Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,270 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 $211 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
217,541
shares
|
$32.6 Million
4.21% of portfolio
|
Q2 2025
Added 5.37%
|
|
|
Meyer Handelman CO
|
Jul 16, 2025 Q2 2025 |
216,466
shares
|
$32.4 Million
1.04% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Davidson Investment Advisors
|
Apr 29, 2025 Q1 2025 |
214,851
shares
|
$32.2 Million
1.84% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Apr 16, 2025 Q1 2025 |
212,707
shares
|
$31.8 Million
3.13% of portfolio
|
Q1 2025
Added 12.06%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
212,346
shares
|
$31.8 Million
0.29% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
211,420
shares
|
$31.6 Million
0.63% of portfolio
|
Q1 2025
Reduced 7.22%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
211,404
shares
|
$31.6 Million
0.94% of portfolio
|
Q2 2025
Added 5.9%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
210,814
shares
|
$31.6 Million
0.76% of portfolio
|
Q1 2024
Added 2.3%
|
|
|
Nearwater Capital Markets, LTD
New York, NY |
May 14, 2025 Q1 2025 |
209,970
shares
|
$31.4 Million
1.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
May 15, 2025 Q1 2025 |
209,540
shares
|
$31.4 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Villere St Denis J & CO LLC
|
Apr 24, 2025 Q1 2025 |
209,059
shares
|
$31.3 Million
3.69% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
May 15, 2025 Q1 2025 |
208,714
shares
|
$31.2 Million
0.65% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
207,358
shares
|
$31 Million
0.34% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
205,370
shares
|
$30.7 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Lsv Asset Management
Chicago, IL |
May 08, 2025 Q1 2025 |
204,296
shares
|
$30.6 Million
0.08% of portfolio
|
Q1 2025
Reduced 6.76%
|
|
|
Bank Of Nova Scotia
|
Jul 02, 2025 Q1 2025 |
204,214
shares
|
$30.6 Million
0.08% of portfolio
|
Q1 2025
Reduced 35.62%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
204,153
shares
|
$30.6 Million
0.7% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
203,263
shares
|
$30.4 Million
0.19% of portfolio
|
Q1 2025
Reduced 18.86%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
May 14, 2025 Q1 2025 |
202,542
shares
|
$30.3 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
202,460
shares
|
$30.3 Million
0.7% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Wilsey Asset Management Inc
|
Jul 15, 2025 Q2 2025 |
202,173
shares
|
$30.3 Million
5.34% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
May 09, 2025 Q1 2025 |
200,597
shares
|
$30 Million
0.4% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
200,378
shares
|
$30 Million
0.51% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Apr 29, 2025 Q1 2025 |
198,662
shares
|
$29.7 Million
1.93% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
198,212
shares
|
$29.7 Million
0.52% of portfolio
|
Q1 2025
Added 42.82%
|