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 |
|---|---|---|---|---|---|
|
Waddell & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
6,595
shares
|
$1.02 Million
0.1% of portfolio
|
Q2 2025
Reduced 31.89%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
6,589
shares
|
$1.02 Million
0.27% of portfolio
|
Q1 2023
New holding
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Aug 08, 2025 Q2 2025 |
6,583
shares
|
$1.02 Million
0.22% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
6,582
shares
|
$1.02 Million
0.75% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Westhampton Capital, LLC
|
Jul 18, 2025 Q2 2025 |
6,575
shares
|
$1.02 Million
0.5% of portfolio
|
Q2 2025
Reduced 6.74%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
6,560
shares
|
$1.01 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
6,545
shares
|
$1.01 Million
2.38% of portfolio
|
Q2 2025
Added 9.17%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
6,531
shares
|
$1.01 Million
0.13% of portfolio
|
Q2 2025
Reduced 8.68%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
6,529
shares
|
$1.01 Million
0.13% of portfolio
|
Q2 2025
Reduced 8.71%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
6,521
shares
|
$1.01 Million
0.23% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
6,519
shares
|
$1.01 Million
0.18% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jul 17, 2025 Q2 2025 |
6,503
shares
|
$1 Million
0.46% of portfolio
|
Q2 2025
Added 4.01%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jul 17, 2025 Q2 2025 |
6,496
shares
|
$1 Million
0.5% of portfolio
|
Q2 2025
Reduced 10.44%
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
6,493
shares
|
$1 Million
0.23% of portfolio
|
Q2 2025
Reduced 16.06%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
6,492
shares
|
$1 Million
0.25% of portfolio
|
Q4 2022
Reduced 18.0%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
6,492
shares
|
$1 Million
0.24% of portfolio
|
Q4 2022
New holding
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
6,483
shares
|
$1 Million
0.51% of portfolio
|
Q1 2024
Reduced 29.3%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
6,472
shares
|
$999,535
0.3% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
John G Ullman & Associates Inc
|
Jul 29, 2025 Q2 2025 |
6,469
shares
|
$999,072
0.15% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Garland Capital Management Inc
|
Aug 01, 2025 Q2 2025 |
6,468
shares
|
$998,917
2.93% of portfolio
|
Q2 2025
Reduced 73.93%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
6,466
shares
|
$998,609
0.32% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
May 13, 2025 Q1 2025 |
6,464
shares
|
$998,300
0.37% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
6,456
shares
|
$997,064
0.07% of portfolio
|
Q2 2025
Reduced 40.91%
|
|
|
Ami Asset Management Corp
|
Jul 18, 2025 Q2 2025 |
6,455
shares
|
$996,910
0.05% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
6,449
shares
|
$995,983
0.08% of portfolio
|
Q2 2025
Reduced 0.29%
|