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 |
|---|---|---|---|---|---|
|
Fortune 45 LLC
|
May 15, 2025 Q1 2025 |
1,882
shares
|
$282,375
0.21% of portfolio
|
Q1 2025
Reduced 60.45%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jul 15, 2025 Q2 2025 |
1,882
shares
|
$282,375
0.2% of portfolio
|
Q2 2025
Reduced 6.65%
|
|
|
Jacobsen Capital Management
|
Apr 25, 2025 Q1 2025 |
1,881
shares
|
$282,225
0.14% of portfolio
|
Q1 2025
Added 18.45%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
1,881
shares
|
$282,225
0.09% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
1,880
shares
|
$282,075
0.1% of portfolio
|
Q2 2025
Reduced 17.9%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
1,879
shares
|
$281,925
0.12% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jul 22, 2025 Q2 2025 |
1,877
shares
|
$281,625
0.03% of portfolio
|
Q2 2025
Reduced 6.8%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jul 21, 2025 Q2 2025 |
1,872
shares
|
$280,874
0.31% of portfolio
|
Q2 2025
Reduced 88.31%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jul 21, 2025 Q2 2025 |
1,870
shares
|
$280,574
0.11% of portfolio
|
Q2 2025
Reduced 6.27%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
May 14, 2025 Q1 2025 |
1,870
shares
|
$280,574
0.15% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
1,868
shares
|
$280,274
0.15% of portfolio
|
Q3 2022
Reduced 27.26%
|
|
|
Orion Investment CO
St. Louis, MO |
May 14, 2025 Q1 2025 |
1,868
shares
|
$280,274
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
1,866
shares
|
$279,974
0.08% of portfolio
|
Q1 2025
Reduced 7.94%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
May 06, 2025 Q1 2025 |
1,865
shares
|
$279,824
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Ballast, Inc.
|
May 12, 2025 Q1 2025 |
1,860
shares
|
$279,074
0.09% of portfolio
|
Q1 2025
Added 11.71%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
1,860
shares
|
$279,074
0.03% of portfolio
|
Q3 2022
Added 1.14%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
1,860
shares
|
$279,074
0.17% of portfolio
|
Q4 2024
Reduced 24.36%
|
|
|
Harris Associates L P
Chicago, IL |
May 15, 2025 Q1 2025 |
1,855
shares
|
$278,324
0.0% of portfolio
|
Q1 2025
Reduced 15.22%
|
|
|
Fulcrum Equity Management
|
May 01, 2025 Q1 2025 |
1,853
shares
|
$278,024
0.35% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Apr 30, 2025 Q1 2025 |
1,853
shares
|
$278,024
0.23% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Corton Capital Inc.
Carrying Place, A6 |
May 07, 2025 Q1 2025 |
1,851
shares
|
$277,724
1.06% of portfolio
|
Q1 2025
Reduced 8.41%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
1,851
shares
|
$277,724
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
1,848
shares
|
$277,273
0.05% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Apr 15, 2025 Q1 2025 |
1,847
shares
|
$277,123
0.21% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Nadler Financial Group, Inc.
|
Apr 23, 2025 Q1 2025 |
1,846
shares
|
$276,973
0.03% of portfolio
|
Q1 2025
Reduced 8.11%
|