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 |
|---|---|---|---|---|---|
|
Blodgett Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,618
shares
|
$579,205
0.41% of portfolio
|
Q1 2025
Reduced 5.85%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
3,613
shares
|
$578,405
0.13% of portfolio
|
Q1 2025
Added 4253.01%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
3,612
shares
|
$578,245
0.05% of portfolio
|
Q2 2025
Reduced 35.65%
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
3,611
shares
|
$578,084
0.09% of portfolio
|
Q2 2025
Added 42.0%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Aug 14, 2025 Q2 2025 |
3,598
shares
|
$576,003
0.16% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Mc Broom & Associates, LLC
|
Aug 05, 2025 Q2 2025 |
3,597
shares
|
$575,843
0.29% of portfolio
|
Q4 2023
Reduced 0.17%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
3,585
shares
|
$573,922
0.26% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 13, 2025 Q2 2025 |
3,583
shares
|
$573,602
0.18% of portfolio
|
Q2 2025
Added 5.72%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jul 25, 2025 Q2 2025 |
3,583
shares
|
$573,602
0.33% of portfolio
|
Q2 2025
Reduced 15.16%
|
|
|
Jmac Enterprises LLC
|
Jul 21, 2025 Q2 2025 |
3,574
shares
|
$572,161
0.12% of portfolio
|
Q1 2025
Reduced 60.23%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
3,572
shares
|
$571,841
0.06% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Hudson Value Partners, LLC
|
Jul 18, 2025 Q2 2025 |
3,565
shares
|
$570,720
0.18% of portfolio
|
Q2 2025
Reduced 20.65%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Aug 05, 2025 Q2 2025 |
3,565
shares
|
$570,720
0.01% of portfolio
|
Q1 2025
Reduced 82.35%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
3,559
shares
|
$569,760
0.2% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Rice Hall James & Associates, LLC
|
Aug 11, 2025 Q2 2025 |
3,557
shares
|
$569,440
0.03% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Stillwater Wealth Management Group
Juno Beach, FL |
May 01, 2025 Q1 2025 |
3,555
shares
|
$569,119
0.51% of portfolio
|
Q1 2025
Added 22.46%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
3,553
shares
|
$568,799
0.1% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Birinyi Associates Inc
|
Jul 23, 2025 Q2 2025 |
3,550
shares
|
$568,319
0.15% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
3,550
shares
|
$568,319
0.1% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
3,550
shares
|
$568,319
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Aug 18, 2025 Q2 2025 |
3,549
shares
|
$568,159
0.35% of portfolio
|
Q2 2025
Added 33.82%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
3,547
shares
|
$567,839
0.36% of portfolio
|
Q2 2025
Added 16.99%
|
|
|
Wilkinson Global Asset Management LLC
|
Aug 11, 2025 Q2 2025 |
3,545
shares
|
$567,519
0.03% of portfolio
|
Q2 2025
Reduced 38.22%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
3,543
shares
|
$567,198
0.12% of portfolio
|
Q2 2025
Added 18.73%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jul 23, 2025 Q2 2025 |
3,542
shares
|
$567,038
0.09% of portfolio
|
Q2 2025
Added 4.02%
|