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 |
|---|---|---|---|---|---|
|
Panagora Asset Management Inc
Boston, MA |
Aug 13, 2025 Q2 2025 |
23,225
shares
|
$3.59 Million
0.02% of portfolio
|
Q2 2025
Reduced 45.06%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
23,221
shares
|
$3.59 Million
0.44% of portfolio
|
Q2 2025
Added 1093.88%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jul 14, 2025 Q2 2025 |
23,166
shares
|
$3.58 Million
0.89% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
23,092
shares
|
$3.57 Million
1.19% of portfolio
|
Q2 2022
Reduced 4.48%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jul 23, 2025 Q2 2025 |
23,089
shares
|
$3.57 Million
0.23% of portfolio
|
Q2 2025
Reduced 76.02%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
23,081
shares
|
$3.56 Million
0.81% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Benin Management Corp
|
Jul 30, 2025 Q2 2025 |
23,032
shares
|
$3.56 Million
0.87% of portfolio
|
Q2 2025
Added 10.68%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
23,000
shares
|
$3.55 Million
0.23% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
22,941
shares
|
$3.54 Million
0.32% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Aug 05, 2025 Q2 2025 |
22,907
shares
|
$3.54 Million
1.3% of portfolio
|
Q2 2025
Reduced 4.81%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
22,859
shares
|
$3.53 Million
1.12% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
22,854
shares
|
$3.53 Million
0.48% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jul 09, 2025 Q2 2025 |
22,837
shares
|
$3.53 Million
2.59% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
22,830
shares
|
$3.53 Million
0.39% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
22,828
shares
|
$3.53 Million
0.25% of portfolio
|
Q2 2025
Added 3.36%
|
|
|
Royal Fund Management, LLC
|
Aug 13, 2025 Q2 2025 |
22,764
shares
|
$3.52 Million
0.33% of portfolio
|
Q2 2025
Added 11.0%
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
22,735
shares
|
$3.51 Million
0.93% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Weatherly Asset Management L. P.
|
Jul 11, 2025 Q2 2025 |
22,723
shares
|
$3.51 Million
0.28% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Jul 29, 2025 Q2 2025 |
22,644
shares
|
$3.5 Million
0.6% of portfolio
|
Q2 2025
Reduced 8.38%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
22,623
shares
|
$3.49 Million
0.7% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
22,616
shares
|
$3.49 Million
0.23% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Aug 12, 2025 Q2 2025 |
22,601
shares
|
$3.49 Million
1.58% of portfolio
|
Q2 2025
Added 7.11%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
22,538
shares
|
$3.48 Million
0.28% of portfolio
|
Q2 2025
Added 18.39%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Aug 11, 2025 Q2 2025 |
22,500
shares
|
$3.47 Million
1.02% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Act Capital Management, LLC
Wayne, PA |
Nov 03, 2022 Q3 2022 |
22,500
shares
|
$3.47 Million
4.46% of portfolio
|
Q3 2022
Added 15.38%
|