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 |
|---|---|---|---|---|---|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
136
shares
|
$21,003
0.04% of portfolio
|
Q4 2019
New holding
|
|
|
Curat Global, LLC
Springfield, NH |
Aug 01, 2025 Q2 2025 |
125
shares
|
$19,305
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
119
shares
|
$18,378
0.01% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
119
shares
|
$18,378
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Jul 29, 2025 Q2 2025 |
116
shares
|
$17,915
0.01% of portfolio
|
Q2 2025
Reduced 43.14%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
109
shares
|
$16,833
0.01% of portfolio
|
Q2 2025
Reduced 22.7%
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
100
shares
|
$15,444
0.01% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
May 08, 2025 Q1 2025 |
100
shares
|
$15,444
0.01% of portfolio
|
Q4 2024
Reduced 79.17%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jul 17, 2025 Q2 2025 |
100
shares
|
$15,444
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 28, 2025 Q2 2025 |
96
shares
|
$14,826
0.01% of portfolio
|
Q1 2025
Reduced 80.95%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
89
shares
|
$13,745
0.01% of portfolio
|
Q1 2025
Added 117.07%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
May 06, 2025 Q1 2025 |
83
shares
|
$12,818
0.01% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
80
shares
|
$12,355
0.0% of portfolio
|
Q4 2024
Reduced 42.86%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Aug 12, 2025 Q2 2025 |
70
shares
|
$10,810
0.0% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Aug 06, 2025 Q2 2025 |
68
shares
|
$10,501
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
66
shares
|
$10,193
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
64
shares
|
$9,884
0.0% of portfolio
|
Q2 2025
Added 82.86%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
63
shares
|
$9,729
0.01% of portfolio
|
Q2 2022
Reduced 35.71%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
60
shares
|
$9,266
0.0% of portfolio
|
Q2 2024
Reduced 54.2%
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Aug 07, 2025 Q2 2025 |
56
shares
|
$8,648
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
55
shares
|
$8,494
0.01% of portfolio
|
Q1 2025
Added 30.95%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
54
shares
|
$8,339
0.0% of portfolio
|
Q2 2025
Added 22.73%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
50
shares
|
$7,722
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
45
shares
|
$6,949
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
42
shares
|
$6,486
0.0% of portfolio
|
Q1 2024
New holding
|