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 |
|---|---|---|---|---|---|
|
Advisors Management Group Inc
|
Jul 16, 2025 Q2 2025 |
43,343
shares
|
$6.69 Million
1.17% of portfolio
|
Q2 2025
Added 100.34%
|
|
|
Sage Capital Advisors,Llc
|
Jul 03, 2025 Q2 2025 |
43,338
shares
|
$6.69 Million
1.58% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Alta Capital Management LLC
|
Jul 28, 2025 Q2 2025 |
43,316
shares
|
$6.69 Million
0.36% of portfolio
|
Q2 2025
Added 8.25%
|
|
|
Amica Mutual Insurance CO
|
Aug 07, 2025 Q2 2025 |
43,277
shares
|
$6.68 Million
0.6% of portfolio
|
Q4 2024
Reduced 8.11%
|
|
|
Montgomery Investment Management Inc
|
Jul 18, 2025 Q2 2025 |
43,185
shares
|
$6.67 Million
2.5% of portfolio
|
Q2 2025
Reduced 6.49%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Jul 30, 2025 Q2 2025 |
43,065
shares
|
$6.65 Million
3.08% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Cohen Klingenstein LLC
|
Jul 18, 2025 Q2 2025 |
43,000
shares
|
$6.64 Million
0.21% of portfolio
|
Q4 2021
Reduced 2.95%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Jul 31, 2025 Q2 2025 |
42,959
shares
|
$6.63 Million
1.18% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Aug 08, 2025 Q2 2025 |
42,822
shares
|
$6.61 Million
1.46% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
42,811
shares
|
$6.61 Million
0.26% of portfolio
|
Q2 2025
Added 10.78%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
42,787
shares
|
$6.61 Million
0.49% of portfolio
|
Q4 2023
Reduced 0.39%
|
|
|
Iowa State Bank
|
Jul 22, 2025 Q2 2025 |
42,740
shares
|
$6.6 Million
1.24% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
First Merchants Corp
|
Jul 23, 2025 Q2 2025 |
42,596
shares
|
$6.58 Million
0.44% of portfolio
|
Q2 2025
Reduced 6.94%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
42,444
shares
|
$6.56 Million
0.2% of portfolio
|
Q2 2025
Added 9.17%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
42,441
shares
|
$6.55 Million
0.48% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
42,426
shares
|
$6.55 Million
0.08% of portfolio
|
Q2 2025
Added 10.17%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
42,378
shares
|
$6.54 Million
0.23% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
42,310
shares
|
$6.53 Million
0.26% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Woodward Diversified Capital, LLC
|
Jul 18, 2025 Q2 2025 |
42,252
shares
|
$6.53 Million
3.19% of portfolio
|
Q2 2025
Added 36.49%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
42,143
shares
|
$6.51 Million
0.24% of portfolio
|
Q1 2025
Reduced 35.25%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
42,074
shares
|
$6.5 Million
0.36% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Ellsworth Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
42,069
shares
|
$6.5 Million
1.55% of portfolio
|
Q2 2025
Added 4.61%
|
|
|
United Capital Management Of Ks, Inc.
|
Aug 01, 2025 Q2 2025 |
42,010
shares
|
$6.49 Million
1.11% of portfolio
|
Q2 2025
Added 5.01%
|
|
|
Hollow Brook Wealth Management LLC
|
Aug 13, 2025 Q2 2025 |
41,803
shares
|
$6.46 Million
1.77% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
41,784
shares
|
$6.45 Million
0.33% of portfolio
|
Q2 2025
Reduced 49.48%
|