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 |
|---|---|---|---|---|---|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
13,326
shares
|
$2.06 Million
0.11% of portfolio
|
Q2 2025
Added 15.45%
|
|
|
Scott & Selber, Inc.
|
Jul 17, 2025 Q2 2025 |
13,326
shares
|
$2.06 Million
0.53% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Aft, Forsyth & Sober, LLC
|
Aug 14, 2025 Q2 2025 |
13,300
shares
|
$2.05 Million
0.66% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
13,296
shares
|
$2.05 Million
0.95% of portfolio
|
Q2 2025
Reduced 13.75%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
13,288
shares
|
$2.05 Million
0.19% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Viewpoint Investment Partners Corp
|
Jul 18, 2025 Q2 2025 |
13,248
shares
|
$2.05 Million
1.06% of portfolio
|
Q2 2025
Added 327.35%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
13,232
shares
|
$2.04 Million
0.36% of portfolio
|
Q2 2025
Added 7.44%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
13,183
shares
|
$2.04 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Aug 07, 2025 Q2 2025 |
13,173
shares
|
$2.03 Million
0.86% of portfolio
|
Q2 2025
Added 4.78%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
13,171
shares
|
$2.03 Million
0.21% of portfolio
|
Q2 2025
Reduced 11.78%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
13,158
shares
|
$2.03 Million
0.13% of portfolio
|
Q3 2022
New holding
|
|
|
North Dallas Bank & Trust CO
Dallas, TX |
Aug 20, 2025 Q2 2025 |
13,141
shares
|
$2.03 Million
1.43% of portfolio
|
Q2 2025
New holding
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Jul 31, 2025 Q2 2025 |
13,140
shares
|
$2.03 Million
0.82% of portfolio
|
Q2 2025
Added 3.68%
|
|
|
Tevis Investment Management
|
Aug 01, 2025 Q2 2025 |
13,139
shares
|
$2.03 Million
1.24% of portfolio
|
Q2 2025
Added 11.58%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Aug 22, 2025 Q2 2025 |
13,127
shares
|
$2.03 Million
0.36% of portfolio
|
Q2 2025
Added 99.65%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Aug 14, 2025 Q2 2025 |
13,123
shares
|
$2.03 Million
0.46% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
13,103
shares
|
$2.02 Million
0.22% of portfolio
|
Q2 2025
Added 8.99%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
13,099
shares
|
$2.02 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Aug 15, 2025 Q2 2025 |
13,093
shares
|
$2.02 Million
0.64% of portfolio
|
Q2 2025
Added 4.97%
|
|
|
Bank Of Stockton
|
Jul 14, 2025 Q2 2025 |
13,065
shares
|
$2.02 Million
0.56% of portfolio
|
Q2 2025
Reduced 5.43%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
13,056
shares
|
$2.02 Million
0.49% of portfolio
|
Q2 2025
Reduced 18.36%
|
|
|
Home Federal Bank Of Tennessee
|
Jul 15, 2025 Q2 2025 |
12,995
shares
|
$2.01 Million
0.53% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
12,984
shares
|
$2.01 Million
0.08% of portfolio
|
Q2 2024
Added 2.16%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jul 22, 2025 Q2 2025 |
12,981
shares
|
$2 Million
0.96% of portfolio
|
Q2 2025
Added 95.61%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 12, 2025 Q2 2025 |
12,938
shares
|
$2 Million
0.46% of portfolio
|
Q2 2025
Added 8.57%
|