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 |
|---|---|---|---|---|---|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
1,641
shares
|
$246,215
0.15% of portfolio
|
Q1 2025
Added 10.8%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jul 07, 2025 Q2 2025 |
1,640
shares
|
$246,065
0.15% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
1,627
shares
|
$244,115
0.12% of portfolio
|
Q2 2024
Reduced 20.21%
|
|
|
Harvey Capital Management Inc
|
Apr 30, 2025 Q1 2025 |
1,625
shares
|
$243,815
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Apr 30, 2025 Q1 2025 |
1,625
shares
|
$243,815
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Centiva Capital, LP
New York, NY |
May 15, 2025 Q1 2025 |
1,621
shares
|
$243,214
0.01% of portfolio
|
Q1 2025
Reduced 42.56%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
May 15, 2025 Q1 2025 |
1,621
shares
|
$243,214
0.57% of portfolio
|
Q1 2025
Added 7.0%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
1,619
shares
|
$242,914
0.1% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
Peterson Wealth Services
|
May 05, 2025 Q1 2025 |
1,615
shares
|
$242,314
0.08% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
White Lighthouse Investment Management Inc.
|
May 12, 2025 Q1 2025 |
1,615
shares
|
$242,314
0.05% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Jul 16, 2025 Q2 2025 |
1,615
shares
|
$242,314
0.22% of portfolio
|
Q2 2025
Added 4.13%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Apr 22, 2025 Q1 2025 |
1,615
shares
|
$242,314
0.21% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
May 09, 2025 Q1 2025 |
1,612
shares
|
$241,864
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Black Diamond Wealth Management Inc.
|
May 13, 2025 Q1 2025 |
1,610
shares
|
$241,564
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
1,610
shares
|
$241,564
0.02% of portfolio
|
Q1 2024
Reduced 98.89%
|
|
|
Finward Bancorp
Munster, IN |
May 15, 2025 Q1 2025 |
1,609
shares
|
$241,414
0.23% of portfolio
|
Q1 2025
Added 10.36%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
1,606
shares
|
$240,964
0.17% of portfolio
|
Q3 2023
Added 0.06%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Apr 23, 2025 Q1 2025 |
1,606
shares
|
$240,964
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Westshore Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
1,604
shares
|
$240,664
0.09% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
1,604
shares
|
$240,664
0.14% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
1,602
shares
|
$240,364
0.06% of portfolio
|
Q1 2025
Added 43.68%
|
|
|
Blue Chip Partners, Inc.
|
May 15, 2025 Q1 2025 |
1,601
shares
|
$240,214
0.02% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
1,600
shares
|
$240,064
0.0% of portfolio
|
Q1 2025
Reduced 98.19%
|
|
|
Sykon Capital LLC
Harrison, NY |
May 15, 2025 Q1 2025 |
1,600
shares
|
$240,064
0.1% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Apr 30, 2025 Q1 2025 |
1,600
shares
|
$240,064
0.21% of portfolio
|
Q3 2024
New holding
|