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 |
|---|---|---|---|---|---|
|
Sawgrass Asset Management LLC
|
Aug 08, 2025 Q2 2025 |
7,927
shares
|
$1.22 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
7,905
shares
|
$1.22 Million
0.02% of portfolio
|
Q2 2025
Reduced 97.91%
|
|
|
Wolff Financial Management LLC
|
Jul 09, 2025 Q2 2025 |
7,895
shares
|
$1.22 Million
0.29% of portfolio
|
Q2 2025
Reduced 10.77%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
7,886
shares
|
$1.22 Million
0.07% of portfolio
|
Q3 2022
Reduced 12.75%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
7,884
shares
|
$1.22 Million
0.41% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
7,881
shares
|
$1.22 Million
1.06% of portfolio
|
Q2 2025
Added 12.99%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
7,875
shares
|
$1.22 Million
0.84% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
7,874
shares
|
$1.22 Million
0.54% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Jul 31, 2025 Q2 2025 |
7,871
shares
|
$1.22 Million
1.09% of portfolio
|
Q2 2025
Added 7.15%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Aug 08, 2025 Q2 2025 |
7,864
shares
|
$1.21 Million
0.36% of portfolio
|
Q2 2025
Added 253.44%
|
|
|
Vectors Research Management, LLC
New York, NY |
Jul 29, 2025 Q2 2025 |
7,857
shares
|
$1.21 Million
0.39% of portfolio
|
Q2 2025
Reduced 58.87%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
7,843
shares
|
$1.21 Million
0.17% of portfolio
|
Q2 2023
Reduced 0.8%
|
|
|
Salvus Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
7,830
shares
|
$1.21 Million
0.7% of portfolio
|
Q2 2025
Added 27.73%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Aug 12, 2025 Q2 2025 |
7,818
shares
|
$1.21 Million
0.61% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Roof Eidam & Maycock
|
Jul 29, 2025 Q2 2025 |
7,814
shares
|
$1.21 Million
0.28% of portfolio
|
Q4 2024
Reduced 13.28%
|
|
|
Ackerman Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
7,807
shares
|
$1.21 Million
0.26% of portfolio
|
Q2 2024
Added 1.3%
|
|
|
Hohimer Wealth Management, LLC
|
Aug 18, 2025 Q2 2025 |
7,806
shares
|
$1.21 Million
0.21% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jul 02, 2025 Q2 2025 |
7,797
shares
|
$1.2 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Castle Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
7,780
shares
|
$1.2 Million
0.58% of portfolio
|
Q2 2025
Added 12.43%
|
|
|
Wendell David Associates Inc
|
Jul 29, 2025 Q2 2025 |
7,769
shares
|
$1.2 Million
0.11% of portfolio
|
Q1 2024
Reduced 0.41%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
7,765
shares
|
$1.2 Million
0.14% of portfolio
|
Q2 2023
Reduced 10.64%
|
|
|
Wolverine Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
7,764
shares
|
$1.2 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
7,747
shares
|
$1.2 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Wealth Dimensions Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
7,722
shares
|
$1.19 Million
0.24% of portfolio
|
Q2 2025
Added 8.11%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
7,716
shares
|
$1.19 Million
0.63% of portfolio
|
Q4 2023
Added 70.29%
|