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 |
|---|---|---|---|---|---|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
2,759
shares
|
$426,099
0.09% of portfolio
|
Q2 2025
Reduced 16.9%
|
|
|
Asset Advisors Investment Management, LLC
|
Jul 21, 2025 Q2 2025 |
2,757
shares
|
$425,791
0.04% of portfolio
|
Q2 2025
Reduced 5.26%
|
|
|
Alpine Woods Capital Investors, LLC
|
Jul 28, 2025 Q2 2025 |
2,750
shares
|
$424,710
0.08% of portfolio
|
Q2 2025
Reduced 62.64%
|
|
|
Hamilton Capital Partners, LLC
Atlanta, GA |
Jul 17, 2025 Q2 2025 |
2,750
shares
|
$424,710
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
Aug 08, 2025 Q2 2025 |
2,748
shares
|
$424,401
0.39% of portfolio
|
Q2 2025
Reduced 6.66%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
2,745
shares
|
$423,937
0.14% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jul 31, 2025 Q2 2025 |
2,734
shares
|
$422,238
0.26% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Synergy Financial Group, LTD
|
Aug 15, 2025 Q2 2025 |
2,733
shares
|
$422,084
0.3% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Jul 14, 2025 Q2 2025 |
2,731
shares
|
$421,775
0.19% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Mqs Management LLC
|
Jul 31, 2025 Q2 2025 |
2,727
shares
|
$421,157
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Jul 10, 2025 Q2 2025 |
2,725
shares
|
$420,849
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Sound View Advisors Inc.
Olympia, WA |
Jul 30, 2025 Q2 2025 |
2,723
shares
|
$420,540
0.14% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
K2 Financial Inc.
Glendora, CA |
Jul 17, 2025 Q2 2025 |
2,718
shares
|
$419,767
0.36% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
2,716
shares
|
$419,459
0.05% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Holland Advisory Services, Inc.
|
Jul 16, 2025 Q2 2025 |
2,712
shares
|
$418,841
0.57% of portfolio
|
Q2 2025
Added 123.95%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
2,712
shares
|
$418,841
0.06% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
2,708
shares
|
$418,223
0.12% of portfolio
|
Q2 2025
Added 7.59%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Aug 13, 2025 Q2 2025 |
2,702
shares
|
$417,296
0.09% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Ivc Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
2,700
shares
|
$416,988
0.19% of portfolio
|
Q2 2025
Added 10.84%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Aug 04, 2025 Q2 2025 |
2,698
shares
|
$416,679
0.17% of portfolio
|
Q1 2025
Reduced 36.92%
|
|
|
Rockbridge Capital Management LLC
Alexandria, VA |
Jul 28, 2025 Q2 2025 |
2,695
shares
|
$416,215
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Goldstream Capital Management LTD
|
Aug 14, 2025 Q2 2025 |
2,687
shares
|
$414,980
0.13% of portfolio
|
Q4 2024
Reduced 53.62%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
2,685
shares
|
$414,671
0.06% of portfolio
|
Q3 2024
Added 6.04%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
2,677
shares
|
$413,435
0.11% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
2,673
shares
|
$412,818
0.18% of portfolio
|
Q2 2025
Added 6.83%
|