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 |
|---|---|---|---|---|---|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jul 25, 2025 Q2 2025 |
2,006
shares
|
$321,140
0.14% of portfolio
|
Q2 2025
Reduced 13.72%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
Jul 14, 2025 Q2 2025 |
2,005
shares
|
$320,980
0.19% of portfolio
|
Q2 2025
Reduced 17.46%
|
|
|
Slow Capital, Inc.
|
Jul 23, 2025 Q2 2025 |
2,000
shares
|
$320,180
0.04% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Lakeside Advisors, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
2,000
shares
|
$320,180
0.19% of portfolio
|
Q2 2025
Reduced 8.97%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Jul 22, 2025 Q2 2025 |
1,999
shares
|
$320,019
0.25% of portfolio
|
Q2 2025
Added 16.97%
|
|
|
Hilton Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
1,997
shares
|
$319,699
0.02% of portfolio
|
Q2 2025
Reduced 4.13%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
1,997
shares
|
$319,699
0.03% of portfolio
|
Q2 2025
Added 7.89%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
1,994
shares
|
$319,219
0.07% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
1,993
shares
|
$319,059
0.52% of portfolio
|
Q4 2021
New holding
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Aug 06, 2025 Q2 2025 |
1,993
shares
|
$319,059
0.09% of portfolio
|
Q2 2025
Reduced 7.3%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
1,992
shares
|
$318,899
0.06% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
1,991
shares
|
$318,739
0.09% of portfolio
|
Q3 2024
Reduced 7.74%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jul 17, 2025 Q2 2025 |
1,991
shares
|
$318,739
0.23% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
1,989
shares
|
$318,419
0.19% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Terril Brothers, Inc.
|
Aug 04, 2025 Q2 2025 |
1,988
shares
|
$318,258
0.12% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Jul 22, 2025 Q2 2025 |
1,985
shares
|
$317,778
0.04% of portfolio
|
Q1 2024
Reduced 1.68%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
1,984
shares
|
$317,618
0.04% of portfolio
|
Q2 2025
Reduced 8.87%
|
|
|
In Track Investment Management Inc
|
Jul 23, 2025 Q2 2025 |
1,975
shares
|
$316,177
0.21% of portfolio
|
Q2 2025
Reduced 23.3%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 08, 2025 Q2 2025 |
1,973
shares
|
$315,857
0.1% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
1,973
shares
|
$315,857
0.13% of portfolio
|
Q2 2025
Reduced 13.92%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
1,970
shares
|
$315,377
0.02% of portfolio
|
Q1 2025
Reduced 28.62%
|
|
|
Waycross Partners, LLC
Louisville, KY |
Jul 15, 2025 Q2 2025 |
1,967
shares
|
$314,897
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jul 17, 2025 Q2 2025 |
1,963
shares
|
$314,256
0.13% of portfolio
|
Q2 2025
Added 5.42%
|
|
|
Canton Hathaway, LLC
|
Aug 04, 2025 Q2 2025 |
1,961
shares
|
$313,936
0.06% of portfolio
|
Q2 2025
Added 336.75%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
1,955
shares
|
$312,975
0.15% of portfolio
|
Q2 2025
Reduced 5.69%
|