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 |
|---|---|---|---|---|---|
|
Powell Investment Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
9,397
shares
|
$1.45 Million
0.52% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
9,393
shares
|
$1.45 Million
0.71% of portfolio
|
Q2 2025
Reduced 50.32%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Aug 13, 2025 Q2 2025 |
9,374
shares
|
$1.45 Million
0.34% of portfolio
|
Q2 2025
Added 101.5%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Jul 29, 2025 Q2 2025 |
9,348
shares
|
$1.44 Million
0.19% of portfolio
|
Q2 2025
Added 571.55%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Aug 12, 2025 Q2 2025 |
9,334
shares
|
$1.44 Million
1.14% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Aug 07, 2025 Q2 2025 |
9,324
shares
|
$1.44 Million
0.66% of portfolio
|
Q2 2025
Added 19.22%
|
|
|
Ss&H Financial Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
9,312
shares
|
$1.44 Million
0.45% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
9,306
shares
|
$1.44 Million
0.35% of portfolio
|
Q1 2024
Reduced 63.64%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
9,304
shares
|
$1.44 Million
1.32% of portfolio
|
Q1 2024
Reduced 24.38%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
9,276
shares
|
$1.43 Million
0.15% of portfolio
|
Q2 2025
Reduced 12.89%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
9,267
shares
|
$1.43 Million
0.2% of portfolio
|
Q2 2025
Added 12.08%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
9,267
shares
|
$1.43 Million
0.2% of portfolio
|
Q2 2025
Added 18.25%
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
9,254
shares
|
$1.43 Million
0.36% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Capital Investment Counsel, Inc
|
Aug 08, 2025 Q2 2025 |
9,212
shares
|
$1.42 Million
0.18% of portfolio
|
Q2 2025
Added 9.1%
|
|
|
Advisory Research Inc
Chicago, IL |
Aug 13, 2025 Q2 2025 |
9,209
shares
|
$1.42 Million
0.21% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Banc First Trust & Investment Management
Oklahoma City, OK |
Jul 01, 2025 Q2 2025 |
9,178
shares
|
$1.42 Million
0.62% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
9,171
shares
|
$1.42 Million
0.33% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Meridian Wealth Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
9,158
shares
|
$1.41 Million
0.22% of portfolio
|
Q2 2025
Reduced 6.8%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
9,109
shares
|
$1.41 Million
0.44% of portfolio
|
Q2 2025
Reduced 7.05%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Aug 06, 2025 Q2 2025 |
9,106
shares
|
$1.41 Million
0.78% of portfolio
|
Q1 2025
Added 16.28%
|
|
|
Jgp Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
9,096
shares
|
$1.4 Million
0.16% of portfolio
|
Q2 2025
Added 10.62%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
9,076
shares
|
$1.4 Million
1.73% of portfolio
|
Q3 2022
Added 0.99%
|
|
|
Adalta Capital Management LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
9,069
shares
|
$1.4 Million
0.74% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jul 29, 2025 Q2 2025 |
9,062
shares
|
$1.4 Million
0.6% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
9,057
shares
|
$1.4 Million
0.05% of portfolio
|
Q2 2025
Reduced 7.25%
|