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 |
|---|---|---|---|---|---|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Aug 13, 2025 Q2 2025 |
41,658
shares
|
$6.43 Million
0.89% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Somerville Kurt F
|
Jul 23, 2025 Q2 2025 |
41,240
shares
|
$6.37 Million
1.02% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
41,202
shares
|
$6.36 Million
0.17% of portfolio
|
Q2 2025
Reduced 3.84%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Aug 13, 2025 Q2 2025 |
41,137
shares
|
$6.35 Million
1.0% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
41,126
shares
|
$6.35 Million
0.64% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
41,043
shares
|
$6.34 Million
0.86% of portfolio
|
Q3 2022
Added 4.45%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Aug 13, 2025 Q2 2025 |
41,000
shares
|
$6.33 Million
1.21% of portfolio
|
Q2 2025
Reduced 22.64%
|
|
|
Cypress Capital Group
|
Jul 25, 2025 Q2 2025 |
40,955
shares
|
$6.33 Million
0.75% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
40,946
shares
|
$6.32 Million
0.05% of portfolio
|
Q2 2025
Reduced 35.48%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
40,900
shares
|
$6.32 Million
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
40,809
shares
|
$6.3 Million
0.4% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
40,796
shares
|
$6.3 Million
0.21% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
40,631
shares
|
$6.28 Million
0.79% of portfolio
|
Q1 2025
Added 38.13%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
40,545
shares
|
$6.26 Million
0.84% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
40,532
shares
|
$6.26 Million
0.84% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
40,450
shares
|
$6.25 Million
0.39% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
40,292
shares
|
$6.22 Million
0.2% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
40,228
shares
|
$6.21 Million
0.13% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Brentview Investment Management LLC
Northfield, IL |
Aug 13, 2025 Q2 2025 |
40,184
shares
|
$6.21 Million
2.91% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
40,097
shares
|
$6.19 Million
0.38% of portfolio
|
Q2 2025
Added 12.22%
|
|
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
Aug 14, 2025 Q2 2025 |
40,000
shares
|
$6.18 Million
0.63% of portfolio
|
Q2 2025
Reduced 51.07%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
39,995
shares
|
$6.18 Million
4.16% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Martin Capital Partners, LLC
|
Jul 08, 2025 Q2 2025 |
39,912
shares
|
$6.16 Million
2.24% of portfolio
|
Q2 2025
Added 226.59%
|
|
|
Wills Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
39,871
shares
|
$6.16 Million
2.7% of portfolio
|
Q4 2024
Added 4.91%
|
|
|
Monte Financial Group, LLC
|
Jul 23, 2025 Q2 2025 |
39,834
shares
|
$6.15 Million
2.24% of portfolio
|
Q2 2025
Added 0.21%
|