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 |
|---|---|---|---|---|---|
|
Tom Russo
Gardner Russo & Quinn LLC
|
Aug 13, 2025 Q2 2025 |
2,670
shares
|
$412,354
0.01% of portfolio
|
Q2 2025
Reduced 36.68%
|
|
|
Midwest Heritage Bank, Fsb
|
Jul 16, 2025 Q2 2025 |
2,668
shares
|
$412,045
0.15% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Aug 14, 2025 Q2 2025 |
2,666
shares
|
$411,737
0.04% of portfolio
|
Q2 2025
Added 5.79%
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
2,664
shares
|
$411,428
0.21% of portfolio
|
Q2 2025
Added 67.97%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
2,659
shares
|
$410,655
0.25% of portfolio
|
Q2 2025
Reduced 5.78%
|
|
|
360 Financial, Inc.
|
Aug 05, 2025 Q2 2025 |
2,658
shares
|
$410,501
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Global Investments
Bountiful, UT |
Aug 12, 2025 Q2 2025 |
2,658
shares
|
$410,501
0.02% of portfolio
|
Q2 2025
Reduced 10.87%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
2,654
shares
|
$409,883
0.02% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Jun 23, 2025 Q1 2025 |
2,652
shares
|
$409,574
0.24% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Deltec Asset Management LLC
|
Jul 18, 2025 Q2 2025 |
2,650
shares
|
$409,266
0.07% of portfolio
|
Q2 2025
Reduced 35.06%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
2,648
shares
|
$408,957
0.34% of portfolio
|
Q2 2025
Added 15.73%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jul 10, 2025 Q2 2025 |
2,647
shares
|
$408,802
0.16% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,642
shares
|
$408,030
0.04% of portfolio
|
Q2 2024
Reduced 2.69%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
2,642
shares
|
$408,030
0.17% of portfolio
|
Q2 2024
Added 11.24%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
2,636
shares
|
$407,103
0.15% of portfolio
|
Q2 2022
Reduced 92.09%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Aug 08, 2025 Q2 2025 |
2,636
shares
|
$407,103
0.29% of portfolio
|
Q2 2025
Added 24.52%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Aug 06, 2025 Q2 2025 |
2,632
shares
|
$406,486
0.22% of portfolio
|
Q2 2025
Reduced 12.44%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Aug 01, 2025 Q2 2025 |
2,632
shares
|
$406,486
0.02% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Jul 29, 2025 Q2 2025 |
2,632
shares
|
$406,486
0.13% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
2,630
shares
|
$406,177
0.09% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Aug 08, 2025 Q2 2025 |
2,630
shares
|
$406,177
0.17% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Jul 30, 2025 Q2 2025 |
2,622
shares
|
$404,941
0.1% of portfolio
|
Q2 2025
Added 8.17%
|
|
|
Intellus Advisors LLC
Naples, FL |
Aug 12, 2025 Q2 2025 |
2,617
shares
|
$404,169
0.06% of portfolio
|
Q1 2025
Reduced 31.17%
|
|
|
Silvant Capital Management LLC
|
Aug 13, 2025 Q2 2025 |
2,615
shares
|
$403,860
0.01% of portfolio
|
Q3 2019
Reduced 18.05%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
2,609
shares
|
$402,933
0.1% of portfolio
|
Q2 2025
Reduced 8.26%
|