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 |
|---|---|---|---|---|---|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
Jul 25, 2025 Q2 2025 |
1,723
shares
|
$275,835
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Aug 07, 2025 Q2 2025 |
1,722
shares
|
$275,674
0.26% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Aug 08, 2025 Q2 2025 |
1,721
shares
|
$275,514
0.03% of portfolio
|
Q2 2025
Reduced 25.14%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Aug 14, 2025 Q2 2025 |
1,720
shares
|
$275,354
0.01% of portfolio
|
Q2 2025
Reduced 91.15%
|
|
|
Fortem Financial Group, LLC
|
Aug 12, 2025 Q2 2025 |
1,719
shares
|
$275,194
0.08% of portfolio
|
Q2 2025
Reduced 16.59%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Jul 16, 2025 Q2 2025 |
1,717
shares
|
$274,874
0.16% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
1,715
shares
|
$274,554
0.05% of portfolio
|
Q3 2023
Reduced 12.54%
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
1,714
shares
|
$274,394
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
1,713
shares
|
$274,234
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Cookson Peirce & CO Inc
|
Jul 30, 2025 Q2 2025 |
1,710
shares
|
$273,753
0.01% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
1,708
shares
|
$273,433
0.51% of portfolio
|
Q3 2023
Added 0.95%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Jul 11, 2025 Q2 2025 |
1,708
shares
|
$273,433
0.11% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Aug 05, 2025 Q2 2025 |
1,707
shares
|
$273,273
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Semanteon Capital Management, LP
Newton, MA |
Aug 11, 2025 Q2 2025 |
1,707
shares
|
$273,273
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
1,706
shares
|
$273,113
0.02% of portfolio
|
Q1 2025
Added 4.41%
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
1,705
shares
|
$272,953
0.02% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Aug 13, 2025 Q2 2025 |
1,705
shares
|
$272,953
0.08% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
1,701
shares
|
$272,313
0.06% of portfolio
|
Q2 2025
Reduced 8.1%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Aug 04, 2025 Q2 2025 |
1,701
shares
|
$272,313
0.47% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
Jul 08, 2025 Q2 2025 |
1,700
shares
|
$272,153
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Bishop & CO Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
1,697
shares
|
$271,672
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jul 15, 2025 Q2 2025 |
1,697
shares
|
$271,672
0.06% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Climber Capital Sa
Nyon, V8 |
Aug 06, 2025 Q2 2025 |
1,696
shares
|
$271,512
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Phoenix Wealth Advisors
|
Aug 08, 2025 Q2 2025 |
1,694
shares
|
$271,192
0.1% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
1,691
shares
|
$270,712
0.03% of portfolio
|
Q2 2025
Added 11.54%
|