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 |
|---|---|---|---|---|---|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
4,340
shares
|
$694,790
0.06% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
4,336
shares
|
$694,150
0.3% of portfolio
|
Q1 2024
Reduced 2.12%
|
|
|
Crestmont Private Wealth LLC
|
Aug 13, 2025 Q2 2025 |
4,334
shares
|
$693,830
0.22% of portfolio
|
Q3 2024
Reduced 19.81%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
4,334
shares
|
$693,830
0.08% of portfolio
|
Q2 2025
Reduced 11.98%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
4,326
shares
|
$692,549
0.63% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Aug 13, 2025 Q2 2025 |
4,324
shares
|
$692,229
0.27% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jul 11, 2025 Q2 2025 |
4,318
shares
|
$691,268
0.06% of portfolio
|
Q2 2025
Added 11.0%
|
|
|
Howard Capital Management Group, LLC
|
Jul 16, 2025 Q2 2025 |
4,314
shares
|
$690,628
0.04% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Ocean Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
4,314
shares
|
$690,628
0.14% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
4,313
shares
|
$690,468
0.45% of portfolio
|
Q2 2022
Added 6.31%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
4,313
shares
|
$690,468
0.01% of portfolio
|
Q2 2025
Reduced 88.53%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
4,312
shares
|
$690,308
0.36% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Nbw Capital LLC
|
Aug 13, 2025 Q2 2025 |
4,303
shares
|
$688,867
0.14% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Black Diamond Financial, LLC
|
Jul 30, 2025 Q2 2025 |
4,302
shares
|
$688,707
0.1% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
4,296
shares
|
$687,746
0.08% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
4,295
shares
|
$687,586
0.22% of portfolio
|
Q2 2025
Reduced 7.16%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Aug 12, 2025 Q2 2025 |
4,291
shares
|
$686,946
0.06% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
4,291
shares
|
$686,946
0.2% of portfolio
|
Q2 2025
Added 22.92%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Aug 11, 2025 Q2 2025 |
4,291
shares
|
$686,946
0.2% of portfolio
|
Q1 2025
Added 19.49%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
4,284
shares
|
$685,825
0.05% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Aug 11, 2025 Q2 2025 |
4,270
shares
|
$683,584
0.38% of portfolio
|
Q2 2025
Added 13.11%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
4,257
shares
|
$681,503
0.45% of portfolio
|
Q1 2025
Added 7.47%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
4,256
shares
|
$681,343
0.47% of portfolio
|
Q1 2025
Reduced 14.05%
|
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
4,246
shares
|
$679,742
0.12% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Jul 31, 2025 Q2 2025 |
4,243
shares
|
$679,261
0.69% of portfolio
|
Q2 2025
Reduced 6.97%
|