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 |
|---|---|---|---|---|---|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
1,588
shares
|
$238,263
0.08% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
1,587
shares
|
$238,113
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
1,584
shares
|
$237,663
0.28% of portfolio
|
Q1 2025
Reduced 15.2%
|
|
|
Fi3 Financial Advisors, LLC
|
May 09, 2025 Q1 2025 |
1,581
shares
|
$237,213
0.11% of portfolio
|
Q1 2025
Reduced 14.68%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jul 17, 2025 Q2 2025 |
1,580
shares
|
$237,063
0.04% of portfolio
|
Q2 2025
Reduced 8.03%
|
|
|
Armstrong Henry H Associates Inc
|
Jul 07, 2025 Q2 2025 |
1,578
shares
|
$236,763
0.02% of portfolio
|
Q3 2024
Reduced 5.96%
|
|
|
Level Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
1,577
shares
|
$236,613
0.08% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
1,577
shares
|
$236,613
0.16% of portfolio
|
Q2 2025
Added 10.51%
|
|
|
H&H Retirement Design & Management Inc
|
Apr 22, 2025 Q1 2025 |
1,576
shares
|
$236,463
0.17% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Mcia Inc
|
Apr 28, 2025 Q1 2025 |
1,573
shares
|
$236,012
0.06% of portfolio
|
Q1 2025
Added 16.0%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
1,571
shares
|
$235,712
0.14% of portfolio
|
Q2 2025
Reduced 14.94%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
May 06, 2025 Q1 2025 |
1,570
shares
|
$235,562
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
1,569
shares
|
$235,412
0.03% of portfolio
|
Q1 2025
Added 8.36%
|
|
|
Consilio Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
1,567
shares
|
$235,112
0.11% of portfolio
|
Q1 2025
Added 11.93%
|
|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
1,565
shares
|
$234,812
0.39% of portfolio
|
Q4 2022
Reduced 11.33%
|
|
|
Landaas & CO
Milwaukee, WI |
May 02, 2025 Q1 2025 |
1,564
shares
|
$234,662
0.07% of portfolio
|
Q4 2024
Reduced 5.1%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
1,564
shares
|
$234,662
0.22% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
1,564
shares
|
$234,662
0.22% of portfolio
|
Q1 2025
Added 951.79%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
1,563
shares
|
$234,512
0.03% of portfolio
|
Q1 2025
Reduced 19.14%
|
|
|
4 J Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
1,562
shares
|
$234,362
0.26% of portfolio
|
Q2 2024
Added 6.84%
|
|
|
Mitchell Capital Management CO
|
May 09, 2025 Q1 2025 |
1,560
shares
|
$234,062
0.05% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
1,560
shares
|
$234,062
0.05% of portfolio
|
Q2 2025
Reduced 76.35%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
1,551
shares
|
$232,712
0.11% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Jul 16, 2025 Q2 2025 |
1,551
shares
|
$232,712
0.54% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
May 15, 2025 Q1 2025 |
1,550
shares
|
$232,562
0.14% of portfolio
|
Q4 2023
Added 16.06%
|