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 |
|---|---|---|---|---|---|
|
Diversified Investment Strategies, LLC
|
Jul 28, 2025 Q2 2025 |
1,493
shares
|
$230,578
0.15% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Peterson Wealth Services
|
Jul 31, 2025 Q2 2025 |
1,492
shares
|
$230,424
0.06% of portfolio
|
Q2 2025
Reduced 7.62%
|
|
|
Forth Right Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
1,492
shares
|
$230,424
0.07% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
1,491
shares
|
$230,270
0.03% of portfolio
|
Q1 2025
Reduced 16.52%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Aug 08, 2025 Q2 2025 |
1,490
shares
|
$230,115
0.07% of portfolio
|
Q2 2025
Reduced 8.31%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jul 14, 2025 Q2 2025 |
1,486
shares
|
$229,497
0.12% of portfolio
|
Q2 2025
Reduced 54.38%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jul 14, 2025 Q2 2025 |
1,485
shares
|
$229,343
0.04% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Trinity Financial Advisors LLC
|
Jul 03, 2025 Q2 2025 |
1,482
shares
|
$228,880
0.07% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Jul 29, 2025 Q2 2025 |
1,478
shares
|
$228,262
0.11% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Aug 13, 2025 Q2 2025 |
1,477
shares
|
$228,107
0.11% of portfolio
|
Q2 2025
Reduced 21.02%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
1,475
shares
|
$227,799
0.14% of portfolio
|
Q2 2025
Reduced 10.33%
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
1,474
shares
|
$227,644
0.02% of portfolio
|
Q2 2025
Reduced 6.05%
|
|
|
Affiance Financial, LLC
|
Jul 10, 2025 Q2 2025 |
1,471
shares
|
$227,181
0.04% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Aug 05, 2025 Q2 2025 |
1,471
shares
|
$227,181
0.14% of portfolio
|
Q2 2025
Added 8.63%
|
|
|
Redw Wealth LLC
|
Aug 04, 2025 Q2 2025 |
1,469
shares
|
$226,872
0.08% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
May 13, 2025 Q1 2025 |
1,460
shares
|
$225,482
0.14% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Rochester Wealth Strategies, LLC
Rochester, MI |
Jul 22, 2025 Q2 2025 |
1,459
shares
|
$225,327
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,455
shares
|
$224,710
0.1% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
1,448
shares
|
$223,629
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
1,446
shares
|
$223,320
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
1,446
shares
|
$223,320
0.03% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,441
shares
|
$222,548
0.15% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Motive Wealth Advisors
|
Jul 15, 2025 Q2 2025 |
1,440
shares
|
$222,393
0.09% of portfolio
|
Q2 2025
Added 14.38%
|
|
|
Paradiem, LLC
|
Jul 17, 2025 Q2 2025 |
1,439
shares
|
$222,239
0.06% of portfolio
|
Q2 2024
Reduced 7.87%
|
|
|
Jag Capital Management, LLC
|
Jul 28, 2025 Q2 2025 |
1,436
shares
|
$221,775
0.02% of portfolio
|
Q2 2025
Added 18.78%
|