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 |
|---|---|---|---|---|---|
|
Rbf Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
7,000
shares
|
$1.08 Million
0.05% of portfolio
|
Q2 2025
Reduced 30.0%
|
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
6,995
shares
|
$1.08 Million
0.36% of portfolio
|
Q2 2025
Reduced 13.76%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Aug 05, 2025 Q2 2025 |
6,972
shares
|
$1.08 Million
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Mork Capital Management, LLC
Healdsburg, CA |
Aug 14, 2025 Q2 2025 |
6,970
shares
|
$1.08 Million
0.76% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
Jul 23, 2025 Q2 2025 |
6,943
shares
|
$1.07 Million
0.95% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
6,938
shares
|
$1.07 Million
0.22% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
6,920
shares
|
$1.07 Million
0.07% of portfolio
|
Q2 2025
Reduced 9.2%
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
Jul 16, 2025 Q2 2025 |
6,919
shares
|
$1.07 Million
0.75% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Forbes J M & CO LLP
|
Jul 18, 2025 Q2 2025 |
6,919
shares
|
$1.07 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Silicon Valley Capital Partners
|
May 28, 2025 Q1 2025 |
6,915
shares
|
$1.07 Million
0.15% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
6,899
shares
|
$1.07 Million
0.34% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
6,898
shares
|
$1.07 Million
0.81% of portfolio
|
Q2 2025
Reduced 28.44%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
6,892
shares
|
$1.06 Million
0.33% of portfolio
|
Q2 2025
Reduced 5.55%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Aug 14, 2025 Q2 2025 |
6,882
shares
|
$1.06 Million
0.22% of portfolio
|
Q2 2025
Added 25.4%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
6,856
shares
|
$1.06 Million
0.06% of portfolio
|
Q2 2025
Reduced 16.81%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2025 Q2 2025 |
6,855
shares
|
$1.06 Million
0.39% of portfolio
|
Q2 2025
Reduced 4.57%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
6,852
shares
|
$1.06 Million
0.27% of portfolio
|
Q2 2025
Added 76.92%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
6,844
shares
|
$1.06 Million
0.27% of portfolio
|
Q2 2025
Reduced 7.61%
|
|
|
Independent Investors Inc
|
Jul 18, 2025 Q2 2025 |
6,840
shares
|
$1.06 Million
0.21% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
6,835
shares
|
$1.06 Million
0.08% of portfolio
|
Q2 2025
Reduced 39.35%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
6,827
shares
|
$1.05 Million
0.36% of portfolio
|
Q2 2025
Added 87.5%
|
|
|
Wallace Capital Management Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
6,819
shares
|
$1.05 Million
0.14% of portfolio
|
Q2 2025
Reduced 17.13%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Jul 29, 2025 Q2 2025 |
6,815
shares
|
$1.05 Million
0.24% of portfolio
|
Q2 2025
Reduced 28.8%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Aug 14, 2025 Q2 2025 |
6,792
shares
|
$1.05 Million
0.46% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
6,773
shares
|
$1.05 Million
0.23% of portfolio
|
Q2 2025
Added 2.81%
|