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 |
|---|---|---|---|---|---|
|
Boit C F David
Boston, MA |
Jul 30, 2025 Q2 2025 |
4,000
shares
|
$617,760
0.28% of portfolio
|
Q2 2021
New holding
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
3,992
shares
|
$616,524
0.26% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
3,980
shares
|
$614,671
0.05% of portfolio
|
Q2 2025
Reduced 9.93%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Aug 07, 2025 Q2 2025 |
3,980
shares
|
$614,671
0.09% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
3,970
shares
|
$613,126
0.13% of portfolio
|
Q2 2024
Reduced 6.54%
|
|
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
Jul 07, 2025 Q2 2025 |
3,963
shares
|
$612,045
0.44% of portfolio
|
Q2 2025
Reduced 31.8%
|
|
|
Cadent Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
3,959
shares
|
$611,427
0.19% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
3,956
shares
|
$610,964
0.42% of portfolio
|
Q2 2023
Reduced 27.82%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
3,948
shares
|
$609,729
0.02% of portfolio
|
Q1 2024
Reduced 11.32%
|
|
|
Amica Retiree Medical Trust
|
Aug 07, 2025 Q2 2025 |
3,945
shares
|
$609,265
0.82% of portfolio
|
Q1 2025
Reduced 19.28%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
3,944
shares
|
$609,111
0.13% of portfolio
|
Q2 2025
Reduced 5.4%
|
|
|
Winning Points Advisors, LLC
Boca Raton, FL |
Nov 14, 2024 Q3 2024 |
3,944
shares
|
$609,111
0.84% of portfolio
|
Q3 2024
Reduced 15.55%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Aug 12, 2025 Q2 2025 |
3,939
shares
|
$608,339
0.27% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
3,925
shares
|
$606,177
0.16% of portfolio
|
Q2 2022
Reduced 2.36%
|
|
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
Feb 16, 2024 Q4 2023 |
3,922
shares
|
$605,713
0.21% of portfolio
|
Q4 2023
Reduced 50.49%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Aug 04, 2025 Q2 2025 |
3,921
shares
|
$605,559
0.38% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Keeler T Homas Management LLC
|
Jul 31, 2025 Q2 2025 |
3,920
shares
|
$605,404
0.25% of portfolio
|
Q2 2025
Reduced 80.6%
|
|
|
R.M.Sincerbeaux Capital Management LLC
|
Aug 13, 2025 Q2 2025 |
3,916
shares
|
$604,787
0.32% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,913
shares
|
$604,323
0.09% of portfolio
|
Q2 2025
Added 13.78%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
3,913
shares
|
$604,323
0.29% of portfolio
|
Q1 2024
Added 59.58%
|
|
|
Warm Springs Advisors Inc.
Larkspur, CA |
Aug 06, 2025 Q2 2025 |
3,911
shares
|
$604,014
0.48% of portfolio
|
Q1 2025
Added 5.73%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
3,903
shares
|
$602,779
0.1% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jul 15, 2025 Q2 2025 |
3,900
shares
|
$602,316
0.15% of portfolio
|
Q4 2024
Reduced 57.61%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
3,898
shares
|
$602,007
0.31% of portfolio
|
Q1 2024
Added 2.55%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
3,883
shares
|
$599,690
0.08% of portfolio
|
Q2 2025
Added 16.96%
|