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 |
|---|---|---|---|---|---|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
24,014
shares
|
$3.71 Million
0.2% of portfolio
|
Q2 2025
Added 14.29%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Aug 15, 2025 Q2 2025 |
24,006
shares
|
$3.71 Million
0.8% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Bellecapital International Ltd.
|
Jul 29, 2025 Q2 2025 |
23,908
shares
|
$3.69 Million
0.65% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Aug 01, 2025 Q2 2025 |
23,898
shares
|
$3.69 Million
0.84% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
23,881
shares
|
$3.69 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.02%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
23,819
shares
|
$3.68 Million
0.6% of portfolio
|
Q2 2025
Added 120.06%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
23,785
shares
|
$3.67 Million
0.3% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
23,770
shares
|
$3.67 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
23,727
shares
|
$3.66 Million
1.1% of portfolio
|
Q2 2025
Reduced 5.49%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Jul 29, 2025 Q2 2025 |
23,695
shares
|
$3.66 Million
1.84% of portfolio
|
Q2 2025
Reduced 8.78%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
23,683
shares
|
$3.66 Million
0.91% of portfolio
|
Q1 2024
Added 35.82%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
23,676
shares
|
$3.66 Million
0.3% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Holderness Investments CO
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
23,676
shares
|
$3.66 Million
0.74% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
23,675
shares
|
$3.66 Million
0.21% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Peoples Bank
|
Jul 22, 2025 Q2 2025 |
23,634
shares
|
$3.65 Million
2.1% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
23,587
shares
|
$3.64 Million
0.62% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
23,467
shares
|
$3.62 Million
0.97% of portfolio
|
Q2 2025
Added 7.45%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 07, 2025 Q2 2025 |
23,454
shares
|
$3.62 Million
0.74% of portfolio
|
Q2 2025
Added 8.14%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jul 01, 2025 Q2 2025 |
23,426
shares
|
$3.62 Million
0.47% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
23,362
shares
|
$3.61 Million
0.44% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Aug 12, 2025 Q2 2025 |
23,357
shares
|
$3.61 Million
1.09% of portfolio
|
Q2 2025
Added 7.2%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
23,294
shares
|
$3.6 Million
0.49% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
23,278
shares
|
$3.6 Million
0.87% of portfolio
|
Q2 2022
Added 14.91%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
23,244
shares
|
$3.59 Million
0.18% of portfolio
|
Q2 2025
Reduced 10.5%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
23,229
shares
|
$3.59 Million
3.64% of portfolio
|
Q3 2024
Reduced 0.08%
|