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 |
|---|---|---|---|---|---|
|
Kidder Stephen W
|
Jul 23, 2025 Q2 2025 |
33,897
shares
|
$5.24 Million
1.48% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
33,820
shares
|
$5.22 Million
0.47% of portfolio
|
Q2 2025
Added 11.33%
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
33,803
shares
|
$5.22 Million
0.65% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Madden Securities Corp
|
Jul 22, 2025 Q2 2025 |
33,802
shares
|
$5.22 Million
1.99% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
33,786
shares
|
$5.22 Million
0.64% of portfolio
|
Q2 2025
Added 3.3%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
33,719
shares
|
$5.21 Million
0.14% of portfolio
|
Q2 2025
Reduced 15.26%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
33,706
shares
|
$5.21 Million
0.97% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Dearborn Partners LLC
|
Aug 14, 2025 Q2 2025 |
33,692
shares
|
$5.2 Million
0.23% of portfolio
|
Q2 2025
Reduced 48.11%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
33,677
shares
|
$5.2 Million
0.14% of portfolio
|
Q2 2025
Added 15.86%
|
|
|
Stonebridge Capital Management Inc
Los Angeles, CA |
Jul 01, 2025 Q2 2025 |
33,597
shares
|
$5.19 Million
1.88% of portfolio
|
Q1 2025
Reduced 7.57%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
33,589
shares
|
$5.19 Million
0.28% of portfolio
|
Q2 2025
Added 32.2%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
33,556
shares
|
$5.18 Million
0.14% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Aug 11, 2025 Q2 2025 |
33,506
shares
|
$5.17 Million
0.23% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
33,407
shares
|
$5.16 Million
0.87% of portfolio
|
Q4 2022
Added 1.51%
|
|
|
Lawson Kroeker Investment Management Inc
|
Jul 25, 2025 Q2 2025 |
33,370
shares
|
$5.15 Million
0.94% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
33,368
shares
|
$5.15 Million
1.52% of portfolio
|
Q2 2025
Added 19.86%
|
|
|
Strong Box Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
33,302
shares
|
$5.14 Million
1.9% of portfolio
|
Q2 2025
Added 5.51%
|
|
|
Plimoth Trust CO LLC
|
Jul 22, 2025 Q2 2025 |
33,111
shares
|
$5.11 Million
1.16% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
33,057
shares
|
$5.11 Million
0.54% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Liberty One Investment Management, LLC
|
Jul 30, 2025 Q2 2025 |
33,016
shares
|
$5.1 Million
0.49% of portfolio
|
Q2 2025
Added 8.42%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
33,007
shares
|
$5.1 Million
0.08% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
32,907
shares
|
$5.08 Million
0.51% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Aug 13, 2025 Q2 2025 |
32,902
shares
|
$5.08 Million
0.12% of portfolio
|
Q2 2025
Reduced 15.09%
|
|
|
Mcdonald Partners LLC
|
Aug 12, 2025 Q2 2025 |
32,843
shares
|
$5.07 Million
1.16% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Jul 30, 2025 Q2 2025 |
32,840
shares
|
$5.07 Million
2.9% of portfolio
|
Q2 2025
Added 1.05%
|