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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Meeder Asset Management Inc
|
Aug 07, 2025 Q2 2025 |
674
shares
|
$104,092
0.01% of portfolio
|
Q2 2025
Added 11.59%
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
672
shares
|
$103,783
0.6% of portfolio
|
Q1 2025
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
667
shares
|
$103,011
0.07% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
657
shares
|
$101,467
0.01% of portfolio
|
Q1 2025
Reduced 7.07%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
648
shares
|
$100,077
0.07% of portfolio
|
Q4 2022
Reduced 38.81%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
638
shares
|
$98,532
0.04% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Advantage Trust CO
Salina, KS |
Jul 30, 2025 Q2 2025 |
634
shares
|
$97,914
0.04% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
631
shares
|
$97,451
0.05% of portfolio
|
Q2 2025
Added 1026.79%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
628
shares
|
$96,988
0.04% of portfolio
|
Q1 2025
Reduced 12.78%
|
|
|
Fsc Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
623
shares
|
$96,216
0.06% of portfolio
|
Q2 2025
Reduced 11.25%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
612
shares
|
$94,517
0.02% of portfolio
|
Q2 2025
Reduced 7.41%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
602
shares
|
$92,972
0.02% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Aug 06, 2025 Q2 2025 |
600
shares
|
$92,664
0.04% of portfolio
|
Q1 2025
Reduced 32.58%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
584
shares
|
$90,192
0.02% of portfolio
|
Q2 2025
Reduced 21.4%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
577
shares
|
$89,111
0.07% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
565
shares
|
$87,258
0.04% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
564
shares
|
$87,104
0.09% of portfolio
|
Q1 2025
Reduced 50.87%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
563
shares
|
$86,949
0.06% of portfolio
|
Q4 2024
Reduced 87.92%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
557
shares
|
$86,023
0.09% of portfolio
|
Q4 2021
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
551
shares
|
$85,096
0.02% of portfolio
|
Q2 2025
Reduced 55.2%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
549
shares
|
$84,787
0.07% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
543
shares
|
$83,860
0.02% of portfolio
|
Q1 2025
Reduced 35.59%
|