Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,270 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 $211 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
1,547
shares
|
$231,554
0.11% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Apr 23, 2025 Q1 2025 |
1,547
shares
|
$231,554
0.2% of portfolio
|
Q4 2023
Added 14.85%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jul 09, 2025 Q2 2025 |
1,545
shares
|
$231,255
0.16% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
1,543
shares
|
$230,956
0.06% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
One Charles Private Wealth Services, LLC
|
May 08, 2025 Q1 2025 |
1,540
shares
|
$230,507
0.09% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Meixler Investment Management, Ltd.
Show Low, AZ |
May 08, 2025 Q1 2025 |
1,540
shares
|
$230,507
0.18% of portfolio
|
Q1 2025
Reduced 8.88%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
May 13, 2025 Q1 2025 |
1,540
shares
|
$230,507
0.07% of portfolio
|
Q4 2024
Added 7.02%
|
|
|
Novus Advisors, LLC
Greenville, SC |
May 08, 2025 Q1 2025 |
1,539
shares
|
$230,357
0.26% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,530
shares
|
$229,010
0.35% of portfolio
|
Q1 2024
Added 18.6%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
1,529
shares
|
$228,860
0.27% of portfolio
|
Q1 2025
Reduced 42.15%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,527
shares
|
$228,561
0.05% of portfolio
|
Q2 2023
Added 0.99%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
1,525
shares
|
$228,262
0.2% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
1,524
shares
|
$228,112
0.04% of portfolio
|
Q1 2023
Added 0.73%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Apr 16, 2025 Q1 2025 |
1,524
shares
|
$228,112
0.21% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Evolution Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
1,521
shares
|
$227,663
0.04% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
1,520
shares
|
$227,513
0.11% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Bay Rivers Group
|
Jul 09, 2025 Q2 2025 |
1,520
shares
|
$227,513
0.1% of portfolio
|
Q2 2025
Reduced 5.3%
|
|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Jul 15, 2025 Q2 2025 |
1,520
shares
|
$227,513
0.16% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Riverview Trust CO
|
Jul 18, 2025 Q2 2025 |
1,519
shares
|
$227,363
0.36% of portfolio
|
Q2 2025
Reduced 16.22%
|
|
|
Edge Rock Capital LLC
|
Jul 16, 2025 Q2 2025 |
1,519
shares
|
$227,363
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
1,519
shares
|
$227,363
0.39% of portfolio
|
Q2 2022
Added 19.51%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
1,517
shares
|
$227,064
0.06% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Jackson Thornton Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
1,504
shares
|
$225,118
0.03% of portfolio
|
Q1 2025
Reduced 5.47%
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Apr 25, 2025 Q1 2025 |
1,503
shares
|
$224,969
0.07% of portfolio
|
Q4 2024
Reduced 20.05%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
1,501
shares
|
$224,669
0.05% of portfolio
|
Q1 2025
New holding
|