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 |
|---|---|---|---|---|---|
|
One Charles Private Wealth Services, LLC
|
Aug 12, 2025 Q2 2025 |
1,774
shares
|
$283,999
0.08% of portfolio
|
Q2 2025
Added 15.19%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
1,773
shares
|
$283,839
0.09% of portfolio
|
Q1 2023
Reduced 4.27%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Jul 23, 2025 Q2 2025 |
1,770
shares
|
$283,359
0.19% of portfolio
|
Q2 2025
Added 24.65%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
1,768
shares
|
$283,039
0.02% of portfolio
|
Q2 2025
Reduced 17.46%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Jul 24, 2025 Q2 2025 |
1,768
shares
|
$283,039
0.53% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Jul 17, 2025 Q2 2025 |
1,761
shares
|
$281,918
0.23% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Arbor Investment Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
1,755
shares
|
$280,957
0.03% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
1,751
shares
|
$280,317
0.05% of portfolio
|
Q2 2025
Reduced 33.55%
|
|
|
Delta Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
1,750
shares
|
$280,157
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Terra Nova Asset Management LLC
|
Apr 23, 2025 Q1 2025 |
1,742
shares
|
$278,876
0.25% of portfolio
|
Q4 2024
Reduced 21.03%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
1,740
shares
|
$278,556
0.18% of portfolio
|
Q3 2024
Reduced 88.66%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jul 16, 2025 Q2 2025 |
1,740
shares
|
$278,556
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
1,737
shares
|
$278,076
0.05% of portfolio
|
Q3 2022
Added 7.02%
|
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
1,737
shares
|
$278,076
0.04% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
1,737
shares
|
$278,076
0.06% of portfolio
|
Q2 2025
Reduced 7.66%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jul 15, 2025 Q2 2025 |
1,736
shares
|
$277,916
0.11% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jul 17, 2025 Q2 2025 |
1,734
shares
|
$277,596
0.02% of portfolio
|
Q2 2025
Reduced 6.42%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
1,734
shares
|
$277,596
0.21% of portfolio
|
Q2 2025
Reduced 5.61%
|
|
|
Sender CO & Partners, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
1,733
shares
|
$277,435
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
1,729
shares
|
$276,795
0.24% of portfolio
|
Q3 2023
Reduced 75.32%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,729
shares
|
$276,795
0.23% of portfolio
|
Q4 2023
Added 1.47%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
1,726
shares
|
$276,315
0.08% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
1,725
shares
|
$276,155
0.1% of portfolio
|
Q2 2025
Reduced 13.27%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
1,724
shares
|
$275,995
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Aug 14, 2025 Q2 2025 |
1,723
shares
|
$275,835
0.02% of portfolio
|
Q2 2025
Reduced 0.35%
|