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 |
|---|---|---|---|---|---|
|
Mraz, Amerine & Associates, Inc.
|
Jul 22, 2025 Q2 2025 |
9,053
shares
|
$1.4 Million
0.22% of portfolio
|
Q1 2025
Added 16.64%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
9,046
shares
|
$1.4 Million
0.62% of portfolio
|
Q2 2025
Reduced 6.71%
|
|
|
Madrona Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
9,033
shares
|
$1.4 Million
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
9,032
shares
|
$1.39 Million
0.38% of portfolio
|
Q2 2025
Added 572.52%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
9,019
shares
|
$1.39 Million
0.25% of portfolio
|
Q3 2024
Reduced 19.83%
|
|
|
Rba Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
9,005
shares
|
$1.39 Million
0.48% of portfolio
|
Q2 2025
Reduced 7.1%
|
|
|
Univest Financial Corp
|
Aug 04, 2025 Q2 2025 |
8,995
shares
|
$1.39 Million
0.08% of portfolio
|
Q2 2025
Reduced 47.57%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
8,992
shares
|
$1.39 Million
0.49% of portfolio
|
Q2 2025
Reduced 28.11%
|
|
|
Access Financial Services, Inc.
|
Jul 18, 2025 Q2 2025 |
8,985
shares
|
$1.39 Million
0.73% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
8,966
shares
|
$1.38 Million
0.15% of portfolio
|
Q4 2023
Added 0.16%
|
|
|
Ames National Corp
Ames, IA |
May 06, 2025 Q1 2025 |
8,962
shares
|
$1.38 Million
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
8,960
shares
|
$1.38 Million
0.67% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Aug 12, 2025 Q2 2025 |
8,930
shares
|
$1.38 Million
0.95% of portfolio
|
Q2 2025
Added 6.28%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
8,902
shares
|
$1.37 Million
0.47% of portfolio
|
Q2 2025
New holding
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Aug 11, 2025 Q2 2025 |
8,894
shares
|
$1.37 Million
0.65% of portfolio
|
Q2 2025
Added 6.01%
|
|
|
Leisure Capital Management
|
Aug 14, 2025 Q2 2025 |
8,892
shares
|
$1.37 Million
0.5% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jul 21, 2025 Q2 2025 |
8,877
shares
|
$1.37 Million
0.55% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jul 16, 2025 Q2 2025 |
8,862
shares
|
$1.37 Million
0.4% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
8,858
shares
|
$1.37 Million
0.67% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Aug 05, 2025 Q2 2025 |
8,851
shares
|
$1.37 Million
1.08% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Ascension Asset Management LLC
|
Aug 15, 2024 Q2 2024 |
8,850
shares
|
$1.37 Million
0.72% of portfolio
|
Q2 2024
Reduced 1.94%
|
|
|
Chiron Capital Management, LLC
|
Aug 11, 2025 Q2 2025 |
8,849
shares
|
$1.37 Million
1.13% of portfolio
|
Q2 2025
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
8,837
shares
|
$1.36 Million
0.26% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
8,835
shares
|
$1.36 Million
0.17% of portfolio
|
Q2 2025
Reduced 7.21%
|
|
|
Creekside Partners
Petaluma, CA |
Jul 28, 2025 Q2 2025 |
8,813
shares
|
$1.36 Million
0.6% of portfolio
|
Q1 2025
Reduced 0.91%
|