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 |
|---|---|---|---|---|---|
|
Xcel Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
3,004
shares
|
$480,910
0.13% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
B&D White Capital Company, LLC
|
Aug 13, 2025 Q2 2025 |
3,000
shares
|
$480,270
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
Aug 18, 2025 Q2 2025 |
2,996
shares
|
$479,629
0.06% of portfolio
|
Q1 2023
Added 12.21%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
2,996
shares
|
$479,629
0.11% of portfolio
|
Q2 2025
Reduced 7.82%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
2,993
shares
|
$479,149
0.07% of portfolio
|
Q2 2025
Reduced 31.78%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
2,992
shares
|
$478,989
0.04% of portfolio
|
Q2 2025
Reduced 14.32%
|
|
|
Ferguson Shapiro LLC
|
Aug 01, 2025 Q2 2025 |
2,992
shares
|
$478,989
0.22% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,988
shares
|
$478,348
0.09% of portfolio
|
Q2 2024
Added 75.46%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
2,982
shares
|
$477,388
0.4% of portfolio
|
Q2 2025
Reduced 39.12%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
2,980
shares
|
$477,068
0.04% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Aug 14, 2025 Q2 2025 |
2,980
shares
|
$477,068
0.27% of portfolio
|
Q2 2025
Reduced 12.94%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
2,978
shares
|
$476,748
0.07% of portfolio
|
Q2 2025
Added 10.05%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
2,975
shares
|
$476,267
0.01% of portfolio
|
Q2 2025
Reduced 16.08%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Jul 29, 2025 Q2 2025 |
2,972
shares
|
$475,787
0.58% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
2,969
shares
|
$475,307
0.29% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Cabot Wealth Management Inc
|
Jul 31, 2025 Q2 2025 |
2,968
shares
|
$475,147
0.05% of portfolio
|
Q2 2023
Reduced 1.03%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Jul 18, 2025 Q2 2025 |
2,968
shares
|
$475,147
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
W Advisors, LLC
Germantown, TN |
Aug 07, 2025 Q2 2025 |
2,967
shares
|
$474,987
0.25% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
2,966
shares
|
$474,826
0.17% of portfolio
|
Q2 2025
Added 53.52%
|
|
|
Hara Capital LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
2,966
shares
|
$474,826
0.26% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
2,955
shares
|
$473,065
0.28% of portfolio
|
Q1 2022
Reduced 6.34%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Jul 28, 2025 Q2 2025 |
2,952
shares
|
$472,585
0.25% of portfolio
|
Q2 2025
Reduced 6.7%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
2,947
shares
|
$471,785
0.29% of portfolio
|
Q3 2024
Reduced 16.14%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jul 16, 2025 Q2 2025 |
2,943
shares
|
$471,144
0.26% of portfolio
|
Q2 2025
Added 14.74%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Aug 13, 2025 Q2 2025 |
2,942
shares
|
$470,984
0.26% of portfolio
|
Q2 2025
Added 2.8%
|