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 |
|---|---|---|---|---|---|
|
Dividend Assets Capital, LLC
|
Aug 14, 2025 Q2 2025 |
7,553
shares
|
$1.17 Million
0.2% of portfolio
|
Q2 2025
Reduced 7.63%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
7,530
shares
|
$1.16 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
7,530
shares
|
$1.16 Million
0.12% of portfolio
|
Q2 2025
Added 7.43%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
7,518
shares
|
$1.16 Million
0.23% of portfolio
|
Q2 2025
Added 48.75%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jul 24, 2025 Q2 2025 |
7,518
shares
|
$1.16 Million
0.34% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
7,516
shares
|
$1.16 Million
0.2% of portfolio
|
Q2 2025
Added 20.31%
|
|
|
Chickasaw Capital Management LLC
|
Jul 09, 2025 Q2 2025 |
7,515
shares
|
$1.16 Million
0.04% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
7,503
shares
|
$1.16 Million
0.09% of portfolio
|
Q2 2025
Reduced 7.83%
|
|
|
Wells Trecaso Financial Group, LLC
|
Jul 21, 2025 Q2 2025 |
7,492
shares
|
$1.16 Million
0.33% of portfolio
|
Q2 2025
Reduced 12.92%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jul 28, 2025 Q2 2025 |
7,453
shares
|
$1.15 Million
0.42% of portfolio
|
Q2 2025
Added 13.93%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Aug 01, 2025 Q2 2025 |
7,445
shares
|
$1.15 Million
0.59% of portfolio
|
Q2 2025
Added 57.0%
|
|
|
Covenant Partners, LLC
|
Jul 30, 2025 Q2 2025 |
7,439
shares
|
$1.15 Million
0.32% of portfolio
|
Q1 2025
Added 4.94%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Aug 12, 2025 Q2 2025 |
7,366
shares
|
$1.14 Million
0.74% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
7,359
shares
|
$1.14 Million
0.54% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
7,358
shares
|
$1.14 Million
0.1% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
7,344
shares
|
$1.13 Million
0.28% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
7,337
shares
|
$1.13 Million
0.15% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Aug 04, 2025 Q2 2025 |
7,333
shares
|
$1.13 Million
0.41% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
7,332
shares
|
$1.13 Million
0.1% of portfolio
|
Q2 2025
Added 44.1%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Aug 12, 2025 Q2 2025 |
7,329
shares
|
$1.13 Million
0.4% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
7,326
shares
|
$1.13 Million
0.28% of portfolio
|
Q1 2023
Reduced 1.35%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
7,317
shares
|
$1.13 Million
0.27% of portfolio
|
Q2 2025
Reduced 12.38%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
7,316
shares
|
$1.13 Million
0.39% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
St. Johns Investment Management Company, LLC
|
Jul 30, 2025 Q2 2025 |
7,313
shares
|
$1.13 Million
0.48% of portfolio
|
Q2 2025
Reduced 4.64%
|
|
|
Souders Financial Advisors
|
Aug 06, 2025 Q2 2025 |
7,303
shares
|
$1.13 Million
0.15% of portfolio
|
Q2 2025
Reduced 4.97%
|