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 |
|---|---|---|---|---|---|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Aug 14, 2025 Q2 2025 |
16,601
shares
|
$2.56 Million
1.23% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
16,592
shares
|
$2.56 Million
0.31% of portfolio
|
Q2 2025
Added 10.36%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
16,578
shares
|
$2.56 Million
0.54% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
16,572
shares
|
$2.56 Million
1.18% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
16,562
shares
|
$2.56 Million
0.49% of portfolio
|
Q1 2024
Added 70.92%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
16,537
shares
|
$2.55 Million
0.13% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jul 29, 2025 Q2 2025 |
16,533
shares
|
$2.55 Million
0.26% of portfolio
|
Q2 2025
Added 181.27%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Jul 31, 2025 Q2 2025 |
16,525
shares
|
$2.55 Million
0.25% of portfolio
|
Q2 2025
Reduced 44.85%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
16,513
shares
|
$2.55 Million
0.11% of portfolio
|
Q2 2025
Reduced 33.97%
|
|
|
Qtron Investments LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
16,454
shares
|
$2.54 Million
0.31% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Brown Miller Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
16,347
shares
|
$2.52 Million
0.75% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
16,344
shares
|
$2.52 Million
0.14% of portfolio
|
Q2 2025
Reduced 13.07%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jul 23, 2025 Q2 2025 |
16,344
shares
|
$2.52 Million
1.58% of portfolio
|
Q2 2025
Reduced 8.69%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
16,298
shares
|
$2.52 Million
0.21% of portfolio
|
Q2 2025
Added 269.99%
|
|
|
Ironwood Investment Counsel, LLC
|
Aug 07, 2025 Q2 2025 |
16,246
shares
|
$2.51 Million
0.36% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
King Wealth
Saratoga Springs, NY |
Aug 08, 2025 Q2 2025 |
16,208
shares
|
$2.5 Million
0.31% of portfolio
|
Q2 2025
Added 7.66%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Aug 12, 2025 Q2 2025 |
16,187
shares
|
$2.5 Million
1.27% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Private Capital Advisors, Inc.
|
Jul 30, 2025 Q2 2025 |
16,182
shares
|
$2.5 Million
0.29% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Abundance Wealth Counselors
|
Jul 21, 2025 Q2 2025 |
16,168
shares
|
$2.5 Million
0.44% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
16,160
shares
|
$2.5 Million
0.12% of portfolio
|
Q2 2025
Reduced 61.18%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
16,158
shares
|
$2.5 Million
0.79% of portfolio
|
Q2 2025
Added 170.52%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Aug 06, 2025 Q2 2025 |
16,145
shares
|
$2.49 Million
0.26% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Huber Capital Management LLC
El Segundo, CA |
Aug 13, 2025 Q2 2025 |
16,100
shares
|
$2.49 Million
0.4% of portfolio
|
Q2 2025
Added 22.9%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
16,100
shares
|
$2.49 Million
0.61% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
16,097
shares
|
$2.49 Million
0.85% of portfolio
|
Q2 2025
Added 7.63%
|