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 |
|---|---|---|---|---|---|
|
Mokan Wealth Management Inc.
Overland Park, KS |
Jul 25, 2025 Q2 2025 |
1,901
shares
|
$304,331
0.15% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
1,900
shares
|
$304,171
0.21% of portfolio
|
Q1 2023
Added 24.51%
|
|
|
Encompass More Asset Management
Danville, CA |
Aug 07, 2025 Q2 2025 |
1,899
shares
|
$304,010
0.08% of portfolio
|
Q2 2025
Reduced 38.8%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Jul 24, 2025 Q2 2025 |
1,898
shares
|
$303,850
0.05% of portfolio
|
Q2 2025
Added 15.17%
|
|
|
Dash Acquisitions Inc.
|
Jul 28, 2025 Q2 2025 |
1,898
shares
|
$303,850
0.06% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jul 25, 2025 Q2 2025 |
1,898
shares
|
$303,850
0.16% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
New World Advisors LLC
Hingham, MA |
Aug 12, 2025 Q2 2025 |
1,896
shares
|
$303,530
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Jul 07, 2025 Q2 2025 |
1,892
shares
|
$302,890
0.23% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Southern Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
1,891
shares
|
$302,730
0.14% of portfolio
|
Q2 2025
Reduced 7.17%
|
|
|
Krs Capital Management, LLC
|
Jul 24, 2025 Q2 2025 |
1,886
shares
|
$301,929
0.18% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
1,884
shares
|
$301,609
0.16% of portfolio
|
Q2 2023
Reduced 12.33%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jul 14, 2025 Q2 2025 |
1,883
shares
|
$301,449
0.04% of portfolio
|
Q2 2025
Reduced 7.06%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
1,882
shares
|
$301,289
0.05% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jul 15, 2025 Q2 2025 |
1,882
shares
|
$301,289
0.2% of portfolio
|
Q2 2025
Reduced 6.65%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
1,880
shares
|
$300,969
0.1% of portfolio
|
Q2 2025
Reduced 17.9%
|
|
|
Curated Wealth Partners LLC
|
Jul 28, 2025 Q2 2025 |
1,879
shares
|
$300,809
0.03% of portfolio
|
Q2 2025
Reduced 6.98%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Jul 29, 2025 Q2 2025 |
1,879
shares
|
$300,809
0.11% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jul 22, 2025 Q2 2025 |
1,877
shares
|
$300,488
0.03% of portfolio
|
Q2 2025
Reduced 6.8%
|
|
|
R Squared LTD
Central, K3 |
Jul 31, 2025 Q2 2025 |
1,875
shares
|
$300,168
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
1,874
shares
|
$300,008
0.15% of portfolio
|
Q2 2025
Reduced 15.85%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jul 21, 2025 Q2 2025 |
1,872
shares
|
$299,688
0.31% of portfolio
|
Q2 2025
Reduced 88.31%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jul 21, 2025 Q2 2025 |
1,870
shares
|
$299,368
0.11% of portfolio
|
Q2 2025
Reduced 6.27%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
1,868
shares
|
$299,048
0.15% of portfolio
|
Q3 2022
Reduced 27.26%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Aug 08, 2025 Q2 2025 |
1,868
shares
|
$299,048
0.05% of portfolio
|
Q2 2025
Reduced 5.37%
|
|
|
Orion Investment CO
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
1,868
shares
|
$299,048
0.09% of portfolio
|
Q2 2024
New holding
|