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 |
|---|---|---|---|---|---|
|
Glass Wealth Management CO LLC
San Antonio, TX |
Jul 22, 2025 Q2 2025 |
22,487
shares
|
$3.47 Million
1.71% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Willis Johnson & Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
22,484
shares
|
$3.47 Million
0.22% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
22,362
shares
|
$3.45 Million
0.47% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
22,261
shares
|
$3.44 Million
0.13% of portfolio
|
Q2 2025
Added 13.74%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
22,248
shares
|
$3.44 Million
0.6% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
Jacobs & CO
|
Jul 02, 2025 Q2 2025 |
22,234
shares
|
$3.43 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Centric Wealth Management
|
Aug 12, 2025 Q2 2025 |
22,223
shares
|
$3.43 Million
0.8% of portfolio
|
Q2 2025
Added 12.32%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Aug 13, 2025 Q2 2025 |
22,200
shares
|
$3.43 Million
0.73% of portfolio
|
Q1 2018
New holding
|
|
|
Mairs & Power Inc
St Paul, MN |
Aug 14, 2025 Q2 2025 |
22,183
shares
|
$3.43 Million
0.03% of portfolio
|
Q2 2025
Added 9.23%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Aug 11, 2025 Q2 2025 |
22,155
shares
|
$3.42 Million
0.3% of portfolio
|
Q2 2025
Added 9.5%
|
|
|
Bath Savings Trust CO
|
Jul 10, 2025 Q2 2025 |
22,124
shares
|
$3.42 Million
0.32% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
Close Asset Management LTD
|
Aug 12, 2025 Q2 2025 |
22,069
shares
|
$3.41 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
22,063
shares
|
$3.41 Million
0.25% of portfolio
|
Q1 2025
Reduced 7.5%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
22,052
shares
|
$3.41 Million
0.42% of portfolio
|
Q2 2025
Reduced 8.86%
|
|
|
Arnhold LLC
|
Jul 29, 2025 Q2 2025 |
21,921
shares
|
$3.39 Million
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
21,913
shares
|
$3.38 Million
0.27% of portfolio
|
Q2 2025
Reduced 23.48%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
21,912
shares
|
$3.38 Million
0.47% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Lcnb Corp
Lebanon, OH |
Aug 11, 2025 Q2 2025 |
21,813
shares
|
$3.37 Million
1.11% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
21,806
shares
|
$3.37 Million
1.22% of portfolio
|
Q2 2025
Added 16.4%
|
|
|
Delaney Dennis R
Boston, MA |
Jul 25, 2025 Q2 2025 |
21,802
shares
|
$3.37 Million
1.62% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
21,772
shares
|
$3.36 Million
0.77% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Strategic Advisors LLC
|
Aug 12, 2025 Q2 2025 |
21,767
shares
|
$3.36 Million
0.63% of portfolio
|
Q2 2025
Reduced 4.04%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
21,765
shares
|
$3.36 Million
0.06% of portfolio
|
Q2 2025
Added 8.54%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Aug 04, 2025 Q2 2025 |
21,761
shares
|
$3.36 Million
3.49% of portfolio
|
Q2 2025
Reduced 8.79%
|
|
|
Traynor Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
21,755
shares
|
$3.36 Million
0.22% of portfolio
|
Q2 2025
Added 1.06%
|