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
4,394
shares
|
$678,609
0.07% of portfolio
|
Q2 2025
Reduced 4.73%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
4,392
shares
|
$678,300
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Cfo4 Life Group, LLC
|
Aug 08, 2025 Q2 2025 |
4,382
shares
|
$676,756
0.1% of portfolio
|
Q2 2025
Reduced 6.53%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
4,378
shares
|
$676,138
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
4,376
shares
|
$675,829
0.27% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 05, 2025 Q2 2025 |
4,376
shares
|
$675,829
0.28% of portfolio
|
Q2 2025
Added 4.81%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
4,374
shares
|
$675,520
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Jul 23, 2025 Q2 2025 |
4,374
shares
|
$675,520
0.47% of portfolio
|
Q2 2025
Reduced 12.36%
|
|
|
Harbor Advisors LLC
|
Aug 13, 2025 Q2 2025 |
4,372
shares
|
$675,211
0.11% of portfolio
|
Q2 2017
New holding
|
|
|
Af Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
4,370
shares
|
$674,902
0.22% of portfolio
|
Q3 2023
Reduced 0.23%
|
|
|
Cadence Bank Na
|
Oct 27, 2022 Q3 2022 |
4,369
shares
|
$674,748
3.9% of portfolio
|
Q3 2022
Reduced 88.83%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
4,364
shares
|
$673,976
0.09% of portfolio
|
Q2 2025
Reduced 28.93%
|
|
|
Merrion Investment Management Co, LLC
|
Aug 07, 2025 Q2 2025 |
4,361
shares
|
$673,512
0.43% of portfolio
|
Q2 2025
Reduced 18.65%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
4,350
shares
|
$671,814
0.06% of portfolio
|
Q4 2023
Reduced 0.37%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
4,340
shares
|
$670,269
0.06% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
4,336
shares
|
$669,651
0.3% of portfolio
|
Q1 2024
Reduced 2.12%
|
|
|
Crestmont Private Wealth LLC
|
Aug 13, 2025 Q2 2025 |
4,334
shares
|
$669,342
0.22% of portfolio
|
Q3 2024
Reduced 19.81%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
4,334
shares
|
$669,342
0.08% of portfolio
|
Q2 2025
Reduced 11.98%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
4,326
shares
|
$668,107
0.63% of portfolio
|
Q1 2025
Added 0.16%
|