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 |
|---|---|---|---|---|---|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
848
shares
|
$130,965
0.15% of portfolio
|
Q1 2025
Added 60.61%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
842
shares
|
$130,038
0.28% of portfolio
|
Q3 2024
Reduced 69.16%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
833
shares
|
$128,648
0.02% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
818
shares
|
$126,331
0.06% of portfolio
|
Q2 2025
Added 9.8%
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
798
shares
|
$123,243
0.04% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
793
shares
|
$122,470
0.01% of portfolio
|
Q2 2025
Reduced 13.24%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
776
shares
|
$119,845
0.02% of portfolio
|
Q3 2023
Added 2.24%
|
|
|
Marshall & Sullivan Inc
|
Jul 11, 2025 Q2 2025 |
769
shares
|
$118,764
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
756
shares
|
$116,756
0.01% of portfolio
|
Q2 2025
Added 45.11%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
755
shares
|
$116,602
0.02% of portfolio
|
Q2 2025
Reduced 31.11%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
755
shares
|
$116,602
0.03% of portfolio
|
Q2 2025
Added 19.84%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jul 28, 2025 Q2 2025 |
750
shares
|
$115,830
0.16% of portfolio
|
Q2 2025
Added 10.29%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
741
shares
|
$114,440
0.07% of portfolio
|
Q2 2025
Added 211.34%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
732
shares
|
$113,050
0.01% of portfolio
|
Q1 2025
Reduced 46.65%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
723
shares
|
$111,660
0.02% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Ulland Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
718
shares
|
$110,887
0.08% of portfolio
|
Q4 2021
New holding
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
712
shares
|
$109,961
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
704
shares
|
$108,725
0.03% of portfolio
|
Q2 2025
Added 15.41%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
704
shares
|
$108,725
0.02% of portfolio
|
Q2 2025
Added 110.15%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
703
shares
|
$108,571
0.05% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
691
shares
|
$106,718
0.01% of portfolio
|
Q2 2025
Added 30.62%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
687
shares
|
$106,100
0.02% of portfolio
|
Q1 2025
Reduced 90.55%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
680
shares
|
$105,019
0.01% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
O'Brien Wealth Partners LLC
|
Jul 09, 2025 Q2 2025 |
676
shares
|
$104,401
0.02% of portfolio
|
Q2 2025
Reduced 13.78%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
676
shares
|
$104,401
0.07% of portfolio
|
Q2 2025
Added 59.06%
|