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 |
|---|---|---|---|---|---|
|
Pekin Hardy Strauss, Inc.
|
Aug 06, 2025 Q2 2025 |
28,763
shares
|
$4.44 Million
0.5% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
28,762
shares
|
$4.44 Million
0.31% of portfolio
|
Q2 2025
Reduced 36.39%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Jul 18, 2025 Q2 2025 |
28,750
shares
|
$4.44 Million
0.34% of portfolio
|
Q2 2025
Reduced 18.52%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Aug 14, 2025 Q2 2025 |
28,683
shares
|
$4.43 Million
0.03% of portfolio
|
Q2 2025
Reduced 21.05%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
28,594
shares
|
$4.42 Million
0.01% of portfolio
|
Q2 2025
Added 510.85%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
28,513
shares
|
$4.4 Million
1.12% of portfolio
|
Q3 2022
Added 0.69%
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
May 09, 2025 Q1 2025 |
28,431
shares
|
$4.39 Million
1.52% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
28,354
shares
|
$4.38 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
28,346
shares
|
$4.38 Million
0.19% of portfolio
|
Q2 2025
Reduced 11.69%
|
|
|
Laird Norton Trust Company, LLC
|
Aug 14, 2025 Q2 2025 |
28,324
shares
|
$4.37 Million
0.56% of portfolio
|
Q1 2024
Reduced 6.06%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Aug 05, 2025 Q2 2025 |
28,296
shares
|
$4.37 Million
1.38% of portfolio
|
Q2 2025
Reduced 6.74%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
28,286
shares
|
$4.37 Million
0.73% of portfolio
|
Q2 2025
Reduced 22.98%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
28,194
shares
|
$4.35 Million
0.89% of portfolio
|
Q2 2025
Added 9.43%
|
|
|
Lyell Wealth Management, LP
|
Jul 29, 2025 Q2 2025 |
28,181
shares
|
$4.35 Million
0.32% of portfolio
|
Q2 2025
Reduced 39.34%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Aug 14, 2025 Q2 2025 |
28,170
shares
|
$4.35 Million
0.61% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Jul 31, 2025 Q2 2025 |
28,118
shares
|
$4.34 Million
0.73% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
28,096
shares
|
$4.34 Million
0.09% of portfolio
|
Q2 2025
Reduced 12.1%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
28,021
shares
|
$4.33 Million
0.13% of portfolio
|
Q2 2025
Added 24.42%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
27,987
shares
|
$4.32 Million
0.24% of portfolio
|
Q2 2025
Reduced 75.22%
|
|
|
Salem Capital Management Inc
|
Nov 29, 2022 Q3 2022 |
27,902
shares
|
$4.31 Million
3.17% of portfolio
|
Q3 2022
Added 1.09%
|
|
|
Aldebaran Capital, LLC
Indianapolis, IN |
Aug 12, 2025 Q2 2025 |
27,865
shares
|
$4.3 Million
3.94% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2025 Q2 2025 |
27,836
shares
|
$4.3 Million
0.88% of portfolio
|
Q2 2025
Reduced 15.91%
|
|
|
Ethic Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
27,782
shares
|
$4.29 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Aug 14, 2025 Q2 2025 |
27,780
shares
|
$4.29 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Consolidated Investment Group LLC
|
Jul 21, 2025 Q2 2025 |
27,760
shares
|
$4.29 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.07%
|