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 |
|---|---|---|---|---|---|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Aug 08, 2025 Q2 2025 |
3,715
shares
|
$594,734
0.06% of portfolio
|
Q2 2025
Reduced 9.76%
|
|
|
Summitry LLC
Foster City, CA |
Aug 08, 2025 Q2 2025 |
3,703
shares
|
$592,813
0.03% of portfolio
|
Q2 2025
Added 23.06%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
3,697
shares
|
$591,852
0.27% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Aug 12, 2025 Q2 2025 |
3,696
shares
|
$591,692
0.18% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Vaughan & CO Securities, Inc.
|
Jul 22, 2025 Q2 2025 |
3,693
shares
|
$591,212
0.31% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
3,692
shares
|
$591,052
0.23% of portfolio
|
Q1 2025
Added 3.21%
|
|
|
O Donnell Financial Services, LLC
|
Jul 29, 2025 Q2 2025 |
3,687
shares
|
$590,251
0.23% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Apr 14, 2025 Q1 2025 |
3,687
shares
|
$590,251
0.09% of portfolio
|
Q4 2024
Reduced 46.87%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Aug 12, 2025 Q2 2025 |
3,687
shares
|
$590,251
0.11% of portfolio
|
Q2 2025
Added 5.71%
|
|
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
Aug 11, 2025 Q2 2025 |
3,685
shares
|
$589,931
0.23% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
3,673
shares
|
$588,010
0.19% of portfolio
|
Q3 2024
Added 7.62%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Jul 30, 2025 Q2 2025 |
3,662
shares
|
$586,249
0.1% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
3,657
shares
|
$585,449
0.37% of portfolio
|
Q3 2022
Added 13.43%
|
|
|
Helen Stephens Group, LLC
|
Jul 02, 2025 Q2 2025 |
3,649
shares
|
$584,168
0.13% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
3,649
shares
|
$584,168
0.1% of portfolio
|
Q4 2023
Reduced 0.55%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Aug 14, 2025 Q2 2025 |
3,639
shares
|
$582,567
0.13% of portfolio
|
Q2 2025
Added 8.82%
|
|
|
Signature Wealth Management Partners, LLC
|
Jul 21, 2025 Q2 2025 |
3,635
shares
|
$581,927
0.3% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Aug 13, 2025 Q2 2025 |
3,635
shares
|
$581,927
0.37% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
3,634
shares
|
$581,767
0.14% of portfolio
|
Q2 2025
Reduced 7.08%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Aug 08, 2025 Q2 2025 |
3,630
shares
|
$581,126
0.39% of portfolio
|
Q3 2022
Reduced 11.18%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
3,625
shares
|
$580,326
0.22% of portfolio
|
Q2 2025
Added 12.58%
|
|
|
Elite Wealth Management, Inc.
|
Jul 24, 2025 Q2 2025 |
3,622
shares
|
$579,845
0.17% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
Aug 01, 2025 Q2 2025 |
3,622
shares
|
$579,845
0.28% of portfolio
|
Q1 2025
Reduced 7.22%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Aug 07, 2025 Q2 2025 |
3,622
shares
|
$579,845
0.24% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jul 24, 2025 Q2 2025 |
3,622
shares
|
$579,845
0.25% of portfolio
|
Q2 2025
Reduced 8.99%
|