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 |
|---|---|---|---|---|---|
|
Vera Bank, N.A.
|
Aug 07, 2025 Q2 2025 |
21,151
shares
|
$3.27 Million
0.68% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
21,121
shares
|
$3.26 Million
1.05% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Jul 09, 2025 Q2 2025 |
21,081
shares
|
$3.26 Million
1.61% of portfolio
|
Q2 2025
Added 269.45%
|
|
|
Delta Financial Advisors LLC
|
Aug 07, 2025 Q2 2025 |
21,060
shares
|
$3.25 Million
1.08% of portfolio
|
Q2 2025
Added 5.21%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
21,056
shares
|
$3.25 Million
0.17% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Horst & Graben Wealth Management LLC
|
Jul 28, 2025 Q2 2025 |
21,055
shares
|
$3.25 Million
0.55% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Third Security, LLC
|
Nov 14, 2022 Q3 2022 |
21,000
shares
|
$3.24 Million
1.25% of portfolio
|
Q3 2022
Added 5.0%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Aug 08, 2025 Q2 2025 |
20,954
shares
|
$3.24 Million
0.82% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Apr 30, 2025 Q1 2025 |
20,948
shares
|
$3.24 Million
1.6% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Coerente Capital Management
|
Jul 24, 2025 Q2 2025 |
20,945
shares
|
$3.23 Million
0.56% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
20,868
shares
|
$3.22 Million
1.13% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
20,855
shares
|
$3.22 Million
0.22% of portfolio
|
Q2 2024
Reduced 10.78%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Jul 22, 2025 Q2 2025 |
20,850
shares
|
$3.22 Million
0.47% of portfolio
|
Q2 2025
Added 14.69%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
20,843
shares
|
$3.22 Million
0.74% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
20,829
shares
|
$3.22 Million
0.07% of portfolio
|
Q2 2025
Added 220.3%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
20,817
shares
|
$3.21 Million
0.49% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
Cottage Street Advisors LLC
|
Aug 04, 2025 Q2 2025 |
20,780
shares
|
$3.21 Million
1.55% of portfolio
|
Q2 2025
Reduced 7.28%
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
20,727
shares
|
$3.2 Million
1.43% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Sumitomo Life Insurance CO
|
Aug 05, 2025 Q2 2025 |
20,651
shares
|
$3.19 Million
0.22% of portfolio
|
Q2 2025
Reduced 5.86%
|
|
|
Tri Ri Asset Management Corp
Toronto, A6 |
Nov 21, 2024 Q3 2024 |
20,579
shares
|
$3.18 Million
2.44% of portfolio
|
Q3 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
20,565
shares
|
$3.18 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.97%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
20,524
shares
|
$3.17 Million
0.1% of portfolio
|
Q2 2025
Added 11.16%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
20,488
shares
|
$3.16 Million
0.54% of portfolio
|
Q1 2024
Added 165.25%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2025 Q2 2025 |
20,475
shares
|
$3.16 Million
0.18% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
20,460
shares
|
$3.16 Million
0.54% of portfolio
|
Q2 2025
Reduced 4.47%
|