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 |
|---|---|---|---|---|---|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
17,823
shares
|
$2.75 Million
0.26% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
17,807
shares
|
$2.75 Million
0.32% of portfolio
|
Q2 2025
Reduced 10.5%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
17,798
shares
|
$2.75 Million
0.12% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
17,783
shares
|
$2.75 Million
1.38% of portfolio
|
Q2 2025
Added 122.84%
|
|
|
Guardian Investment Management
|
Jul 16, 2025 Q2 2025 |
17,778
shares
|
$2.75 Million
2.54% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Hudock, Inc.
|
Aug 08, 2025 Q2 2025 |
17,772
shares
|
$2.74 Million
0.41% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
17,737
shares
|
$2.74 Million
0.33% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
17,643
shares
|
$2.72 Million
1.89% of portfolio
|
Q1 2025
Added 6.08%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Jul 28, 2025 Q2 2025 |
17,617
shares
|
$2.72 Million
0.22% of portfolio
|
Q2 2025
Added 29.36%
|
|
|
Anb Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
17,598
shares
|
$2.72 Million
1.13% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Delta Investment Management, LLC
|
Jul 31, 2025 Q2 2025 |
17,585
shares
|
$2.72 Million
0.59% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
17,530
shares
|
$2.71 Million
0.24% of portfolio
|
Q2 2025
Reduced 19.41%
|
|
|
Threadgill Financial, LLC
|
Jul 09, 2025 Q2 2025 |
17,519
shares
|
$2.71 Million
1.37% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
17,514
shares
|
$2.7 Million
0.47% of portfolio
|
Q4 2024
Added 6.33%
|
|
|
Kampmann Melissa S.
Wausau, WI |
Jul 24, 2025 Q2 2025 |
17,455
shares
|
$2.7 Million
1.88% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
17,426
shares
|
$2.69 Million
0.15% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jul 17, 2025 Q2 2025 |
17,384
shares
|
$2.68 Million
0.86% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
17,350
shares
|
$2.68 Million
0.5% of portfolio
|
Q2 2025
Reduced 9.45%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
17,347
shares
|
$2.68 Million
0.05% of portfolio
|
Q2 2025
Added 8.87%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jul 11, 2025 Q2 2025 |
17,309
shares
|
$2.67 Million
0.03% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
17,288
shares
|
$2.67 Million
0.61% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Tkg Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
17,271
shares
|
$2.67 Million
1.15% of portfolio
|
Q2 2025
Added 9.11%
|
|
|
Bull Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
17,270
shares
|
$2.67 Million
1.19% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
17,269
shares
|
$2.67 Million
0.27% of portfolio
|
Q2 2025
Added 15.67%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
17,225
shares
|
$2.66 Million
0.58% of portfolio
|
Q2 2025
Added 3.28%
|