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 |
|---|---|---|---|---|---|
|
High Point Advisor Group LLC
Downers Grove, IL |
Aug 07, 2025 Q2 2025 |
62,970
shares
|
$9.73 Million
0.49% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
62,894
shares
|
$9.71 Million
0.91% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
62,648
shares
|
$9.68 Million
2.49% of portfolio
|
Q3 2022
Reduced 0.4%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
62,610
shares
|
$9.67 Million
0.15% of portfolio
|
Q2 2025
Added 5.93%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
62,066
shares
|
$9.59 Million
0.48% of portfolio
|
Q2 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
61,829
shares
|
$9.55 Million
0.08% of portfolio
|
Q2 2025
Reduced 79.64%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
61,813
shares
|
$9.55 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
Aug 12, 2025 Q2 2025 |
61,756
shares
|
$9.54 Million
1.33% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Novare Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
61,610
shares
|
$9.52 Million
0.73% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
61,573
shares
|
$9.51 Million
0.21% of portfolio
|
Q2 2025
Reduced 17.88%
|
|
|
Peddock Capital Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
61,551
shares
|
$9.51 Million
2.05% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
61,354
shares
|
$9.48 Million
0.1% of portfolio
|
Q2 2025
Reduced 14.39%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
61,347
shares
|
$9.47 Million
0.28% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
61,292
shares
|
$9.47 Million
0.23% of portfolio
|
Q2 2025
Added 370.36%
|
|
|
Klingenstein Fields & CO LP
|
Jul 30, 2025 Q2 2025 |
61,267
shares
|
$9.46 Million
0.35% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Empirical Finance, LLC
|
Aug 11, 2025 Q2 2025 |
61,257
shares
|
$9.46 Million
0.47% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
60,786
shares
|
$9.39 Million
0.32% of portfolio
|
Q2 2025
Reduced 8.52%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
Aug 14, 2025 Q2 2025 |
60,725
shares
|
$9.38 Million
2.31% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
60,627
shares
|
$9.36 Million
0.22% of portfolio
|
Q2 2025
Added 7.09%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
60,018
shares
|
$9.27 Million
0.22% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
May 14, 2025 Q1 2025 |
60,000
shares
|
$9.27 Million
1.29% of portfolio
|
Q1 2025
New holding
|
|
|
Neville Rodie & Shaw Inc
|
Jul 01, 2025 Q2 2025 |
59,920
shares
|
$9.25 Million
0.64% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Aug 11, 2025 Q2 2025 |
59,689
shares
|
$9.22 Million
0.08% of portfolio
|
Q2 2025
Reduced 4.97%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Jul 30, 2025 Q2 2025 |
59,687
shares
|
$9.22 Million
0.46% of portfolio
|
Q2 2025
Added 5.12%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
59,559
shares
|
$9.2 Million
0.22% of portfolio
|
Q2 2025
Reduced 1.77%
|