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 |
|---|---|---|---|---|---|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
14,474
shares
|
$2.24 Million
0.55% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
14,464
shares
|
$2.23 Million
0.78% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Jul 18, 2025 Q2 2025 |
14,457
shares
|
$2.23 Million
1.15% of portfolio
|
Q2 2025
Added 15.55%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
14,451
shares
|
$2.23 Million
0.77% of portfolio
|
Q2 2025
Added 216.42%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
14,445
shares
|
$2.23 Million
0.25% of portfolio
|
Q3 2022
Added 13.87%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
Aug 08, 2025 Q2 2025 |
14,439
shares
|
$2.23 Million
2.12% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
14,427
shares
|
$2.23 Million
0.32% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
14,354
shares
|
$2.22 Million
0.55% of portfolio
|
Q4 2024
Reduced 7.55%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
14,346
shares
|
$2.22 Million
0.61% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
14,344
shares
|
$2.22 Million
0.19% of portfolio
|
Q3 2022
Reduced 0.68%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
14,322
shares
|
$2.21 Million
1.19% of portfolio
|
Q3 2023
Added 0.83%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
14,319
shares
|
$2.21 Million
0.46% of portfolio
|
Q2 2025
Added 1984.28%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Aug 13, 2025 Q2 2025 |
14,280
shares
|
$2.21 Million
2.02% of portfolio
|
Q2 2025
Added 7.25%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
14,271
shares
|
$2.2 Million
0.39% of portfolio
|
Q2 2025
Reduced 20.65%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 07, 2025 Q2 2025 |
14,247
shares
|
$2.2 Million
0.11% of portfolio
|
Q2 2025
Added 4.13%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
14,220
shares
|
$2.2 Million
0.53% of portfolio
|
Q1 2025
Added 9.98%
|
|
|
First City Capital Management, Inc.
|
Jul 15, 2025 Q2 2025 |
14,219
shares
|
$2.2 Million
1.2% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
14,208
shares
|
$2.19 Million
0.18% of portfolio
|
Q2 2025
Reduced 8.03%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
14,203
shares
|
$2.19 Million
0.23% of portfolio
|
Q4 2023
Reduced 24.8%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
14,195
shares
|
$2.19 Million
0.63% of portfolio
|
Q2 2025
Added 12.19%
|
|
|
Orca Wealth Management, LLC
New Port Richey, FL |
Jul 22, 2025 Q2 2025 |
14,172
shares
|
$2.19 Million
1.71% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
Jul 17, 2025 Q2 2025 |
14,153
shares
|
$2.19 Million
1.31% of portfolio
|
Q2 2025
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
14,147
shares
|
$2.18 Million
0.22% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
14,138
shares
|
$2.18 Million
0.07% of portfolio
|
Q2 2025
Reduced 5.6%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
14,123
shares
|
$2.18 Million
0.48% of portfolio
|
Q2 2025
Reduced 0.01%
|