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 |
|---|---|---|---|---|---|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Aug 12, 2025 Q2 2025 |
7,293
shares
|
$1.13 Million
0.03% of portfolio
|
Q2 2025
Reduced 17.99%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
7,291
shares
|
$1.13 Million
0.13% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
7,266
shares
|
$1.12 Million
0.18% of portfolio
|
Q2 2025
Added 263.3%
|
|
|
Portman Square Capital LLP
London, X0 |
Jul 29, 2025 Q2 2025 |
7,262
shares
|
$1.12 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Wright Investors Service Inc
|
Jul 11, 2025 Q2 2025 |
7,259
shares
|
$1.12 Million
0.33% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
7,255
shares
|
$1.12 Million
0.11% of portfolio
|
Q2 2025
Reduced 21.34%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
7,235
shares
|
$1.12 Million
0.88% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Jul 15, 2025 Q2 2025 |
7,234
shares
|
$1.12 Million
0.32% of portfolio
|
Q2 2025
Reduced 24.73%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
7,233
shares
|
$1.12 Million
0.57% of portfolio
|
Q1 2024
Added 20.99%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
7,225
shares
|
$1.12 Million
0.24% of portfolio
|
Q2 2025
Reduced 6.73%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Jul 25, 2025 Q2 2025 |
7,217
shares
|
$1.11 Million
0.78% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
7,198
shares
|
$1.11 Million
0.3% of portfolio
|
Q2 2022
Reduced 27.29%
|
|
|
Keating Investment Counselors Inc
|
Aug 07, 2025 Q2 2025 |
7,171
shares
|
$1.11 Million
0.47% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Schrum Private Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
7,151
shares
|
$1.1 Million
0.83% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Aug 08, 2025 Q2 2025 |
7,141
shares
|
$1.1 Million
0.78% of portfolio
|
Q2 2025
Added 6.49%
|
|
|
Prudent Man Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
7,137
shares
|
$1.1 Million
0.33% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
7,125
shares
|
$1.1 Million
0.38% of portfolio
|
Q2 2025
Added 13.02%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
7,119
shares
|
$1.1 Million
0.08% of portfolio
|
Q2 2025
Added 4.63%
|
|
|
Heartland Bank & Trust CO
|
Jul 25, 2025 Q2 2025 |
7,118
shares
|
$1.1 Million
0.49% of portfolio
|
Q2 2025
Added 8.89%
|
|
|
Sfmg, LLC
|
Aug 12, 2025 Q2 2025 |
7,109
shares
|
$1.1 Million
0.08% of portfolio
|
Q2 2025
Reduced 25.52%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
7,095
shares
|
$1.1 Million
0.12% of portfolio
|
Q2 2025
Reduced 6.67%
|
|
|
Conservest Capital Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
7,092
shares
|
$1.1 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
7,063
shares
|
$1.09 Million
0.81% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
7,053
shares
|
$1.09 Million
0.49% of portfolio
|
Q2 2025
Added 21.88%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Aug 14, 2025 Q2 2025 |
7,053
shares
|
$1.09 Million
0.67% of portfolio
|
Q2 2025
Reduced 9.97%
|