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 |
|---|---|---|---|---|---|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
11,301
shares
|
$1.75 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
11,284
shares
|
$1.74 Million
0.28% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
Aug 12, 2025 Q2 2025 |
11,274
shares
|
$1.74 Million
1.57% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
11,260
shares
|
$1.74 Million
0.28% of portfolio
|
Q2 2025
Added 106.11%
|
|
|
Moseley Investment Management Inc
|
Jul 24, 2025 Q2 2025 |
11,255
shares
|
$1.74 Million
0.57% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
11,229
shares
|
$1.73 Million
1.36% of portfolio
|
Q3 2022
Reduced 1.96%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
11,225
shares
|
$1.73 Million
0.12% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Osborne Partners Capital Management, LLC
|
Aug 12, 2025 Q2 2025 |
11,217
shares
|
$1.73 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
11,215
shares
|
$1.73 Million
0.23% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Jul 21, 2025 Q2 2025 |
11,211
shares
|
$1.73 Million
0.97% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
11,193
shares
|
$1.73 Million
0.58% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Harvey Investment CO LLC
|
Jul 23, 2025 Q2 2025 |
11,152
shares
|
$1.72 Million
0.18% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
11,151
shares
|
$1.72 Million
0.85% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
11,137
shares
|
$1.72 Million
1.39% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jul 25, 2025 Q2 2025 |
11,137
shares
|
$1.72 Million
1.28% of portfolio
|
Q2 2025
Added 12.94%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
11,133
shares
|
$1.72 Million
0.48% of portfolio
|
Q2 2025
Added 13.92%
|
|
|
Reaves W H & CO Inc
|
Aug 11, 2025 Q2 2025 |
11,115
shares
|
$1.72 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
11,114
shares
|
$1.72 Million
0.23% of portfolio
|
Q4 2024
Reduced 18.35%
|
|
|
Hedges Asset Management LLC
|
Jul 07, 2025 Q2 2025 |
11,100
shares
|
$1.71 Million
1.34% of portfolio
|
Q2 2025
Reduced 11.9%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Aug 06, 2025 Q2 2025 |
11,090
shares
|
$1.71 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Walker Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
11,081
shares
|
$1.71 Million
0.99% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
United Bank
|
Jul 29, 2025 Q2 2025 |
11,079
shares
|
$1.71 Million
0.61% of portfolio
|
Q2 2025
Added 7.74%
|
|
|
Pacific Global Investment Management CO
|
Apr 24, 2025 Q1 2025 |
11,076
shares
|
$1.71 Million
2.78% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Lindenwold Advisors
|
Jul 24, 2025 Q2 2025 |
11,071
shares
|
$1.71 Million
0.85% of portfolio
|
Q2 2025
Reduced 26.47%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
11,056
shares
|
$1.71 Million
0.98% of portfolio
|
Q1 2025
Added 0.85%
|