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 |
|---|---|---|---|---|---|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
3,835
shares
|
$613,945
0.37% of portfolio
|
Q2 2024
Reduced 77.81%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Aug 11, 2025 Q2 2025 |
3,828
shares
|
$612,824
0.42% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
3,825
shares
|
$612,344
0.1% of portfolio
|
Q2 2025
Reduced 13.99%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
3,819
shares
|
$611,383
0.05% of portfolio
|
Q2 2025
Added 8.68%
|
|
|
V. M. Manning & Co., Inc.
Greenville, SC |
Sep 04, 2025 Q2 2025 |
3,813
shares
|
$610,423
0.68% of portfolio
|
Q2 2025
New holding
|
|
|
Northern Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
3,810
shares
|
$609,942
0.32% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
3,810
shares
|
$609,942
0.15% of portfolio
|
Q2 2025
Reduced 9.65%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,806
shares
|
$609,302
0.07% of portfolio
|
Q2 2025
Added 10.96%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Aug 07, 2025 Q2 2025 |
3,805
shares
|
$609,142
0.16% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Paragon Private Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
3,791
shares
|
$606,901
0.23% of portfolio
|
Q2 2025
Reduced 22.41%
|
|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
3,790
shares
|
$606,741
0.13% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Jul 07, 2025 Q2 2025 |
3,790
shares
|
$606,741
0.28% of portfolio
|
Q2 2025
Reduced 7.94%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Aug 06, 2025 Q2 2025 |
3,785
shares
|
$605,940
0.17% of portfolio
|
Q2 2025
Reduced 15.89%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
3,780
shares
|
$605,140
0.21% of portfolio
|
Q2 2025
Added 6.63%
|
|
|
Mjp Associates Inc
|
Aug 08, 2025 Q2 2025 |
3,767
shares
|
$603,059
0.08% of portfolio
|
Q2 2025
Reduced 9.03%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
3,755
shares
|
$601,137
0.2% of portfolio
|
Q2 2025
Reduced 17.49%
|
|
|
Pointe Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
3,741
shares
|
$598,896
0.28% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Aug 14, 2025 Q2 2025 |
3,740
shares
|
$598,736
0.13% of portfolio
|
Q2 2025
Added 6.31%
|
|
|
Opus Capital Group, LLC
|
Jul 31, 2025 Q2 2025 |
3,739
shares
|
$598,576
0.06% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
3,738
shares
|
$598,416
0.09% of portfolio
|
Q2 2025
Reduced 8.49%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
3,737
shares
|
$598,256
0.66% of portfolio
|
Q3 2023
Reduced 1.61%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
3,731
shares
|
$597,295
0.35% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jul 17, 2025 Q2 2025 |
3,721
shares
|
$595,694
0.27% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Shilanski & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
3,718
shares
|
$595,214
0.15% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
3,715
shares
|
$594,734
0.1% of portfolio
|
Q2 2025
Reduced 16.85%
|