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 |
|---|---|---|---|---|---|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Aug 13, 2025 Q2 2025 |
4,324
shares
|
$667,798
0.27% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jul 11, 2025 Q2 2025 |
4,318
shares
|
$666,871
0.06% of portfolio
|
Q2 2025
Added 11.0%
|
|
|
Howard Capital Management Group, LLC
|
Jul 16, 2025 Q2 2025 |
4,314
shares
|
$666,254
0.04% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Ocean Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
4,314
shares
|
$666,254
0.14% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
4,313
shares
|
$666,099
0.45% of portfolio
|
Q2 2022
Added 6.31%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
4,313
shares
|
$666,099
0.01% of portfolio
|
Q2 2025
Reduced 88.53%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
4,312
shares
|
$665,945
0.36% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Nbw Capital LLC
|
Aug 13, 2025 Q2 2025 |
4,303
shares
|
$664,555
0.14% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Black Diamond Financial, LLC
|
Jul 30, 2025 Q2 2025 |
4,302
shares
|
$664,400
0.1% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
4,296
shares
|
$663,474
0.08% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
4,295
shares
|
$663,319
0.22% of portfolio
|
Q2 2025
Reduced 7.16%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Aug 12, 2025 Q2 2025 |
4,291
shares
|
$662,702
0.06% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
4,291
shares
|
$662,702
0.2% of portfolio
|
Q2 2025
Added 22.92%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Aug 11, 2025 Q2 2025 |
4,291
shares
|
$662,702
0.2% of portfolio
|
Q1 2025
Added 19.49%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
4,284
shares
|
$661,620
0.05% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Aug 11, 2025 Q2 2025 |
4,270
shares
|
$659,458
0.38% of portfolio
|
Q2 2025
Added 13.11%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
4,257
shares
|
$657,451
0.45% of portfolio
|
Q1 2025
Added 7.47%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
4,256
shares
|
$657,296
0.47% of portfolio
|
Q1 2025
Reduced 14.05%
|
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
4,246
shares
|
$655,752
0.12% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Jul 31, 2025 Q2 2025 |
4,243
shares
|
$655,288
0.69% of portfolio
|
Q2 2025
Reduced 6.97%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jul 01, 2025 Q2 2025 |
4,242
shares
|
$655,134
0.18% of portfolio
|
Q2 2025
Reduced 10.58%
|
|
|
Rs Crum Inc.
|
Apr 17, 2025 Q1 2025 |
4,230
shares
|
$653,281
0.2% of portfolio
|
Q4 2024
Added 68.59%
|
|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
Aug 13, 2025 Q2 2025 |
4,230
shares
|
$653,281
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
4,217
shares
|
$651,273
0.04% of portfolio
|
Q2 2025
Reduced 8.39%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jul 09, 2025 Q2 2025 |
4,217
shares
|
$651,273
0.15% of portfolio
|
Q2 2025
Added 21.91%
|