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 |
|---|---|---|---|---|---|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
29,988
shares
|
$4.63 Million
2.01% of portfolio
|
Q3 2022
Added 0.2%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Jul 29, 2025 Q2 2025 |
29,802
shares
|
$4.6 Million
0.92% of portfolio
|
Q2 2025
Added 8.83%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
29,798
shares
|
$4.6 Million
0.34% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Nelson Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
29,776
shares
|
$4.6 Million
0.57% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
29,767
shares
|
$4.6 Million
0.38% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
Sargent Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
29,719
shares
|
$4.59 Million
0.61% of portfolio
|
Q2 2025
Added 12.1%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Aug 13, 2025 Q2 2025 |
29,709
shares
|
$4.59 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
G&S Capital LLC
|
Jul 17, 2025 Q2 2025 |
29,703
shares
|
$4.59 Million
1.79% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
29,578
shares
|
$4.57 Million
0.55% of portfolio
|
Q2 2024
Reduced 1.72%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
29,527
shares
|
$4.56 Million
0.63% of portfolio
|
Q1 2024
Added 57.7%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
29,482
shares
|
$4.55 Million
0.42% of portfolio
|
Q2 2025
Added 19.18%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Jul 29, 2025 Q2 2025 |
29,431
shares
|
$4.55 Million
1.14% of portfolio
|
Q2 2025
Added 11.66%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
29,423
shares
|
$4.54 Million
0.37% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Bell & Brown Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
29,412
shares
|
$4.54 Million
1.52% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Quantessence Capital LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
29,388
shares
|
$4.54 Million
1.24% of portfolio
|
Q2 2025
Reduced 22.66%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jul 15, 2025 Q2 2025 |
29,361
shares
|
$4.53 Million
2.23% of portfolio
|
Q2 2025
Reduced 12.29%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
29,355
shares
|
$4.53 Million
0.22% of portfolio
|
Q2 2025
Reduced 12.03%
|
|
|
Investors Asset Management Of Georgia Inc
|
Jul 22, 2025 Q2 2025 |
29,342
shares
|
$4.53 Million
1.99% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
29,273
shares
|
$4.52 Million
0.99% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
29,224
shares
|
$4.51 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Yarbrough Capital, LLC
|
Jul 15, 2025 Q2 2025 |
29,107
shares
|
$4.5 Million
0.15% of portfolio
|
Q1 2022
Added 15.93%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
29,077
shares
|
$4.49 Million
0.14% of portfolio
|
Q2 2025
Added 13.03%
|
|
|
Mc Ginn Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
28,928
shares
|
$4.47 Million
2.62% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
28,917
shares
|
$4.47 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Benedict Financial Advisors Inc
|
Aug 13, 2025 Q2 2025 |
28,839
shares
|
$4.45 Million
0.95% of portfolio
|
Q2 2025
Added 1.75%
|