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 |
|---|---|---|---|---|---|
|
Sequent Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
2,268
shares
|
$350,269
0.27% of portfolio
|
Q1 2025
Added 4.66%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
2,261
shares
|
$349,188
0.04% of portfolio
|
Q2 2025
Added 7.0%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Jul 25, 2025 Q2 2025 |
2,259
shares
|
$348,879
0.28% of portfolio
|
Q2 2025
Added 22.57%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jul 22, 2025 Q2 2025 |
2,257
shares
|
$348,571
0.05% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Jul 24, 2025 Q2 2025 |
2,256
shares
|
$348,416
0.22% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Planning Alternatives LTD
|
Aug 12, 2025 Q2 2025 |
2,251
shares
|
$347,644
0.05% of portfolio
|
Q2 2025
Reduced 26.15%
|
|
|
Black Diamond Wealth Management Inc.
|
Aug 13, 2025 Q2 2025 |
2,250
shares
|
$347,490
0.22% of portfolio
|
Q2 2025
Added 39.75%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
2,248
shares
|
$347,181
0.2% of portfolio
|
Q2 2023
Reduced 0.13%
|
|
|
Essex LLC
|
Jul 28, 2025 Q2 2025 |
2,243
shares
|
$346,408
0.06% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Financial Advisors, LLC
Andover, MA |
Jul 29, 2025 Q2 2025 |
2,241
shares
|
$346,100
0.06% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,238
shares
|
$345,636
0.02% of portfolio
|
Q3 2024
Reduced 15.16%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Aug 14, 2025 Q2 2025 |
2,230
shares
|
$344,401
0.29% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Aug 14, 2025 Q2 2025 |
2,226
shares
|
$343,783
0.11% of portfolio
|
Q2 2025
Reduced 56.96%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
2,224
shares
|
$343,474
0.15% of portfolio
|
Q2 2025
Reduced 14.56%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
2,224
shares
|
$343,474
0.09% of portfolio
|
Q2 2025
Reduced 6.24%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
2,221
shares
|
$343,011
0.08% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
2,220
shares
|
$342,856
0.25% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
2,220
shares
|
$342,856
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 13, 2025 Q2 2025 |
2,219
shares
|
$342,702
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,218
shares
|
$342,547
0.24% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
2,216
shares
|
$342,239
0.28% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Aug 07, 2025 Q2 2025 |
2,216
shares
|
$342,239
0.1% of portfolio
|
Q2 2025
Reduced 12.58%
|
|
|
Custom Index Systems, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
2,216
shares
|
$342,239
0.15% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Aug 13, 2025 Q2 2025 |
2,216
shares
|
$342,239
0.15% of portfolio
|
Q2 2025
Reduced 21.59%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Aug 15, 2025 Q2 2025 |
2,214
shares
|
$341,930
0.23% of portfolio
|
Q2 2025
Reduced 7.17%
|