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 |
|---|---|---|---|---|---|
|
Twin Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
36,580
shares
|
$5.65 Million
0.57% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
36,506
shares
|
$5.64 Million
1.37% of portfolio
|
Q3 2023
Reduced 1.63%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
36,489
shares
|
$5.64 Million
1.14% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
36,483
shares
|
$5.63 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
36,437
shares
|
$5.63 Million
0.92% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jul 11, 2025 Q2 2025 |
36,239
shares
|
$5.6 Million
0.45% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
36,188
shares
|
$5.59 Million
2.35% of portfolio
|
Q3 2023
Reduced 2.32%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
36,182
shares
|
$5.59 Million
0.22% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
36,082
shares
|
$5.57 Million
0.18% of portfolio
|
Q2 2025
Reduced 7.15%
|
|
|
Spring Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
36,049
shares
|
$5.57 Million
2.72% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
35,996
shares
|
$5.56 Million
0.44% of portfolio
|
Q2 2025
Added 21.67%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
35,947
shares
|
$5.55 Million
0.23% of portfolio
|
Q2 2025
Added 109.46%
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
35,923
shares
|
$5.55 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2025 Q2 2025 |
35,859
shares
|
$5.54 Million
0.66% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
35,846
shares
|
$5.54 Million
0.08% of portfolio
|
Q2 2025
Reduced 43.77%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
35,829
shares
|
$5.53 Million
0.15% of portfolio
|
Q2 2025
Added 84.57%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
35,814
shares
|
$5.53 Million
0.23% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Chelsea Counsel CO
|
Jul 18, 2025 Q2 2025 |
35,734
shares
|
$5.52 Million
2.58% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
35,675
shares
|
$5.51 Million
0.45% of portfolio
|
Q2 2025
Reduced 6.99%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
35,637
shares
|
$5.5 Million
0.48% of portfolio
|
Q2 2025
Added 42.6%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
35,470
shares
|
$5.48 Million
3.06% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Capital International Sarl
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
35,337
shares
|
$5.46 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Jupiter Asset Management LTD
|
Aug 08, 2025 Q2 2025 |
35,312
shares
|
$5.45 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jul 14, 2025 Q2 2025 |
35,249
shares
|
$5.44 Million
0.99% of portfolio
|
Q2 2025
Added 4.64%
|
|
|
Spectrum Asset Management, Inc.
|
Jul 23, 2025 Q2 2025 |
35,244
shares
|
$5.44 Million
2.21% of portfolio
|
Q2 2025
Added 7.38%
|