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 |
|---|---|---|---|---|---|
|
Ctc LLC
|
Aug 14, 2025 Q2 2025 |
16,078
shares
|
$2.48 Million
0.0% of portfolio
|
Q2 2025
Reduced 29.49%
|
|
|
Autumn Glory Partners, LLC
|
Jul 22, 2025 Q2 2025 |
16,059
shares
|
$2.48 Million
1.08% of portfolio
|
Q2 2025
Added 44.83%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jul 18, 2025 Q2 2025 |
16,054
shares
|
$2.48 Million
0.46% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
16,052
shares
|
$2.48 Million
0.17% of portfolio
|
Q2 2025
Added 3.57%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
16,052
shares
|
$2.48 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Brown Financial Advisors
Milford, OH |
Aug 15, 2025 Q2 2025 |
16,039
shares
|
$2.48 Million
0.9% of portfolio
|
Q2 2025
Added 8.14%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
16,017
shares
|
$2.47 Million
0.39% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
16,005
shares
|
$2.47 Million
0.2% of portfolio
|
Q2 2025
Reduced 27.74%
|
|
|
Iat Reinsurance CO Ltd.
New York, NY |
Aug 04, 2025 Q2 2025 |
16,000
shares
|
$2.47 Million
0.7% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
15,967
shares
|
$2.47 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Jul 28, 2025 Q2 2025 |
15,960
shares
|
$2.46 Million
0.43% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
15,957
shares
|
$2.46 Million
0.86% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
15,947
shares
|
$2.46 Million
0.53% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
15,945
shares
|
$2.46 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
15,945
shares
|
$2.46 Million
1.03% of portfolio
|
Q2 2025
Reduced 23.12%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
15,896
shares
|
$2.45 Million
0.02% of portfolio
|
Q2 2025
Reduced 76.05%
|
|
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
Aug 13, 2025 Q2 2025 |
15,892
shares
|
$2.45 Million
1.51% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Private Capital Management, LLC
Naples, FL |
Aug 14, 2025 Q2 2025 |
15,885
shares
|
$2.45 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
15,884
shares
|
$2.45 Million
0.1% of portfolio
|
Q2 2025
Reduced 12.48%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
15,875
shares
|
$2.45 Million
0.22% of portfolio
|
Q2 2025
Reduced 18.27%
|
|
|
Jeppson Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
15,866
shares
|
$2.45 Million
0.79% of portfolio
|
Q2 2025
Added 5.85%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
15,859
shares
|
$2.45 Million
0.16% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
15,816
shares
|
$2.44 Million
0.22% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
1248 Management, LLC
Kansas City, MO |
Aug 15, 2025 Q2 2025 |
15,795
shares
|
$2.44 Million
0.84% of portfolio
|
Q2 2025
Added 56.46%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Aug 13, 2025 Q2 2025 |
15,780
shares
|
$2.44 Million
1.24% of portfolio
|
Q2 2025
Reduced 2.05%
|