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 |
|---|---|---|---|---|---|
|
Cincinnati Financial Corp
|
Aug 07, 2025 Q2 2025 |
35,139
shares
|
$5.43 Million
0.11% of portfolio
|
Q2 2022
Reduced 34.32%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Jul 18, 2025 Q2 2025 |
34,896
shares
|
$5.39 Million
0.99% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
34,796
shares
|
$5.37 Million
0.88% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
34,792
shares
|
$5.37 Million
0.44% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
34,740
shares
|
$5.37 Million
0.51% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Vestcor Inc
Fredericton, A3 |
Aug 08, 2025 Q2 2025 |
34,737
shares
|
$5.36 Million
0.15% of portfolio
|
Q2 2025
Added 6.14%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
34,637
shares
|
$5.35 Million
0.2% of portfolio
|
Q2 2025
Added 13.87%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
34,614
shares
|
$5.35 Million
0.08% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
34,592
shares
|
$5.34 Million
0.11% of portfolio
|
Q2 2025
Reduced 10.92%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Jul 23, 2025 Q2 2025 |
34,551
shares
|
$5.34 Million
2.52% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
34,550
shares
|
$5.34 Million
1.35% of portfolio
|
Q3 2022
Reduced 1.69%
|
|
|
Baugh & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
34,392
shares
|
$5.31 Million
2.39% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Narwhal Capital Management
|
Jul 23, 2025 Q2 2025 |
34,374
shares
|
$5.31 Million
0.41% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Eagle Capital Management, LLC
|
Jul 18, 2025 Q2 2025 |
34,359
shares
|
$5.31 Million
2.16% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
34,293
shares
|
$5.3 Million
0.12% of portfolio
|
Q2 2025
Added 21.16%
|
|
|
New England Asset Management Inc
Farmington, CT |
Aug 14, 2025 Q2 2025 |
34,255
shares
|
$5.29 Million
0.81% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
34,213
shares
|
$5.28 Million
0.49% of portfolio
|
Q2 2025
Added 8.7%
|
|
|
R.H. Dinel Investment Counsel, Inc.
|
Jul 14, 2025 Q2 2025 |
34,210
shares
|
$5.28 Million
3.31% of portfolio
|
Q1 2023
Added 35.8%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
34,195
shares
|
$5.28 Million
0.01% of portfolio
|
Q4 2023
Reduced 14.69%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
34,148
shares
|
$5.27 Million
0.58% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
34,060
shares
|
$5.26 Million
0.34% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Aug 14, 2025 Q2 2025 |
33,998
shares
|
$5.25 Million
0.81% of portfolio
|
Q2 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
33,957
shares
|
$5.24 Million
0.18% of portfolio
|
Q2 2025
Reduced 7.19%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
33,933
shares
|
$5.24 Million
0.15% of portfolio
|
Q2 2025
Added 4.71%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jul 11, 2025 Q2 2025 |
33,903
shares
|
$5.24 Million
1.5% of portfolio
|
Q2 2025
Added 8.14%
|