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 |
|---|---|---|---|---|---|
|
Asahi Life Asset Management Co., Ltd.
|
Aug 05, 2025 Q2 2025 |
10,362
shares
|
$1.6 Million
0.88% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
10,349
shares
|
$1.6 Million
0.25% of portfolio
|
Q2 2025
Added 71.06%
|
|
|
Fogel Capital Management, Inc.
Stuart, FL |
Jul 30, 2025 Q2 2025 |
10,344
shares
|
$1.6 Million
0.79% of portfolio
|
Q2 2025
Added 13.25%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
10,322
shares
|
$1.59 Million
0.14% of portfolio
|
Q3 2022
Added 64.08%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
10,299
shares
|
$1.59 Million
0.14% of portfolio
|
Q3 2022
Added 3.87%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
10,262
shares
|
$1.58 Million
1.12% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
10,262
shares
|
$1.58 Million
0.67% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
10,237
shares
|
$1.58 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Aug 06, 2025 Q2 2025 |
10,220
shares
|
$1.58 Million
0.15% of portfolio
|
Q3 2020
Reduced 0.49%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Jul 24, 2025 Q2 2025 |
10,218
shares
|
$1.58 Million
0.3% of portfolio
|
Q2 2025
Added 313.18%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
10,213
shares
|
$1.58 Million
0.33% of portfolio
|
Q2 2025
Reduced 15.82%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
10,189
shares
|
$1.57 Million
0.73% of portfolio
|
Q4 2023
Reduced 66.8%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
10,176
shares
|
$1.57 Million
1.11% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Donoghue Forlines LLC
|
Aug 08, 2025 Q2 2025 |
10,173
shares
|
$1.57 Million
0.42% of portfolio
|
Q2 2025
Added 6.75%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
10,146
shares
|
$1.57 Million
0.68% of portfolio
|
Q2 2025
Added 231.24%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Aug 14, 2025 Q2 2025 |
10,145
shares
|
$1.57 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
10,122
shares
|
$1.56 Million
0.22% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jul 17, 2025 Q2 2025 |
10,107
shares
|
$1.56 Million
0.81% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Clough Capital Partners L P
Boston, MA |
Aug 14, 2025 Q2 2025 |
10,100
shares
|
$1.56 Million
0.14% of portfolio
|
Q2 2025
Reduced 85.81%
|
|
|
Waverton Investment Management LTD
|
Aug 06, 2025 Q2 2025 |
10,091
shares
|
$1.56 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.18%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
10,081
shares
|
$1.56 Million
0.66% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Aug 14, 2025 Q2 2025 |
10,077
shares
|
$1.56 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jul 15, 2025 Q2 2025 |
10,062
shares
|
$1.55 Million
0.37% of portfolio
|
Q2 2025
Reduced 27.3%
|
|
|
Letson Investment Management, Inc.
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
10,053
shares
|
$1.55 Million
0.57% of portfolio
|
Q2 2025
Reduced 28.13%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
10,051
shares
|
$1.55 Million
0.18% of portfolio
|
Q2 2025
Added 4.34%
|