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 |
|---|---|---|---|---|---|
|
Payden & Rygel
Los Angeles, CA |
May 15, 2025 Q1 2025 |
1,500
shares
|
$224,520
0.02% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
1,500
shares
|
$224,520
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 16, 2025 Q2 2025 |
1,500
shares
|
$224,520
0.01% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Forth Right Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
1,492
shares
|
$223,322
0.09% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
1,491
shares
|
$223,172
0.03% of portfolio
|
Q1 2025
Reduced 16.52%
|
|
|
Penbrook Management LLC
|
Apr 01, 2025 Q1 2025 |
1,490
shares
|
$223,023
0.2% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
1,490
shares
|
$223,023
0.05% of portfolio
|
Q1 2025
Reduced 5.99%
|
|
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
May 12, 2025 Q1 2025 |
1,490
shares
|
$223,023
0.03% of portfolio
|
Q1 2025
Added 296.28%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jul 14, 2025 Q2 2025 |
1,486
shares
|
$222,424
0.12% of portfolio
|
Q2 2025
Reduced 54.38%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jul 14, 2025 Q2 2025 |
1,485
shares
|
$222,274
0.04% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Trinity Financial Advisors LLC
|
Jul 03, 2025 Q2 2025 |
1,482
shares
|
$221,825
0.07% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Diversified Investment Strategies, LLC
|
May 13, 2025 Q1 2025 |
1,478
shares
|
$221,227
0.17% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Hamilton Point Investment Advisors, LLC
|
May 06, 2025 Q1 2025 |
1,478
shares
|
$221,227
0.05% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Apr 29, 2025 Q1 2025 |
1,476
shares
|
$220,927
0.13% of portfolio
|
Q1 2024
Reduced 37.88%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
1,475
shares
|
$220,778
0.14% of portfolio
|
Q2 2025
Reduced 10.33%
|
|
|
Affiance Financial, LLC
|
Jul 10, 2025 Q2 2025 |
1,471
shares
|
$220,179
0.04% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Apr 11, 2025 Q1 2025 |
1,471
shares
|
$220,179
0.14% of portfolio
|
Q1 2025
Reduced 28.17%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
1,464
shares
|
$219,131
0.16% of portfolio
|
Q1 2025
Reduced 8.56%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
May 13, 2025 Q1 2025 |
1,460
shares
|
$218,532
0.14% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Rochester Wealth Strategies, LLC
Rochester, MI |
Jul 22, 2025 Q2 2025 |
1,459
shares
|
$218,383
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,455
shares
|
$217,784
0.1% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
1,448
shares
|
$216,736
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
1,446
shares
|
$216,437
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Redw Wealth LLC
|
Apr 29, 2025 Q1 2025 |
1,443
shares
|
$215,988
0.09% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,441
shares
|
$215,688
0.15% of portfolio
|
Q3 2024
Reduced 4.95%
|