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 |
|---|---|---|---|---|---|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
1,430
shares
|
$228,928
0.04% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Perfromance Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
1,429
shares
|
$228,768
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Apr 14, 2025 Q1 2025 |
1,427
shares
|
$228,448
0.24% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jul 15, 2025 Q2 2025 |
1,425
shares
|
$228,128
0.1% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
1,424
shares
|
$227,968
0.03% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
1,418
shares
|
$227,007
0.05% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jul 29, 2025 Q2 2025 |
1,414
shares
|
$226,367
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
1,413
shares
|
$226,207
0.19% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,410
shares
|
$225,726
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
Aug 12, 2025 Q2 2025 |
1,410
shares
|
$225,726
0.16% of portfolio
|
Q2 2025
Reduced 81.16%
|
|
|
Tandem Investment Advisors, Inc.
Charleston, SC |
Jul 31, 2025 Q2 2025 |
1,407
shares
|
$225,246
0.01% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
1,406
shares
|
$225,086
0.08% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Iron Financial, LLC
|
Jul 24, 2025 Q2 2025 |
1,405
shares
|
$224,926
0.11% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Northstar Group, Inc.
|
Jul 18, 2025 Q2 2025 |
1,403
shares
|
$224,606
0.03% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Jul 22, 2025 Q2 2025 |
1,403
shares
|
$224,606
0.23% of portfolio
|
Q1 2025
Reduced 6.65%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
1,401
shares
|
$224,286
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
1,401
shares
|
$224,286
0.06% of portfolio
|
Q2 2025
Added 10.49%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Aug 13, 2025 Q2 2025 |
1,398
shares
|
$223,805
0.08% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
1,395
shares
|
$223,325
0.13% of portfolio
|
Q2 2023
Added 1.16%
|
|
|
Mcia Inc
|
Jul 29, 2025 Q2 2025 |
1,391
shares
|
$222,685
0.04% of portfolio
|
Q2 2025
Reduced 11.57%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
1,389
shares
|
$222,365
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
1,384
shares
|
$221,564
0.07% of portfolio
|
Q2 2025
Reduced 27.04%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
1,382
shares
|
$221,244
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
1,374
shares
|
$219,963
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,363
shares
|
$218,202
0.01% of portfolio
|
Q2 2025
Added 678.86%
|