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 |
|---|---|---|---|---|---|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Jul 29, 2025 Q2 2025 |
81,949
shares
|
$12.7 Million
0.8% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Oak Asset Management, LLC
|
Jul 11, 2025 Q2 2025 |
81,732
shares
|
$12.6 Million
4.21% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
81,570
shares
|
$12.6 Million
0.4% of portfolio
|
Q4 2024
Reduced 6.2%
|
|
|
Ossiam
Paris, I0 |
Aug 13, 2025 Q2 2025 |
81,359
shares
|
$12.6 Million
0.14% of portfolio
|
Q2 2025
Reduced 76.88%
|
|
|
Guinness Asset Management LTD
London, X0 |
Aug 01, 2025 Q2 2025 |
81,117
shares
|
$12.5 Million
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
80,420
shares
|
$12.4 Million
1.37% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Nicholas Company, Inc.
|
Aug 05, 2025 Q2 2025 |
80,020
shares
|
$12.4 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Greystone Financial Group, LLC
|
Aug 07, 2025 Q2 2025 |
79,913
shares
|
$12.3 Million
1.93% of portfolio
|
Q2 2025
Added 32.14%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
79,699
shares
|
$12.3 Million
0.49% of portfolio
|
Q2 2025
Added 6.06%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
79,540
shares
|
$12.3 Million
0.08% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
79,358
shares
|
$12.3 Million
0.28% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Maryland State Retirement & Pension System
|
Jul 23, 2025 Q2 2025 |
79,279
shares
|
$12.2 Million
0.26% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
79,240
shares
|
$12.2 Million
3.17% of portfolio
|
Q4 2020
Reduced 21.82%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
78,987
shares
|
$12.2 Million
0.62% of portfolio
|
Q2 2025
Added 4.01%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
78,418
shares
|
$12.1 Million
0.41% of portfolio
|
Q2 2025
Reduced 4.62%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
78,344
shares
|
$12.1 Million
0.5% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
New Mexico Educational Retirement Board
|
Jul 30, 2025 Q2 2025 |
78,116
shares
|
$12.1 Million
0.37% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
77,850
shares
|
$12 Million
0.2% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Aug 12, 2025 Q2 2025 |
77,647
shares
|
$12 Million
0.44% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 01, 2025 Q2 2025 |
77,324
shares
|
$11.9 Million
1.72% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Omers Administration Corp
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
77,323
shares
|
$11.9 Million
0.09% of portfolio
|
Q2 2025
Added 11.38%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
77,296
shares
|
$11.9 Million
0.07% of portfolio
|
Q2 2025
Reduced 27.68%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
76,926
shares
|
$11.9 Million
0.31% of portfolio
|
Q2 2025
Reduced 10.06%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
76,820
shares
|
$11.9 Million
0.13% of portfolio
|
Q2 2025
Added 5.61%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
76,538
shares
|
$11.8 Million
0.23% of portfolio
|
Q2 2025
Reduced 28.12%
|