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 |
|---|---|---|---|---|---|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
45,112
shares
|
$6.97 Million
0.08% of portfolio
|
Q2 2025
Added 17.27%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Aug 07, 2025 Q2 2025 |
45,095
shares
|
$6.96 Million
1.69% of portfolio
|
Q2 2025
Reduced 11.0%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Aug 04, 2025 Q2 2025 |
45,068
shares
|
$6.96 Million
0.48% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jul 30, 2025 Q2 2025 |
44,974
shares
|
$6.95 Million
5.46% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
44,910
shares
|
$6.94 Million
0.19% of portfolio
|
Q2 2025
Added 7.85%
|
|
|
Fruth Investment Management
|
Jul 11, 2025 Q2 2025 |
44,841
shares
|
$6.93 Million
1.74% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
44,666
shares
|
$6.9 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Aug 13, 2025 Q2 2025 |
44,663
shares
|
$6.9 Million
0.93% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Barings LLC
|
Aug 12, 2025 Q2 2025 |
44,575
shares
|
$6.88 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Kinsale Capital Group, Inc.
|
Aug 06, 2025 Q2 2025 |
44,457
shares
|
$6.87 Million
1.31% of portfolio
|
Q2 2025
Added 12.78%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
44,427
shares
|
$6.86 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Easterly Investment Partners LLC
|
Jul 29, 2025 Q2 2025 |
44,361
shares
|
$6.85 Million
0.46% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Wahed Invest LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
44,341
shares
|
$6.85 Million
1.01% of portfolio
|
Q2 2025
Added 4.83%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
44,319
shares
|
$6.84 Million
0.26% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
44,238
shares
|
$6.83 Million
1.65% of portfolio
|
Q1 2024
New holding
|
|
|
Boothe Investment Group, Inc.
Dover, DE |
Jul 31, 2025 Q2 2025 |
44,204
shares
|
$6.83 Million
2.74% of portfolio
|
Q2 2025
Added 15.09%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
44,145
shares
|
$6.82 Million
0.26% of portfolio
|
Q2 2025
Added 59.67%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
43,791
shares
|
$6.76 Million
0.08% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
43,760
shares
|
$6.76 Million
2.57% of portfolio
|
Q1 2024
Added 0.07%
|
|
|
Means Investment Co., Inc.
|
Jul 25, 2025 Q2 2025 |
43,747
shares
|
$6.76 Million
0.6% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
Asset Planning Services Inc
|
Jul 22, 2025 Q2 2025 |
43,705
shares
|
$6.75 Million
2.88% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Hourglass Capital, LLC
|
Jul 29, 2025 Q2 2025 |
43,669
shares
|
$6.74 Million
1.6% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Aug 14, 2025 Q2 2025 |
43,624
shares
|
$6.74 Million
1.69% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Campbell Capital Management Inc
|
May 09, 2025 Q1 2025 |
43,556
shares
|
$6.73 Million
4.28% of portfolio
|
Q1 2025
Reduced 5.89%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
43,488
shares
|
$6.72 Million
0.34% of portfolio
|
Q2 2025
Added 0.39%
|