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 |
|---|---|---|---|---|---|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
69,973
shares
|
$10.8 Million
0.05% of portfolio
|
Q3 2024
Added 93.45%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
69,948
shares
|
$10.8 Million
1.07% of portfolio
|
Q1 2023
Reduced 5.72%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
69,634
shares
|
$10.8 Million
1.06% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
69,602
shares
|
$10.7 Million
0.29% of portfolio
|
Q2 2025
Reduced 19.54%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
69,572
shares
|
$10.7 Million
0.39% of portfolio
|
Q4 2023
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
69,482
shares
|
$10.7 Million
0.3% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Violich Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
69,398
shares
|
$10.7 Million
1.43% of portfolio
|
Q2 2025
Reduced 8.64%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
69,191
shares
|
$10.7 Million
0.53% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
69,000
shares
|
$10.7 Million
0.83% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Adams Asset Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
68,978
shares
|
$10.7 Million
1.62% of portfolio
|
Q2 2025
Reduced 11.24%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
68,773
shares
|
$10.6 Million
1.35% of portfolio
|
Q2 2025
Added 11.01%
|
|
|
La Fleur & Godfrey LLC
|
Jul 14, 2025 Q2 2025 |
68,736
shares
|
$10.6 Million
1.26% of portfolio
|
Q2 2025
Reduced 8.38%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
68,658
shares
|
$10.6 Million
0.16% of portfolio
|
Q2 2025
Added 6.07%
|
|
|
Cambria Investment Management, L.P.
|
Aug 13, 2025 Q2 2025 |
68,275
shares
|
$10.5 Million
0.7% of portfolio
|
Q2 2025
Reduced 9.33%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
68,190
shares
|
$10.5 Million
1.55% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Aug 07, 2025 Q2 2025 |
68,015
shares
|
$10.5 Million
0.94% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Aug 07, 2025 Q2 2025 |
67,887
shares
|
$10.5 Million
1.88% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Live Oak Private Wealth LLC
|
Aug 04, 2025 Q2 2025 |
67,884
shares
|
$10.5 Million
1.51% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
67,749
shares
|
$10.5 Million
1.22% of portfolio
|
Q2 2025
Added 14.67%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
67,516
shares
|
$10.4 Million
0.62% of portfolio
|
Q4 2024
Added 48.98%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
67,397
shares
|
$10.4 Million
2.1% of portfolio
|
Q3 2022
New holding
|
|
|
Oak Harvest Investment Services
|
Aug 08, 2025 Q2 2025 |
66,627
shares
|
$10.3 Million
1.24% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Aug 05, 2025 Q2 2025 |
66,608
shares
|
$10.3 Million
0.99% of portfolio
|
Q2 2025
Added 107.57%
|
|
|
Tufton Capital Management
|
Aug 05, 2025 Q2 2025 |
66,540
shares
|
$10.3 Million
1.81% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
66,449
shares
|
$10.3 Million
0.35% of portfolio
|
Q1 2025
Added 2.46%
|