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 |
|---|---|---|---|---|---|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jul 17, 2025 Q2 2025 |
1,580
shares
|
$244,015
0.04% of portfolio
|
Q2 2025
Reduced 8.03%
|
|
|
Armstrong Henry H Associates Inc
|
Jul 07, 2025 Q2 2025 |
1,578
shares
|
$243,706
0.02% of portfolio
|
Q3 2024
Reduced 5.96%
|
|
|
Level Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
1,577
shares
|
$243,551
0.08% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
1,577
shares
|
$243,551
0.16% of portfolio
|
Q2 2025
Added 10.51%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Aug 01, 2025 Q2 2025 |
1,573
shares
|
$242,934
0.03% of portfolio
|
Q2 2025
Reduced 13.24%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
1,571
shares
|
$242,625
0.14% of portfolio
|
Q2 2025
Reduced 14.94%
|
|
|
H&H Retirement Design & Management Inc
|
Jul 23, 2025 Q2 2025 |
1,571
shares
|
$242,625
0.12% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
May 06, 2025 Q1 2025 |
1,570
shares
|
$242,470
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
1,565
shares
|
$241,698
0.39% of portfolio
|
Q4 2022
Reduced 11.33%
|
|
|
Landaas & CO
Milwaukee, WI |
Aug 11, 2025 Q2 2025 |
1,564
shares
|
$241,544
0.05% of portfolio
|
Q4 2024
Reduced 5.1%
|
|
|
4 J Wealth Management LLC
|
Aug 04, 2025 Q2 2025 |
1,562
shares
|
$241,235
0.21% of portfolio
|
Q2 2024
Added 6.84%
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
1,562
shares
|
$241,235
0.13% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
1,560
shares
|
$240,926
0.05% of portfolio
|
Q2 2025
Reduced 76.35%
|
|
|
Texas Capital Bancshares Inc
|
Aug 13, 2025 Q2 2025 |
1,560
shares
|
$240,926
0.08% of portfolio
|
Q2 2025
Reduced 23.53%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
1,559
shares
|
$240,771
0.0% of portfolio
|
Q2 2025
Added 23.73%
|
|
|
Nadler Financial Group, Inc.
|
Jul 25, 2025 Q2 2025 |
1,557
shares
|
$240,463
0.02% of portfolio
|
Q2 2025
Reduced 15.66%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
1,551
shares
|
$239,536
0.11% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Jul 16, 2025 Q2 2025 |
1,551
shares
|
$239,536
0.54% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Aug 12, 2025 Q2 2025 |
1,550
shares
|
$239,382
0.04% of portfolio
|
Q2 2025
Reduced 10.56%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Aug 05, 2025 Q2 2025 |
1,550
shares
|
$239,382
0.11% of portfolio
|
Q4 2023
Added 16.06%
|
|
|
Omnia Family Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
1,549
shares
|
$239,227
0.08% of portfolio
|
Q2 2025
Reduced 21.33%
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
1,547
shares
|
$238,918
0.11% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Apr 23, 2025 Q1 2025 |
1,547
shares
|
$238,918
0.2% of portfolio
|
Q4 2023
Added 14.85%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
1,545
shares
|
$238,609
0.06% of portfolio
|
Q2 2025
Reduced 27.23%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jul 09, 2025 Q2 2025 |
1,545
shares
|
$238,609
0.16% of portfolio
|
Q2 2025
Added 1.11%
|