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 |
|---|---|---|---|---|---|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
1,634
shares
|
$252,354
0.06% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Harvey Capital Management Inc
|
Apr 30, 2025 Q1 2025 |
1,625
shares
|
$250,965
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
1,620
shares
|
$250,192
0.08% of portfolio
|
Q2 2025
Added 32.79%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jul 30, 2025 Q2 2025 |
1,619
shares
|
$250,038
0.08% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Jul 16, 2025 Q2 2025 |
1,615
shares
|
$249,420
0.22% of portfolio
|
Q2 2025
Added 4.13%
|
|
|
Kaizen Financial Strategies
|
Aug 08, 2025 Q2 2025 |
1,610
shares
|
$248,648
0.13% of portfolio
|
Q2 2025
Reduced 34.69%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
1,610
shares
|
$248,648
0.02% of portfolio
|
Q1 2024
Reduced 98.89%
|
|
|
Pinnacle Financial Group, LLC
|
Aug 11, 2025 Q2 2025 |
1,609
shares
|
$248,493
0.08% of portfolio
|
Q2 2025
Added 13.23%
|
|
|
Finward Bancorp
Munster, IN |
May 15, 2025 Q1 2025 |
1,609
shares
|
$248,493
0.23% of portfolio
|
Q1 2025
Added 10.36%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
1,606
shares
|
$248,030
0.17% of portfolio
|
Q3 2023
Added 0.06%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Jul 25, 2025 Q2 2025 |
1,606
shares
|
$248,030
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Westshore Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
1,604
shares
|
$247,721
0.09% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
1,604
shares
|
$247,721
0.14% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
1,602
shares
|
$247,412
0.04% of portfolio
|
Q2 2025
Reduced 54.75%
|
|
|
Blue Chip Partners, Inc.
|
May 15, 2025 Q1 2025 |
1,601
shares
|
$247,258
0.02% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Esl Trust Services, LLC
|
Aug 13, 2025 Q2 2025 |
1,600
shares
|
$247,104
0.05% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Jul 25, 2025 Q2 2025 |
1,600
shares
|
$247,104
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Reliant Investment Management, LLC
|
Jul 30, 2025 Q2 2025 |
1,598
shares
|
$246,795
0.1% of portfolio
|
Q2 2025
Reduced 23.65%
|
|
|
West Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
1,598
shares
|
$246,795
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Accuvest Global Advisors
Provo, UT |
Aug 05, 2025 Q2 2025 |
1,595
shares
|
$246,331
0.15% of portfolio
|
Q2 2025
Reduced 54.75%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
1,592
shares
|
$245,868
0.07% of portfolio
|
Q2 2025
Reduced 11.56%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
1,588
shares
|
$245,250
0.08% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
1,587
shares
|
$245,096
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jul 30, 2025 Q2 2025 |
1,586
shares
|
$244,941
0.02% of portfolio
|
Q2 2025
Reduced 35.63%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
1,584
shares
|
$244,632
0.28% of portfolio
|
Q1 2025
Reduced 15.2%
|