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 |
|---|---|---|---|---|---|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
76,498
shares
|
$11.8 Million
1.54% of portfolio
|
Q2 2025
Added 6.03%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
76,457
shares
|
$11.8 Million
2.05% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
76,092
shares
|
$11.8 Million
0.45% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
76,054
shares
|
$11.7 Million
0.09% of portfolio
|
Q2 2025
Added 7.05%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
75,847
shares
|
$11.7 Million
0.49% of portfolio
|
Q2 2025
Added 128.59%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
75,724
shares
|
$11.7 Million
0.18% of portfolio
|
Q2 2025
Added 22.93%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
75,699
shares
|
$11.7 Million
0.18% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Aug 12, 2025 Q2 2025 |
75,383
shares
|
$11.6 Million
1.3% of portfolio
|
Q2 2025
Added 11.1%
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
75,260
shares
|
$11.6 Million
0.5% of portfolio
|
Q2 2025
Added 36.79%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
75,208
shares
|
$11.6 Million
3.02% of portfolio
|
Q3 2023
Reduced 12.25%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
75,023
shares
|
$11.6 Million
0.04% of portfolio
|
Q2 2025
Added 74.91%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jul 24, 2025 Q2 2025 |
74,959
shares
|
$11.6 Million
0.97% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Jul 28, 2025 Q2 2025 |
74,954
shares
|
$11.6 Million
0.24% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
74,867
shares
|
$11.6 Million
0.26% of portfolio
|
Q2 2025
Reduced 46.61%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
74,801
shares
|
$11.6 Million
2.42% of portfolio
|
Q4 2022
Reduced 0.11%
|
|
|
Gqg Partners LLC
Ft. Lauderdale, FL |
Aug 13, 2025 Q2 2025 |
74,580
shares
|
$11.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 99.15%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
74,518
shares
|
$11.5 Million
0.81% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
74,422
shares
|
$11.5 Million
0.11% of portfolio
|
Q3 2024
Added 110.54%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
74,420
shares
|
$11.5 Million
0.3% of portfolio
|
Q2 2025
Reduced 44.33%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
73,916
shares
|
$11.4 Million
0.76% of portfolio
|
Q2 2025
Added 7.63%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Jul 30, 2025 Q2 2025 |
73,669
shares
|
$11.4 Million
0.96% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
73,666
shares
|
$11.4 Million
0.2% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Aug 08, 2025 Q2 2025 |
73,600
shares
|
$11.4 Million
0.1% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
73,559
shares
|
$11.4 Million
0.8% of portfolio
|
Q2 2022
Added 2.49%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
73,401
shares
|
$11.3 Million
0.15% of portfolio
|
Q2 2025
Added 12.7%
|