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 |
|---|---|---|---|---|---|
|
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%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
208
shares
|
$32,123
0.01% of portfolio
|
Q2 2025
Reduced 18.11%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
207
shares
|
$31,969
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
205
shares
|
$31,660
0.02% of portfolio
|
Q1 2025
Reduced 65.66%
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
200
shares
|
$30,888
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
200
shares
|
$30,888
0.01% of portfolio
|
Q2 2025
Reduced 21.57%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
200
shares
|
$30,888
0.02% of portfolio
|
Q2 2023
Reduced 41.18%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
200
shares
|
$30,888
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
188
shares
|
$29,034
0.01% of portfolio
|
Q2 2025
Added 5.62%
|
|
|
Evelyn Partners Investment Management Services LTD
London, |
Aug 12, 2025 Q2 2025 |
185
shares
|
$28,571
0.05% of portfolio
|
Q2 2025
Reduced 97.53%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
183
shares
|
$28,262
0.0% of portfolio
|
Q2 2025
Added 165.22%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
181
shares
|
$27,953
0.01% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Jun 04, 2025 Q1 2025 |
175
shares
|
$27,027
0.0% of portfolio
|
Q1 2025
Reduced 90.54%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
171
shares
|
$26,409
0.01% of portfolio
|
Q1 2025
Added 44.92%
|
|
|
Hoese & CO LLP
|
Jul 29, 2025 Q2 2025 |
168
shares
|
$25,945
0.02% of portfolio
|
Q3 2023
Reduced 47.17%
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
168
shares
|
$25,945
0.01% of portfolio
|
Q2 2025
Added 22.63%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
166
shares
|
$25,637
0.01% of portfolio
|
Q1 2022
Added 6.41%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
165
shares
|
$25,482
0.02% of portfolio
|
Q1 2025
Reduced 70.38%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
154
shares
|
$23,783
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
153
shares
|
$23,629
0.01% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
151
shares
|
$23,320
0.0% of portfolio
|
Q1 2025
Added 420.69%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
150
shares
|
$23,166
0.0% of portfolio
|
Q2 2025
Reduced 97.09%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
148
shares
|
$22,857
0.01% of portfolio
|
Q1 2024
Reduced 2.63%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Aug 07, 2025 Q2 2025 |
141
shares
|
$21,776
0.01% of portfolio
|
Q1 2025
New holding
|