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 |
|---|---|---|---|---|---|
|
Alliance Wealth Management Group
Flemington, NJ |
Aug 07, 2025 Q2 2025 |
2,400
shares
|
$370,656
0.09% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Towercrest Capital Management
Newtown, PA |
Aug 05, 2025 Q2 2025 |
2,400
shares
|
$370,656
0.06% of portfolio
|
Q1 2025
Reduced 7.87%
|
|
|
Isthmus Partners, LLC
Madison, WI |
Aug 13, 2025 Q2 2025 |
2,399
shares
|
$370,501
0.04% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
2,398
shares
|
$370,347
0.06% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
2,396
shares
|
$370,038
0.03% of portfolio
|
Q1 2025
Added 15.3%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Jul 09, 2025 Q2 2025 |
2,392
shares
|
$369,420
0.13% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
2,390
shares
|
$369,111
0.0% of portfolio
|
Q2 2025
Reduced 58.27%
|
|
|
Rainier Family Wealth Inc
Tacoma, WA |
Jul 16, 2025 Q2 2025 |
2,387
shares
|
$368,648
0.34% of portfolio
|
Q2 2025
Added 8.85%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Aug 14, 2025 Q2 2025 |
2,386
shares
|
$368,493
0.18% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Beddow Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
2,385
shares
|
$368,339
0.14% of portfolio
|
Q2 2025
Added 9.66%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
2,384
shares
|
$368,184
0.04% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
Flynn Zito Capital Management, LLC
|
Aug 05, 2025 Q2 2025 |
2,383
shares
|
$368,030
0.15% of portfolio
|
Q2 2025
Reduced 8.45%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
2,380
shares
|
$367,567
0.31% of portfolio
|
Q1 2025
Reduced 12.11%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
2,373
shares
|
$366,486
0.16% of portfolio
|
Q2 2025
Reduced 16.59%
|
|
|
Sequent Planning LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
2,373
shares
|
$366,486
0.11% of portfolio
|
Q2 2025
Added 11.15%
|
|
|
Better Wealth, LLC
|
Jul 14, 2025 Q2 2025 |
2,371
shares
|
$366,177
0.1% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Aug 05, 2025 Q2 2025 |
2,370
shares
|
$366,022
0.01% of portfolio
|
Q2 2025
Reduced 43.71%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
2,368
shares
|
$365,713
0.25% of portfolio
|
Q2 2025
Reduced 16.41%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Jul 30, 2025 Q2 2025 |
2,365
shares
|
$365,250
0.09% of portfolio
|
Q2 2025
Reduced 13.53%
|
|
|
Core Commodity Management, LLC
Stamford, CT |
Aug 14, 2025 Q2 2025 |
2,358
shares
|
$364,169
0.14% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
2,355
shares
|
$363,706
0.02% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Crown Wealth Group, LLC
|
Jul 16, 2025 Q2 2025 |
2,354
shares
|
$363,551
0.13% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jul 10, 2025 Q2 2025 |
2,351
shares
|
$363,088
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Castle Ark Alternatives, LLC
Chicago, IL |
Nov 18, 2022 Q3 2022 |
2,350
shares
|
$362,934
2.89% of portfolio
|
Q2 2022
Reduced 4.08%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Aug 14, 2025 Q2 2025 |
2,347
shares
|
$362,470
0.23% of portfolio
|
Q2 2025
Added 0.6%
|