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 |
|---|---|---|---|---|---|
|
Sather Financial Group Inc
|
Jul 25, 2025 Q2 2025 |
3,512
shares
|
$542,393
0.03% of portfolio
|
Q2 2025
Added 49.96%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
3,511
shares
|
$542,238
0.05% of portfolio
|
Q4 2024
Reduced 16.88%
|
|
|
Drexel Morgan & Co.
Radnor, PA |
Aug 12, 2025 Q2 2025 |
3,500
shares
|
$540,540
0.09% of portfolio
|
Q2 2024
Added 36.99%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
3,500
shares
|
$540,540
0.19% of portfolio
|
Q3 2024
Reduced 28.67%
|
|
|
Ellenbecker Investment Group
|
Jul 22, 2025 Q2 2025 |
3,498
shares
|
$540,231
0.09% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
3,496
shares
|
$539,922
0.31% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
3,496
shares
|
$539,922
0.12% of portfolio
|
Q2 2025
Added 18.71%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
3,494
shares
|
$539,613
0.53% of portfolio
|
Q1 2023
Added 0.98%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
3,485
shares
|
$538,223
0.49% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Renasant Bank
|
Aug 08, 2025 Q2 2025 |
3,481
shares
|
$537,605
0.37% of portfolio
|
Q2 2025
Added 42.14%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Aug 14, 2025 Q2 2025 |
3,480
shares
|
$537,451
0.45% of portfolio
|
Q2 2025
Reduced 18.54%
|
|
|
F Dx Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
3,479
shares
|
$537,296
0.15% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
3,477
shares
|
$536,987
0.15% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
3,468
shares
|
$535,597
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
3,464
shares
|
$534,980
0.16% of portfolio
|
Q4 2022
Reduced 19.05%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
3,464
shares
|
$534,980
0.05% of portfolio
|
Q4 2024
Reduced 23.26%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
3,464
shares
|
$534,980
0.1% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
3,460
shares
|
$534,362
0.41% of portfolio
|
Q2 2022
New holding
|
|
|
Hc Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
3,445
shares
|
$532,045
0.37% of portfolio
|
Q2 2025
Reduced 7.76%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
3,444
shares
|
$531,891
0.08% of portfolio
|
Q2 2025
Reduced 8.09%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
3,433
shares
|
$530,192
0.06% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
3,432
shares
|
$530,038
0.11% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
3,421
shares
|
$528,339
0.07% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
3,420
shares
|
$528,184
0.27% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Ma Private Wealth
|
Jul 24, 2025 Q2 2025 |
3,415
shares
|
$527,412
0.09% of portfolio
|
Q4 2024
New holding
|