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 |
|---|---|---|---|---|---|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
3,309
shares
|
$511,041
0.33% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,301
shares
|
$509,806
0.22% of portfolio
|
Q2 2025
Added 6.35%
|
|
|
Oakland Financial Corp
Sterling Heights, MI |
Aug 14, 2025 Q2 2025 |
3,300
shares
|
$509,652
8.89% of portfolio
|
Q2 2025
New holding
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jul 15, 2025 Q2 2025 |
3,294
shares
|
$508,725
0.15% of portfolio
|
Q2 2025
Reduced 9.6%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
3,293
shares
|
$508,570
0.06% of portfolio
|
Q2 2025
Added 17.27%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jul 23, 2025 Q2 2025 |
3,291
shares
|
$508,262
0.16% of portfolio
|
Q2 2025
Reduced 15.01%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Jul 15, 2025 Q2 2025 |
3,290
shares
|
$508,107
0.46% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
3,277
shares
|
$506,099
0.06% of portfolio
|
Q3 2024
Reduced 13.15%
|
|
|
Prostatis Group LLC
Hanover, MD |
Jul 25, 2025 Q2 2025 |
3,276
shares
|
$505,945
0.13% of portfolio
|
Q2 2025
Reduced 10.57%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
3,276
shares
|
$505,945
0.4% of portfolio
|
Q2 2025
Added 75.19%
|
|
|
Schubert & CO
|
Jul 29, 2025 Q2 2025 |
3,274
shares
|
$505,636
0.4% of portfolio
|
Q2 2025
Added 11.63%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
3,265
shares
|
$504,246
0.37% of portfolio
|
Q2 2023
Reduced 1.92%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
3,259
shares
|
$503,319
0.25% of portfolio
|
Q2 2025
Added 6.57%
|
|
|
Renaissance Investment Group LLC
|
Jul 09, 2025 Q2 2025 |
3,253
shares
|
$502,393
0.11% of portfolio
|
Q1 2025
Reduced 14.19%
|
|
|
Baker Boyer National Bank
|
Jul 25, 2025 Q2 2025 |
3,251
shares
|
$502,084
0.16% of portfolio
|
Q2 2025
Added 34.84%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Jul 16, 2025 Q2 2025 |
3,246
shares
|
$501,312
0.22% of portfolio
|
Q2 2025
Reduced 29.14%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Aug 14, 2025 Q2 2025 |
3,244
shares
|
$501,003
0.14% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Chase Investment Counsel Corp
|
Aug 05, 2025 Q2 2025 |
3,241
shares
|
$500,540
0.15% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Amplius Wealth Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
3,230
shares
|
$498,841
0.05% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
Planned Solutions, Inc.
|
Jul 29, 2025 Q2 2025 |
3,221
shares
|
$497,451
0.19% of portfolio
|
Q2 2025
Reduced 6.75%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
3,220
shares
|
$497,296
0.21% of portfolio
|
Q2 2025
Reduced 22.15%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
3,218
shares
|
$496,987
0.08% of portfolio
|
Q2 2025
Reduced 5.46%
|
|
|
Teamwork Financial Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
3,210
shares
|
$495,752
0.06% of portfolio
|
Q2 2025
Added 7.36%
|
|
|
Smart Money Group LLC
|
Aug 06, 2025 Q2 2025 |
3,208
shares
|
$495,443
0.42% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Aug 14, 2025 Q2 2025 |
3,203
shares
|
$494,671
0.08% of portfolio
|
Q2 2025
Added 18.89%
|