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 |
|---|---|---|---|---|---|
|
Demars Financial Group, LLC
|
Jul 29, 2025 Q2 2025 |
8,106
shares
|
$1.25 Million
0.45% of portfolio
|
Q2 2025
New holding
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
8,098
shares
|
$1.25 Million
0.73% of portfolio
|
Q2 2025
Reduced 21.36%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jul 07, 2025 Q2 2025 |
8,087
shares
|
$1.25 Million
0.72% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Aug 07, 2025 Q2 2025 |
8,083
shares
|
$1.25 Million
0.7% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
8,060
shares
|
$1.24 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jul 29, 2025 Q2 2025 |
8,054
shares
|
$1.24 Million
1.03% of portfolio
|
Q2 2025
Added 5.42%
|
|
|
Citizens & Northern Corp
|
Jul 30, 2025 Q2 2025 |
8,041
shares
|
$1.24 Million
0.31% of portfolio
|
Q2 2025
Reduced 8.16%
|
|
|
Family Legacy, Inc.
|
Jul 23, 2025 Q2 2025 |
8,040
shares
|
$1.24 Million
0.38% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
8,029
shares
|
$1.24 Million
0.46% of portfolio
|
Q2 2025
Reduced 50.36%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
8,028
shares
|
$1.24 Million
0.23% of portfolio
|
Q2 2025
Added 16.88%
|
|
|
Peterson Wealth Management
|
Jun 16, 2025 Q1 2025 |
8,014
shares
|
$1.24 Million
0.91% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
8,011
shares
|
$1.24 Million
0.09% of portfolio
|
Q2 2025
Added 13.07%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
8,003
shares
|
$1.24 Million
0.3% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
Covenant Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
8,002
shares
|
$1.24 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
May 15, 2025 Q1 2025 |
8,000
shares
|
$1.24 Million
0.45% of portfolio
|
Q1 2025
Reduced 4.75%
|
|
|
Arrow Financial Corp
|
Aug 11, 2025 Q2 2025 |
7,998
shares
|
$1.24 Million
0.12% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
7,998
shares
|
$1.24 Million
0.09% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
|
Berkeley Capital Partners, LLC
|
Jul 30, 2025 Q2 2025 |
7,993
shares
|
$1.23 Million
0.3% of portfolio
|
Q2 2025
Reduced 56.42%
|
|
|
Fjell Capital, LLC
Fargo, ND |
Jul 09, 2025 Q2 2025 |
7,992
shares
|
$1.23 Million
1.06% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
7,989
shares
|
$1.23 Million
0.28% of portfolio
|
Q2 2025
Reduced 11.99%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
7,982
shares
|
$1.23 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
7,964
shares
|
$1.23 Million
0.04% of portfolio
|
Q2 2025
Reduced 38.62%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
7,964
shares
|
$1.23 Million
0.21% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Aug 11, 2025 Q2 2025 |
7,950
shares
|
$1.23 Million
0.31% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
7,930
shares
|
$1.22 Million
0.09% of portfolio
|
Q2 2025
Added 5.4%
|