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 |
|---|---|---|---|---|---|
|
Landaas & CO
Milwaukee, WI |
Aug 11, 2025 Q2 2025 |
1,564
shares
|
$250,380
0.05% of portfolio
|
Q4 2024
Reduced 5.1%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,563
shares
|
$250,220
0.02% of portfolio
|
Q2 2025
Reduced 19.35%
|
|
|
4 J Wealth Management LLC
|
Aug 04, 2025 Q2 2025 |
1,562
shares
|
$250,060
0.21% of portfolio
|
Q2 2024
Added 6.84%
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
1,562
shares
|
$250,060
0.13% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Aug 14, 2025 Q2 2025 |
1,562
shares
|
$250,060
0.16% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
1,560
shares
|
$249,740
0.05% of portfolio
|
Q2 2025
Reduced 76.35%
|
|
|
Texas Capital Bancshares Inc
|
Aug 13, 2025 Q2 2025 |
1,560
shares
|
$249,740
0.08% of portfolio
|
Q2 2025
Reduced 23.53%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
1,559
shares
|
$249,580
0.0% of portfolio
|
Q2 2025
Added 23.73%
|
|
|
Nadler Financial Group, Inc.
|
Jul 25, 2025 Q2 2025 |
1,557
shares
|
$249,260
0.02% of portfolio
|
Q2 2025
Reduced 15.66%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
1,551
shares
|
$248,299
0.11% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Jul 16, 2025 Q2 2025 |
1,551
shares
|
$248,299
0.54% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Aug 12, 2025 Q2 2025 |
1,550
shares
|
$248,139
0.04% of portfolio
|
Q2 2025
Reduced 10.56%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Aug 05, 2025 Q2 2025 |
1,550
shares
|
$248,139
0.11% of portfolio
|
Q4 2023
Added 16.06%
|
|
|
Omnia Family Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
1,549
shares
|
$247,979
0.08% of portfolio
|
Q2 2025
Reduced 21.33%
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
1,547
shares
|
$247,659
0.11% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
1,545
shares
|
$247,339
0.06% of portfolio
|
Q2 2025
Reduced 27.23%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jul 09, 2025 Q2 2025 |
1,545
shares
|
$247,339
0.16% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
1,543
shares
|
$247,018
0.06% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Aug 11, 2025 Q2 2025 |
1,536
shares
|
$245,898
0.07% of portfolio
|
Q2 2025
Added 7.56%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,530
shares
|
$244,937
0.35% of portfolio
|
Q1 2024
Added 18.6%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
1,529
shares
|
$244,777
0.08% of portfolio
|
Q2 2025
Reduced 40.46%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,527
shares
|
$244,457
0.05% of portfolio
|
Q2 2023
Added 0.99%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
1,525
shares
|
$244,137
0.2% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
1,524
shares
|
$243,977
0.04% of portfolio
|
Q1 2023
Added 0.73%
|
|
|
Evolution Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
1,521
shares
|
$243,496
0.03% of portfolio
|
Q1 2025
Reduced 4.4%
|