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 |
|---|---|---|---|---|---|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jul 14, 2025 Q2 2025 |
1,883
shares
|
$290,810
0.04% of portfolio
|
Q2 2025
Reduced 7.06%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
1,882
shares
|
$290,656
0.05% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jul 15, 2025 Q2 2025 |
1,882
shares
|
$290,656
0.2% of portfolio
|
Q2 2025
Reduced 6.65%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
1,880
shares
|
$290,347
0.1% of portfolio
|
Q2 2025
Reduced 17.9%
|
|
|
Curated Wealth Partners LLC
|
Jul 28, 2025 Q2 2025 |
1,879
shares
|
$290,192
0.03% of portfolio
|
Q2 2025
Reduced 6.98%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Jul 29, 2025 Q2 2025 |
1,879
shares
|
$290,192
0.11% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jul 22, 2025 Q2 2025 |
1,877
shares
|
$289,883
0.03% of portfolio
|
Q2 2025
Reduced 6.8%
|
|
|
R Squared LTD
Central, K3 |
Jul 31, 2025 Q2 2025 |
1,875
shares
|
$289,575
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
1,874
shares
|
$289,420
0.15% of portfolio
|
Q2 2025
Reduced 15.85%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jul 21, 2025 Q2 2025 |
1,872
shares
|
$289,111
0.31% of portfolio
|
Q2 2025
Reduced 88.31%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jul 21, 2025 Q2 2025 |
1,870
shares
|
$288,802
0.11% of portfolio
|
Q2 2025
Reduced 6.27%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
1,868
shares
|
$288,493
0.15% of portfolio
|
Q3 2022
Reduced 27.26%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Aug 08, 2025 Q2 2025 |
1,868
shares
|
$288,493
0.05% of portfolio
|
Q2 2025
Reduced 5.37%
|
|
|
Orion Investment CO
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
1,868
shares
|
$288,493
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
1,865
shares
|
$288,030
0.13% of portfolio
|
Q2 2025
Reduced 22.61%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
1,860
shares
|
$287,258
0.05% of portfolio
|
Q2 2025
Added 23.92%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
1,860
shares
|
$287,258
0.03% of portfolio
|
Q3 2022
Added 1.14%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
1,860
shares
|
$287,258
0.17% of portfolio
|
Q4 2024
Reduced 24.36%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
1,856
shares
|
$286,640
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Fulcrum Equity Management
|
May 01, 2025 Q1 2025 |
1,853
shares
|
$286,177
0.35% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Aug 05, 2025 Q2 2025 |
1,852
shares
|
$286,022
0.01% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
1,849
shares
|
$285,559
0.05% of portfolio
|
Q2 2025
Reduced 13.15%
|
|
|
Kesler, Norman & Wride, LLC
|
Aug 04, 2025 Q2 2025 |
1,845
shares
|
$284,941
0.05% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jul 15, 2025 Q2 2025 |
1,845
shares
|
$284,941
0.2% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Kkm Financial LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,843
shares
|
$284,632
0.09% of portfolio
|
Q4 2023
New holding
|