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 |
|---|---|---|---|---|---|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
2,205
shares
|
$340,540
0.06% of portfolio
|
Q2 2025
Added 36.45%
|
|
|
Bowman & CO S.C.
|
Jul 09, 2025 Q2 2025 |
2,203
shares
|
$340,231
0.14% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
2,202
shares
|
$340,076
0.06% of portfolio
|
Q1 2025
Added 4.02%
|
|
|
Mason & Associates Inc
|
Jul 31, 2025 Q2 2025 |
2,202
shares
|
$340,076
0.08% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Jul 16, 2025 Q2 2025 |
2,200
shares
|
$339,768
0.26% of portfolio
|
Q2 2025
Reduced 6.94%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
2,200
shares
|
$339,768
0.22% of portfolio
|
Q2 2025
Reduced 4.97%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Aug 06, 2025 Q2 2025 |
2,196
shares
|
$339,150
0.08% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
2,196
shares
|
$339,150
0.06% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Aug 13, 2025 Q2 2025 |
2,194
shares
|
$338,841
0.09% of portfolio
|
Q2 2025
Reduced 14.8%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
2,194
shares
|
$338,841
0.28% of portfolio
|
Q2 2024
Reduced 18.41%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Jul 25, 2025 Q2 2025 |
2,186
shares
|
$337,605
0.13% of portfolio
|
Q2 2025
Reduced 15.86%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 15, 2025 Q2 2025 |
2,185
shares
|
$337,451
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Matisse Capital
|
Jul 23, 2025 Q2 2025 |
2,184
shares
|
$337,296
0.15% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Sterling Investment Counsel, LLC
|
Jul 21, 2025 Q2 2025 |
2,181
shares
|
$336,833
0.18% of portfolio
|
Q2 2025
Reduced 41.9%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
2,169
shares
|
$334,980
0.1% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
2,166
shares
|
$334,517
0.21% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Cairn Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
2,165
shares
|
$334,362
0.16% of portfolio
|
Q2 2025
Reduced 34.09%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Aug 06, 2025 Q2 2025 |
2,162
shares
|
$333,899
0.07% of portfolio
|
Q2 2025
Reduced 10.81%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
2,160
shares
|
$333,590
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Diker Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,156
shares
|
$332,972
0.32% of portfolio
|
Q1 2021
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
2,155
shares
|
$332,818
0.27% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
2,150
shares
|
$332,046
0.14% of portfolio
|
Q2 2025
Added 57.97%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
2,149
shares
|
$331,891
0.23% of portfolio
|
Q4 2024
Added 3.37%
|
|
|
Manchester Financial Inc
|
Jul 29, 2025 Q2 2025 |
2,148
shares
|
$331,737
0.07% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
2,147
shares
|
$331,582
0.06% of portfolio
|
Q2 2025
Reduced 49.35%
|