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 |
|---|---|---|---|---|---|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
1,543
shares
|
$238,300
0.06% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Novus Advisors, LLC
Greenville, SC |
May 08, 2025 Q1 2025 |
1,539
shares
|
$237,683
0.26% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Aug 11, 2025 Q2 2025 |
1,536
shares
|
$237,219
0.07% of portfolio
|
Q2 2025
Added 7.56%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,530
shares
|
$236,293
0.35% of portfolio
|
Q1 2024
Added 18.6%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,527
shares
|
$235,829
0.05% of portfolio
|
Q2 2023
Added 0.99%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
1,525
shares
|
$235,521
0.2% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
1,524
shares
|
$235,366
0.04% of portfolio
|
Q1 2023
Added 0.73%
|
|
|
Evolution Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
1,521
shares
|
$234,903
0.03% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,521
shares
|
$234,903
0.11% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
1,520
shares
|
$234,748
0.11% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Bay Rivers Group
|
Jul 09, 2025 Q2 2025 |
1,520
shares
|
$234,748
0.1% of portfolio
|
Q2 2025
Reduced 5.3%
|
|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Jul 15, 2025 Q2 2025 |
1,520
shares
|
$234,748
0.16% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Riverview Trust CO
|
Jul 18, 2025 Q2 2025 |
1,519
shares
|
$234,594
0.36% of portfolio
|
Q2 2025
Reduced 16.22%
|
|
|
Edge Rock Capital LLC
|
Jul 16, 2025 Q2 2025 |
1,519
shares
|
$234,594
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
1,519
shares
|
$234,594
0.03% of portfolio
|
Q2 2025
Added 7.73%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
1,519
shares
|
$234,594
0.39% of portfolio
|
Q2 2022
Added 19.51%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
1,517
shares
|
$234,285
0.06% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
1,510
shares
|
$233,204
0.16% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
1,507
shares
|
$232,741
0.02% of portfolio
|
Q2 2025
Added 16.64%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Aug 06, 2025 Q2 2025 |
1,507
shares
|
$232,741
0.05% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Mitchell Capital Management CO
|
Jul 25, 2025 Q2 2025 |
1,500
shares
|
$231,660
0.04% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Payden & Rygel
Los Angeles, CA |
Aug 07, 2025 Q2 2025 |
1,500
shares
|
$231,660
0.02% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
1,500
shares
|
$231,660
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 16, 2025 Q2 2025 |
1,500
shares
|
$231,660
0.01% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Diversified Investment Strategies, LLC
|
Jul 28, 2025 Q2 2025 |
1,493
shares
|
$230,578
0.15% of portfolio
|
Q2 2025
Added 1.01%
|