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 |
|---|---|---|---|---|---|
|
Lwm Advisory Services, LLC
Plantation, FL |
Aug 14, 2025 Q2 2025 |
2,550
shares
|
$393,822
0.26% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
2,548
shares
|
$393,513
0.09% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
2,548
shares
|
$393,513
0.09% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Lee Financial CO
Dallas, TX |
Jul 24, 2025 Q2 2025 |
2,546
shares
|
$393,204
0.05% of portfolio
|
Q2 2025
Reduced 23.84%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
2,546
shares
|
$393,204
0.04% of portfolio
|
Q2 2025
Added 137.94%
|
|
|
Kooman & Associates
Altoona, PA |
Jul 16, 2025 Q2 2025 |
2,543
shares
|
$392,740
0.12% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Jul 18, 2025 Q2 2025 |
2,531
shares
|
$390,887
0.25% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Richwood Investment Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
2,527
shares
|
$390,269
0.3% of portfolio
|
Q2 2025
Reduced 4.06%
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
2,527
shares
|
$390,269
0.3% of portfolio
|
Q2 2024
Reduced 0.86%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Aug 06, 2025 Q2 2025 |
2,526
shares
|
$390,115
0.05% of portfolio
|
Q2 2025
Reduced 8.94%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
2,521
shares
|
$389,343
0.11% of portfolio
|
Q2 2025
Reduced 20.9%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
2,520
shares
|
$389,188
0.06% of portfolio
|
Q2 2025
Reduced 15.92%
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
Aug 08, 2025 Q2 2025 |
2,520
shares
|
$389,188
0.29% of portfolio
|
Q2 2025
Reduced 52.31%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,518
shares
|
$388,879
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Congress Park Capital LLC
|
Jul 11, 2025 Q2 2025 |
2,516
shares
|
$388,571
0.13% of portfolio
|
Q2 2025
Reduced 30.61%
|
|
|
Smith Shellnut Wilson LLC
|
Aug 05, 2025 Q2 2025 |
2,515
shares
|
$388,416
0.16% of portfolio
|
Q2 2025
Reduced 24.43%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
2,511
shares
|
$387,798
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
2,508
shares
|
$387,335
0.18% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Aug 07, 2025 Q2 2025 |
2,505
shares
|
$386,872
0.17% of portfolio
|
Q2 2025
Added 8.96%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jul 16, 2025 Q2 2025 |
2,505
shares
|
$386,872
0.29% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Aug 06, 2025 Q2 2025 |
2,503
shares
|
$386,563
0.08% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
2,502
shares
|
$386,408
0.1% of portfolio
|
Q2 2025
Reduced 6.57%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jul 14, 2025 Q2 2025 |
2,501
shares
|
$386,254
0.33% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jul 10, 2025 Q2 2025 |
2,500
shares
|
$386,100
0.03% of portfolio
|
Q2 2025
Added 19.96%
|
|
|
Harris Associates L P
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,497
shares
|
$385,636
0.0% of portfolio
|
Q2 2025
Added 34.61%
|