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 |
|---|---|---|---|---|---|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
3,415
shares
|
$527,412
0.02% of portfolio
|
Q2 2025
Reduced 29.56%
|
|
|
Front Street Capital Management, Inc.
|
Aug 15, 2025 Q2 2025 |
3,411
shares
|
$526,794
0.09% of portfolio
|
Q2 2025
Added 5.57%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
3,408
shares
|
$526,331
0.33% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
3,405
shares
|
$525,868
0.44% of portfolio
|
Q2 2025
Added 10.19%
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
3,400
shares
|
$525,096
0.55% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
America First Investment Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
3,398
shares
|
$524,787
0.11% of portfolio
|
Q2 2025
Reduced 6.6%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 11, 2025 Q2 2025 |
3,396
shares
|
$524,478
0.11% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
3,383
shares
|
$522,470
0.2% of portfolio
|
Q2 2025
Reduced 55.53%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
3,381
shares
|
$522,161
0.13% of portfolio
|
Q2 2025
Added 16.71%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
3,378
shares
|
$521,698
0.03% of portfolio
|
Q2 2023
Added 8.83%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
3,372
shares
|
$520,771
0.1% of portfolio
|
Q1 2025
Added 8.6%
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 11, 2025 Q2 2025 |
3,370
shares
|
$520,462
0.05% of portfolio
|
Q2 2025
Reduced 12.83%
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Jul 10, 2025 Q2 2025 |
3,361
shares
|
$519,072
0.33% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Aug 07, 2025 Q2 2025 |
3,356
shares
|
$518,300
0.27% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
3,355
shares
|
$518,146
1.57% of portfolio
|
Q4 2022
Added 1743.41%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
3,350
shares
|
$517,374
0.04% of portfolio
|
Q4 2024
Added 6.55%
|
|
|
Eukles Asset Management
|
Aug 06, 2025 Q2 2025 |
3,350
shares
|
$517,374
0.2% of portfolio
|
Q2 2025
Added 6.48%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
3,339
shares
|
$515,675
0.13% of portfolio
|
Q2 2023
Reduced 3.8%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Jul 29, 2025 Q2 2025 |
3,338
shares
|
$515,520
0.06% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Jul 25, 2025 Q2 2025 |
3,336
shares
|
$515,211
0.1% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
3,332
shares
|
$514,594
0.07% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jul 30, 2025 Q2 2025 |
3,332
shares
|
$514,594
0.22% of portfolio
|
Q2 2025
Added 21.65%
|
|
|
Helium Advisors LLC
Everett, WA |
Aug 14, 2025 Q2 2025 |
3,325
shares
|
$513,513
0.3% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Aug 04, 2025 Q2 2025 |
3,318
shares
|
$512,431
0.09% of portfolio
|
Q2 2025
Added 27.62%
|
|
|
Paulson Wealth Management Inc.
|
Aug 06, 2025 Q2 2025 |
3,314
shares
|
$511,814
0.13% of portfolio
|
Q2 2025
Added 4.91%
|