Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,216 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 $222 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Archvest Wealth Advisors, Inc.
|
May 02, 2025 Q1 2025 |
2,491
shares
|
$384,710
0.35% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Jul 24, 2025 Q2 2025 |
2,491
shares
|
$384,710
0.08% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Aug 11, 2025 Q2 2025 |
2,485
shares
|
$383,783
0.15% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
2,481
shares
|
$383,165
0.1% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Claris Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
2,467
shares
|
$381,003
0.14% of portfolio
|
Q2 2025
Added 9.21%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Aug 11, 2025 Q2 2025 |
2,462
shares
|
$380,231
0.28% of portfolio
|
Q2 2025
Added 8.94%
|
|
|
American Money Management, LLC
|
Aug 13, 2025 Q2 2025 |
2,459
shares
|
$379,767
0.06% of portfolio
|
Q2 2025
Added 9.78%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
2,459
shares
|
$379,767
0.14% of portfolio
|
Q1 2025
Reduced 72.92%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jul 16, 2025 Q2 2025 |
2,458
shares
|
$379,613
0.19% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
2,456
shares
|
$379,304
0.05% of portfolio
|
Q2 2025
Added 5.73%
|
|
|
Sterling Investment Advisors LLC
|
Jul 10, 2025 Q2 2025 |
2,454
shares
|
$378,995
0.16% of portfolio
|
Q2 2025
Added 74.41%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
2,453
shares
|
$378,841
0.05% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Loomis Sayles & CO L P
|
Aug 13, 2025 Q2 2025 |
2,449
shares
|
$378,223
0.0% of portfolio
|
Q2 2025
Reduced 11.72%
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
2,444
shares
|
$377,451
0.07% of portfolio
|
Q2 2025
Added 5.53%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Aug 14, 2025 Q2 2025 |
2,444
shares
|
$377,451
0.13% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
2,432
shares
|
$375,598
0.26% of portfolio
|
Q2 2025
Added 11.61%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
2,422
shares
|
$374,053
0.24% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
2,421
shares
|
$373,899
0.12% of portfolio
|
Q1 2024
Reduced 3.55%
|
|
|
Vanguard Capital Wealth Advisors
|
Jul 11, 2025 Q2 2025 |
2,418
shares
|
$373,435
0.35% of portfolio
|
Q2 2025
Added 12.26%
|
|
|
Parisi Gray Wealth Management
|
Jul 08, 2025 Q2 2025 |
2,416
shares
|
$373,127
0.1% of portfolio
|
Q2 2025
Reduced 11.14%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
2,411
shares
|
$372,354
0.09% of portfolio
|
Q2 2025
Added 47.46%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Aug 12, 2025 Q2 2025 |
2,410
shares
|
$372,200
0.22% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Aug 05, 2025 Q2 2025 |
2,408
shares
|
$371,891
0.22% of portfolio
|
Q2 2025
Added 6.6%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
2,406
shares
|
$371,582
0.1% of portfolio
|
Q2 2025
Reduced 40.59%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jul 03, 2025 Q2 2025 |
2,403
shares
|
$371,119
0.06% of portfolio
|
Q2 2025
Added 6.05%
|