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 |
|---|---|---|---|---|---|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
156,316
shares
|
$24.1 Million
0.06% of portfolio
|
Q2 2025
Reduced 11.14%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
156,097
shares
|
$24.1 Million
0.32% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
155,217
shares
|
$24 Million
0.52% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Ddd Partners, LLC
|
Jul 31, 2025 Q2 2025 |
154,261
shares
|
$23.8 Million
2.39% of portfolio
|
Q2 2025
Added 11.57%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
153,947
shares
|
$23.8 Million
3.11% of portfolio
|
Q3 2023
Reduced 2.43%
|
|
|
Empire Life Investments Inc.
|
Aug 14, 2025 Q2 2025 |
153,940
shares
|
$23.8 Million
1.45% of portfolio
|
Q2 2025
Reduced 9.02%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
153,749
shares
|
$23.7 Million
0.12% of portfolio
|
Q3 2024
Added 32.29%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
152,753
shares
|
$23.6 Million
0.08% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
152,559
shares
|
$23.6 Million
0.76% of portfolio
|
Q2 2025
Reduced 8.5%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
152,489
shares
|
$23.6 Million
1.22% of portfolio
|
Q3 2022
Reduced 0.71%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
152,075
shares
|
$23.5 Million
0.05% of portfolio
|
Q2 2025
Added 8.41%
|
|
|
Hemenway Trust CO LLC
|
Jul 23, 2025 Q2 2025 |
152,041
shares
|
$23.5 Million
1.8% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Viking Fund Management LLC
|
Jul 11, 2025 Q2 2025 |
151,000
shares
|
$23.3 Million
3.13% of portfolio
|
Q2 2025
Added 29.06%
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
150,791
shares
|
$23.3 Million
0.82% of portfolio
|
Q2 2025
Added 74.54%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
150,527
shares
|
$23.2 Million
0.15% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Bridges Investment Management Inc
|
Jul 28, 2025 Q2 2025 |
148,448
shares
|
$22.9 Million
0.29% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
148,236
shares
|
$22.9 Million
0.27% of portfolio
|
Q1 2025
Added 6.09%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
148,189
shares
|
$22.9 Million
0.42% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Talbot Financial, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
147,048
shares
|
$22.7 Million
1.99% of portfolio
|
Q2 2025
Added 29.46%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
146,594
shares
|
$22.6 Million
1.03% of portfolio
|
Q2 2025
Reduced 19.74%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
144,730
shares
|
$22.4 Million
0.38% of portfolio
|
Q2 2025
Reduced 5.51%
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Jul 29, 2025 Q2 2025 |
144,571
shares
|
$22.3 Million
0.15% of portfolio
|
Q2 2025
Added 19.61%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
143,748
shares
|
$22.2 Million
0.82% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
143,563
shares
|
$22.2 Million
0.16% of portfolio
|
Q2 2023
Reduced 48.91%
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
143,167
shares
|
$22.1 Million
1.53% of portfolio
|
Q2 2025
Added 1.82%
|