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 |
|---|---|---|---|---|---|
|
Supplemental Annuity Collective Trust Of Nj
|
Aug 05, 2025 Q2 2025 |
12,000
shares
|
$1.85 Million
0.49% of portfolio
|
Q2 2019
Added 20.0%
|
|
|
Menard Financial Group LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
11,962
shares
|
$1.85 Million
1.06% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
Montchanin Asset Management, LLC
Montchanin, DE |
Feb 20, 2025 Q4 2024 |
11,959
shares
|
$1.85 Million
1.68% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
11,958
shares
|
$1.85 Million
0.27% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Jul 28, 2025 Q2 2025 |
11,874
shares
|
$1.83 Million
0.35% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
11,864
shares
|
$1.83 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
First Hawaiian Bank
|
Jul 03, 2025 Q2 2025 |
11,860
shares
|
$1.83 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
11,855
shares
|
$1.83 Million
0.15% of portfolio
|
Q2 2025
Added 16.83%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
11,813
shares
|
$1.82 Million
0.77% of portfolio
|
Q2 2025
Reduced 5.73%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jul 16, 2025 Q2 2025 |
11,800
shares
|
$1.82 Million
0.6% of portfolio
|
Q2 2025
Added 16.39%
|
|
|
Kg&L Capital Management,Llc
|
Jul 16, 2025 Q2 2025 |
11,797
shares
|
$1.82 Million
0.51% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
11,792
shares
|
$1.82 Million
0.17% of portfolio
|
Q2 2024
Reduced 2.85%
|
|
|
Winslow Asset Management Inc
|
Aug 13, 2025 Q2 2025 |
11,790
shares
|
$1.82 Million
0.34% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
11,740
shares
|
$1.81 Million
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
11,729
shares
|
$1.81 Million
0.39% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
11,728
shares
|
$1.81 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Parthenon LLC
|
Jul 29, 2025 Q2 2025 |
11,719
shares
|
$1.81 Million
0.2% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Invesco, LLC
Des Plaines, IL |
Jul 17, 2025 Q2 2025 |
11,714
shares
|
$1.81 Million
0.63% of portfolio
|
Q2 2025
Reduced 5.95%
|
|
|
Neumann Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
11,695
shares
|
$1.81 Million
0.53% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
11,692
shares
|
$1.81 Million
0.66% of portfolio
|
Q1 2024
Reduced 0.85%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
11,668
shares
|
$1.8 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
11,660
shares
|
$1.8 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Jul 22, 2025 Q2 2025 |
11,658
shares
|
$1.8 Million
1.61% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Aug 14, 2025 Q2 2025 |
11,652
shares
|
$1.8 Million
0.06% of portfolio
|
Q2 2025
Reduced 67.31%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
11,630
shares
|
$1.8 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.03%
|