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 |
|---|---|---|---|---|---|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
18,684
shares
|
$2.89 Million
0.34% of portfolio
|
Q2 2023
Added 0.52%
|
|
|
Bbr Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
18,662
shares
|
$2.88 Million
0.18% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Naviter Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
18,644
shares
|
$2.88 Million
0.34% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
18,614
shares
|
$2.87 Million
0.97% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
18,612
shares
|
$2.87 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
18,600
shares
|
$2.87 Million
1.2% of portfolio
|
Q1 2024
Added 42.25%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Aug 14, 2025 Q2 2025 |
18,534
shares
|
$2.86 Million
0.06% of portfolio
|
Q2 2025
Added 28.11%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Aug 06, 2025 Q2 2025 |
18,514
shares
|
$2.86 Million
1.05% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Inves Trust
Oklahoma City, OK |
Jul 02, 2025 Q2 2025 |
18,488
shares
|
$2.86 Million
1.02% of portfolio
|
Q2 2025
Reduced 54.62%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
18,474
shares
|
$2.85 Million
0.06% of portfolio
|
Q2 2025
Added 41.85%
|
|
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
Jul 09, 2025 Q2 2025 |
18,462
shares
|
$2.85 Million
2.02% of portfolio
|
Q2 2025
Added 21.85%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
18,454
shares
|
$2.85 Million
1.05% of portfolio
|
Q2 2022
Added 9.95%
|
|
|
Guardian Capital LP
Toronto, A6 |
Aug 07, 2025 Q2 2025 |
18,454
shares
|
$2.85 Million
0.1% of portfolio
|
Q2 2025
Added 23.41%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
18,438
shares
|
$2.85 Million
1.25% of portfolio
|
Q4 2023
Added 5.98%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
18,430
shares
|
$2.85 Million
0.1% of portfolio
|
Q2 2025
Reduced 40.75%
|
|
|
Armstrong Shaw Associates Inc
|
Oct 13, 2023 Q3 2023 |
18,409
shares
|
$2.84 Million
3.28% of portfolio
|
Q2 2023
Reduced 9.72%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
18,370
shares
|
$2.84 Million
0.25% of portfolio
|
Q2 2025
Added 63.36%
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
18,342
shares
|
$2.83 Million
0.85% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Brown Shipley& CO LTD
London, X0 |
Jul 18, 2025 Q2 2025 |
18,322
shares
|
$2.83 Million
1.44% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Grand Central Investment Group
|
Nov 10, 2022 Q3 2022 |
18,288
shares
|
$2.82 Million
3.66% of portfolio
|
Q3 2022
Added 0.83%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
18,258
shares
|
$2.82 Million
0.51% of portfolio
|
Q2 2025
Added 4874.93%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
18,250
shares
|
$2.82 Million
0.48% of portfolio
|
Q2 2025
Added 97.49%
|
|
|
Franklin Street Advisors Inc
|
Jul 21, 2025 Q2 2025 |
18,231
shares
|
$2.82 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
18,207
shares
|
$2.81 Million
0.49% of portfolio
|
Q2 2025
Added 39.34%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Jul 31, 2025 Q2 2025 |
18,157
shares
|
$2.8 Million
1.16% of portfolio
|
Q2 2025
Reduced 0.18%
|