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 |
|---|---|---|---|---|---|
|
Amplius Wealth Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
3,230
shares
|
$517,090
0.05% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
Planned Solutions, Inc.
|
Jul 29, 2025 Q2 2025 |
3,221
shares
|
$515,649
0.19% of portfolio
|
Q2 2025
Reduced 6.75%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
3,220
shares
|
$515,489
0.21% of portfolio
|
Q2 2025
Reduced 22.15%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
3,218
shares
|
$515,169
0.08% of portfolio
|
Q2 2025
Reduced 5.46%
|
|
|
Teamwork Financial Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
3,210
shares
|
$513,888
0.06% of portfolio
|
Q2 2025
Added 7.36%
|
|
|
Smart Money Group LLC
|
Aug 06, 2025 Q2 2025 |
3,208
shares
|
$513,568
0.42% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Aug 14, 2025 Q2 2025 |
3,203
shares
|
$512,768
0.08% of portfolio
|
Q2 2025
Added 18.89%
|
|
|
Crown Oak Advisors, LLC
Piedmont, CA |
Jul 16, 2025 Q2 2025 |
3,203
shares
|
$512,768
0.22% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
3,200
shares
|
$512,288
0.08% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Aug 06, 2025 Q2 2025 |
3,195
shares
|
$511,487
0.1% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 17, 2025 Q2 2025 |
3,193
shares
|
$511,167
0.24% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
3,189
shares
|
$510,527
0.07% of portfolio
|
Q2 2025
Added 3.91%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
3,188
shares
|
$510,366
0.14% of portfolio
|
Q1 2023
Added 0.95%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jul 29, 2025 Q2 2025 |
3,186
shares
|
$510,046
0.04% of portfolio
|
Q2 2025
Reduced 79.01%
|
|
|
Carmel Capital Partners, LLC
|
Jul 29, 2025 Q2 2025 |
3,184
shares
|
$509,726
0.17% of portfolio
|
Q2 2025
Added 21.43%
|
|
|
Whelan Financial
|
Jul 21, 2025 Q2 2025 |
3,184
shares
|
$509,726
0.16% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
J.Safra Asset Management Corp
|
Jul 28, 2025 Q2 2025 |
3,174
shares
|
$508,125
0.03% of portfolio
|
Q2 2025
Added 8.14%
|
|
|
Draper Asset Management, LLC
Smithtown, NY |
Jul 30, 2025 Q2 2025 |
3,169
shares
|
$507,325
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jul 22, 2025 Q2 2025 |
3,168
shares
|
$507,165
0.29% of portfolio
|
Q1 2025
Reduced 17.02%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
3,160
shares
|
$505,884
0.36% of portfolio
|
Q4 2022
Added 0.7%
|
|
|
American Alpha Advisors, LLC
New York, NY |
Aug 07, 2025 Q2 2025 |
3,160
shares
|
$505,884
0.35% of portfolio
|
Q2 2025
Added 6.76%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
3,152
shares
|
$504,603
0.31% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
3,152
shares
|
$504,603
0.18% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Jul 14, 2025 Q2 2025 |
3,152
shares
|
$504,603
0.21% of portfolio
|
Q2 2025
Added 36.51%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
3,151
shares
|
$504,443
0.25% of portfolio
|
Q2 2025
Reduced 0.13%
|