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 |
|---|---|---|---|---|---|
|
Slow Capital, Inc.
|
Jul 23, 2025 Q2 2025 |
2,000
shares
|
$300,080
0.04% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Lakeside Advisors, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
2,000
shares
|
$300,080
0.19% of portfolio
|
Q2 2025
Reduced 8.97%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
2,000
shares
|
$300,080
0.06% of portfolio
|
Q1 2025
Added 6.84%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Jul 22, 2025 Q2 2025 |
1,999
shares
|
$299,929
0.25% of portfolio
|
Q2 2025
Added 16.97%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
1,994
shares
|
$299,179
0.07% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
1,993
shares
|
$299,029
0.52% of portfolio
|
Q4 2021
New holding
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
1,991
shares
|
$298,729
0.09% of portfolio
|
Q3 2024
Reduced 7.74%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jul 17, 2025 Q2 2025 |
1,991
shares
|
$298,729
0.23% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
1,989
shares
|
$298,429
0.15% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
1,989
shares
|
$298,429
0.27% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Jul 22, 2025 Q2 2025 |
1,985
shares
|
$297,829
0.04% of portfolio
|
Q1 2024
Reduced 1.68%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
1,984
shares
|
$297,679
0.04% of portfolio
|
Q2 2025
Reduced 8.87%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
1,980
shares
|
$297,079
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
In Track Investment Management Inc
|
Jul 23, 2025 Q2 2025 |
1,975
shares
|
$296,329
0.21% of portfolio
|
Q2 2025
Reduced 23.3%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
1,974
shares
|
$296,178
0.06% of portfolio
|
Q1 2025
Reduced 16.5%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
1,973
shares
|
$296,028
0.13% of portfolio
|
Q2 2025
Reduced 13.92%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
1,970
shares
|
$295,578
0.02% of portfolio
|
Q1 2025
Reduced 28.62%
|
|
|
Omnia Family Wealth, LLC
|
Apr 23, 2025 Q1 2025 |
1,969
shares
|
$295,428
0.14% of portfolio
|
Q1 2025
Added 30.92%
|
|
|
Waycross Partners, LLC
Louisville, KY |
Jul 15, 2025 Q2 2025 |
1,967
shares
|
$295,128
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jul 17, 2025 Q2 2025 |
1,963
shares
|
$294,528
0.13% of portfolio
|
Q2 2025
Added 5.42%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
May 09, 2025 Q1 2025 |
1,954
shares
|
$293,178
0.01% of portfolio
|
Q1 2025
Added 8.37%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
May 14, 2025 Q1 2025 |
1,953
shares
|
$293,028
0.09% of portfolio
|
Q2 2024
Reduced 3.65%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Apr 21, 2025 Q1 2025 |
1,949
shares
|
$292,427
0.19% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Ims Capital Management
|
Jul 15, 2025 Q2 2025 |
1,947
shares
|
$292,127
0.13% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 08, 2025 Q1 2025 |
1,945
shares
|
$291,827
0.12% of portfolio
|
Q4 2024
Reduced 55.87%
|