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 |
|---|---|---|---|---|---|
|
Valicenti Advisory Services Inc
|
Jul 16, 2025 Q2 2025 |
59,214
shares
|
$9.15 Million
1.98% of portfolio
|
Q2 2025
Added 7.12%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
58,936
shares
|
$9.1 Million
2.51% of portfolio
|
Q4 2023
Reduced 0.17%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jul 16, 2025 Q2 2025 |
58,523
shares
|
$9.04 Million
0.95% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
58,234
shares
|
$8.99 Million
1.77% of portfolio
|
Q4 2022
Reduced 1.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
58,102
shares
|
$8.97 Million
0.16% of portfolio
|
Q2 2025
Added 12.34%
|
|
|
Inscription Capital, LLC
Houston, TX |
Aug 12, 2025 Q2 2025 |
57,863
shares
|
$8.94 Million
1.24% of portfolio
|
Q2 2025
Reduced 23.13%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
57,690
shares
|
$8.91 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
57,446
shares
|
$8.87 Million
0.5% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
56,575
shares
|
$8.74 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
56,393
shares
|
$8.71 Million
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Grassi Investment Management
|
Jul 21, 2025 Q2 2025 |
55,996
shares
|
$8.65 Million
0.64% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
55,991
shares
|
$8.65 Million
0.55% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
55,878
shares
|
$8.63 Million
1.45% of portfolio
|
Q3 2022
Reduced 19.71%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
55,754
shares
|
$8.61 Million
2.23% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
55,747
shares
|
$8.61 Million
0.17% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Sky Investment Group LLC
|
Jul 10, 2025 Q2 2025 |
55,471
shares
|
$8.57 Million
1.45% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
55,448
shares
|
$8.56 Million
0.48% of portfolio
|
Q4 2024
Added 14.97%
|
|
|
Cherokee Insurance CO
Sterling Heights, MI |
Aug 08, 2025 Q2 2025 |
55,299
shares
|
$8.54 Million
3.45% of portfolio
|
Q2 2025
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
55,218
shares
|
$8.53 Million
0.27% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
May 13, 2025 Q1 2025 |
54,903
shares
|
$8.48 Million
2.2% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
54,881
shares
|
$8.48 Million
0.25% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
54,793
shares
|
$8.46 Million
0.24% of portfolio
|
Q2 2025
Reduced 12.34%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
54,672
shares
|
$8.44 Million
0.58% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
54,672
shares
|
$8.44 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Aug 12, 2025 Q2 2025 |
54,323
shares
|
$8.39 Million
0.2% of portfolio
|
Q2 2025
Reduced 9.26%
|