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 |
|---|---|---|---|---|---|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
3,141
shares
|
$502,842
0.08% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
B Long Financial, LLC
Memphis, TN |
Aug 13, 2025 Q2 2025 |
3,140
shares
|
$502,682
0.35% of portfolio
|
Q1 2025
Reduced 7.37%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jul 07, 2025 Q2 2025 |
3,131
shares
|
$501,241
0.2% of portfolio
|
Q4 2024
Reduced 14.27%
|
|
|
Pettinga Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
3,126
shares
|
$500,441
0.1% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Avant Capital LLC
Lafayette, LA |
Aug 14, 2025 Q2 2025 |
3,110
shares
|
$497,879
0.35% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,107
shares
|
$497,399
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Horizon Wealth Management, LLC
|
Aug 04, 2025 Q2 2025 |
3,100
shares
|
$496,279
0.08% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
3,099
shares
|
$496,118
0.31% of portfolio
|
Q4 2022
Added 12.32%
|
|
|
Sprott Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
3,094
shares
|
$495,318
0.03% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Dohj, LLC
Seattle, WA |
Jul 23, 2025 Q2 2025 |
3,093
shares
|
$495,158
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jul 17, 2025 Q2 2025 |
3,082
shares
|
$493,397
0.15% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
3,076
shares
|
$492,436
0.09% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Elmwood Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
3,068
shares
|
$491,156
0.19% of portfolio
|
Q1 2025
Reduced 10.24%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Jul 25, 2025 Q2 2025 |
3,065
shares
|
$490,675
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Lokken Investment Group LLC
|
Jul 23, 2025 Q2 2025 |
3,060
shares
|
$489,875
0.19% of portfolio
|
Q2 2025
Reduced 7.52%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,057
shares
|
$489,395
0.24% of portfolio
|
Q2 2025
Reduced 99.3%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
3,050
shares
|
$488,274
0.44% of portfolio
|
Q3 2022
Reduced 85.14%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jul 24, 2025 Q2 2025 |
3,043
shares
|
$487,153
0.22% of portfolio
|
Q2 2025
Added 122.12%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,040
shares
|
$486,673
0.06% of portfolio
|
Q2 2025
Reduced 15.37%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
3,033
shares
|
$485,552
0.33% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Academy Capital Management Inc
Waco, TX |
Aug 01, 2025 Q2 2025 |
3,027
shares
|
$484,592
0.06% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Jul 23, 2025 Q2 2025 |
3,022
shares
|
$483,791
0.72% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
3,016
shares
|
$482,831
0.04% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Jul 09, 2025 Q2 2025 |
3,016
shares
|
$482,831
0.15% of portfolio
|
Q2 2025
Added 3.57%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
3,011
shares
|
$482,030
0.26% of portfolio
|
Q1 2025
Reduced 5.34%
|