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 |
|---|---|---|---|---|---|
|
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
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,842
shares
|
$284,478
0.05% of portfolio
|
Q2 2025
Added 5.32%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,833
shares
|
$283,088
0.01% of portfolio
|
Q2 2025
Reduced 36.6%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jul 24, 2025 Q2 2025 |
1,832
shares
|
$282,934
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Life Planning Partners, Inc
|
Jul 21, 2025 Q2 2025 |
1,831
shares
|
$282,779
0.22% of portfolio
|
Q2 2025
Added 22.56%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Jul 14, 2025 Q2 2025 |
1,830
shares
|
$282,625
0.11% of portfolio
|
Q2 2025
Reduced 6.39%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jul 23, 2025 Q2 2025 |
1,828
shares
|
$282,316
0.2% of portfolio
|
Q2 2025
Reduced 10.13%
|
|
|
Bullseye Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
1,827
shares
|
$282,161
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
1,825
shares
|
$281,853
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
1,824
shares
|
$281,698
0.17% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
|
Kensington Investment Counsel, LLC
|
Aug 15, 2025 Q2 2025 |
1,822
shares
|
$281,389
0.11% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Pathway Financial Advisors LLC
|
Jul 25, 2025 Q2 2025 |
1,822
shares
|
$281,389
0.04% of portfolio
|
Q2 2025
Reduced 5.6%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
1,822
shares
|
$281,389
0.08% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Candriam S.C.A.
|
Aug 08, 2025 Q2 2025 |
1,821
shares
|
$281,235
0.0% of portfolio
|
Q2 2025
Reduced 48.34%
|
|
|
Colrain Capital LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
1,818
shares
|
$280,771
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
1,815
shares
|
$280,308
0.03% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Jul 23, 2025 Q2 2025 |
1,814
shares
|
$280,154
0.21% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2025 Q2 2025 |
1,813
shares
|
$279,999
0.14% of portfolio
|
Q2 2025
Added 48.73%
|
|
|
Ariston Services Group
San Diego, CA |
Jul 29, 2025 Q2 2025 |
1,813
shares
|
$279,999
0.18% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Marotta Asset Management
|
Jul 02, 2025 Q2 2025 |
1,810
shares
|
$279,536
0.05% of portfolio
|
Q2 2025
Reduced 22.08%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Aug 07, 2025 Q2 2025 |
1,808
shares
|
$279,227
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
1,808
shares
|
$279,227
0.31% of portfolio
|
Q1 2025
Added 18.32%
|
|
|
Lavaca Capital LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,805
shares
|
$278,764
0.01% of portfolio
|
Q1 2025
Reduced 13.55%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
1,799
shares
|
$277,837
0.09% of portfolio
|
Q2 2025
Reduced 23.61%
|