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 |
|---|---|---|---|---|---|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Aug 14, 2025 Q2 2025 |
1,679
shares
|
$259,304
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
1,678
shares
|
$259,150
0.12% of portfolio
|
Q1 2025
Reduced 10.84%
|
|
|
Verus Financial Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
1,678
shares
|
$259,150
0.02% of portfolio
|
Q1 2025
Added 19.43%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
May 01, 2025 Q1 2025 |
1,677
shares
|
$258,995
0.09% of portfolio
|
Q1 2025
Added 8.9%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jul 11, 2025 Q2 2025 |
1,676
shares
|
$258,841
0.23% of portfolio
|
Q2 2025
Added 15.43%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Jul 18, 2025 Q2 2025 |
1,675
shares
|
$258,687
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 07, 2025 Q2 2025 |
1,674
shares
|
$258,532
0.07% of portfolio
|
Q1 2025
Reduced 10.19%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jul 18, 2025 Q2 2025 |
1,674
shares
|
$258,532
0.13% of portfolio
|
Q2 2025
Reduced 8.32%
|
|
|
Beech Hill Advisors, Inc.
|
Jul 30, 2025 Q2 2025 |
1,670
shares
|
$257,914
0.11% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jul 16, 2025 Q2 2025 |
1,669
shares
|
$257,760
0.09% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Pluribus Labs, LLC
Mill Valley, CA |
Aug 12, 2022 Q2 2022 |
1,666
shares
|
$257,297
0.44% of portfolio
|
Q2 2022
Added 0.91%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
1,666
shares
|
$257,297
0.17% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
White Lighthouse Investment Management Inc.
|
Jul 30, 2025 Q2 2025 |
1,661
shares
|
$256,524
0.04% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
1,656
shares
|
$255,752
0.27% of portfolio
|
Q3 2022
Reduced 50.0%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
1,655
shares
|
$255,598
0.08% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Smith & Howard Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,653
shares
|
$255,289
0.07% of portfolio
|
Q2 2024
Added 8.82%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Aug 13, 2025 Q2 2025 |
1,653
shares
|
$255,289
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,652
shares
|
$255,134
0.01% of portfolio
|
Q3 2023
Added 0.3%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jul 14, 2025 Q2 2025 |
1,650
shares
|
$254,826
0.15% of portfolio
|
Q2 2025
Reduced 10.42%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
1,650
shares
|
$254,826
0.07% of portfolio
|
Q2 2025
Reduced 30.26%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
1,643
shares
|
$253,744
0.03% of portfolio
|
Q2 2025
Added 5.12%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jul 07, 2025 Q2 2025 |
1,640
shares
|
$253,281
0.15% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Jul 25, 2025 Q2 2025 |
1,639
shares
|
$253,127
0.15% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
1,638
shares
|
$252,972
0.03% of portfolio
|
Q2 2025
Reduced 9.0%
|
|
|
Entry Point Capital, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
1,635
shares
|
$252,509
0.12% of portfolio
|
Q2 2025
New holding
|