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 |
|---|---|---|---|---|---|
|
Beech Hill Advisors, Inc.
|
Apr 23, 2025 Q1 2025 |
1,683
shares
|
$252,517
0.12% of portfolio
|
Q3 2024
Reduced 19.2%
|
|
|
Lincoln Capital LLC
|
Jul 11, 2025 Q2 2025 |
1,681
shares
|
$252,217
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
1,680
shares
|
$252,067
0.05% of portfolio
|
Q2 2025
Added 37.7%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
May 14, 2025 Q1 2025 |
1,679
shares
|
$251,917
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
1,678
shares
|
$251,767
0.12% of portfolio
|
Q1 2025
Reduced 10.84%
|
|
|
Verus Financial Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
1,678
shares
|
$251,767
0.02% of portfolio
|
Q1 2025
Added 19.43%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
May 01, 2025 Q1 2025 |
1,677
shares
|
$251,617
0.09% of portfolio
|
Q1 2025
Added 8.9%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jul 11, 2025 Q2 2025 |
1,676
shares
|
$251,467
0.23% of portfolio
|
Q2 2025
Added 15.43%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Jul 18, 2025 Q2 2025 |
1,675
shares
|
$251,317
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 07, 2025 Q2 2025 |
1,674
shares
|
$251,166
0.07% of portfolio
|
Q1 2025
Reduced 10.19%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jul 18, 2025 Q2 2025 |
1,674
shares
|
$251,166
0.13% of portfolio
|
Q2 2025
Reduced 8.32%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jul 16, 2025 Q2 2025 |
1,669
shares
|
$250,416
0.09% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Pluribus Labs, LLC
Mill Valley, CA |
Aug 12, 2022 Q2 2022 |
1,666
shares
|
$249,966
0.44% of portfolio
|
Q2 2022
Added 0.91%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
1,660
shares
|
$249,066
0.08% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
1,656
shares
|
$248,466
0.27% of portfolio
|
Q3 2022
Reduced 50.0%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
1,655
shares
|
$248,316
0.08% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Smith & Howard Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,653
shares
|
$248,016
0.07% of portfolio
|
Q2 2024
Added 8.82%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,652
shares
|
$247,866
0.01% of portfolio
|
Q3 2023
Added 0.3%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
May 09, 2025 Q1 2025 |
1,652
shares
|
$247,866
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
May 13, 2025 Q1 2025 |
1,650
shares
|
$247,566
0.09% of portfolio
|
Q1 2022
New holding
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jul 14, 2025 Q2 2025 |
1,650
shares
|
$247,566
0.15% of portfolio
|
Q2 2025
Reduced 10.42%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Apr 25, 2025 Q1 2025 |
1,648
shares
|
$247,265
0.06% of portfolio
|
Q1 2025
Reduced 9.6%
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
1,646
shares
|
$246,965
0.06% of portfolio
|
Q4 2024
Added 3478.26%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
1,645
shares
|
$246,815
0.22% of portfolio
|
Q1 2025
Reduced 8.97%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
1,643
shares
|
$246,515
0.17% of portfolio
|
Q1 2025
Added 1.55%
|