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 |
|---|---|---|---|---|---|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jul 23, 2025 Q2 2025 |
10,732
shares
|
$1.66 Million
0.19% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Farmers Trust CO
|
Jul 14, 2025 Q2 2025 |
10,692
shares
|
$1.65 Million
0.29% of portfolio
|
Q2 2025
Added 10.5%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
10,692
shares
|
$1.65 Million
0.11% of portfolio
|
Q2 2025
Reduced 8.18%
|
|
|
Taurus Asset Management, LLC
New York, NY |
May 13, 2025 Q1 2025 |
10,675
shares
|
$1.65 Million
0.19% of portfolio
|
Q1 2025
Reduced 8.07%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Aug 05, 2025 Q2 2025 |
10,655
shares
|
$1.65 Million
1.03% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
10,632
shares
|
$1.64 Million
0.0% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jul 10, 2025 Q2 2025 |
10,618
shares
|
$1.64 Million
1.02% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
10,617
shares
|
$1.64 Million
0.02% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
10,597
shares
|
$1.64 Million
0.17% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
10,587
shares
|
$1.64 Million
0.23% of portfolio
|
Q2 2025
Added 5.94%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
10,570
shares
|
$1.63 Million
0.0% of portfolio
|
Q2 2025
Added 12.42%
|
|
|
Clearview Wealth Advisors LLC
|
Jul 28, 2025 Q2 2025 |
10,561
shares
|
$1.63 Million
1.09% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
10,540
shares
|
$1.63 Million
1.91% of portfolio
|
Q1 2025
Added 12.46%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
10,537
shares
|
$1.63 Million
0.1% of portfolio
|
Q2 2025
Reduced 15.51%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
10,526
shares
|
$1.63 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
10,512
shares
|
$1.62 Million
0.47% of portfolio
|
Q1 2025
Added 4.71%
|
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
10,499
shares
|
$1.62 Million
0.18% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Hardy Reed LLC
|
Jul 23, 2025 Q2 2025 |
10,485
shares
|
$1.62 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
10,483
shares
|
$1.62 Million
0.03% of portfolio
|
Q2 2025
Reduced 89.58%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
10,470
shares
|
$1.62 Million
0.13% of portfolio
|
Q2 2025
Added 13.46%
|
|
|
Cunning Capital Partners, LP
Morrisville, NC |
Aug 18, 2025 Q2 2025 |
10,435
shares
|
$1.61 Million
0.78% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Hexagon Capital Partners LLC
|
Aug 11, 2025 Q2 2025 |
10,410
shares
|
$1.61 Million
0.33% of portfolio
|
Q2 2025
Reduced 8.07%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Aug 06, 2025 Q2 2025 |
10,381
shares
|
$1.6 Million
0.69% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Aug 14, 2025 Q2 2025 |
10,375
shares
|
$1.6 Million
0.94% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
10,364
shares
|
$1.6 Million
0.7% of portfolio
|
Q2 2025
Added 0.29%
|