Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,259 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 $220 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tandem Financial, LLC
Greenwood Village, CO |
May 08, 2025 Q1 2025 |
1,412
shares
|
$220,031
0.26% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,410
shares
|
$219,720
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
1,410
shares
|
$219,720
0.04% of portfolio
|
Q1 2025
Reduced 14.18%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
May 13, 2025 Q1 2025 |
1,409
shares
|
$219,564
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
1,406
shares
|
$219,096
0.08% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Northstar Group, Inc.
|
Jul 18, 2025 Q2 2025 |
1,403
shares
|
$218,629
0.03% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Jul 22, 2025 Q2 2025 |
1,403
shares
|
$218,629
0.23% of portfolio
|
Q1 2025
Reduced 6.65%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
1,401
shares
|
$218,317
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
1,401
shares
|
$218,317
0.06% of portfolio
|
Q2 2025
Added 10.49%
|
|
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
May 08, 2025 Q1 2025 |
1,400
shares
|
$218,162
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Iron Financial, LLC
|
Apr 25, 2025 Q1 2025 |
1,398
shares
|
$217,850
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Tandem Investment Advisors, Inc.
Charleston, SC |
Apr 28, 2025 Q1 2025 |
1,398
shares
|
$217,850
0.01% of portfolio
|
Q1 2025
Reduced 19.79%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
1,395
shares
|
$217,382
0.13% of portfolio
|
Q2 2023
Added 1.16%
|
|
|
Free Gulliver LLC
New Orleans, LA |
May 06, 2025 Q1 2025 |
1,395
shares
|
$217,382
0.12% of portfolio
|
Q1 2025
Reduced 28.42%
|
|
|
Annandale Capital, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
1,392
shares
|
$216,915
0.01% of portfolio
|
Q1 2025
Reduced 5.37%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
May 14, 2025 Q1 2025 |
1,392
shares
|
$216,915
0.06% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
May 16, 2025 Q1 2025 |
1,390
shares
|
$216,603
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
1,389
shares
|
$216,447
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Ndvr, Inc.
Boston, MA |
May 15, 2025 Q1 2025 |
1,387
shares
|
$216,136
0.24% of portfolio
|
Q1 2025
Reduced 7.53%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
1,387
shares
|
$216,136
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
1,384
shares
|
$215,668
0.07% of portfolio
|
Q2 2025
Reduced 27.04%
|
|
|
Investment House LLC
Las Vegas, NV |
May 08, 2025 Q1 2025 |
1,383
shares
|
$215,512
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
1,382
shares
|
$215,357
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
1,374
shares
|
$214,110
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Dorval Corp
Maple Grove, MN |
Apr 23, 2025 Q1 2025 |
1,357
shares
|
$211,461
0.09% of portfolio
|
Q1 2025
New holding
|