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 |
|---|---|---|---|---|---|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
1,773
shares
|
$266,020
0.09% of portfolio
|
Q1 2023
Reduced 4.27%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Apr 21, 2025 Q1 2025 |
1,772
shares
|
$265,870
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
1,770
shares
|
$265,570
0.1% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
1,768
shares
|
$265,270
0.02% of portfolio
|
Q2 2025
Reduced 17.46%
|
|
|
Idaho Trust Bank
Boise, ID |
May 14, 2025 Q1 2025 |
1,765
shares
|
$264,820
0.12% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Jul 17, 2025 Q2 2025 |
1,761
shares
|
$264,220
0.23% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
1,751
shares
|
$262,720
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
1,750
shares
|
$262,570
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
May 14, 2025 Q1 2025 |
1,750
shares
|
$262,570
0.17% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
1,749
shares
|
$262,419
0.06% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 05, 2025 Q1 2025 |
1,747
shares
|
$262,119
0.06% of portfolio
|
Q1 2025
Reduced 77.36%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
May 06, 2025 Q1 2025 |
1,746
shares
|
$261,969
0.37% of portfolio
|
Q1 2025
Added 5.95%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
1,744
shares
|
$261,669
0.04% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Terra Nova Asset Management LLC
|
Apr 23, 2025 Q1 2025 |
1,742
shares
|
$261,369
0.25% of portfolio
|
Q4 2024
Reduced 21.03%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
1,740
shares
|
$261,069
0.01% of portfolio
|
Q1 2025
Reduced 9.66%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
1,740
shares
|
$261,069
0.18% of portfolio
|
Q3 2024
Reduced 88.66%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jul 16, 2025 Q2 2025 |
1,740
shares
|
$261,069
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
1,737
shares
|
$260,619
0.05% of portfolio
|
Q3 2022
Added 7.02%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jul 15, 2025 Q2 2025 |
1,736
shares
|
$260,469
0.11% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Arbor Investment Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
1,735
shares
|
$260,319
0.04% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jul 17, 2025 Q2 2025 |
1,734
shares
|
$260,169
0.02% of portfolio
|
Q2 2025
Reduced 6.42%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
May 12, 2025 Q1 2025 |
1,733
shares
|
$260,019
0.06% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
May 09, 2025 Q1 2025 |
1,732
shares
|
$259,869
0.23% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
1,729
shares
|
$259,419
0.24% of portfolio
|
Q3 2023
Reduced 75.32%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
1,729
shares
|
$259,419
0.03% of portfolio
|
Q1 2025
Added 12.79%
|