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 |
|---|---|---|---|---|---|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
7,705
shares
|
$1.19 Million
0.14% of portfolio
|
Q2 2025
Added 6.66%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jul 16, 2025 Q2 2025 |
7,701
shares
|
$1.19 Million
0.12% of portfolio
|
Q2 2025
Reduced 8.95%
|
|
|
Great Diamond Partners, LLC
|
Aug 13, 2025 Q2 2025 |
7,699
shares
|
$1.19 Million
0.24% of portfolio
|
Q2 2025
Added 215.02%
|
|
|
Red Spruce Capital, LLC
|
Jul 08, 2025 Q2 2025 |
7,694
shares
|
$1.19 Million
0.49% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
7,685
shares
|
$1.19 Million
0.19% of portfolio
|
Q4 2024
Reduced 12.08%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
7,681
shares
|
$1.19 Million
0.18% of portfolio
|
Q2 2023
Added 0.67%
|
|
|
Centerstone Investors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,680
shares
|
$1.19 Million
4.65% of portfolio
|
Q1 2025
Reduced 69.95%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
7,675
shares
|
$1.19 Million
0.2% of portfolio
|
Q2 2025
Added 9.71%
|
|
|
Emerald Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
7,673
shares
|
$1.19 Million
0.14% of portfolio
|
Q2 2025
Added 15.12%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
7,661
shares
|
$1.18 Million
0.32% of portfolio
|
Q2 2025
Added 11.87%
|
|
|
Investment Partners, Ltd.
|
Aug 08, 2025 Q2 2025 |
7,655
shares
|
$1.18 Million
0.42% of portfolio
|
Q2 2025
Reduced 9.13%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
7,648
shares
|
$1.18 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
7,648
shares
|
$1.18 Million
0.11% of portfolio
|
Q2 2025
Added 16.44%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
7,643
shares
|
$1.18 Million
0.25% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
7,634
shares
|
$1.18 Million
0.13% of portfolio
|
Q2 2025
Reduced 23.92%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
7,632
shares
|
$1.18 Million
0.37% of portfolio
|
Q2 2022
Reduced 10.61%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
7,626
shares
|
$1.18 Million
0.05% of portfolio
|
Q2 2025
Reduced 6.8%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
7,616
shares
|
$1.18 Million
0.23% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
7,608
shares
|
$1.17 Million
0.57% of portfolio
|
Q2 2025
Reduced 8.51%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
7,605
shares
|
$1.17 Million
0.89% of portfolio
|
Q2 2025
Added 5.19%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
7,599
shares
|
$1.17 Million
0.18% of portfolio
|
Q2 2025
Reduced 13.53%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
7,588
shares
|
$1.17 Million
0.06% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Capital International, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
7,582
shares
|
$1.17 Million
0.01% of portfolio
|
Q2 2025
Reduced 87.51%
|
|
|
Nexus Investment Management Ulc
|
Jul 28, 2025 Q2 2025 |
7,576
shares
|
$1.17 Million
0.17% of portfolio
|
Q1 2025
Added 14.79%
|
|
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
Aug 08, 2025 Q2 2025 |
7,558
shares
|
$1.17 Million
0.02% of portfolio
|
Q2 2025
Reduced 53.29%
|