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 |
|---|---|---|---|---|---|
|
Lmcg Investments, LLC
Boston, MA |
Jul 24, 2025 Q2 2025 |
124,772
shares
|
$19.3 Million
1.14% of portfolio
|
Q2 2025
Reduced 7.32%
|
|
|
F&V Capital Management, LLC
|
Jul 21, 2025 Q2 2025 |
124,271
shares
|
$19.2 Million
4.55% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
124,238
shares
|
$19.2 Million
1.19% of portfolio
|
Q2 2025
Added 5.08%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
124,159
shares
|
$19.2 Million
0.17% of portfolio
|
Q3 2022
Added 9.65%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
Aug 12, 2025 Q2 2025 |
123,623
shares
|
$19.1 Million
0.21% of portfolio
|
Q2 2025
Reduced 21.17%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
123,475
shares
|
$19.1 Million
2.11% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
123,400
shares
|
$19.1 Million
0.9% of portfolio
|
Q3 2023
Added 4.07%
|
|
|
Boston Trust Walden Corp
|
Jul 28, 2025 Q2 2025 |
123,185
shares
|
$19 Million
0.13% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
121,959
shares
|
$18.8 Million
0.19% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
121,789
shares
|
$18.8 Million
0.34% of portfolio
|
Q2 2025
Added 8.56%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
121,273
shares
|
$18.7 Million
0.33% of portfolio
|
Q2 2025
Added 17.12%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
121,243
shares
|
$18.7 Million
0.26% of portfolio
|
Q2 2025
Added 6.56%
|
|
|
Buckley Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
120,625
shares
|
$18.6 Million
5.29% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Aug 14, 2025 Q2 2025 |
120,334
shares
|
$18.6 Million
0.33% of portfolio
|
Q2 2025
Reduced 20.32%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
120,310
shares
|
$18.6 Million
0.1% of portfolio
|
Q2 2025
Reduced 5.28%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
119,856
shares
|
$18.5 Million
0.51% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
119,477
shares
|
$18.5 Million
0.19% of portfolio
|
Q2 2025
Added 238.7%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
119,432
shares
|
$18.4 Million
1.28% of portfolio
|
Q2 2025
Added 5.13%
|
|
|
Canal Insurance CO
|
Jul 30, 2025 Q2 2025 |
119,240
shares
|
$18.4 Million
3.82% of portfolio
|
Q4 2022
Added 9.15%
|
|
|
M&G Investment Management LTD
London, X0 |
May 08, 2024 Q4 2023 |
119,167
shares
|
$18.4 Million
0.06% of portfolio
|
Q4 2023
Reduced 5.76%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
118,680
shares
|
$18.3 Million
2.28% of portfolio
|
Q3 2023
Reduced 2.11%
|
|
|
Anchor Capital Advisors LLC
|
Aug 06, 2025 Q2 2025 |
118,656
shares
|
$18.3 Million
0.55% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
118,555
shares
|
$18.3 Million
0.33% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
118,532
shares
|
$18.3 Million
0.33% of portfolio
|
Q2 2024
Added 8.86%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
118,397
shares
|
$18.3 Million
1.41% of portfolio
|
Q2 2024
Reduced 1.1%
|