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 |
|---|---|---|---|---|---|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Aug 05, 2025 Q2 2025 |
2,911
shares
|
$449,574
0.34% of portfolio
|
Q2 2025
Reduced 16.97%
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
2,910
shares
|
$449,420
0.15% of portfolio
|
Q2 2025
Reduced 10.27%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
2,906
shares
|
$448,802
0.09% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Asset Allocation & Management Company, LLC
|
Jul 16, 2025 Q2 2025 |
2,900
shares
|
$447,876
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Warwick Investment Management, Inc.
|
Jul 21, 2025 Q2 2025 |
2,899
shares
|
$447,721
0.08% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Jul 29, 2025 Q2 2025 |
2,894
shares
|
$446,949
0.26% of portfolio
|
Q2 2025
Added 4.03%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
2,893
shares
|
$446,794
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
2,892
shares
|
$446,640
0.04% of portfolio
|
Q2 2025
Added 4.33%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
2,890
shares
|
$446,331
0.09% of portfolio
|
Q2 2025
Reduced 4.97%
|
|
|
Compton Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
2,888
shares
|
$446,022
0.11% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jul 17, 2025 Q2 2025 |
2,887
shares
|
$445,868
0.3% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Atwater Malick LLC
|
Jul 21, 2025 Q2 2025 |
2,886
shares
|
$445,713
0.13% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
2,883
shares
|
$445,250
0.09% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
2,880
shares
|
$444,787
0.03% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
2,869
shares
|
$443,088
0.07% of portfolio
|
Q2 2025
Reduced 40.22%
|
|
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
2,869
shares
|
$443,088
0.27% of portfolio
|
Q2 2025
Reduced 12.34%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
2,868
shares
|
$442,933
0.07% of portfolio
|
Q2 2025
Reduced 59.09%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
2,865
shares
|
$442,470
0.29% of portfolio
|
Q1 2025
Reduced 17.32%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
2,864
shares
|
$442,316
0.33% of portfolio
|
Q2 2025
Added 32.96%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jul 14, 2025 Q2 2025 |
2,863
shares
|
$442,161
0.14% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
2,855
shares
|
$440,926
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
2,851
shares
|
$440,308
0.26% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Jul 15, 2025 Q2 2025 |
2,848
shares
|
$439,845
0.31% of portfolio
|
Q2 2025
Reduced 7.68%
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
Aug 01, 2025 Q2 2025 |
2,848
shares
|
$439,845
0.36% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
Aug 07, 2025 Q2 2025 |
2,844
shares
|
$439,227
0.29% of portfolio
|
Q2 2025
Reduced 11.59%
|