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 |
|---|---|---|---|---|---|
|
Trinity Financial Advisors LLC
|
Jul 03, 2025 Q2 2025 |
1,482
shares
|
$237,253
0.07% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Aug 14, 2025 Q2 2025 |
1,482
shares
|
$237,253
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Interactive Financial Advisors
Chicago, IL |
Jul 29, 2025 Q2 2025 |
1,478
shares
|
$236,613
0.11% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Aug 13, 2025 Q2 2025 |
1,477
shares
|
$236,452
0.11% of portfolio
|
Q2 2025
Reduced 21.02%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
1,475
shares
|
$236,132
0.14% of portfolio
|
Q2 2025
Reduced 10.33%
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
1,474
shares
|
$235,972
0.02% of portfolio
|
Q2 2025
Reduced 6.05%
|
|
|
Affiance Financial, LLC
|
Jul 10, 2025 Q2 2025 |
1,471
shares
|
$235,492
0.04% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Aug 05, 2025 Q2 2025 |
1,471
shares
|
$235,492
0.14% of portfolio
|
Q2 2025
Added 8.63%
|
|
|
Redw Wealth LLC
|
Aug 04, 2025 Q2 2025 |
1,469
shares
|
$235,172
0.08% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Rochester Wealth Strategies, LLC
Rochester, MI |
Jul 22, 2025 Q2 2025 |
1,459
shares
|
$233,571
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
1,448
shares
|
$231,810
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
1,446
shares
|
$231,490
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
1,446
shares
|
$231,490
0.03% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
1,443
shares
|
$231,009
0.08% of portfolio
|
Q2 2025
Reduced 37.86%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,441
shares
|
$230,689
0.15% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Motive Wealth Advisors
|
Jul 15, 2025 Q2 2025 |
1,440
shares
|
$230,529
0.09% of portfolio
|
Q2 2025
Added 14.38%
|
|
|
Paradiem, LLC
|
Jul 17, 2025 Q2 2025 |
1,439
shares
|
$230,369
0.06% of portfolio
|
Q2 2024
Reduced 7.87%
|
|
|
Jag Capital Management, LLC
|
Jul 28, 2025 Q2 2025 |
1,436
shares
|
$229,889
0.02% of portfolio
|
Q2 2025
Added 18.78%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
1,436
shares
|
$229,889
0.07% of portfolio
|
Q2 2024
Added 1.7%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
1,436
shares
|
$229,889
0.05% of portfolio
|
Q2 2025
Reduced 38.13%
|
|
|
Meixler Investment Management, Ltd.
Show Low, AZ |
Aug 04, 2025 Q2 2025 |
1,434
shares
|
$229,569
0.15% of portfolio
|
Q2 2025
Reduced 6.88%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
1,434
shares
|
$229,569
0.02% of portfolio
|
Q2 2024
Added 7.74%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
1,434
shares
|
$229,569
0.09% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
1,433
shares
|
$229,408
0.1% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
Seek First Inc.
Campbell, CA |
Jul 10, 2025 Q2 2025 |
1,431
shares
|
$229,088
0.21% of portfolio
|
Q2 2025
Added 1.12%
|