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 |
|---|---|---|---|---|---|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
49,669
shares
|
$7.67 Million
0.66% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
Jul 31, 2025 Q2 2025 |
49,273
shares
|
$7.61 Million
0.76% of portfolio
|
Q2 2025
Added 4.9%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
48,869
shares
|
$7.55 Million
1.43% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Lvm Capital Management LTD
|
Jul 02, 2025 Q2 2025 |
48,788
shares
|
$7.53 Million
0.73% of portfolio
|
Q2 2025
Reduced 5.46%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Jul 21, 2025 Q1 2025 |
48,721
shares
|
$7.52 Million
0.78% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Spirit Of America Management Corp
|
Jul 29, 2025 Q2 2025 |
48,390
shares
|
$7.47 Million
1.49% of portfolio
|
Q2 2025
Reduced 23.9%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
48,310
shares
|
$7.46 Million
1.24% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Jul 29, 2025 Q2 2025 |
48,267
shares
|
$7.45 Million
2.91% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
48,259
shares
|
$7.45 Million
0.68% of portfolio
|
Q2 2025
Added 28.14%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
48,058
shares
|
$7.42 Million
0.16% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
48,036
shares
|
$7.42 Million
0.26% of portfolio
|
Q2 2025
Added 46.03%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
48,035
shares
|
$7.42 Million
0.85% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 06, 2025 Q2 2025 |
47,976
shares
|
$7.41 Million
0.03% of portfolio
|
Q2 2025
Added 53.39%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
47,876
shares
|
$7.39 Million
0.45% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Woodstock Corp
|
Jul 09, 2025 Q2 2025 |
47,797
shares
|
$7.38 Million
0.63% of portfolio
|
Q2 2025
Reduced 4.79%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
47,748
shares
|
$7.37 Million
0.68% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
47,671
shares
|
$7.36 Million
1.1% of portfolio
|
Q3 2023
Added 6.12%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
47,618
shares
|
$7.35 Million
0.58% of portfolio
|
Q1 2025
Reduced 30.08%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
47,483
shares
|
$7.33 Million
0.61% of portfolio
|
Q3 2022
Added 14.93%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
47,363
shares
|
$7.31 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
47,344
shares
|
$7.31 Million
0.4% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
47,287
shares
|
$7.3 Million
2.49% of portfolio
|
Q3 2024
Added 7.32%
|
|
|
Flc Capital Advisors
|
Jul 29, 2025 Q2 2025 |
47,252
shares
|
$7.3 Million
1.42% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
47,209
shares
|
$7.29 Million
1.4% of portfolio
|
Q2 2025
New holding
|
|
|
Hamel Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
47,083
shares
|
$7.27 Million
2.29% of portfolio
|
Q2 2025
Reduced 0.43%
|