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 |
|---|---|---|---|---|---|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
38,489
shares
|
$5.94 Million
0.3% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Aug 14, 2025 Q2 2025 |
38,481
shares
|
$5.94 Million
0.74% of portfolio
|
Q2 2025
Reduced 36.61%
|
|
|
Nippon Life Global Investors Americas, Inc.
|
Aug 14, 2025 Q2 2025 |
38,440
shares
|
$5.94 Million
0.25% of portfolio
|
Q2 2025
Reduced 78.1%
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
38,171
shares
|
$5.9 Million
0.49% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
38,119
shares
|
$5.89 Million
0.17% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Aug 11, 2025 Q2 2025 |
37,923
shares
|
$5.86 Million
0.24% of portfolio
|
Q2 2025
Added 24.0%
|
|
|
Ariel Investments, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
37,763
shares
|
$5.83 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
37,747
shares
|
$5.83 Million
0.52% of portfolio
|
Q2 2025
Reduced 12.53%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
37,691
shares
|
$5.82 Million
0.44% of portfolio
|
Q2 2025
Reduced 5.61%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
37,660
shares
|
$5.82 Million
0.44% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
37,632
shares
|
$5.81 Million
0.48% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jul 14, 2025 Q2 2025 |
37,491
shares
|
$5.79 Million
1.48% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Papp L Roy & Associates
|
Jul 24, 2025 Q2 2025 |
37,485
shares
|
$5.79 Million
0.67% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
37,471
shares
|
$5.79 Million
0.35% of portfolio
|
Q2 2025
Added 4.57%
|
|
|
Schulhoff & CO Inc
|
Jul 30, 2025 Q2 2025 |
37,378
shares
|
$5.77 Million
2.57% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
37,296
shares
|
$5.76 Million
0.4% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
37,148
shares
|
$5.74 Million
0.46% of portfolio
|
Q4 2023
Added 1.92%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Aug 07, 2025 Q2 2025 |
37,147
shares
|
$5.74 Million
0.94% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
C2 C Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
37,099
shares
|
$5.73 Million
4.84% of portfolio
|
Q2 2025
Reduced 5.47%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
37,069
shares
|
$5.72 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Core Alternative Capital
|
Aug 05, 2025 Q2 2025 |
37,052
shares
|
$5.72 Million
1.48% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Lee Danner & Bass Inc
|
Jul 31, 2025 Q2 2025 |
37,041
shares
|
$5.72 Million
0.42% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
36,927
shares
|
$5.7 Million
0.65% of portfolio
|
Q3 2024
New holding
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
36,840
shares
|
$5.69 Million
0.18% of portfolio
|
Q2 2025
Added 12.75%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
36,733
shares
|
$5.67 Million
0.26% of portfolio
|
Q3 2021
Added 4.59%
|