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 |
|---|---|---|---|---|---|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
1,737
shares
|
$268,262
0.04% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
1,737
shares
|
$268,262
0.06% of portfolio
|
Q2 2025
Reduced 7.66%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jul 15, 2025 Q2 2025 |
1,736
shares
|
$268,107
0.11% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jul 17, 2025 Q2 2025 |
1,734
shares
|
$267,798
0.02% of portfolio
|
Q2 2025
Reduced 6.42%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
1,734
shares
|
$267,798
0.21% of portfolio
|
Q2 2025
Reduced 5.61%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
1,729
shares
|
$267,026
0.24% of portfolio
|
Q3 2023
Reduced 75.32%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
1,729
shares
|
$267,026
0.03% of portfolio
|
Q1 2025
Added 12.79%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,729
shares
|
$267,026
0.23% of portfolio
|
Q4 2023
Added 1.47%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
1,726
shares
|
$266,563
0.08% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
1,725
shares
|
$266,409
0.1% of portfolio
|
Q2 2025
Reduced 13.27%
|
|
|
American Trust
Lexington, KY |
May 16, 2025 Q1 2025 |
1,725
shares
|
$266,409
0.08% of portfolio
|
Q1 2025
Reduced 35.63%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
1,724
shares
|
$266,254
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
Jul 25, 2025 Q2 2025 |
1,723
shares
|
$266,100
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Aug 07, 2025 Q2 2025 |
1,722
shares
|
$265,945
0.26% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Aug 08, 2025 Q2 2025 |
1,721
shares
|
$265,791
0.03% of portfolio
|
Q2 2025
Reduced 25.14%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Aug 14, 2025 Q2 2025 |
1,720
shares
|
$265,636
0.01% of portfolio
|
Q2 2025
Reduced 91.15%
|
|
|
Fortem Financial Group, LLC
|
Aug 12, 2025 Q2 2025 |
1,719
shares
|
$265,482
0.08% of portfolio
|
Q2 2025
Reduced 16.59%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Jul 16, 2025 Q2 2025 |
1,717
shares
|
$265,173
0.16% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
1,715
shares
|
$264,864
0.05% of portfolio
|
Q3 2023
Reduced 12.54%
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
1,714
shares
|
$264,710
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
1,713
shares
|
$264,555
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Cookson Peirce & CO Inc
|
Jul 30, 2025 Q2 2025 |
1,710
shares
|
$264,092
0.01% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
1,708
shares
|
$263,783
0.51% of portfolio
|
Q3 2023
Added 0.95%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Jul 11, 2025 Q2 2025 |
1,708
shares
|
$263,783
0.11% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Aug 05, 2025 Q2 2025 |
1,707
shares
|
$263,629
0.11% of portfolio
|
Q2 2025
New holding
|