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 |
|---|---|---|---|---|---|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
12,431
shares
|
$1.92 Million
0.32% of portfolio
|
Q2 2023
Added 1.2%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
12,428
shares
|
$1.92 Million
0.53% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
12,422
shares
|
$1.92 Million
1.22% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Jul 23, 2025 Q2 2025 |
12,418
shares
|
$1.92 Million
1.06% of portfolio
|
Q2 2025
Added 16.61%
|
|
|
Tria Gen Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
12,415
shares
|
$1.92 Million
0.58% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
12,395
shares
|
$1.91 Million
0.73% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
12,343
shares
|
$1.91 Million
0.19% of portfolio
|
Q2 2023
Reduced 4.83%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
12,339
shares
|
$1.91 Million
0.41% of portfolio
|
Q3 2022
Added 0.9%
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
12,329
shares
|
$1.9 Million
0.76% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
12,278
shares
|
$1.9 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Widmann Financial Services, Inc.
|
Aug 14, 2025 Q2 2025 |
12,264
shares
|
$1.89 Million
1.24% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Martin & CO Inc
Knoxville, TN |
Aug 13, 2025 Q2 2025 |
12,256
shares
|
$1.89 Million
0.34% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
12,251
shares
|
$1.89 Million
0.52% of portfolio
|
Q1 2023
Reduced 6.1%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
12,248
shares
|
$1.89 Million
0.37% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
12,164
shares
|
$1.88 Million
0.42% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
12,161
shares
|
$1.88 Million
0.99% of portfolio
|
Q2 2025
Added 13.15%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
12,158
shares
|
$1.88 Million
0.46% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Navellier & Associates Inc
Reno, NV |
Aug 07, 2025 Q2 2025 |
12,129
shares
|
$1.87 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
12,104
shares
|
$1.87 Million
0.08% of portfolio
|
Q2 2025
Reduced 19.43%
|
|
|
Mendel Money Management
Northbrook, IL |
Aug 01, 2025 Q2 2025 |
12,098
shares
|
$1.87 Million
0.84% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Dempze Nancy E
|
Jul 23, 2025 Q2 2025 |
12,071
shares
|
$1.86 Million
1.09% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
12,047
shares
|
$1.86 Million
0.43% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Aug 11, 2025 Q2 2025 |
12,038
shares
|
$1.86 Million
0.6% of portfolio
|
Q2 2025
Added 7.42%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jul 24, 2025 Q2 2025 |
12,037
shares
|
$1.86 Million
0.73% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Bank Ozk
|
Aug 12, 2025 Q2 2025 |
12,022
shares
|
$1.86 Million
0.69% of portfolio
|
Q2 2025
Reduced 0.9%
|