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 |
|---|---|---|---|---|---|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
2,220
shares
|
$355,399
0.25% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
2,220
shares
|
$355,399
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 13, 2025 Q2 2025 |
2,219
shares
|
$355,239
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,218
shares
|
$355,079
0.24% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
2,216
shares
|
$354,759
0.28% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Aug 07, 2025 Q2 2025 |
2,216
shares
|
$354,759
0.1% of portfolio
|
Q2 2025
Reduced 12.58%
|
|
|
Custom Index Systems, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
2,216
shares
|
$354,759
0.15% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Aug 13, 2025 Q2 2025 |
2,216
shares
|
$354,759
0.15% of portfolio
|
Q2 2025
Reduced 21.59%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Aug 15, 2025 Q2 2025 |
2,214
shares
|
$354,439
0.23% of portfolio
|
Q2 2025
Reduced 7.17%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Aug 05, 2025 Q2 2025 |
2,209
shares
|
$353,638
0.16% of portfolio
|
Q2 2025
Reduced 41.03%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
2,207
shares
|
$353,318
0.29% of portfolio
|
Q1 2025
Added 81.35%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
2,205
shares
|
$352,998
0.06% of portfolio
|
Q2 2025
Added 36.45%
|
|
|
Bowman & CO S.C.
|
Jul 09, 2025 Q2 2025 |
2,203
shares
|
$352,678
0.14% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
2,202
shares
|
$352,518
0.06% of portfolio
|
Q1 2025
Added 4.02%
|
|
|
Mason & Associates Inc
|
Jul 31, 2025 Q2 2025 |
2,202
shares
|
$352,518
0.08% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Jul 16, 2025 Q2 2025 |
2,200
shares
|
$352,198
0.26% of portfolio
|
Q2 2025
Reduced 6.94%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
2,200
shares
|
$352,198
0.22% of portfolio
|
Q2 2025
Reduced 4.97%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Aug 06, 2025 Q2 2025 |
2,196
shares
|
$351,557
0.08% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
2,196
shares
|
$351,557
0.06% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Aug 13, 2025 Q2 2025 |
2,194
shares
|
$351,237
0.09% of portfolio
|
Q2 2025
Reduced 14.8%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
2,194
shares
|
$351,237
0.28% of portfolio
|
Q2 2024
Reduced 18.41%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Jul 25, 2025 Q2 2025 |
2,186
shares
|
$349,956
0.13% of portfolio
|
Q2 2025
Reduced 15.86%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 15, 2025 Q2 2025 |
2,185
shares
|
$349,796
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Matisse Capital
|
Jul 23, 2025 Q2 2025 |
2,184
shares
|
$349,636
0.15% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Sterling Investment Counsel, LLC
|
Jul 21, 2025 Q2 2025 |
2,181
shares
|
$349,156
0.18% of portfolio
|
Q2 2025
Reduced 41.9%
|