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 |
|---|---|---|---|---|---|
|
Grandview Asset Management LLC
|
Jul 17, 2025 Q2 2025 |
15,763
shares
|
$2.43 Million
0.72% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
15,759
shares
|
$2.43 Million
0.03% of portfolio
|
Q2 2025
Added 4.39%
|
|
|
Ahl Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
15,737
shares
|
$2.43 Million
1.51% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Middleton & CO Inc
|
Aug 06, 2025 Q2 2025 |
15,728
shares
|
$2.43 Million
0.26% of portfolio
|
Q2 2025
Reduced 12.47%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
15,719
shares
|
$2.43 Million
0.18% of portfolio
|
Q4 2022
Added 35.66%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
15,708
shares
|
$2.43 Million
0.23% of portfolio
|
Q2 2025
Reduced 11.76%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
15,701
shares
|
$2.42 Million
0.23% of portfolio
|
Q2 2023
Added 81.68%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
15,701
shares
|
$2.42 Million
0.23% of portfolio
|
Q2 2023
Added 81.68%
|
|
|
Integral Investment Advisors, Inc.
|
Aug 01, 2025 Q2 2025 |
15,690
shares
|
$2.42 Million
0.66% of portfolio
|
Q2 2025
Added 7.46%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
15,656
shares
|
$2.42 Million
0.16% of portfolio
|
Q2 2025
Reduced 8.9%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
15,642
shares
|
$2.42 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
15,553
shares
|
$2.4 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Aug 07, 2025 Q2 2025 |
15,550
shares
|
$2.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 89.24%
|
|
|
Clark & Stuart, Inc
Portland, ME |
Jul 22, 2025 Q2 2025 |
15,527
shares
|
$2.4 Million
1.67% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
15,526
shares
|
$2.4 Million
0.91% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
15,459
shares
|
$2.39 Million
0.9% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Pictet & Cie (Europe) Sa
|
Jul 16, 2025 Q2 2025 |
15,387
shares
|
$2.38 Million
0.05% of portfolio
|
Q2 2025
Reduced 48.11%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Aug 15, 2025 Q2 2025 |
15,385
shares
|
$2.38 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jul 29, 2025 Q2 2025 |
15,383
shares
|
$2.38 Million
0.86% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
15,340
shares
|
$2.37 Million
0.32% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
15,317
shares
|
$2.37 Million
0.91% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Jul 24, 2025 Q2 2025 |
15,315
shares
|
$2.37 Million
1.52% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
15,278
shares
|
$2.36 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Aug 06, 2025 Q2 2025 |
15,253
shares
|
$2.36 Million
0.76% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
15,238
shares
|
$2.35 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.02%
|