Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,220 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 $221 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rodgers Brothers Inc.
Harmony, PA |
Aug 14, 2025 Q2 2025 |
66,292
shares
|
$10.2 Million
1.3% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Aug 14, 2025 Q2 2025 |
66,215
shares
|
$10.2 Million
0.09% of portfolio
|
Q2 2025
Added 11.39%
|
|
|
Gfs Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
66,161
shares
|
$10.2 Million
1.3% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
66,078
shares
|
$10.2 Million
0.45% of portfolio
|
Q3 2023
Added 10.09%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
66,052
shares
|
$10.2 Million
0.57% of portfolio
|
Q2 2025
Reduced 16.36%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
65,865
shares
|
$10.2 Million
1.05% of portfolio
|
Q2 2025
Added 10.65%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
65,798
shares
|
$10.2 Million
0.23% of portfolio
|
Q2 2025
Reduced 31.31%
|
|
|
Adell Harriman & Carpenter Inc
|
Aug 04, 2025 Q2 2025 |
65,638
shares
|
$10.1 Million
0.62% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Advocate Group LLC
|
Jul 25, 2025 Q2 2025 |
65,546
shares
|
$10.1 Million
1.68% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Jul 21, 2025 Q2 2025 |
65,482
shares
|
$10.1 Million
0.32% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Jain Global LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
65,472
shares
|
$10.1 Million
0.08% of portfolio
|
Q2 2025
Added 148.22%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
64,898
shares
|
$10 Million
0.29% of portfolio
|
Q2 2025
Added 81.97%
|
|
|
Culbertson A N & CO Inc
|
Aug 11, 2025 Q2 2025 |
64,502
shares
|
$9.96 Million
1.44% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
64,270
shares
|
$9.93 Million
1.14% of portfolio
|
Q4 2022
Added 2.88%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
64,036
shares
|
$9.89 Million
0.9% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
63,839
shares
|
$9.86 Million
0.23% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Cutler Investment Counsel LLC
|
Jul 28, 2025 Q2 2025 |
63,757
shares
|
$9.85 Million
1.04% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
63,654
shares
|
$9.83 Million
3.63% of portfolio
|
Q2 2022
Reduced 3.89%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Aug 07, 2025 Q2 2025 |
63,638
shares
|
$9.83 Million
1.62% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Main Street Investment Advisors LLC
|
Aug 11, 2025 Q2 2025 |
63,534
shares
|
$9.81 Million
1.3% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Atom Investors LP
Austin, TX |
Aug 14, 2025 Q2 2025 |
63,454
shares
|
$9.8 Million
0.85% of portfolio
|
Q2 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
63,373
shares
|
$9.79 Million
0.21% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
63,194
shares
|
$9.76 Million
0.34% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
63,175
shares
|
$9.76 Million
1.11% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
63,102
shares
|
$9.75 Million
1.34% of portfolio
|
Q3 2022
Added 1.45%
|