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 |
|---|---|---|---|---|---|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,521
shares
|
$243,496
0.11% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
1,520
shares
|
$243,336
0.11% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Bay Rivers Group
|
Jul 09, 2025 Q2 2025 |
1,520
shares
|
$243,336
0.1% of portfolio
|
Q2 2025
Reduced 5.3%
|
|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Jul 15, 2025 Q2 2025 |
1,520
shares
|
$243,336
0.16% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Riverview Trust CO
|
Jul 18, 2025 Q2 2025 |
1,519
shares
|
$243,176
0.36% of portfolio
|
Q2 2025
Reduced 16.22%
|
|
|
Edge Rock Capital LLC
|
Jul 16, 2025 Q2 2025 |
1,519
shares
|
$243,176
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
1,519
shares
|
$243,176
0.03% of portfolio
|
Q2 2025
Added 7.73%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
1,519
shares
|
$243,176
0.39% of portfolio
|
Q2 2022
Added 19.51%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
1,517
shares
|
$242,856
0.06% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
1,516
shares
|
$242,696
0.04% of portfolio
|
Q2 2025
Reduced 80.33%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
1,510
shares
|
$241,735
0.16% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
1,507
shares
|
$241,255
0.02% of portfolio
|
Q2 2025
Added 16.64%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Aug 06, 2025 Q2 2025 |
1,507
shares
|
$241,255
0.05% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Mitchell Capital Management CO
|
Jul 25, 2025 Q2 2025 |
1,500
shares
|
$240,135
0.04% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Payden & Rygel
Los Angeles, CA |
Aug 07, 2025 Q2 2025 |
1,500
shares
|
$240,135
0.02% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
1,500
shares
|
$240,135
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 16, 2025 Q2 2025 |
1,500
shares
|
$240,135
0.01% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Aug 19, 2025 Q2 2025 |
1,500
shares
|
$240,135
0.18% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Diversified Investment Strategies, LLC
|
Jul 28, 2025 Q2 2025 |
1,493
shares
|
$239,014
0.15% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Peterson Wealth Services
|
Jul 31, 2025 Q2 2025 |
1,492
shares
|
$238,854
0.06% of portfolio
|
Q2 2025
Reduced 7.62%
|
|
|
Forth Right Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
1,492
shares
|
$238,854
0.07% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
1,491
shares
|
$238,694
0.03% of portfolio
|
Q1 2025
Reduced 16.52%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Aug 08, 2025 Q2 2025 |
1,490
shares
|
$238,534
0.07% of portfolio
|
Q2 2025
Reduced 8.31%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jul 14, 2025 Q2 2025 |
1,486
shares
|
$237,893
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
|
$237,733
0.04% of portfolio
|
Q2 2025
Reduced 1.0%
|