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 |
|---|---|---|---|---|---|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
1,815
shares
|
$290,563
0.03% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Jul 23, 2025 Q2 2025 |
1,814
shares
|
$290,403
0.21% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2025 Q2 2025 |
1,813
shares
|
$290,243
0.14% of portfolio
|
Q2 2025
Added 48.73%
|
|
|
Ariston Services Group
San Diego, CA |
Jul 29, 2025 Q2 2025 |
1,813
shares
|
$290,243
0.18% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Marotta Asset Management
|
Jul 02, 2025 Q2 2025 |
1,810
shares
|
$289,762
0.05% of portfolio
|
Q2 2025
Reduced 22.08%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Aug 07, 2025 Q2 2025 |
1,808
shares
|
$289,442
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
1,808
shares
|
$289,442
0.31% of portfolio
|
Q1 2025
Added 18.32%
|
|
|
Lavaca Capital LLC
Houston, TX |
Aug 28, 2025 Q2 2025 |
1,805
shares
|
$288,962
0.1% of portfolio
|
Q1 2025
Reduced 13.55%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
1,799
shares
|
$288,001
0.09% of portfolio
|
Q4 2024
Added 21.57%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
1,797
shares
|
$287,681
0.06% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
1,796
shares
|
$287,521
0.22% of portfolio
|
Q1 2023
Added 0.9%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
1,793
shares
|
$287,041
0.05% of portfolio
|
Q2 2025
Added 11.92%
|
|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
1,792
shares
|
$286,881
0.03% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Jun 17, 2025 Q1 2025 |
1,792
shares
|
$286,881
0.14% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Intergy Private Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
1,791
shares
|
$286,721
0.09% of portfolio
|
Q2 2025
Reduced 15.4%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Jul 28, 2025 Q2 2025 |
1,790
shares
|
$286,561
0.17% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Wespac Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
1,786
shares
|
$285,920
0.2% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Aug 12, 2025 Q2 2025 |
1,785
shares
|
$285,760
0.2% of portfolio
|
Q2 2025
Reduced 22.49%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
1,784
shares
|
$285,600
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Aimz Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
1,783
shares
|
$285,440
0.09% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
1,781
shares
|
$285,120
0.12% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
1,779
shares
|
$284,800
0.11% of portfolio
|
Q2 2025
Added 4.34%
|
|
|
Orca Investment Management, LLC
|
Jul 25, 2025 Q2 2025 |
1,778
shares
|
$284,640
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Norman Fields, Gottscho Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
1,775
shares
|
$284,159
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
1,775
shares
|
$284,159
0.25% of portfolio
|
Q4 2024
New holding
|