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 |
|---|---|---|---|---|---|
|
Kensington Investment Counsel, LLC
|
May 15, 2025 Q1 2025 |
1,809
shares
|
$271,422
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Affinity Investment Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,808
shares
|
$271,272
0.25% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
1,808
shares
|
$271,272
0.4% of portfolio
|
Q1 2025
Added 18.32%
|
|
|
Clarendon Private LLC
Boston, MA |
May 07, 2025 Q1 2025 |
1,808
shares
|
$271,272
0.32% of portfolio
|
Q1 2025
Added 17.94%
|
|
|
Long Run Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
1,807
shares
|
$271,122
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Lavaca Capital LLC
Houston, TX |
May 15, 2025 Q1 2025 |
1,805
shares
|
$270,822
0.12% of portfolio
|
Q1 2025
Reduced 13.55%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
May 14, 2025 Q1 2025 |
1,803
shares
|
$270,522
0.64% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Atalanta Sosnoff Capital, LLC
|
May 15, 2025 Q1 2025 |
1,800
shares
|
$270,072
0.01% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
1,800
shares
|
$270,072
0.05% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
1,800
shares
|
$270,072
0.12% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
1,797
shares
|
$269,621
0.06% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
May 15, 2025 Q1 2025 |
1,797
shares
|
$269,621
0.16% of portfolio
|
Q1 2025
Reduced 6.11%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
1,796
shares
|
$269,471
0.22% of portfolio
|
Q1 2023
Added 0.9%
|
|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
1,792
shares
|
$268,871
0.03% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Jun 17, 2025 Q1 2025 |
1,792
shares
|
$268,871
0.14% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Wespac Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
1,785
shares
|
$267,821
0.26% of portfolio
|
Q1 2025
Reduced 22.22%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
1,785
shares
|
$267,821
0.04% of portfolio
|
Q1 2025
Added 22.18%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
1,784
shares
|
$267,671
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
1,784
shares
|
$267,671
0.06% of portfolio
|
Q1 2025
Reduced 6.4%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
1,783
shares
|
$267,521
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Aimz Investment Advisors, LLC
|
May 14, 2025 Q1 2025 |
1,783
shares
|
$267,521
0.11% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Orca Investment Management, LLC
|
May 07, 2025 Q1 2025 |
1,778
shares
|
$266,771
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Norman Fields, Gottscho Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
1,775
shares
|
$266,321
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Apr 14, 2025 Q1 2025 |
1,775
shares
|
$266,321
0.19% of portfolio
|
Q1 2025
Added 11.71%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
1,775
shares
|
$266,321
0.25% of portfolio
|
Q4 2024
New holding
|