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 |
|---|---|---|---|---|---|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
4,089
shares
|
$631,505
0.3% of portfolio
|
Q3 2023
Reduced 13.42%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
4,081
shares
|
$630,269
0.1% of portfolio
|
Q2 2025
Reduced 6.18%
|
|
|
Real Talk Capital, LLC
Franklin, TN |
Jun 20, 2025 Q1 2025 |
4,077
shares
|
$629,651
0.92% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
4,074
shares
|
$629,188
0.62% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Mcrae Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
4,071
shares
|
$628,725
0.13% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jul 28, 2025 Q2 2025 |
4,064
shares
|
$627,644
0.45% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Kdt Advisors, LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
4,062
shares
|
$627,335
0.94% of portfolio
|
Q2 2025
Reduced 32.91%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
4,059
shares
|
$626,871
0.16% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Aug 11, 2025 Q2 2025 |
4,058
shares
|
$626,717
0.23% of portfolio
|
Q2 2025
Added 188.01%
|
|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
4,050
shares
|
$625,482
0.35% of portfolio
|
Q2 2025
Added 4.98%
|
|
|
Fire Capital Management LLC
San Francisco, CA |
Aug 01, 2025 Q2 2025 |
4,045
shares
|
$624,709
0.37% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Aug 14, 2025 Q2 2025 |
4,042
shares
|
$624,246
0.4% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
4,039
shares
|
$623,783
0.07% of portfolio
|
Q2 2025
Added 4.88%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
4,037
shares
|
$623,474
0.05% of portfolio
|
Q2 2025
Reduced 21.6%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
4,036
shares
|
$623,319
0.22% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
4,024
shares
|
$621,466
0.23% of portfolio
|
Q1 2024
Added 31.03%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
4,024
shares
|
$621,466
0.23% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Aug 05, 2025 Q2 2025 |
4,023
shares
|
$621,312
0.18% of portfolio
|
Q2 2025
Added 13.52%
|
|
|
Barry Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
4,020
shares
|
$620,848
0.15% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
4,016
shares
|
$620,231
0.32% of portfolio
|
Q4 2023
Added 0.73%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
4,016
shares
|
$620,231
0.25% of portfolio
|
Q2 2025
Reduced 38.08%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Aug 07, 2025 Q2 2025 |
4,014
shares
|
$619,922
0.49% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Jul 16, 2025 Q2 2025 |
4,006
shares
|
$618,686
0.3% of portfolio
|
Q2 2025
Added 5.98%
|
|
|
Pingora Partners LLC
Wilson, WY |
Aug 14, 2025 Q2 2025 |
4,002
shares
|
$618,068
0.43% of portfolio
|
Q1 2025
Reduced 10.03%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
4,000
shares
|
$617,760
0.62% of portfolio
|
Q4 2021
New holding
|