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 |
|---|---|---|---|---|---|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
1,655
shares
|
$264,948
0.08% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Smith & Howard Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,653
shares
|
$264,628
0.07% of portfolio
|
Q2 2024
Added 8.82%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Aug 13, 2025 Q2 2025 |
1,653
shares
|
$264,628
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,652
shares
|
$264,468
0.01% of portfolio
|
Q3 2023
Added 0.3%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jul 14, 2025 Q2 2025 |
1,650
shares
|
$264,148
0.15% of portfolio
|
Q2 2025
Reduced 10.42%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
1,650
shares
|
$264,148
0.07% of portfolio
|
Q2 2025
Reduced 30.26%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Sep 08, 2025 Q2 2025 |
1,645
shares
|
$263,348
0.12% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
1,643
shares
|
$263,027
0.03% of portfolio
|
Q2 2025
Added 5.12%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jul 07, 2025 Q2 2025 |
1,640
shares
|
$262,547
0.15% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Jul 25, 2025 Q2 2025 |
1,639
shares
|
$262,387
0.15% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
1,638
shares
|
$262,227
0.03% of portfolio
|
Q2 2025
Reduced 9.0%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Sep 11, 2025 Q2 2025 |
1,637
shares
|
$262,067
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Entry Point Capital, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
1,635
shares
|
$261,747
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
1,634
shares
|
$261,587
0.06% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Harvey Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
1,625
shares
|
$260,146
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
V2 Financial Group LLC
Naperville, IL |
Aug 18, 2025 Q2 2025 |
1,625
shares
|
$260,146
0.14% of portfolio
|
Q2 2025
Added 35.42%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Aug 15, 2025 Q2 2025 |
1,621
shares
|
$259,505
0.14% of portfolio
|
Q2 2025
Reduced 34.69%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
1,620
shares
|
$259,345
0.08% of portfolio
|
Q2 2025
Added 32.79%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jul 30, 2025 Q2 2025 |
1,619
shares
|
$259,185
0.08% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Sep 04, 2025 Q2 2025 |
1,615
shares
|
$258,545
0.01% of portfolio
|
Q2 2025
Added 33.25%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Jul 16, 2025 Q2 2025 |
1,615
shares
|
$258,545
0.22% of portfolio
|
Q2 2025
Added 4.13%
|
|
|
Kaizen Financial Strategies
|
Aug 08, 2025 Q2 2025 |
1,610
shares
|
$257,744
0.13% of portfolio
|
Q2 2025
Reduced 34.69%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
1,610
shares
|
$257,744
0.02% of portfolio
|
Q1 2024
Reduced 98.89%
|
|
|
Pinnacle Financial Group, LLC
|
Aug 11, 2025 Q2 2025 |
1,609
shares
|
$257,584
0.08% of portfolio
|
Q2 2025
Added 13.23%
|
|
|
Finward Bancorp
Munster, IN |
Aug 18, 2025 Q2 2025 |
1,609
shares
|
$257,584
0.18% of portfolio
|
Q1 2025
Added 10.36%
|