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 |
|---|---|---|---|---|---|
|
Roberts Glore & CO Inc
Deerfield, IL |
Aug 07, 2025 Q2 2025 |
3,805
shares
|
$587,644
0.16% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Paragon Private Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
3,791
shares
|
$585,482
0.23% of portfolio
|
Q2 2025
Reduced 22.41%
|
|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
3,790
shares
|
$585,327
0.13% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Jul 07, 2025 Q2 2025 |
3,790
shares
|
$585,327
0.28% of portfolio
|
Q2 2025
Reduced 7.94%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Aug 06, 2025 Q2 2025 |
3,785
shares
|
$584,555
0.17% of portfolio
|
Q2 2025
Reduced 15.89%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
3,780
shares
|
$583,783
0.21% of portfolio
|
Q2 2025
Added 6.63%
|
|
|
Mjp Associates Inc
|
Aug 08, 2025 Q2 2025 |
3,767
shares
|
$581,775
0.08% of portfolio
|
Q2 2025
Reduced 9.03%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
3,755
shares
|
$579,922
0.2% of portfolio
|
Q2 2025
Reduced 17.49%
|
|
|
Pointe Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
3,741
shares
|
$577,760
0.28% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Aug 14, 2025 Q2 2025 |
3,740
shares
|
$577,605
0.13% of portfolio
|
Q2 2025
Added 6.31%
|
|
|
Opus Capital Group, LLC
|
Jul 31, 2025 Q2 2025 |
3,739
shares
|
$577,451
0.06% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
3,738
shares
|
$577,296
0.09% of portfolio
|
Q2 2025
Reduced 8.49%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
3,737
shares
|
$577,142
0.66% of portfolio
|
Q3 2023
Reduced 1.61%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
3,731
shares
|
$576,215
0.35% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jul 17, 2025 Q2 2025 |
3,721
shares
|
$574,671
0.27% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Shilanski & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
3,718
shares
|
$574,207
0.15% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
3,715
shares
|
$573,744
0.1% of portfolio
|
Q2 2025
Reduced 16.85%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Aug 08, 2025 Q2 2025 |
3,715
shares
|
$573,744
0.06% of portfolio
|
Q2 2025
Reduced 9.76%
|
|
|
Summitry LLC
Foster City, CA |
Aug 08, 2025 Q2 2025 |
3,703
shares
|
$571,891
0.03% of portfolio
|
Q2 2025
Added 23.06%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
3,697
shares
|
$570,964
0.27% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Aug 12, 2025 Q2 2025 |
3,696
shares
|
$570,810
0.18% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Vaughan & CO Securities, Inc.
|
Jul 22, 2025 Q2 2025 |
3,693
shares
|
$570,346
0.31% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
3,692
shares
|
$570,192
0.23% of portfolio
|
Q1 2025
Added 3.21%
|
|
|
O Donnell Financial Services, LLC
|
Jul 29, 2025 Q2 2025 |
3,687
shares
|
$569,420
0.23% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Apr 14, 2025 Q1 2025 |
3,687
shares
|
$569,420
0.09% of portfolio
|
Q4 2024
Reduced 46.87%
|