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 |
|---|---|---|---|---|---|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,729
shares
|
$259,419
0.23% of portfolio
|
Q4 2023
Added 1.47%
|
|
|
American Trust
Lexington, KY |
May 16, 2025 Q1 2025 |
1,725
shares
|
$258,819
0.08% of portfolio
|
Q1 2025
Reduced 35.63%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
1,724
shares
|
$258,668
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
May 06, 2025 Q1 2025 |
1,724
shares
|
$258,668
0.14% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
May 06, 2025 Q1 2025 |
1,723
shares
|
$258,518
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Apr 11, 2025 Q1 2025 |
1,718
shares
|
$257,768
0.24% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Jul 16, 2025 Q2 2025 |
1,717
shares
|
$257,618
0.16% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
1,715
shares
|
$257,318
0.05% of portfolio
|
Q3 2023
Reduced 12.54%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
May 09, 2025 Q1 2025 |
1,710
shares
|
$256,568
0.11% of portfolio
|
Q1 2025
Reduced 18.92%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
1,708
shares
|
$256,268
0.51% of portfolio
|
Q3 2023
Added 0.95%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Jul 11, 2025 Q2 2025 |
1,708
shares
|
$256,268
0.11% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
1,706
shares
|
$255,968
0.02% of portfolio
|
Q1 2025
Added 4.41%
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
1,705
shares
|
$255,818
0.02% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
1,705
shares
|
$255,818
0.14% of portfolio
|
Q1 2025
Reduced 10.5%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
1,703
shares
|
$255,518
0.1% of portfolio
|
Q1 2025
Added 20.69%
|
|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
1,701
shares
|
$255,218
0.06% of portfolio
|
Q2 2025
Reduced 8.1%
|
|
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
Jul 08, 2025 Q2 2025 |
1,700
shares
|
$255,068
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Bishop & CO Investment Management, LLC
|
May 07, 2025 Q1 2025 |
1,697
shares
|
$254,617
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jul 15, 2025 Q2 2025 |
1,697
shares
|
$254,617
0.06% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
1,697
shares
|
$254,617
0.1% of portfolio
|
Q1 2025
Reduced 18.57%
|
|
|
Phoenix Wealth Advisors
|
May 14, 2025 Q1 2025 |
1,693
shares
|
$254,017
0.12% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
1,691
shares
|
$253,717
0.03% of portfolio
|
Q2 2025
Added 11.54%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
1,689
shares
|
$253,417
0.13% of portfolio
|
Q4 2024
Reduced 56.19%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
1,686
shares
|
$252,967
0.08% of portfolio
|
Q2 2025
Added 6.31%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
1,684
shares
|
$252,667
0.0% of portfolio
|
Q1 2025
Reduced 91.83%
|