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 |
|---|---|---|---|---|---|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jul 22, 2025 Q2 2025 |
51,998
shares
|
$8.03 Million
1.07% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Lynch & Associates
|
Jul 15, 2025 Q2 2025 |
51,986
shares
|
$8.03 Million
1.53% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
51,962
shares
|
$8.03 Million
0.11% of portfolio
|
Q2 2022
Added 8.42%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jul 24, 2025 Q2 2025 |
51,851
shares
|
$8.01 Million
1.25% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Aug 12, 2025 Q2 2025 |
51,811
shares
|
$8 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
American Investment Services, Inc.
|
Aug 13, 2025 Q2 2025 |
51,679
shares
|
$7.98 Million
1.99% of portfolio
|
Q2 2025
Added 18.03%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Aug 14, 2025 Q2 2025 |
51,640
shares
|
$7.98 Million
0.31% of portfolio
|
Q2 2025
Reduced 29.32%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Aug 11, 2025 Q2 2025 |
51,512
shares
|
$7.96 Million
1.16% of portfolio
|
Q2 2025
Added 7911.2%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
51,467
shares
|
$7.95 Million
0.7% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Strategy Asset Managers LLC
|
Aug 07, 2025 Q2 2025 |
51,378
shares
|
$7.93 Million
1.38% of portfolio
|
Q2 2025
Added 10.39%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
51,148
shares
|
$7.9 Million
0.93% of portfolio
|
Q2 2025
Added 41.25%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 23, 2025 Q2 2025 |
51,115
shares
|
$7.89 Million
0.25% of portfolio
|
Q2 2025
Added 21.38%
|
|
|
Imc Chicago, LLC
|
Jul 22, 2025 Q2 2025 |
51,030
shares
|
$7.88 Million
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
50,867
shares
|
$7.86 Million
0.31% of portfolio
|
Q2 2020
Added 27.62%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Jul 30, 2025 Q2 2025 |
50,845
shares
|
$7.85 Million
2.87% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
50,839
shares
|
$7.85 Million
1.29% of portfolio
|
Q2 2025
Added 9.04%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
50,756
shares
|
$7.84 Million
1.02% of portfolio
|
Q2 2022
Added 0.65%
|
|
|
Windle Wealth, LLC
Oklahoma City, OK |
Jul 23, 2025 Q2 2025 |
50,642
shares
|
$7.82 Million
3.55% of portfolio
|
Q2 2025
Added 9.64%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
50,490
shares
|
$7.8 Million
0.3% of portfolio
|
Q2 2025
Added 72.98%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 07, 2025 Q2 2025 |
50,398
shares
|
$7.78 Million
0.8% of portfolio
|
Q2 2025
Added 5.79%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Aug 08, 2025 Q2 2025 |
50,395
shares
|
$7.78 Million
0.07% of portfolio
|
Q2 2025
Added 8.5%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
49,955
shares
|
$7.72 Million
0.16% of portfolio
|
Q2 2025
Added 5.04%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
49,907
shares
|
$7.71 Million
0.57% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Jul 01, 2025 Q2 2025 |
49,850
shares
|
$7.7 Million
1.51% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
49,834
shares
|
$7.7 Million
1.16% of portfolio
|
Q2 2025
Added 0.66%
|