Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,231 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 $229 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
4,625
shares
|
$740,416
0.08% of portfolio
|
Q2 2025
Added 3.96%
|
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
4,623
shares
|
$740,096
0.13% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
4,620
shares
|
$739,615
0.12% of portfolio
|
Q2 2025
Added 8.6%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
4,619
shares
|
$739,455
0.55% of portfolio
|
Q2 2025
Added 28.88%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Aug 12, 2025 Q2 2025 |
4,613
shares
|
$738,495
0.31% of portfolio
|
Q2 2025
Reduced 28.93%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Aug 05, 2025 Q2 2025 |
4,611
shares
|
$738,174
0.11% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jul 07, 2025 Q2 2025 |
4,610
shares
|
$738,014
0.39% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
Vista Capital Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
4,606
shares
|
$737,374
0.01% of portfolio
|
Q2 2025
Reduced 22.43%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Aug 14, 2025 Q2 2025 |
4,601
shares
|
$736,574
0.26% of portfolio
|
Q2 2025
Added 3.95%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
4,599
shares
|
$736,253
0.39% of portfolio
|
Q2 2023
Reduced 0.02%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Jul 16, 2025 Q2 2025 |
4,595
shares
|
$735,613
0.47% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
4,579
shares
|
$733,052
0.09% of portfolio
|
Q2 2025
Reduced 30.49%
|
|
|
Deseret Mutual Benefit Administrators
|
Aug 01, 2025 Q2 2025 |
4,576
shares
|
$732,571
0.31% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
Elevatus Welath Management
Victor, NY |
Aug 14, 2025 Q2 2025 |
4,573
shares
|
$732,091
0.22% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
4,571
shares
|
$731,771
0.06% of portfolio
|
Q2 2025
Added 14.36%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Aug 06, 2025 Q2 2025 |
4,571
shares
|
$731,771
0.14% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
Sloy Dahl & Holst, LLC
|
Jul 30, 2025 Q2 2025 |
4,562
shares
|
$730,330
0.1% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
4,559
shares
|
$729,850
0.13% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Aug 13, 2025 Q2 2025 |
4,557
shares
|
$729,530
0.01% of portfolio
|
Q2 2025
Added 40.56%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
4,557
shares
|
$729,530
0.09% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Corundum Group, Inc.
|
Jul 21, 2025 Q2 2025 |
4,556
shares
|
$729,370
0.29% of portfolio
|
Q2 2025
Added 4.64%
|
|
|
Thoma Capital Management LLC
Towson, MD |
Mar 18, 2025 Q4 2024 |
4,546
shares
|
$727,769
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
4,544
shares
|
$727,448
0.23% of portfolio
|
Q2 2025
Added 8.86%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Jul 24, 2025 Q2 2025 |
4,540
shares
|
$726,808
0.24% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Aug 15, 2025 Q2 2025 |
4,538
shares
|
$726,488
0.47% of portfolio
|
Q2 2025
Reduced 1.24%
|