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 |
|---|---|---|---|---|---|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
47,043
shares
|
$7.27 Million
0.33% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jul 18, 2025 Q2 2025 |
47,007
shares
|
$7.26 Million
1.53% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Aug 04, 2025 Q2 2025 |
46,990
shares
|
$7.26 Million
0.25% of portfolio
|
Q2 2025
Reduced 38.45%
|
|
|
Wood Trust Financial Corp
|
Jul 23, 2025 Q2 2025 |
46,912
shares
|
$7.25 Million
0.08% of portfolio
|
Q2 2025
Added 5.89%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
46,856
shares
|
$7.24 Million
1.77% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
46,777
shares
|
$7.22 Million
1.55% of portfolio
|
Q2 2025
Added 31.77%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jul 24, 2025 Q2 2025 |
46,715
shares
|
$7.21 Million
1.81% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
46,711
shares
|
$7.21 Million
0.48% of portfolio
|
Q2 2022
Added 8.67%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jul 24, 2025 Q2 2025 |
46,700
shares
|
$7.21 Million
0.8% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
46,628
shares
|
$7.2 Million
0.47% of portfolio
|
Q2 2025
Reduced 7.36%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
46,455
shares
|
$7.17 Million
0.55% of portfolio
|
Q2 2025
Added 3517.99%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Aug 07, 2025 Q2 2025 |
46,325
shares
|
$7.15 Million
1.22% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Puzo Michael J
|
Jul 23, 2025 Q2 2025 |
46,264
shares
|
$7.15 Million
1.92% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
46,179
shares
|
$7.13 Million
0.31% of portfolio
|
Q2 2025
Reduced 24.77%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
46,072
shares
|
$7.12 Million
0.24% of portfolio
|
Q2 2025
Added 16.19%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
46,003
shares
|
$7.1 Million
0.05% of portfolio
|
Q2 2025
Added 38.4%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Aug 13, 2025 Q2 2025 |
45,905
shares
|
$7.09 Million
1.6% of portfolio
|
Q2 2025
Added 6.67%
|
|
|
Ccm Investment Group, LLC
Northfield, MN |
May 12, 2025 Q1 2025 |
45,838
shares
|
$7.08 Million
0.8% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
45,796
shares
|
$7.07 Million
0.22% of portfolio
|
Q2 2025
Added 10.88%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
45,658
shares
|
$7.05 Million
0.58% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
45,633
shares
|
$7.05 Million
0.15% of portfolio
|
Q2 2025
Added 26.48%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
45,440
shares
|
$7.02 Million
0.08% of portfolio
|
Q2 2024
Reduced 2.9%
|
|
|
Camden National Bank
Camden, ME |
Aug 12, 2025 Q2 2025 |
45,374
shares
|
$7.01 Million
0.96% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
45,199
shares
|
$6.98 Million
0.33% of portfolio
|
Q2 2025
Reduced 30.89%
|
|
|
Marietta Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
45,159
shares
|
$6.97 Million
0.89% of portfolio
|
Q2 2025
Added 5.3%
|