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 |
|---|---|---|---|---|---|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
25,622
shares
|
$3.96 Million
0.61% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Aug 14, 2025 Q2 2025 |
25,590
shares
|
$3.95 Million
1.74% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Murphy Pohlad Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
25,529
shares
|
$3.94 Million
1.56% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
25,521
shares
|
$3.94 Million
0.11% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Jul 29, 2025 Q2 2025 |
25,488
shares
|
$3.94 Million
0.68% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
25,486
shares
|
$3.94 Million
0.55% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
25,474
shares
|
$3.93 Million
0.25% of portfolio
|
Q2 2025
Added 34.07%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Jul 23, 2025 Q2 2025 |
25,437
shares
|
$3.93 Million
0.71% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jul 24, 2025 Q2 2025 |
25,407
shares
|
$3.92 Million
1.18% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
25,405
shares
|
$3.92 Million
0.78% of portfolio
|
Q2 2025
Added 34.87%
|
|
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
25,401
shares
|
$3.92 Million
0.46% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
25,372
shares
|
$3.92 Million
0.17% of portfolio
|
Q4 2024
Added 67.23%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
25,343
shares
|
$3.91 Million
0.15% of portfolio
|
Q2 2025
Added 126.6%
|
|
|
Solitude Financial Services
|
Jul 23, 2025 Q2 2025 |
25,325
shares
|
$3.91 Million
1.32% of portfolio
|
Q2 2025
Added 8.17%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Aug 12, 2025 Q2 2025 |
25,227
shares
|
$3.9 Million
2.35% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Aug 01, 2025 Q2 2025 |
25,188
shares
|
$3.89 Million
2.91% of portfolio
|
Q4 2024
New holding
|
|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
25,160
shares
|
$3.89 Million
1.01% of portfolio
|
Q2 2025
Added 6.34%
|
|
|
Burney CO
Reston, VA |
Aug 05, 2025 Q2 2025 |
25,095
shares
|
$3.88 Million
0.14% of portfolio
|
Q2 2025
Reduced 20.21%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
25,081
shares
|
$3.87 Million
0.14% of portfolio
|
Q2 2025
Added 13.06%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Aug 13, 2025 Q2 2025 |
25,072
shares
|
$3.87 Million
0.8% of portfolio
|
Q2 2025
Added 7.11%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Jul 16, 2025 Q2 2025 |
25,048
shares
|
$3.87 Million
2.25% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
24,980
shares
|
$3.86 Million
0.41% of portfolio
|
Q2 2025
Reduced 34.62%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Jul 31, 2025 Q2 2025 |
24,943
shares
|
$3.85 Million
1.99% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
24,926
shares
|
$3.85 Million
0.09% of portfolio
|
Q2 2025
Added 17.03%
|
|
|
Bridge Creek Capital Management LLC
|
Jul 11, 2025 Q2 2025 |
24,924
shares
|
$3.85 Million
1.07% of portfolio
|
Q2 2025
Added 4.71%
|