Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,218 institutions that hold shares in the stock, with a total of 1.42 Billion shares, which have been reported (via 13F filing form) to have a value of $219 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Jun 17, 2025 Q1 2025 |
1,792
shares
|
$276,756
0.14% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Intergy Private Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
1,791
shares
|
$276,602
0.09% of portfolio
|
Q2 2025
Reduced 15.4%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Jul 28, 2025 Q2 2025 |
1,790
shares
|
$276,447
0.17% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Wespac Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
1,786
shares
|
$275,829
0.2% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Aug 12, 2025 Q2 2025 |
1,785
shares
|
$275,675
0.2% of portfolio
|
Q2 2025
Reduced 22.49%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
1,784
shares
|
$275,520
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Aimz Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
1,783
shares
|
$275,366
0.09% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
1,781
shares
|
$275,057
0.12% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
1,779
shares
|
$274,748
0.11% of portfolio
|
Q2 2025
Added 4.34%
|
|
|
Orca Investment Management, LLC
|
Jul 25, 2025 Q2 2025 |
1,778
shares
|
$274,594
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Norman Fields, Gottscho Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
1,775
shares
|
$274,131
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
1,775
shares
|
$274,131
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
One Charles Private Wealth Services, LLC
|
Aug 12, 2025 Q2 2025 |
1,774
shares
|
$273,976
0.08% of portfolio
|
Q2 2025
Added 15.19%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
1,773
shares
|
$273,822
0.09% of portfolio
|
Q1 2023
Reduced 4.27%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Jul 23, 2025 Q2 2025 |
1,770
shares
|
$273,358
0.19% of portfolio
|
Q2 2025
Added 24.65%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
1,768
shares
|
$273,049
0.02% of portfolio
|
Q2 2025
Reduced 17.46%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Jul 24, 2025 Q2 2025 |
1,768
shares
|
$273,049
0.53% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Jul 17, 2025 Q2 2025 |
1,761
shares
|
$271,968
0.23% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Arbor Investment Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
1,755
shares
|
$271,042
0.03% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
1,751
shares
|
$270,424
0.05% of portfolio
|
Q2 2025
Reduced 33.55%
|
|
|
Delta Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
1,750
shares
|
$270,270
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Terra Nova Asset Management LLC
|
Apr 23, 2025 Q1 2025 |
1,742
shares
|
$269,034
0.25% of portfolio
|
Q4 2024
Reduced 21.03%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
1,740
shares
|
$268,725
0.18% of portfolio
|
Q3 2024
Reduced 88.66%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jul 16, 2025 Q2 2025 |
1,740
shares
|
$268,725
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
1,737
shares
|
$268,262
0.05% of portfolio
|
Q3 2022
Added 7.02%
|