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 |
|---|---|---|---|---|---|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
1,080
shares
|
$166,795
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
1,064
shares
|
$164,324
0.09% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
1,061
shares
|
$163,860
0.02% of portfolio
|
Q2 2025
Added 137.36%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
1,058
shares
|
$163,397
0.06% of portfolio
|
Q2 2025
Added 159.95%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
1,053
shares
|
$162,625
0.13% of portfolio
|
Q1 2025
Reduced 28.9%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1,049
shares
|
$162,007
0.05% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
1,040
shares
|
$160,617
0.07% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
1,035
shares
|
$159,845
0.02% of portfolio
|
Q1 2025
Reduced 20.63%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
1,031
shares
|
$159,227
0.02% of portfolio
|
Q2 2025
Added 41.82%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
May 12, 2025 Q1 2025 |
1,000
shares
|
$154,440
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Cove Street Capital, LLC
El Segundo, CA |
May 15, 2025 Q1 2025 |
1,000
shares
|
$154,440
0.27% of portfolio
|
Q3 2017
New holding
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
Aug 05, 2025 Q2 2025 |
1,000
shares
|
$154,440
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
984
shares
|
$151,968
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
971
shares
|
$149,961
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
961
shares
|
$148,416
0.05% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
950
shares
|
$146,718
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
949
shares
|
$146,563
0.13% of portfolio
|
Q4 2024
Reduced 15.64%
|
|
|
Westchester Capital Management, Inc.
Omaha, NE |
Jul 25, 2025 Q2 2025 |
932
shares
|
$143,938
0.03% of portfolio
|
Q1 2023
Reduced 12.24%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
909
shares
|
$140,385
0.09% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Richelieu Gestion PLC
|
Apr 15, 2024 Q1 2024 |
900
shares
|
$138,996
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Disciplined Equity Management, Inc.
|
Jul 28, 2025 Q2 2025 |
900
shares
|
$138,996
0.08% of portfolio
|
Q1 2024
Reduced 30.77%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
899
shares
|
$138,841
0.24% of portfolio
|
Q2 2023
Reduced 0.11%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
895
shares
|
$138,223
0.08% of portfolio
|
Q1 2025
Reduced 25.73%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
887
shares
|
$136,988
0.07% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
886
shares
|
$136,833
0.02% of portfolio
|
Q1 2025
New holding
|