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 |
|---|---|---|---|---|---|
|
Sunburst Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
2,073
shares
|
$331,866
0.07% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
Aug 12, 2025 Q2 2025 |
2,072
shares
|
$331,706
0.26% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
2,071
shares
|
$331,546
0.06% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Jul 29, 2025 Q2 2025 |
2,067
shares
|
$330,906
0.3% of portfolio
|
Q1 2025
Reduced 14.48%
|
|
|
Holistic Financial Partners
|
Aug 05, 2025 Q2 2025 |
2,064
shares
|
$330,425
0.13% of portfolio
|
Q2 2025
Reduced 11.95%
|
|
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
Aug 05, 2025 Q2 2025 |
2,064
shares
|
$330,425
0.35% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
2,063
shares
|
$330,265
0.12% of portfolio
|
Q2 2022
Added 0.24%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Jul 29, 2025 Q2 2025 |
2,052
shares
|
$328,504
0.26% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 23, 2025 Q2 2025 |
2,050
shares
|
$328,184
0.1% of portfolio
|
Q1 2025
Reduced 45.74%
|
|
|
Greenup Street Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
2,045
shares
|
$327,384
0.05% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
2,045
shares
|
$327,384
0.13% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
2,039
shares
|
$326,423
0.04% of portfolio
|
Q2 2025
Added 14.23%
|
|
|
Chapman Investment Management, LLC
|
Aug 05, 2025 Q2 2025 |
2,033
shares
|
$325,462
0.21% of portfolio
|
Q2 2025
Reduced 9.96%
|
|
|
Weil Company, Inc.
|
Aug 07, 2025 Q2 2025 |
2,024
shares
|
$324,022
0.09% of portfolio
|
Q2 2025
Reduced 11.42%
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
2,023
shares
|
$323,862
0.16% of portfolio
|
Q2 2025
Added 107.27%
|
|
|
Trust CO Of Kansas
Wichita, KS |
Jul 18, 2025 Q2 2025 |
2,022
shares
|
$323,701
0.14% of portfolio
|
Q4 2024
Reduced 66.56%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Jul 24, 2025 Q2 2025 |
2,022
shares
|
$323,701
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
2,020
shares
|
$323,381
0.12% of portfolio
|
Q2 2025
Added 5.21%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
2,020
shares
|
$323,381
0.08% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Aug 06, 2025 Q2 2025 |
2,020
shares
|
$323,381
4.38% of portfolio
|
Q4 2024
New holding
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jul 23, 2025 Q2 2025 |
2,018
shares
|
$323,061
0.11% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
2,015
shares
|
$322,581
0.09% of portfolio
|
Q2 2025
Added 18.74%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Aug 11, 2025 Q2 2025 |
2,012
shares
|
$322,101
0.15% of portfolio
|
Q2 2025
Reduced 11.05%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jul 29, 2025 Q2 2025 |
2,011
shares
|
$321,940
0.13% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
2,007
shares
|
$321,300
0.01% of portfolio
|
Q2 2025
Added 15.34%
|