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 |
|---|---|---|---|---|---|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
528
shares
|
$81,544
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
Aug 07, 2025 Q2 2025 |
523
shares
|
$80,772
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
520
shares
|
$80,308
0.03% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
515
shares
|
$79,536
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
508
shares
|
$78,455
0.02% of portfolio
|
Q2 2025
Reduced 4.15%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
506
shares
|
$78,146
0.02% of portfolio
|
Q2 2025
Added 9.29%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
500
shares
|
$77,220
0.02% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
500
shares
|
$77,220
0.02% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Jul 24, 2025 Q2 2025 |
500
shares
|
$77,220
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
499
shares
|
$77,065
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
499
shares
|
$77,065
0.08% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
489
shares
|
$75,521
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
468
shares
|
$72,277
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
465
shares
|
$71,814
0.02% of portfolio
|
Q3 2023
Reduced 0.85%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Jul 24, 2025 Q2 2025 |
464
shares
|
$71,660
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
460
shares
|
$71,042
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
458
shares
|
$70,733
0.01% of portfolio
|
Q2 2025
Added 12.53%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
457
shares
|
$70,579
0.04% of portfolio
|
Q4 2022
Reduced 2.56%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
453
shares
|
$69,961
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
444
shares
|
$68,571
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
439
shares
|
$67,799
0.05% of portfolio
|
Q2 2025
Added 133.51%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
420
shares
|
$64,864
0.04% of portfolio
|
Q4 2024
Added 29.23%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
412
shares
|
$63,629
0.04% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
410
shares
|
$63,320
0.02% of portfolio
|
Q2 2025
Reduced 14.23%
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
410
shares
|
$63,320
0.05% of portfolio
|
Q1 2025
Added 0.24%
|