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 |
|---|---|---|---|---|---|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
1,606
shares
|
$257,104
0.17% of portfolio
|
Q3 2023
Added 0.06%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Jul 25, 2025 Q2 2025 |
1,606
shares
|
$257,104
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Westshore Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
1,604
shares
|
$256,784
0.09% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
1,604
shares
|
$256,784
0.14% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
1,602
shares
|
$256,464
0.04% of portfolio
|
Q2 2025
Reduced 54.75%
|
|
|
Esl Trust Services, LLC
|
Aug 13, 2025 Q2 2025 |
1,600
shares
|
$256,144
0.05% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Jul 25, 2025 Q2 2025 |
1,600
shares
|
$256,144
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Reliant Investment Management, LLC
|
Jul 30, 2025 Q2 2025 |
1,598
shares
|
$255,823
0.1% of portfolio
|
Q2 2025
Reduced 23.65%
|
|
|
West Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
1,598
shares
|
$255,823
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Seven Mile Advisory
Ewing, NJ |
Aug 14, 2025 Q2 2025 |
1,597
shares
|
$255,663
0.14% of portfolio
|
Q2 2025
Reduced 37.35%
|
|
|
Accuvest Global Advisors
Provo, UT |
Aug 05, 2025 Q2 2025 |
1,595
shares
|
$255,343
0.15% of portfolio
|
Q2 2025
Reduced 54.75%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
1,592
shares
|
$254,863
0.07% of portfolio
|
Q2 2025
Reduced 11.56%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
1,588
shares
|
$254,222
0.08% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
1,587
shares
|
$254,062
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jul 30, 2025 Q2 2025 |
1,586
shares
|
$253,902
0.02% of portfolio
|
Q2 2025
Reduced 35.63%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
1,584
shares
|
$253,582
0.28% of portfolio
|
Q1 2025
Reduced 15.2%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jul 17, 2025 Q2 2025 |
1,580
shares
|
$252,942
0.04% of portfolio
|
Q2 2025
Reduced 8.03%
|
|
|
Armstrong Henry H Associates Inc
|
Jul 07, 2025 Q2 2025 |
1,578
shares
|
$252,622
0.02% of portfolio
|
Q3 2024
Reduced 5.96%
|
|
|
Level Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
1,577
shares
|
$252,461
0.08% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
1,577
shares
|
$252,461
0.16% of portfolio
|
Q2 2025
Added 10.51%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Aug 01, 2025 Q2 2025 |
1,573
shares
|
$251,821
0.03% of portfolio
|
Q2 2025
Reduced 13.24%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
1,571
shares
|
$251,501
0.14% of portfolio
|
Q2 2025
Reduced 14.94%
|
|
|
H&H Retirement Design & Management Inc
|
Jul 23, 2025 Q2 2025 |
1,571
shares
|
$251,501
0.12% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Aug 14, 2025 Q2 2025 |
1,568
shares
|
$251,021
0.14% of portfolio
|
Q2 2025
Reduced 55.26%
|
|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
1,565
shares
|
$250,540
0.39% of portfolio
|
Q4 2022
Reduced 11.33%
|