Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,216 institutions that hold shares in the stock, with a total of 1.43 Billion shares, which have been reported (via 13F filing form) to have a value of $222 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
94,587
shares
|
$14.6 Million
0.21% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
94,271
shares
|
$14.6 Million
0.54% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Pine Bridge Investments, L.P.
|
Aug 13, 2025 Q2 2025 |
94,202
shares
|
$14.5 Million
0.11% of portfolio
|
Q2 2025
Reduced 17.26%
|
|
|
Abner Herrman & Brock LLC
|
Jul 07, 2025 Q2 2025 |
93,239
shares
|
$14.4 Million
1.49% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
93,222
shares
|
$14.4 Million
1.19% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
93,191
shares
|
$14.4 Million
1.46% of portfolio
|
Q2 2025
Added 11.17%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
92,427
shares
|
$14.3 Million
1.42% of portfolio
|
Q3 2022
Reduced 0.66%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
91,885
shares
|
$14.2 Million
0.96% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
91,827
shares
|
$14.2 Million
0.51% of portfolio
|
Q2 2025
Added 10.64%
|
|
|
Mengis Capital Management, Inc.
|
Jul 24, 2025 Q2 2025 |
91,768
shares
|
$14.2 Million
2.88% of portfolio
|
Q2 2025
Reduced 11.03%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
91,628
shares
|
$14.2 Million
0.83% of portfolio
|
Q2 2025
Reduced 14.6%
|
|
|
Skba Capital Management LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
91,425
shares
|
$14.1 Million
2.0% of portfolio
|
Q2 2025
Added 6.84%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
91,408
shares
|
$14.1 Million
0.23% of portfolio
|
Q2 2025
Reduced 6.55%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
91,085
shares
|
$14.1 Million
1.02% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
90,922
shares
|
$14 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Jul 16, 2025 Q2 2025 |
90,771
shares
|
$14 Million
0.55% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jul 23, 2025 Q2 2025 |
89,700
shares
|
$13.9 Million
0.85% of portfolio
|
Q2 2025
Reduced 6.57%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
89,672
shares
|
$13.8 Million
1.89% of portfolio
|
Q4 2022
Added 5.32%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
89,263
shares
|
$13.8 Million
1.1% of portfolio
|
Q3 2022
Added 0.01%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
89,010
shares
|
$13.7 Million
0.5% of portfolio
|
Q1 2024
Reduced 10.66%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
88,961
shares
|
$13.7 Million
0.71% of portfolio
|
Q2 2025
Added 7.77%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
88,759
shares
|
$13.7 Million
0.34% of portfolio
|
Q2 2025
Added 7.33%
|
|
|
Evelyn Partners Investment Management LLP
London, |
Aug 12, 2025 Q2 2025 |
88,593
shares
|
$13.7 Million
0.49% of portfolio
|
Q2 2025
Added 19456.95%
|
|
|
Callahan Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
88,501
shares
|
$13.7 Million
1.19% of portfolio
|
Q2 2025
Reduced 13.74%
|
|
|
Tcw Group Inc
|
Aug 14, 2025 Q2 2025 |
87,958
shares
|
$13.6 Million
0.11% of portfolio
|
Q2 2025
Reduced 45.02%
|