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 |
|---|---|---|---|---|---|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
21,727
shares
|
$3.36 Million
0.29% of portfolio
|
Q2 2025
Added 12.82%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
21,610
shares
|
$3.34 Million
0.13% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
21,604
shares
|
$3.34 Million
0.71% of portfolio
|
Q3 2023
Reduced 3.74%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
21,600
shares
|
$3.34 Million
0.74% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
21,598
shares
|
$3.34 Million
0.29% of portfolio
|
Q2 2025
Added 7.65%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
21,596
shares
|
$3.34 Million
0.15% of portfolio
|
Q1 2023
Added 1.53%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jul 21, 2025 Q2 2025 |
21,596
shares
|
$3.34 Million
0.34% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Lom Asset Management LTD
Hamilton, |
Aug 07, 2025 Q2 2025 |
21,591
shares
|
$3.33 Million
1.05% of portfolio
|
Q2 2025
New holding
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
21,581
shares
|
$3.33 Million
0.33% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
21,533
shares
|
$3.33 Million
0.16% of portfolio
|
Q2 2025
Reduced 20.65%
|
|
|
Norway Savings Bank
|
Jul 02, 2025 Q2 2025 |
21,532
shares
|
$3.33 Million
1.61% of portfolio
|
Q2 2025
Reduced 4.7%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
21,526
shares
|
$3.32 Million
0.43% of portfolio
|
Q2 2025
Added 35.86%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
21,526
shares
|
$3.32 Million
0.24% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
Aug 14, 2025 Q2 2025 |
21,485
shares
|
$3.32 Million
2.13% of portfolio
|
Q2 2025
Added 4.34%
|
|
|
Cfm Wealth Partners LLC
|
Jul 23, 2025 Q2 2025 |
21,465
shares
|
$3.32 Million
0.49% of portfolio
|
Q2 2025
Reduced 6.23%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
21,437
shares
|
$3.31 Million
0.14% of portfolio
|
Q2 2025
Added 43.23%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
21,436
shares
|
$3.31 Million
0.14% of portfolio
|
Q2 2025
Reduced 20.75%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
21,405
shares
|
$3.31 Million
0.27% of portfolio
|
Q2 2025
Reduced 7.81%
|
|
|
Interval Partners, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
21,288
shares
|
$3.29 Million
0.05% of portfolio
|
Q2 2025
Reduced 63.32%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
21,286
shares
|
$3.29 Million
0.23% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
21,247
shares
|
$3.28 Million
0.17% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
21,246
shares
|
$3.28 Million
0.1% of portfolio
|
Q2 2025
Added 12.51%
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
21,232
shares
|
$3.28 Million
0.69% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Recurrent Investment Advisors LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
21,224
shares
|
$3.28 Million
0.26% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
21,194
shares
|
$3.27 Million
2.53% of portfolio
|
Q2 2022
Added 1.75%
|