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 |
|---|---|---|---|---|---|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
310
shares
|
$47,876
0.03% of portfolio
|
Q2 2025
Added 106.67%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
309
shares
|
$47,721
0.01% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Aug 06, 2025 Q2 2025 |
308
shares
|
$47,567
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
305
shares
|
$47,104
0.03% of portfolio
|
Q2 2025
Reduced 18.88%
|
|
|
Gfg Capital, LLC
|
Jul 24, 2025 Q2 2025 |
294
shares
|
$45,405
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
286
shares
|
$44,169
0.21% of portfolio
|
Q1 2022
Reduced 18.29%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Aug 07, 2025 Q2 2025 |
276
shares
|
$42,625
0.04% of portfolio
|
Q2 2025
Added 16.95%
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
275
shares
|
$42,471
0.05% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Apr 29, 2025 Q1 2025 |
271
shares
|
$41,853
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
270
shares
|
$41,698
0.03% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
270
shares
|
$41,698
0.02% of portfolio
|
Q2 2025
Reduced 45.45%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
269
shares
|
$41,544
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
266
shares
|
$41,081
0.02% of portfolio
|
Q4 2024
Reduced 26.72%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
265
shares
|
$40,926
0.02% of portfolio
|
Q2 2025
Reduced 45.13%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
265
shares
|
$40,926
0.03% of portfolio
|
Q2 2025
Added 52.3%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
255
shares
|
$39,382
0.02% of portfolio
|
Q2 2025
Added 86.13%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jul 22, 2025 Q2 2025 |
250
shares
|
$38,610
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
249
shares
|
$38,455
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
246
shares
|
$37,992
0.11% of portfolio
|
Q1 2025
Added 267.16%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
235
shares
|
$36,293
0.02% of portfolio
|
Q3 2023
Reduced 39.74%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Aug 14, 2025 Q2 2025 |
234
shares
|
$36,138
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ifs Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
217
shares
|
$33,513
0.02% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
217
shares
|
$33,513
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
215
shares
|
$33,204
0.01% of portfolio
|
Q2 2025
Reduced 13.65%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
211
shares
|
$32,586
0.01% of portfolio
|
Q2 2025
Reduced 52.26%
|