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 |
|---|---|---|---|---|---|
|
Fi3 Financial Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
1,690
shares
|
$270,552
0.09% of portfolio
|
Q2 2025
Added 6.89%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
1,690
shares
|
$270,552
0.08% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
1,689
shares
|
$270,392
0.13% of portfolio
|
Q4 2024
Reduced 56.19%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
1,688
shares
|
$270,231
0.08% of portfolio
|
Q2 2025
Reduced 4.63%
|
|
|
Aft, Forsyth & Company, Inc.
|
Aug 14, 2025 Q2 2025 |
1,688
shares
|
$270,231
0.13% of portfolio
|
Q2 2025
Reduced 18.22%
|
|
|
Sykon Capital LLC
Harrison, NY |
Aug 11, 2025 Q2 2025 |
1,688
shares
|
$270,231
0.09% of portfolio
|
Q2 2025
Added 5.5%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
1,686
shares
|
$269,911
0.08% of portfolio
|
Q2 2025
Added 6.31%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Jul 30, 2025 Q2 2025 |
1,684
shares
|
$269,591
0.12% of portfolio
|
Q2 2025
Added 4.47%
|
|
|
Lincoln Capital LLC
|
Jul 11, 2025 Q2 2025 |
1,681
shares
|
$269,111
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
1,680
shares
|
$268,951
0.05% of portfolio
|
Q2 2025
Added 37.7%
|
|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Aug 14, 2025 Q2 2025 |
1,679
shares
|
$268,791
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Verus Financial Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
1,678
shares
|
$268,631
0.02% of portfolio
|
Q1 2025
Added 19.43%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jul 11, 2025 Q2 2025 |
1,676
shares
|
$268,310
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
|
$268,150
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 07, 2025 Q2 2025 |
1,674
shares
|
$267,990
0.07% of portfolio
|
Q1 2025
Reduced 10.19%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jul 18, 2025 Q2 2025 |
1,674
shares
|
$267,990
0.13% of portfolio
|
Q2 2025
Reduced 8.32%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Aug 14, 2025 Q2 2025 |
1,673
shares
|
$267,830
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Beech Hill Advisors, Inc.
|
Jul 30, 2025 Q2 2025 |
1,670
shares
|
$267,350
0.11% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jul 16, 2025 Q2 2025 |
1,669
shares
|
$267,190
0.09% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 15, 2025 Q2 2025 |
1,667
shares
|
$266,870
0.09% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Pluribus Labs, LLC
Mill Valley, CA |
Aug 12, 2022 Q2 2022 |
1,666
shares
|
$266,709
0.44% of portfolio
|
Q2 2022
Added 0.91%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
1,666
shares
|
$266,709
0.17% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
White Lighthouse Investment Management Inc.
|
Jul 30, 2025 Q2 2025 |
1,661
shares
|
$265,909
0.04% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Blue Chip Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
1,661
shares
|
$265,909
0.02% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
1,656
shares
|
$265,109
0.27% of portfolio
|
Q3 2022
Reduced 50.0%
|