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 |
|---|---|---|---|---|---|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
6,438
shares
|
$994,284
0.17% of portfolio
|
Q2 2025
Added 17.87%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 18, 2025 Q2 2025 |
6,437
shares
|
$994,130
0.6% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Aug 12, 2025 Q2 2025 |
6,437
shares
|
$994,130
0.68% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
6,433
shares
|
$993,512
0.01% of portfolio
|
Q2 2025
Reduced 4.64%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Aug 08, 2025 Q2 2025 |
6,426
shares
|
$992,431
0.28% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Aug 11, 2025 Q2 2025 |
6,424
shares
|
$992,122
0.56% of portfolio
|
Q2 2025
Reduced 55.03%
|
|
|
Dixon Fnancial Services, Inc.
|
Jul 28, 2025 Q2 2025 |
6,418
shares
|
$991,195
0.47% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
6,412
shares
|
$990,269
0.34% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
6,402
shares
|
$988,724
0.19% of portfolio
|
Q2 2025
Added 14.92%
|
|
|
Mendel Capital Management LLC
|
Aug 14, 2025 Q2 2025 |
6,394
shares
|
$987,489
0.53% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
6,389
shares
|
$986,717
0.33% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
Aug 14, 2025 Q2 2025 |
6,389
shares
|
$986,717
0.13% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
6,384
shares
|
$985,944
0.1% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
6,378
shares
|
$985,018
0.06% of portfolio
|
Q2 2025
Added 16.17%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
6,377
shares
|
$984,863
0.07% of portfolio
|
Q1 2025
Added 22.63%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Aug 14, 2025 Q2 2025 |
6,370
shares
|
$983,782
0.39% of portfolio
|
Q2 2025
Added 6.11%
|
|
|
First American Trust, Fsb
|
Aug 11, 2025 Q2 2025 |
6,369
shares
|
$983,628
0.08% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Aug 06, 2025 Q2 2025 |
6,362
shares
|
$982,547
0.79% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
Jul 16, 2025 Q2 2025 |
6,359
shares
|
$982,083
0.27% of portfolio
|
Q2 2025
Reduced 13.32%
|
|
|
Donald L. Hagan, LLC
|
Jul 18, 2025 Q2 2025 |
6,354
shares
|
$981,311
0.51% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
First Interstate Bank
Billings, MT |
Jul 29, 2025 Q2 2025 |
6,349
shares
|
$980,539
0.06% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
6,346
shares
|
$980,076
0.16% of portfolio
|
Q2 2025
Added 36.94%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
6,343
shares
|
$979,612
0.12% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
6,335
shares
|
$978,377
0.09% of portfolio
|
Q2 2025
Added 4.16%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
6,330
shares
|
$977,605
0.37% of portfolio
|
Q2 2025
Reduced 15.66%
|