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 |
|---|---|---|---|---|---|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jul 15, 2025 Q2 2025 |
1,845
shares
|
$276,823
0.2% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Kkm Financial LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,843
shares
|
$276,523
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Apr 22, 2025 Q1 2025 |
1,843
shares
|
$276,523
0.31% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,842
shares
|
$276,373
0.05% of portfolio
|
Q2 2025
Added 5.32%
|
|
|
Kesler, Norman & Wride, LLC
|
Apr 30, 2025 Q1 2025 |
1,840
shares
|
$276,073
0.06% of portfolio
|
Q1 2025
Reduced 6.31%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
1,837
shares
|
$275,623
0.29% of portfolio
|
Q1 2025
Reduced 11.34%
|
|
|
Lester Murray Antman Dba Simply Rich
|
May 09, 2025 Q1 2025 |
1,832
shares
|
$274,873
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Mokan Wealth Management Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
1,832
shares
|
$274,873
0.18% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Life Planning Partners, Inc
|
Jul 21, 2025 Q2 2025 |
1,831
shares
|
$274,723
0.22% of portfolio
|
Q2 2025
Added 22.56%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
May 07, 2025 Q1 2025 |
1,831
shares
|
$274,723
0.17% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Jul 14, 2025 Q2 2025 |
1,830
shares
|
$274,573
0.11% of portfolio
|
Q2 2025
Reduced 6.39%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
May 01, 2025 Q1 2025 |
1,830
shares
|
$274,573
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bullseye Investment Management, LLC
|
May 15, 2025 Q1 2025 |
1,827
shares
|
$274,123
0.52% of portfolio
|
Q1 2025
New holding
|
|
|
Aaf Wealth Management, LLC
|
May 16, 2025 Q1 2025 |
1,827
shares
|
$274,123
0.17% of portfolio
|
Q3 2024
Reduced 19.88%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
1,825
shares
|
$273,823
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
1,824
shares
|
$273,672
0.17% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
1,822
shares
|
$273,372
0.08% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Gibraltar Capital Management, Inc.
|
Apr 29, 2025 Q1 2025 |
1,821
shares
|
$273,222
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Colrain Capital LLC
Boston, MA |
May 12, 2025 Q1 2025 |
1,818
shares
|
$272,772
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
May 14, 2025 Q1 2025 |
1,818
shares
|
$272,772
0.16% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Cookson Peirce & CO Inc
|
May 13, 2025 Q1 2025 |
1,815
shares
|
$272,322
0.02% of portfolio
|
Q1 2025
Reduced 21.39%
|
|
|
Ariston Services Group
San Diego, CA |
May 14, 2025 Q1 2025 |
1,813
shares
|
$272,022
0.25% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
1,813
shares
|
$272,022
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Financial Group, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
1,812
shares
|
$271,872
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Marotta Asset Management
|
Jul 02, 2025 Q2 2025 |
1,810
shares
|
$271,572
0.05% of portfolio
|
Q2 2025
Reduced 22.08%
|