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 |
|---|---|---|---|---|---|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
400
shares
|
$61,776
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 23, 2025 Q2 2025 |
400
shares
|
$61,776
0.03% of portfolio
|
Q1 2025
Added 9.59%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Jul 11, 2025 Q2 2025 |
387
shares
|
$59,768
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
380
shares
|
$58,687
0.02% of portfolio
|
Q2 2025
Reduced 45.95%
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
378
shares
|
$58,378
0.05% of portfolio
|
Q2 2025
Reduced 27.03%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
375
shares
|
$57,915
0.02% of portfolio
|
Q2 2025
Reduced 91.33%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
369
shares
|
$56,988
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
361
shares
|
$55,752
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
361
shares
|
$55,752
0.02% of portfolio
|
Q2 2025
Reduced 22.7%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
356
shares
|
$54,980
0.02% of portfolio
|
Q2 2025
Reduced 15.84%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
348
shares
|
$53,745
0.03% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
347
shares
|
$53,590
0.01% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
339
shares
|
$52,355
0.01% of portfolio
|
Q2 2025
Reduced 30.67%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
339
shares
|
$52,355
0.05% of portfolio
|
Q1 2025
Reduced 25.33%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
338
shares
|
$52,200
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
336
shares
|
$51,891
0.03% of portfolio
|
Q1 2025
Reduced 27.27%
|
|
|
Ncp Inc.
La Quinta, CA |
May 06, 2025 Q1 2025 |
331
shares
|
$51,119
0.07% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
331
shares
|
$51,119
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Jul 18, 2025 Q2 2025 |
330
shares
|
$50,965
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
327
shares
|
$50,501
0.01% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Livelsberger Financial Advisory
Ashland, OH |
Jul 08, 2025 Q2 2025 |
327
shares
|
$50,501
0.91% of portfolio
|
Q2 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
325
shares
|
$50,193
0.02% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
322
shares
|
$49,729
0.03% of portfolio
|
Q2 2025
Reduced 63.49%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
321
shares
|
$49,575
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
320
shares
|
$49,420
0.03% of portfolio
|
Q2 2022
Added 6.67%
|