Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,261 institutions that hold shares in the stock, with a total of 1.41 Billion shares, which have been reported (via 13F filing form) to have a value of $212 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
2,134
shares
|
$320,185
0.58% of portfolio
|
Q3 2022
Added 1.33%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Apr 24, 2025 Q1 2025 |
2,131
shares
|
$319,735
0.43% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
2,129
shares
|
$319,435
0.07% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
2,126
shares
|
$318,985
0.17% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Partners In Financial Planning
Salem, VA |
Apr 30, 2025 Q1 2025 |
2,125
shares
|
$318,835
0.07% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Apr 24, 2025 Q1 2025 |
2,123
shares
|
$318,534
0.11% of portfolio
|
Q1 2025
Reduced 23.25%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
2,121
shares
|
$318,234
0.41% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
May 01, 2025 Q1 2025 |
2,117
shares
|
$317,634
0.27% of portfolio
|
Q1 2025
Reduced 22.34%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jul 18, 2025 Q2 2025 |
2,117
shares
|
$317,634
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Columbus Macro, LLC
|
Jul 23, 2025 Q2 2025 |
2,116
shares
|
$317,484
0.04% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
2,113
shares
|
$317,034
0.05% of portfolio
|
Q1 2025
Reduced 53.03%
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
2,110
shares
|
$316,584
0.16% of portfolio
|
Q2 2025
Reduced 21.79%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
2,108
shares
|
$316,284
0.32% of portfolio
|
Q2 2025
Added 52.2%
|
|
|
Kendall Capital Management
|
Jul 16, 2025 Q2 2025 |
2,107
shares
|
$316,134
0.08% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
West Bancorporation Inc
|
Apr 25, 2025 Q1 2025 |
2,103
shares
|
$315,534
0.25% of portfolio
|
Q4 2024
Reduced 8.68%
|
|
|
Greenup Street Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
2,100
shares
|
$315,084
0.08% of portfolio
|
Q1 2025
Reduced 6.04%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
May 12, 2025 Q1 2025 |
2,094
shares
|
$314,183
0.16% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Reliant Investment Management, LLC
|
Apr 11, 2025 Q1 2025 |
2,093
shares
|
$314,033
0.19% of portfolio
|
Q1 2025
Added 17.72%
|
|
|
Silver Lake Advisory, LLC
|
Jul 21, 2025 Q2 2025 |
2,090
shares
|
$313,583
0.13% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Community Bank Of Raymore
|
May 12, 2025 Q1 2025 |
2,087
shares
|
$313,133
0.29% of portfolio
|
Q3 2021
Added 8.87%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
2,087
shares
|
$313,133
0.05% of portfolio
|
Q2 2025
Added 12.93%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
2,086
shares
|
$312,983
0.03% of portfolio
|
Q2 2025
Reduced 9.19%
|
|
|
Driehaus Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,084
shares
|
$312,683
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
Apr 11, 2025 Q1 2025 |
2,084
shares
|
$312,683
0.46% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
2,083
shares
|
$312,533
0.04% of portfolio
|
Q2 2025
Added 0.14%
|