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 |
|---|---|---|---|---|---|
|
Traveka Wealth, LLC
San Jose, CA |
Jul 16, 2025 Q2 2025 |
2,608
shares
|
$402,779
0.2% of portfolio
|
Q2 2025
Reduced 7.29%
|
|
|
South Street Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,606
shares
|
$402,470
0.06% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Idaho Trust Bank
Boise, ID |
Aug 13, 2025 Q2 2025 |
2,605
shares
|
$402,316
0.13% of portfolio
|
Q2 2025
Added 47.59%
|
|
|
Hfr Wealth Management, LLC
Niskayuna, NY |
Aug 12, 2025 Q2 2025 |
2,604
shares
|
$402,161
0.09% of portfolio
|
Q2 2025
Reduced 11.73%
|
|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
2,601
shares
|
$401,698
0.18% of portfolio
|
Q2 2025
Added 5.39%
|
|
|
Algert Global LLC
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
2,600
shares
|
$401,544
0.01% of portfolio
|
Q2 2025
Reduced 29.58%
|
|
|
Bluefin Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,600
shares
|
$401,544
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
2,595
shares
|
$400,771
0.08% of portfolio
|
Q2 2025
Reduced 10.36%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
2,595
shares
|
$400,771
0.1% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Aug 04, 2025 Q2 2025 |
2,585
shares
|
$399,227
0.13% of portfolio
|
Q4 2022
Added 23.98%
|
|
|
Rovin Capital
|
Aug 06, 2025 Q2 2025 |
2,584
shares
|
$399,072
0.11% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
2,581
shares
|
$398,609
0.04% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Aug 11, 2025 Q2 2025 |
2,575
shares
|
$397,683
0.26% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
2,574
shares
|
$397,528
0.28% of portfolio
|
Q2 2022
Reduced 24.14%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
2,570
shares
|
$396,910
0.23% of portfolio
|
Q1 2025
Added 33.02%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Jul 18, 2025 Q2 2025 |
2,570
shares
|
$396,910
0.23% of portfolio
|
Q2 2025
Added 5.16%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
2,568
shares
|
$396,601
0.17% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
2,566
shares
|
$396,293
0.45% of portfolio
|
Q4 2022
Added 1.38%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
2,565
shares
|
$396,138
0.37% of portfolio
|
Q1 2025
Added 8.82%
|
|
|
Leuthold Group, LLC
|
Aug 13, 2025 Q2 2025 |
2,559
shares
|
$395,211
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
May 02, 2025 Q1 2025 |
2,559
shares
|
$395,211
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
May 09, 2025 Q1 2025 |
2,558
shares
|
$395,057
0.06% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Applied Capital Llc/Fl
Hollywood, FL |
Jul 24, 2025 Q2 2025 |
2,555
shares
|
$394,594
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Jsf Financial, LLC
|
Jul 22, 2025 Q2 2025 |
2,553
shares
|
$394,285
0.09% of portfolio
|
Q2 2025
Added 11.14%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
2,552
shares
|
$394,130
0.1% of portfolio
|
Q3 2024
New holding
|