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 |
|---|---|---|---|---|---|
|
Gentry Private Wealth, LLC
Wichita, KS |
Jul 23, 2025 Q2 2025 |
2,285
shares
|
$365,805
0.25% of portfolio
|
Q2 2025
Added 4.34%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
2,276
shares
|
$364,364
0.08% of portfolio
|
Q2 2025
Reduced 17.36%
|
|
|
Mango Investments LLC
Denver, CO |
May 15, 2024 Q1 2024 |
2,275
shares
|
$364,204
0.27% of portfolio
|
Q4 2023
New holding
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Jul 15, 2025 Q2 2025 |
2,275
shares
|
$364,204
0.22% of portfolio
|
Q2 2025
Added 30.07%
|
|
|
Willner & Heller, LLC
|
Jul 21, 2025 Q2 2025 |
2,272
shares
|
$363,724
0.28% of portfolio
|
Q2 2025
Added 4.85%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
2,271
shares
|
$363,564
0.17% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Canvas Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
2,269
shares
|
$363,244
0.07% of portfolio
|
Q2 2025
Added 21.6%
|
|
|
Sequent Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
2,268
shares
|
$363,084
0.27% of portfolio
|
Q1 2025
Added 4.66%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
2,261
shares
|
$361,963
0.04% of portfolio
|
Q2 2025
Added 7.0%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Aug 25, 2025 Q2 2025 |
2,261
shares
|
$361,963
0.24% of portfolio
|
Q2 2025
Reduced 8.31%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Jul 25, 2025 Q2 2025 |
2,259
shares
|
$361,643
0.28% of portfolio
|
Q2 2025
Added 22.57%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jul 22, 2025 Q2 2025 |
2,257
shares
|
$361,323
0.05% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Jul 24, 2025 Q2 2025 |
2,256
shares
|
$361,163
0.22% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Planning Alternatives LTD
|
Aug 12, 2025 Q2 2025 |
2,251
shares
|
$360,362
0.05% of portfolio
|
Q2 2025
Reduced 26.15%
|
|
|
Black Diamond Wealth Management Inc.
|
Aug 13, 2025 Q2 2025 |
2,250
shares
|
$360,202
0.22% of portfolio
|
Q2 2025
Added 39.75%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
2,248
shares
|
$359,882
0.2% of portfolio
|
Q2 2023
Reduced 0.13%
|
|
|
Essex LLC
|
Jul 28, 2025 Q2 2025 |
2,243
shares
|
$359,081
0.06% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
2,242
shares
|
$358,921
0.03% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
Financial Advisors, LLC
Andover, MA |
Jul 29, 2025 Q2 2025 |
2,241
shares
|
$358,761
0.06% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,238
shares
|
$358,281
0.02% of portfolio
|
Q3 2024
Reduced 15.16%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Aug 14, 2025 Q2 2025 |
2,230
shares
|
$357,000
0.29% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Aug 14, 2025 Q2 2025 |
2,226
shares
|
$356,360
0.11% of portfolio
|
Q2 2025
Reduced 56.96%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
2,224
shares
|
$356,040
0.15% of portfolio
|
Q2 2025
Reduced 14.56%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
2,224
shares
|
$356,040
0.09% of portfolio
|
Q2 2025
Reduced 6.24%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
2,221
shares
|
$355,559
0.08% of portfolio
|
Q2 2025
Added 2.11%
|