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 |
|---|---|---|---|---|---|
|
Mitchell & Pahl Private Wealth, LLC
|
Jul 11, 2025 Q2 2025 |
14,091
shares
|
$2.18 Million
0.93% of portfolio
|
Q2 2025
Added 4.98%
|
|
|
Pettee Investors, Inc.
|
Aug 01, 2025 Q2 2025 |
14,082
shares
|
$2.17 Million
1.25% of portfolio
|
Q1 2025
Reduced 16.31%
|
|
|
Monarch Capital Management Inc
|
Aug 20, 2025 Q2 2025 |
14,081
shares
|
$2.17 Million
0.55% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
14,056
shares
|
$2.17 Million
0.62% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
14,048
shares
|
$2.17 Million
0.13% of portfolio
|
Q2 2025
Reduced 29.05%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
14,036
shares
|
$2.17 Million
0.22% of portfolio
|
Q1 2025
Added 14.57%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
14,028
shares
|
$2.17 Million
0.63% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
14,007
shares
|
$2.16 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Wealth Trust Axiom LLC
|
Aug 13, 2025 Q2 2025 |
13,994
shares
|
$2.16 Million
0.61% of portfolio
|
Q2 2025
Reduced 8.32%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jul 17, 2025 Q2 2025 |
13,948
shares
|
$2.15 Million
0.32% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Aug 07, 2025 Q2 2025 |
13,917
shares
|
$2.15 Million
0.94% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
13,893
shares
|
$2.15 Million
0.27% of portfolio
|
Q1 2025
Reduced 7.05%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
13,866
shares
|
$2.14 Million
0.17% of portfolio
|
Q2 2025
Reduced 16.9%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
13,856
shares
|
$2.14 Million
0.5% of portfolio
|
Q4 2024
Reduced 6.03%
|
|
|
Bourgeon Capital Management LLC
|
Jul 18, 2025 Q2 2025 |
13,841
shares
|
$2.14 Million
0.4% of portfolio
|
Q2 2025
Added 8.61%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
13,839
shares
|
$2.14 Million
0.07% of portfolio
|
Q2 2025
Added 6.24%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
13,830
shares
|
$2.14 Million
0.66% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
13,817
shares
|
$2.13 Million
0.1% of portfolio
|
Q2 2025
Added 11.0%
|
|
|
Hoertkorn Richard Charles
|
Jul 07, 2025 Q2 2025 |
13,812
shares
|
$2.13 Million
1.11% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
13,792
shares
|
$2.13 Million
0.72% of portfolio
|
Q1 2025
Added 13.23%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Jul 30, 2025 Q2 2025 |
13,791
shares
|
$2.13 Million
0.63% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Meridian Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
13,779
shares
|
$2.13 Million
0.93% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Clarus Group, Inc.
|
Jul 15, 2025 Q2 2025 |
13,756
shares
|
$2.12 Million
0.76% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
13,747
shares
|
$2.12 Million
0.25% of portfolio
|
Q2 2025
Reduced 11.14%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
13,747
shares
|
$2.12 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.09%
|