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 |
|---|---|---|---|---|---|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
19,929
shares
|
$3.08 Million
0.18% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Horizon Kinetics Asset Management LLC
|
Aug 12, 2025 Q2 2025 |
19,867
shares
|
$3.07 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
19,782
shares
|
$3.06 Million
1.32% of portfolio
|
Q1 2025
Reduced 10.62%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
19,770
shares
|
$3.05 Million
1.43% of portfolio
|
Q4 2022
Reduced 99.44%
|
|
|
Elefante Mark B
Boston, MA |
Jul 25, 2025 Q2 2025 |
19,708
shares
|
$3.04 Million
2.12% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
19,706
shares
|
$3.04 Million
0.9% of portfolio
|
Q1 2023
Added 2.37%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Jul 24, 2025 Q2 2025 |
19,695
shares
|
$3.04 Million
0.6% of portfolio
|
Q2 2025
Added 5.36%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Aug 11, 2025 Q2 2025 |
19,671
shares
|
$3.04 Million
0.69% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Arch Point Investors
Coral Gables, FL |
Aug 13, 2025 Q2 2025 |
19,610
shares
|
$3.03 Million
0.88% of portfolio
|
Q3 2021
Reduced 1.06%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
19,594
shares
|
$3.03 Million
0.21% of portfolio
|
Q2 2025
Added 31.96%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
19,574
shares
|
$3.02 Million
0.14% of portfolio
|
Q2 2025
Added 14.13%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
19,550
shares
|
$3.02 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
19,475
shares
|
$3.01 Million
0.25% of portfolio
|
Q2 2025
Reduced 10.11%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Aug 11, 2025 Q2 2025 |
19,474
shares
|
$3.01 Million
0.71% of portfolio
|
Q2 2025
Added 6.54%
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
Aug 12, 2025 Q2 2025 |
19,456
shares
|
$3 Million
2.45% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
19,425
shares
|
$3 Million
0.35% of portfolio
|
Q2 2025
Added 37.53%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Aug 14, 2025 Q2 2025 |
19,423
shares
|
$3 Million
1.86% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
19,402
shares
|
$3 Million
0.21% of portfolio
|
Q2 2025
Added 9.93%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
19,379
shares
|
$2.99 Million
0.17% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
19,355
shares
|
$2.99 Million
0.09% of portfolio
|
Q4 2024
Added 546.46%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Aug 15, 2025 Q2 2025 |
19,348
shares
|
$2.99 Million
1.57% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
19,318
shares
|
$2.98 Million
0.72% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Aug 12, 2025 Q2 2025 |
19,296
shares
|
$2.98 Million
0.9% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
19,272
shares
|
$2.98 Million
0.21% of portfolio
|
Q2 2025
Added 100.73%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
19,251
shares
|
$2.97 Million
1.67% of portfolio
|
Q2 2025
Reduced 0.4%
|