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 |
|---|---|---|---|---|---|
|
Motive Wealth Advisors
|
Jul 15, 2025 Q2 2025 |
1,440
shares
|
$215,539
0.09% of portfolio
|
Q2 2025
Added 14.38%
|
|
|
Paradiem, LLC
|
Jul 17, 2025 Q2 2025 |
1,439
shares
|
$215,389
0.06% of portfolio
|
Q2 2024
Reduced 7.87%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
1,436
shares
|
$214,940
0.07% of portfolio
|
Q2 2024
Added 1.7%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
1,436
shares
|
$214,940
0.05% of portfolio
|
Q2 2025
Reduced 38.13%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
1,434
shares
|
$214,641
0.02% of portfolio
|
Q2 2024
Added 7.74%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
1,433
shares
|
$214,491
0.1% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
May 13, 2025 Q1 2025 |
1,432
shares
|
$214,341
0.12% of portfolio
|
Q1 2025
Reduced 5.73%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
1,431
shares
|
$214,192
0.19% of portfolio
|
Q1 2025
Reduced 5.36%
|
|
|
Seek First Inc.
Campbell, CA |
Jul 10, 2025 Q2 2025 |
1,431
shares
|
$214,192
0.21% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
May 07, 2025 Q1 2025 |
1,428
shares
|
$213,743
0.08% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Apr 14, 2025 Q1 2025 |
1,427
shares
|
$213,593
0.24% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jul 15, 2025 Q2 2025 |
1,425
shares
|
$213,294
0.1% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
1,424
shares
|
$213,144
0.03% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
1,424
shares
|
$213,144
0.11% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
1,422
shares
|
$212,844
0.08% of portfolio
|
Q1 2025
Reduced 20.43%
|
|
|
Mathes Company, Inc.
|
May 01, 2025 Q1 2025 |
1,422
shares
|
$212,844
0.1% of portfolio
|
Q1 2025
Reduced 25.63%
|
|
|
Pinnacle Financial Group, LLC
|
May 15, 2025 Q1 2025 |
1,421
shares
|
$212,695
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
May 13, 2025 Q1 2025 |
1,420
shares
|
$212,545
0.19% of portfolio
|
Q4 2024
Added 14.42%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
1,418
shares
|
$212,246
0.05% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
May 08, 2025 Q1 2025 |
1,412
shares
|
$211,348
0.26% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,410
shares
|
$211,048
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
1,410
shares
|
$211,048
0.04% of portfolio
|
Q1 2025
Reduced 14.18%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
May 13, 2025 Q1 2025 |
1,409
shares
|
$210,899
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
1,406
shares
|
$210,450
0.08% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Northstar Group, Inc.
|
Jul 18, 2025 Q2 2025 |
1,403
shares
|
$210,001
0.03% of portfolio
|
Q4 2024
Added 2.78%
|