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 |
|---|---|---|---|---|---|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,913
shares
|
$626,432
0.09% of portfolio
|
Q2 2025
Added 13.78%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
3,913
shares
|
$626,432
0.29% of portfolio
|
Q1 2024
Added 59.58%
|
|
|
Warm Springs Advisors Inc.
Larkspur, CA |
Aug 06, 2025 Q2 2025 |
3,911
shares
|
$626,111
0.48% of portfolio
|
Q1 2025
Added 5.73%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
3,903
shares
|
$624,831
0.1% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jul 15, 2025 Q2 2025 |
3,900
shares
|
$624,351
0.15% of portfolio
|
Q4 2024
Reduced 57.61%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
3,898
shares
|
$624,030
0.31% of portfolio
|
Q1 2024
Added 2.55%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
3,883
shares
|
$621,629
0.08% of portfolio
|
Q2 2025
Added 16.96%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Jul 30, 2025 Q2 2025 |
3,882
shares
|
$621,469
0.24% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Aug 14, 2025 Q2 2025 |
3,878
shares
|
$620,829
0.34% of portfolio
|
Q2 2025
Reduced 13.4%
|
|
|
Bank Of Marin
Novato, CA |
Aug 14, 2025 Q2 2025 |
3,877
shares
|
$620,668
0.44% of portfolio
|
Q2 2025
Reduced 18.84%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
3,876
shares
|
$620,508
0.01% of portfolio
|
Q4 2022
Reduced 9.04%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Jul 22, 2025 Q2 2025 |
3,876
shares
|
$620,508
0.14% of portfolio
|
Q2 2025
Added 15.63%
|
|
|
Riversedge Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,869
shares
|
$619,388
0.11% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
Encompass Wealth Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
3,867
shares
|
$619,068
0.21% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
3,857
shares
|
$617,467
0.2% of portfolio
|
Q2 2025
Added 4.98%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
3,856
shares
|
$617,307
0.07% of portfolio
|
Q2 2025
Reduced 5.61%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
3,856
shares
|
$617,307
0.22% of portfolio
|
Q4 2021
New holding
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Jul 29, 2025 Q2 2025 |
3,852
shares
|
$616,666
0.42% of portfolio
|
Q2 2025
Reduced 39.25%
|
|
|
Bernardo Wealth Planning LLC
|
Aug 13, 2025 Q2 2025 |
3,850
shares
|
$616,346
0.12% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Aug 07, 2025 Q2 2025 |
3,847
shares
|
$615,866
0.27% of portfolio
|
Q2 2025
Reduced 4.16%
|
|
|
Prentice Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
3,846
shares
|
$615,706
0.15% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Aug 08, 2025 Q2 2025 |
3,840
shares
|
$614,745
0.03% of portfolio
|
Q2 2025
Added 21.02%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
3,840
shares
|
$614,745
0.01% of portfolio
|
Q2 2025
Reduced 13.38%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Aug 14, 2025 Q2 2025 |
3,838
shares
|
$614,425
0.17% of portfolio
|
Q2 2025
Reduced 52.28%
|
|
|
Bouchey Financial Group LTD
|
Aug 08, 2025 Q2 2025 |
3,837
shares
|
$614,265
0.05% of portfolio
|
Q2 2025
Added 192.23%
|