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 |
|---|---|---|---|---|---|
|
Broadleaf Partners, LLC
Hudson, OH |
Aug 14, 2025 Q2 2025 |
1,953
shares
|
$312,655
0.06% of portfolio
|
Q2 2024
Reduced 3.65%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Aug 01, 2025 Q2 2025 |
1,952
shares
|
$312,495
0.14% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
1,952
shares
|
$312,495
0.12% of portfolio
|
Q2 2025
Added 13.23%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
1,951
shares
|
$312,335
0.16% of portfolio
|
Q2 2025
Added 18.75%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jul 30, 2025 Q2 2025 |
1,948
shares
|
$311,855
0.19% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Ims Capital Management
|
Jul 15, 2025 Q2 2025 |
1,947
shares
|
$311,695
0.13% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jul 29, 2025 Q2 2025 |
1,946
shares
|
$311,535
0.12% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Long Run Wealth Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
1,945
shares
|
$311,375
0.06% of portfolio
|
Q2 2025
Added 7.64%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Aug 13, 2025 Q2 2025 |
1,945
shares
|
$311,375
0.05% of portfolio
|
Q2 2025
Reduced 38.74%
|
|
|
Fortune 45 LLC
|
Aug 04, 2025 Q2 2025 |
1,941
shares
|
$310,734
0.16% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
1,936
shares
|
$309,934
0.06% of portfolio
|
Q1 2025
Added 6.26%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
1,931
shares
|
$309,133
0.18% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
1,930
shares
|
$308,973
0.09% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Brewster Financial Planning LLC
|
Jul 15, 2025 Q2 2025 |
1,929
shares
|
$308,813
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
1,928
shares
|
$308,653
0.16% of portfolio
|
Q1 2024
Added 1.58%
|
|
|
First Dallas Securities Inc.
|
Aug 07, 2025 Q2 2025 |
1,924
shares
|
$308,013
0.11% of portfolio
|
Q2 2025
Reduced 33.05%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
1,922
shares
|
$307,692
0.11% of portfolio
|
Q2 2025
Added 11.29%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Jul 24, 2025 Q2 2025 |
1,920
shares
|
$307,372
0.16% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Jul 24, 2025 Q2 2025 |
1,919
shares
|
$307,212
0.1% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
1,916
shares
|
$306,732
0.07% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Armbruster Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
1,913
shares
|
$306,252
0.05% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Aug 12, 2025 Q2 2025 |
1,913
shares
|
$306,252
0.52% of portfolio
|
Q2 2025
Reduced 15.69%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jul 14, 2025 Q2 2025 |
1,908
shares
|
$305,451
0.03% of portfolio
|
Q2 2025
Reduced 7.74%
|
|
|
Mizuho Markets Americas LLC
|
Aug 01, 2025 Q2 2025 |
1,906
shares
|
$305,131
0.01% of portfolio
|
Q2 2025
Reduced 75.5%
|
|
|
Atalanta Sosnoff Capital, LLC
|
Aug 12, 2025 Q2 2025 |
1,905
shares
|
$304,971
0.01% of portfolio
|
Q2 2025
Added 5.83%
|