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 |
|---|---|---|---|---|---|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
17,223
shares
|
$2.66 Million
0.27% of portfolio
|
Q2 2025
Reduced 31.05%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Aug 14, 2025 Q2 2025 |
17,188
shares
|
$2.65 Million
0.12% of portfolio
|
Q2 2025
Reduced 21.57%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Jul 31, 2025 Q2 2025 |
17,187
shares
|
$2.65 Million
0.66% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
17,186
shares
|
$2.65 Million
0.41% of portfolio
|
Q2 2025
Added 23.02%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Jul 31, 2025 Q2 2025 |
17,168
shares
|
$2.65 Million
0.42% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
17,162
shares
|
$2.65 Million
1.13% of portfolio
|
Q2 2025
Reduced 8.07%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
17,131
shares
|
$2.65 Million
0.1% of portfolio
|
Q2 2025
Reduced 5.83%
|
|
|
Patron Partners, LLC
|
Jul 16, 2025 Q2 2025 |
17,125
shares
|
$2.64 Million
1.28% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Beam Wealth Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
17,044
shares
|
$2.63 Million
0.76% of portfolio
|
Q2 2025
Added 19.85%
|
|
|
Convergence Investment Partners, LLC
|
Aug 01, 2025 Q2 2025 |
17,039
shares
|
$2.63 Million
0.64% of portfolio
|
Q2 2025
Reduced 30.44%
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Apr 14, 2025 Q1 2025 |
17,036
shares
|
$2.63 Million
1.77% of portfolio
|
Q1 2025
Added 8.93%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
17,025
shares
|
$2.63 Million
0.17% of portfolio
|
Q4 2023
Reduced 12.72%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
17,012
shares
|
$2.63 Million
0.47% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
16,933
shares
|
$2.62 Million
0.51% of portfolio
|
Q2 2025
Added 10.05%
|
|
|
Cohen Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
16,908
shares
|
$2.61 Million
0.4% of portfolio
|
Q2 2022
Reduced 1.17%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
16,889
shares
|
$2.61 Million
0.3% of portfolio
|
Q2 2025
Reduced 10.95%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Aug 07, 2025 Q2 2025 |
16,830
shares
|
$2.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 66.68%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
16,816
shares
|
$2.6 Million
0.28% of portfolio
|
Q2 2025
Added 19.87%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
16,804
shares
|
$2.6 Million
0.19% of portfolio
|
Q2 2025
Added 8.36%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
16,712
shares
|
$2.58 Million
0.36% of portfolio
|
Q4 2022
Reduced 10.21%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
16,694
shares
|
$2.58 Million
0.92% of portfolio
|
Q2 2025
Added 26.92%
|
|
|
Hartford Financial Management Inc.
|
Jul 31, 2025 Q2 2025 |
16,688
shares
|
$2.58 Million
0.72% of portfolio
|
Q2 2025
Reduced 54.59%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
16,677
shares
|
$2.58 Million
0.2% of portfolio
|
Q2 2025
Reduced 24.87%
|
|
|
Page Arthur B
|
Apr 29, 2024 Q1 2024 |
16,660
shares
|
$2.57 Million
2.74% of portfolio
|
Q1 2024
Added 0.23%
|
|
|
De Dora Capital, Inc.
|
Jul 29, 2025 Q2 2025 |
16,658
shares
|
$2.57 Million
0.64% of portfolio
|
Q2 2025
Added 7.25%
|