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 |
|---|---|---|---|---|---|
|
Hilton Capital Management, LLC
|
May 13, 2025 Q1 2025 |
2,083
shares
|
$312,533
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
2,082
shares
|
$312,383
0.07% of portfolio
|
Q1 2025
Added 16.44%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
2,081
shares
|
$312,233
0.11% of portfolio
|
Q1 2025
Added 42.83%
|
|
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
May 07, 2025 Q1 2025 |
2,080
shares
|
$312,083
0.32% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
Sunburst Financial Group, LLC
|
May 08, 2025 Q1 2025 |
2,079
shares
|
$311,933
0.09% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
May 15, 2025 Q1 2025 |
2,078
shares
|
$311,783
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
2,073
shares
|
$311,032
0.02% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
2,073
shares
|
$311,032
0.2% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
May 07, 2025 Q1 2025 |
2,071
shares
|
$310,732
0.08% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Apr 30, 2025 Q1 2025 |
2,067
shares
|
$310,132
0.37% of portfolio
|
Q1 2025
Reduced 14.48%
|
|
|
Aft, Forsyth & Company, Inc.
|
May 12, 2025 Q1 2025 |
2,064
shares
|
$309,682
0.19% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
2,063
shares
|
$309,532
0.12% of portfolio
|
Q2 2022
Added 0.24%
|
|
|
Fortem Financial Group, LLC
|
May 01, 2025 Q1 2025 |
2,061
shares
|
$309,232
0.14% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
May 01, 2025 Q1 2025 |
2,060
shares
|
$309,082
0.21% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 23, 2025 Q2 2025 |
2,050
shares
|
$307,582
0.1% of portfolio
|
Q1 2025
Reduced 45.74%
|
|
|
Texas Capital Bancshares Inc
|
May 13, 2025 Q1 2025 |
2,040
shares
|
$306,081
0.15% of portfolio
|
Q1 2025
Added 10.03%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Apr 16, 2025 Q1 2025 |
2,034
shares
|
$305,181
0.28% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
2,027
shares
|
$304,131
0.13% of portfolio
|
Q1 2025
Added 8.63%
|
|
|
Trust CO Of Kansas
Wichita, KS |
Jul 18, 2025 Q2 2025 |
2,022
shares
|
$303,380
0.14% of portfolio
|
Q4 2024
Reduced 66.56%
|
|
|
Curated Wealth Partners LLC
|
Apr 15, 2025 Q1 2025 |
2,020
shares
|
$303,080
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
May 12, 2025 Q1 2025 |
2,020
shares
|
$303,080
6.58% of portfolio
|
Q4 2024
New holding
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jul 23, 2025 Q2 2025 |
2,018
shares
|
$302,780
0.11% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Shore Haven Wealth Partners, LLC
|
May 06, 2025 Q1 2025 |
2,016
shares
|
$302,480
0.18% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
Jul 14, 2025 Q2 2025 |
2,005
shares
|
$300,830
0.19% of portfolio
|
Q2 2025
Reduced 17.46%
|
|
|
S&T Bank
Indiana, PA |
May 15, 2025 Q1 2025 |
2,002
shares
|
$300,380
0.11% of portfolio
|
Q1 2025
Added 0.96%
|