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 |
|---|---|---|---|---|---|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
31,221
shares
|
$4.82 Million
1.74% of portfolio
|
Q2 2025
Added 4.47%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
31,129
shares
|
$4.81 Million
0.93% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Aug 12, 2025 Q2 2025 |
31,098
shares
|
$4.8 Million
0.64% of portfolio
|
Q2 2025
Reduced 47.41%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
31,059
shares
|
$4.8 Million
0.17% of portfolio
|
Q2 2025
Added 9.42%
|
|
|
Arlington Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
31,025
shares
|
$4.79 Million
0.92% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Jericho Financial, LLP
Westerville, OH |
Aug 01, 2025 Q2 2025 |
30,968
shares
|
$4.78 Million
2.92% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Selway Asset Management
Boise, ID |
Apr 09, 2025 Q1 2025 |
30,925
shares
|
$4.78 Million
2.17% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
30,887
shares
|
$4.77 Million
0.14% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
30,802
shares
|
$4.76 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Aug 13, 2025 Q2 2025 |
30,774
shares
|
$4.75 Million
2.18% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Pegasus Asset Management, Inc.
|
Jul 25, 2025 Q2 2025 |
30,764
shares
|
$4.75 Million
1.55% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
30,716
shares
|
$4.74 Million
1.59% of portfolio
|
Q2 2025
Added 4.54%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Aug 11, 2025 Q2 2025 |
30,683
shares
|
$4.74 Million
1.77% of portfolio
|
Q2 2025
Added 79.44%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
30,565
shares
|
$4.72 Million
1.03% of portfolio
|
Q2 2025
Added 14.87%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
30,560
shares
|
$4.72 Million
0.24% of portfolio
|
Q2 2025
Reduced 16.44%
|
|
|
Reik & Co., LLC
|
Aug 07, 2025 Q2 2025 |
30,530
shares
|
$4.72 Million
1.15% of portfolio
|
Q2 2025
Added 27.03%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
30,485
shares
|
$4.71 Million
0.3% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
30,474
shares
|
$4.71 Million
1.84% of portfolio
|
Q2 2022
Reduced 0.38%
|
|
|
Milestones Administradora De Recursos Ltda.
Jaragua Do Sul, D5 |
Jul 24, 2025 Q2 2025 |
30,340
shares
|
$4.69 Million
1.49% of portfolio
|
Q4 2024
Reduced 36.27%
|
|
|
Harbour Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
30,197
shares
|
$4.66 Million
0.98% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
30,142
shares
|
$4.66 Million
3.88% of portfolio
|
Q1 2022
Reduced 10.53%
|
|
|
Los Angeles Capital Management LLC
|
Aug 06, 2025 Q2 2025 |
30,109
shares
|
$4.65 Million
0.02% of portfolio
|
Q2 2025
Reduced 73.0%
|
|
|
Capital City Trust CO
|
Jul 22, 2025 Q2 2025 |
30,087
shares
|
$4.65 Million
1.19% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Sepio Capital, LP
|
Aug 13, 2025 Q2 2025 |
30,047
shares
|
$4.64 Million
0.43% of portfolio
|
Q2 2025
Added 20.7%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
30,031
shares
|
$4.64 Million
0.34% of portfolio
|
Q2 2025
Reduced 8.78%
|