Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,225 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 |
|---|---|---|---|---|---|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 13, 2025 Q2 2025 |
18,153
shares
|
$2.8 Million
0.63% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Cadinha & CO LLC
|
Jul 30, 2025 Q2 2025 |
18,141
shares
|
$2.8 Million
0.43% of portfolio
|
Q2 2025
Added 9.2%
|
|
|
180 Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
18,133
shares
|
$2.8 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Jul 29, 2025 Q2 2025 |
18,130
shares
|
$2.8 Million
0.2% of portfolio
|
Q2 2025
Added 17.19%
|
|
|
Unison Advisors LLC
|
Jul 29, 2025 Q2 2025 |
18,116
shares
|
$2.8 Million
0.31% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Bennicas & Associates, Inc.
|
Feb 28, 2023 Q4 2022 |
18,114
shares
|
$2.8 Million
2.07% of portfolio
|
Q4 2022
Reduced 0.82%
|
|
|
Excalibur Management Corp
|
Aug 06, 2025 Q2 2025 |
18,110
shares
|
$2.8 Million
0.98% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
18,094
shares
|
$2.79 Million
0.11% of portfolio
|
Q2 2025
Added 18.08%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
18,071
shares
|
$2.79 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jul 25, 2025 Q2 2025 |
18,066
shares
|
$2.79 Million
1.75% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
18,014
shares
|
$2.78 Million
0.63% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
17,993
shares
|
$2.78 Million
0.24% of portfolio
|
Q2 2025
Reduced 11.74%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
17,982
shares
|
$2.78 Million
0.37% of portfolio
|
Q2 2024
Added 62.07%
|
|
|
Econ Financial Services Corp
|
Aug 04, 2025 Q2 2025 |
17,978
shares
|
$2.78 Million
1.43% of portfolio
|
Q2 2025
Added 28.18%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
17,962
shares
|
$2.77 Million
0.86% of portfolio
|
Q4 2022
Added 0.56%
|
|
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
Aug 13, 2025 Q2 2025 |
17,950
shares
|
$2.77 Million
1.17% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
Aug 12, 2025 Q2 2025 |
17,929
shares
|
$2.77 Million
0.46% of portfolio
|
Q2 2025
Added 14.94%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
17,927
shares
|
$2.77 Million
0.41% of portfolio
|
Q2 2024
Reduced 6.06%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
17,922
shares
|
$2.77 Million
2.51% of portfolio
|
Q2 2023
Reduced 2.18%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
17,913
shares
|
$2.77 Million
0.1% of portfolio
|
Q2 2025
Added 6.52%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jul 11, 2025 Q2 2025 |
17,909
shares
|
$2.77 Million
1.45% of portfolio
|
Q2 2025
Added 692.08%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
17,896
shares
|
$2.76 Million
0.56% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jul 08, 2025 Q2 2025 |
17,888
shares
|
$2.76 Million
0.42% of portfolio
|
Q2 2025
Reduced 8.1%
|
|
|
Wp Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
17,873
shares
|
$2.76 Million
0.7% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
17,847
shares
|
$2.76 Million
0.11% of portfolio
|
Q2 2025
Reduced 21.55%
|