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 |
|---|---|---|---|---|---|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
2,844
shares
|
$439,227
0.38% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Triton Wealth Management, Pllc
|
Jul 28, 2025 Q2 2025 |
2,839
shares
|
$438,455
0.19% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
2,838
shares
|
$438,300
0.09% of portfolio
|
Q2 2024
Added 98.17%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Aug 15, 2025 Q2 2025 |
2,833
shares
|
$437,528
0.06% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
First Bancorp, Inc
|
Jul 29, 2025 Q2 2025 |
2,826
shares
|
$436,447
0.23% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
2,826
shares
|
$436,447
0.17% of portfolio
|
Q1 2023
Added 1.73%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jul 31, 2025 Q2 2025 |
2,821
shares
|
$435,675
0.24% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
2,815
shares
|
$434,748
0.18% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Revolve Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
2,811
shares
|
$434,130
0.05% of portfolio
|
Q2 2025
Reduced 13.03%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
2,811
shares
|
$434,130
0.05% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Constitution Capital LLC
Shelton, CT |
Aug 13, 2025 Q2 2025 |
2,810
shares
|
$433,976
0.21% of portfolio
|
Q2 2025
Reduced 17.13%
|
|
|
Montz Harcus Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
2,801
shares
|
$432,586
0.2% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Aug 12, 2025 Q2 2025 |
2,801
shares
|
$432,586
0.26% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jul 10, 2025 Q2 2025 |
2,800
shares
|
$432,432
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
2,798
shares
|
$432,123
0.04% of portfolio
|
Q2 2025
Reduced 82.44%
|
|
|
Atala Financial Inc
Calabasas, CA |
Aug 07, 2025 Q2 2025 |
2,796
shares
|
$431,814
0.28% of portfolio
|
Q2 2025
Added 21.78%
|
|
|
Wedge Capital Management L L P
|
Jul 11, 2025 Q2 2025 |
2,789
shares
|
$430,733
0.01% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jul 08, 2025 Q2 2025 |
2,789
shares
|
$430,733
0.12% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Insight Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
2,788
shares
|
$430,578
0.06% of portfolio
|
Q2 2025
Reduced 13.76%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
2,769
shares
|
$427,644
0.03% of portfolio
|
Q2 2025
Reduced 24.84%
|
|
|
Camelot Portfolios, LLC
|
Jul 17, 2025 Q2 2025 |
2,769
shares
|
$427,644
0.24% of portfolio
|
Q2 2025
Added 7.41%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Jul 16, 2025 Q2 2025 |
2,767
shares
|
$427,335
0.07% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
Jul 31, 2025 Q2 2025 |
2,763
shares
|
$426,717
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
2,761
shares
|
$426,408
0.07% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Aug 13, 2025 Q2 2025 |
2,759
shares
|
$426,099
0.28% of portfolio
|
Q2 2025
Added 20.74%
|