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 |
|---|---|---|---|---|---|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jul 01, 2025 Q2 2025 |
4,242
shares
|
$679,101
0.18% of portfolio
|
Q2 2025
Reduced 10.58%
|
|
|
Rs Crum Inc.
|
Apr 17, 2025 Q1 2025 |
4,230
shares
|
$677,180
0.2% of portfolio
|
Q4 2024
Added 68.59%
|
|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
Aug 13, 2025 Q2 2025 |
4,230
shares
|
$677,180
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
4,217
shares
|
$675,099
0.04% of portfolio
|
Q2 2025
Reduced 8.39%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jul 09, 2025 Q2 2025 |
4,217
shares
|
$675,099
0.15% of portfolio
|
Q2 2025
Added 21.91%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
4,208
shares
|
$673,658
0.05% of portfolio
|
Q2 2025
Reduced 22.8%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
4,206
shares
|
$673,338
0.0% of portfolio
|
Q2 2025
Reduced 49.73%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jul 11, 2025 Q2 2025 |
4,201
shares
|
$672,538
0.37% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Fractal Investments LLC
|
Jul 07, 2025 Q2 2025 |
4,200
shares
|
$672,378
0.09% of portfolio
|
Q3 2023
Added 90.91%
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
4,195
shares
|
$671,577
0.28% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Aug 04, 2025 Q2 2025 |
4,193
shares
|
$671,257
0.49% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Nichols & Pratt Advisers LLP
|
Aug 05, 2025 Q2 2025 |
4,188
shares
|
$670,456
0.04% of portfolio
|
Q1 2025
Reduced 7.71%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Aug 05, 2025 Q2 2025 |
4,186
shares
|
$670,136
0.42% of portfolio
|
Q2 2025
Reduced 29.36%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
4,184
shares
|
$669,816
0.04% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Carderock Capital Management Inc
|
Jul 10, 2025 Q2 2025 |
4,182
shares
|
$669,496
0.16% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Clarity Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
4,170
shares
|
$667,575
0.15% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Advisory Resource Group
|
Aug 08, 2025 Q2 2025 |
4,167
shares
|
$667,095
0.14% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Brave Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
4,155
shares
|
$665,173
0.16% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
4,155
shares
|
$665,173
0.1% of portfolio
|
Q2 2025
Reduced 58.68%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Aug 05, 2025 Q2 2025 |
4,134
shares
|
$661,812
0.06% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jul 10, 2025 Q2 2025 |
4,127
shares
|
$660,691
0.25% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
4,121
shares
|
$659,730
0.19% of portfolio
|
Q2 2023
Added 10.66%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Aug 08, 2025 Q2 2025 |
4,115
shares
|
$658,770
0.12% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Aug 14, 2025 Q2 2025 |
4,114
shares
|
$658,610
0.06% of portfolio
|
Q2 2025
Reduced 11.26%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
4,112
shares
|
$658,290
0.03% of portfolio
|
Q2 2025
Added 8.13%
|