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 |
|---|---|---|---|---|---|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
9,729
shares
|
$1.5 Million
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
9,714
shares
|
$1.5 Million
0.35% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
9,706
shares
|
$1.5 Million
0.44% of portfolio
|
Q2 2025
Added 5.63%
|
|
|
Cypress Capital Management LLC (Wy)
|
Aug 06, 2025 Q2 2025 |
9,699
shares
|
$1.5 Million
1.54% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Marco Investment Management LLC
|
Aug 06, 2025 Q2 2025 |
9,693
shares
|
$1.5 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
9,660
shares
|
$1.49 Million
0.16% of portfolio
|
Q2 2025
Reduced 12.25%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
9,654
shares
|
$1.49 Million
0.19% of portfolio
|
Q3 2023
Reduced 13.59%
|
|
|
Rd Lewis Holdings, Inc.
Maitland, FL |
Aug 12, 2025 Q2 2025 |
9,650
shares
|
$1.49 Million
1.49% of portfolio
|
Q2 2025
Added 6.16%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jul 25, 2025 Q2 2025 |
9,642
shares
|
$1.49 Million
1.04% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
9,603
shares
|
$1.48 Million
0.07% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Scp Investment, LP
|
Aug 12, 2025 Q2 2025 |
9,600
shares
|
$1.48 Million
1.25% of portfolio
|
Q2 2025
Reduced 17.24%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
9,597
shares
|
$1.48 Million
0.09% of portfolio
|
Q2 2025
Reduced 6.58%
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
9,594
shares
|
$1.48 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
9,577
shares
|
$1.48 Million
0.37% of portfolio
|
Q3 2023
New holding
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 08, 2025 Q2 2025 |
9,545
shares
|
$1.47 Million
0.31% of portfolio
|
Q2 2025
Added 141.52%
|
|
|
Main Street Research LLC
Sausalito, CA |
Aug 05, 2025 Q2 2025 |
9,534
shares
|
$1.47 Million
0.09% of portfolio
|
Q2 2025
Reduced 17.94%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
9,531
shares
|
$1.47 Million
0.41% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Tlwm
San Antonio, TX |
Jul 28, 2025 Q2 2025 |
9,518
shares
|
$1.47 Million
0.26% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
9,491
shares
|
$1.47 Million
0.36% of portfolio
|
Q4 2024
Reduced 7.85%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Apr 29, 2025 Q1 2025 |
9,489
shares
|
$1.47 Million
0.15% of portfolio
|
Q1 2025
Added 10.31%
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
9,469
shares
|
$1.46 Million
0.2% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
9,448
shares
|
$1.46 Million
0.59% of portfolio
|
Q2 2025
Added 6.22%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
9,446
shares
|
$1.46 Million
0.1% of portfolio
|
Q2 2025
Added 15.99%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
9,443
shares
|
$1.46 Million
0.04% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Aug 12, 2025 Q1 2025 |
9,425
shares
|
$1.46 Million
0.22% of portfolio
|
Q1 2025
Reduced 34.62%
|