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 |
|---|---|---|---|---|---|
|
Crown Oak Advisors, LLC
Piedmont, CA |
Jul 16, 2025 Q2 2025 |
3,203
shares
|
$494,671
0.22% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
3,200
shares
|
$494,208
0.08% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Aug 06, 2025 Q2 2025 |
3,195
shares
|
$493,435
0.1% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 17, 2025 Q2 2025 |
3,193
shares
|
$493,126
0.24% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
3,189
shares
|
$492,509
0.07% of portfolio
|
Q2 2025
Added 3.91%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
3,188
shares
|
$492,354
0.14% of portfolio
|
Q1 2023
Added 0.95%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jul 29, 2025 Q2 2025 |
3,186
shares
|
$492,045
0.04% of portfolio
|
Q2 2025
Reduced 79.01%
|
|
|
Carmel Capital Partners, LLC
|
Jul 29, 2025 Q2 2025 |
3,184
shares
|
$491,736
0.17% of portfolio
|
Q2 2025
Added 21.43%
|
|
|
Whelan Financial
|
Jul 21, 2025 Q2 2025 |
3,184
shares
|
$491,736
0.16% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
J.Safra Asset Management Corp
|
Jul 28, 2025 Q2 2025 |
3,174
shares
|
$490,192
0.03% of portfolio
|
Q2 2025
Added 8.14%
|
|
|
Draper Asset Management, LLC
Smithtown, NY |
Jul 30, 2025 Q2 2025 |
3,169
shares
|
$489,420
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jul 22, 2025 Q2 2025 |
3,168
shares
|
$489,265
0.29% of portfolio
|
Q1 2025
Reduced 17.02%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
3,160
shares
|
$488,030
0.36% of portfolio
|
Q4 2022
Added 0.7%
|
|
|
American Alpha Advisors, LLC
New York, NY |
Aug 07, 2025 Q2 2025 |
3,160
shares
|
$488,030
0.35% of portfolio
|
Q2 2025
Added 6.76%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
3,152
shares
|
$486,794
0.31% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
3,152
shares
|
$486,794
0.18% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Jul 14, 2025 Q2 2025 |
3,152
shares
|
$486,794
0.21% of portfolio
|
Q2 2025
Added 36.51%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
3,151
shares
|
$486,640
0.25% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
3,141
shares
|
$485,096
0.08% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
B Long Financial, LLC
Memphis, TN |
Aug 13, 2025 Q2 2025 |
3,140
shares
|
$484,941
0.35% of portfolio
|
Q1 2025
Reduced 7.37%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jul 07, 2025 Q2 2025 |
3,131
shares
|
$483,551
0.2% of portfolio
|
Q4 2024
Reduced 14.27%
|
|
|
Pettinga Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
3,126
shares
|
$482,779
0.1% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Avant Capital LLC
Lafayette, LA |
Aug 14, 2025 Q2 2025 |
3,110
shares
|
$480,308
0.35% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,107
shares
|
$479,845
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Horizon Wealth Management, LLC
|
Aug 04, 2025 Q2 2025 |
3,100
shares
|
$478,764
0.08% of portfolio
|
Q2 2025
Reduced 3.0%
|