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 |
|---|---|---|---|---|---|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
20,460
shares
|
$3.16 Million
0.54% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
20,413
shares
|
$3.15 Million
0.4% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Castellan Group
Louisville, KY |
Jul 24, 2025 Q2 2025 |
20,405
shares
|
$3.15 Million
4.12% of portfolio
|
Q2 2025
Added 10.66%
|
|
|
Enhancing Capital LLC
|
Jul 11, 2025 Q2 2025 |
20,360
shares
|
$3.14 Million
2.23% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Financial Sense Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
20,351
shares
|
$3.14 Million
0.85% of portfolio
|
Q2 2025
Added 7.83%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Aug 11, 2025 Q2 2025 |
20,344
shares
|
$3.14 Million
0.6% of portfolio
|
Q2 2025
Added 233.95%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
20,338
shares
|
$3.14 Million
0.37% of portfolio
|
Q2 2025
Reduced 9.17%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Jul 30, 2025 Q2 2025 |
20,317
shares
|
$3.14 Million
0.61% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Aug 14, 2025 Q2 2025 |
20,300
shares
|
$3.14 Million
0.79% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
20,289
shares
|
$3.13 Million
0.91% of portfolio
|
Q2 2025
Added 6.43%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
20,280
shares
|
$3.13 Million
0.96% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
20,258
shares
|
$3.13 Million
0.05% of portfolio
|
Q2 2025
Reduced 25.59%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
20,258
shares
|
$3.13 Million
0.22% of portfolio
|
Q2 2025
Added 24.6%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
20,256
shares
|
$3.13 Million
0.3% of portfolio
|
Q2 2025
Added 6.29%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Jul 23, 2025 Q2 2025 |
20,253
shares
|
$3.13 Million
1.64% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
20,229
shares
|
$3.12 Million
0.33% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
20,209
shares
|
$3.12 Million
0.25% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
20,206
shares
|
$3.12 Million
0.04% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
B&L Asset Management LLC
Boston, MA |
Aug 04, 2025 Q2 2025 |
20,149
shares
|
$3.11 Million
1.65% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
20,113
shares
|
$3.11 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
20,043
shares
|
$3.1 Million
0.91% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Aug 13, 2025 Q2 2025 |
20,034
shares
|
$3.09 Million
1.55% of portfolio
|
Q2 2025
Reduced 6.14%
|
|
|
P&S Credit Management, L.P.
New York, NY |
Apr 12, 2024 Q1 2024 |
20,000
shares
|
$3.09 Million
5.05% of portfolio
|
Q1 2024
New holding
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
19,970
shares
|
$3.08 Million
0.97% of portfolio
|
Q2 2025
Added 9.58%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
19,955
shares
|
$3.08 Million
0.51% of portfolio
|
Q2 2025
Reduced 4.36%
|