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 |
|---|---|---|---|---|---|
|
Baldwin Investment Management, LLC
|
Aug 11, 2025 Q2 2025 |
8,610
shares
|
$1.33 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Weik Capital Management
Wyomissing, PA |
Aug 12, 2025 Q2 2025 |
8,600
shares
|
$1.33 Million
0.49% of portfolio
|
Q2 2025
Reduced 38.15%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
8,595
shares
|
$1.33 Million
0.57% of portfolio
|
Q2 2025
Added 4.26%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jul 29, 2025 Q2 2025 |
8,570
shares
|
$1.32 Million
1.46% of portfolio
|
Q2 2025
Reduced 20.06%
|
|
|
Timber Creek Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
8,561
shares
|
$1.32 Million
0.33% of portfolio
|
Q4 2023
Reduced 0.06%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Aug 05, 2025 Q2 2025 |
8,541
shares
|
$1.32 Million
0.46% of portfolio
|
Q2 2025
Reduced 7.85%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
8,523
shares
|
$1.32 Million
0.18% of portfolio
|
Q2 2025
Reduced 10.25%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
8,520
shares
|
$1.32 Million
0.17% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Aug 12, 2025 Q2 2025 |
8,520
shares
|
$1.32 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Aug 06, 2025 Q2 2025 |
8,519
shares
|
$1.32 Million
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
8,509
shares
|
$1.31 Million
0.98% of portfolio
|
Q2 2025
Added 4.52%
|
|
|
Lcm Capital Management Inc
|
Jul 14, 2025 Q2 2025 |
8,502
shares
|
$1.31 Million
0.65% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
8,475
shares
|
$1.31 Million
0.33% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
8,472
shares
|
$1.31 Million
0.12% of portfolio
|
Q4 2022
Added 5.68%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
8,469
shares
|
$1.31 Million
0.01% of portfolio
|
Q1 2025
Reduced 73.18%
|
|
|
Channing Capital Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
8,461
shares
|
$1.31 Million
0.04% of portfolio
|
Q2 2025
Reduced 21.13%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Jul 21, 2025 Q2 2025 |
8,455
shares
|
$1.31 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.26%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jul 17, 2025 Q2 2025 |
8,423
shares
|
$1.3 Million
0.72% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
8,414
shares
|
$1.3 Million
0.34% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Garda Capital Partners LP
Wayzata, MN |
Aug 07, 2025 Q2 2025 |
8,408
shares
|
$1.3 Million
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
Aug 13, 2025 Q2 2025 |
8,400
shares
|
$1.3 Million
0.11% of portfolio
|
Q2 2025
Reduced 9.68%
|
|
|
Shelton Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
8,389
shares
|
$1.3 Million
0.6% of portfolio
|
Q2 2025
New holding
|
|
|
Gam Holding Ag
|
Aug 04, 2025 Q2 2025 |
8,385
shares
|
$1.29 Million
0.09% of portfolio
|
Q2 2025
Reduced 25.09%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
8,378
shares
|
$1.29 Million
0.13% of portfolio
|
Q2 2025
Added 23.7%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
8,369
shares
|
$1.29 Million
0.49% of portfolio
|
Q4 2023
Reduced 9.26%
|