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 |
|---|---|---|---|---|---|
|
Hickory Point Bank & Trust
Decatur, IL |
Jul 08, 2025 Q2 2025 |
8,807
shares
|
$1.36 Million
1.02% of portfolio
|
Q2 2025
Added 12.02%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
8,801
shares
|
$1.36 Million
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
8,800
shares
|
$1.36 Million
0.27% of portfolio
|
Q2 2025
Reduced 35.22%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Jul 24, 2025 Q2 2025 |
8,800
shares
|
$1.36 Million
0.93% of portfolio
|
Q2 2025
Added 20.75%
|
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
8,778
shares
|
$1.36 Million
0.31% of portfolio
|
Q1 2025
Reduced 16.3%
|
|
|
Psi Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
8,775
shares
|
$1.36 Million
0.63% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
8,771
shares
|
$1.35 Million
0.55% of portfolio
|
Q2 2025
Added 115.93%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
8,764
shares
|
$1.35 Million
0.09% of portfolio
|
Q2 2025
Reduced 5.74%
|
|
|
Somerset Group LLC
Wayzata, MN |
Aug 11, 2025 Q2 2025 |
8,758
shares
|
$1.35 Million
1.09% of portfolio
|
Q2 2025
Reduced 43.54%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
8,747
shares
|
$1.35 Million
0.63% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jul 15, 2025 Q2 2025 |
8,738
shares
|
$1.35 Million
0.43% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Shulman De Meo Asset Management LLC
|
Jul 15, 2025 Q2 2025 |
8,733
shares
|
$1.35 Million
0.31% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
8,731
shares
|
$1.35 Million
0.24% of portfolio
|
Q2 2025
Reduced 38.0%
|
|
|
Db Fitzpatrick & Co, Inc
|
Jul 15, 2025 Q2 2025 |
8,718
shares
|
$1.35 Million
1.13% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Vpr Management LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
8,700
shares
|
$1.34 Million
0.59% of portfolio
|
Q2 2025
Added 135.14%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
8,694
shares
|
$1.34 Million
0.52% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
8,688
shares
|
$1.34 Million
1.35% of portfolio
|
Q3 2022
Reduced 85.55%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
8,668
shares
|
$1.34 Million
0.15% of portfolio
|
Q4 2022
Added 19.07%
|
|
|
Frg Family Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
8,667
shares
|
$1.34 Million
0.22% of portfolio
|
Q1 2025
Reduced 10.16%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
8,662
shares
|
$1.34 Million
0.25% of portfolio
|
Q2 2025
Added 134.62%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
8,657
shares
|
$1.34 Million
0.73% of portfolio
|
Q1 2024
Reduced 9.1%
|
|
|
Energy Opportunities Capital Management, LLC
Austin, TX |
Feb 14, 2023 Q4 2022 |
8,645
shares
|
$1.34 Million
4.55% of portfolio
|
Q4 2022
Reduced 4.53%
|
|
|
Apeiron Ria LLC
|
Aug 07, 2025 Q2 2025 |
8,641
shares
|
$1.33 Million
0.36% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Aug 13, 2025 Q2 2025 |
8,640
shares
|
$1.33 Million
0.12% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
8,613
shares
|
$1.33 Million
0.01% of portfolio
|
Q2 2025
Reduced 32.57%
|