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 |
|---|---|---|---|---|---|
|
Paces Ferry Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
1,865
shares
|
$298,567
0.13% of portfolio
|
Q2 2025
Reduced 22.61%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
1,860
shares
|
$297,767
0.05% of portfolio
|
Q2 2025
Added 23.92%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
1,860
shares
|
$297,767
0.03% of portfolio
|
Q3 2022
Added 1.14%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
1,860
shares
|
$297,767
0.17% of portfolio
|
Q4 2024
Reduced 24.36%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
1,856
shares
|
$297,127
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Aug 05, 2025 Q2 2025 |
1,852
shares
|
$296,486
0.01% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Aug 25, 2025 Q2 2025 |
1,851
shares
|
$296,326
0.08% of portfolio
|
Q2 2025
Reduced 76.86%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
1,849
shares
|
$296,006
0.05% of portfolio
|
Q2 2025
Reduced 13.15%
|
|
|
Kesler, Norman & Wride, LLC
|
Aug 04, 2025 Q2 2025 |
1,845
shares
|
$295,366
0.05% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jul 15, 2025 Q2 2025 |
1,845
shares
|
$295,366
0.2% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Kkm Financial LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,843
shares
|
$295,045
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,842
shares
|
$294,885
0.05% of portfolio
|
Q2 2025
Added 5.32%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,833
shares
|
$293,444
0.01% of portfolio
|
Q2 2025
Reduced 36.6%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jul 24, 2025 Q2 2025 |
1,832
shares
|
$293,284
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Life Planning Partners, Inc
|
Jul 21, 2025 Q2 2025 |
1,831
shares
|
$293,124
0.22% of portfolio
|
Q2 2025
Added 22.56%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Jul 14, 2025 Q2 2025 |
1,830
shares
|
$292,964
0.11% of portfolio
|
Q2 2025
Reduced 6.39%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jul 23, 2025 Q2 2025 |
1,828
shares
|
$292,644
0.2% of portfolio
|
Q2 2025
Reduced 10.13%
|
|
|
Bullseye Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
1,827
shares
|
$292,484
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
1,825
shares
|
$292,164
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
1,824
shares
|
$292,004
0.17% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
|
Kensington Investment Counsel, LLC
|
Aug 15, 2025 Q2 2025 |
1,822
shares
|
$291,683
0.11% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Pathway Financial Advisors LLC
|
Jul 25, 2025 Q2 2025 |
1,822
shares
|
$291,683
0.04% of portfolio
|
Q2 2025
Reduced 5.6%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
1,822
shares
|
$291,683
0.08% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Candriam S.C.A.
|
Aug 08, 2025 Q2 2025 |
1,821
shares
|
$291,523
0.0% of portfolio
|
Q2 2025
Reduced 48.34%
|
|
|
Colrain Capital LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
1,818
shares
|
$291,043
0.21% of portfolio
|
Q4 2024
New holding
|