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 |
|---|---|---|---|---|---|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,355
shares
|
$216,921
0.07% of portfolio
|
Q4 2024
Added 7.2%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Jul 31, 2025 Q2 2025 |
1,352
shares
|
$216,441
0.12% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
1,344
shares
|
$215,160
0.02% of portfolio
|
Q1 2025
Reduced 5.49%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Apr 09, 2025 Q1 2025 |
1,344
shares
|
$215,160
1.09% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
1,327
shares
|
$212,439
0.11% of portfolio
|
Q2 2025
Reduced 9.36%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jul 14, 2025 Q2 2025 |
1,323
shares
|
$211,799
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
1,319
shares
|
$211,158
0.12% of portfolio
|
Q2 2025
Added 25.26%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,314
shares
|
$210,358
0.08% of portfolio
|
Q4 2024
Added 6.57%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
1,308
shares
|
$209,397
0.2% of portfolio
|
Q4 2022
New holding
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
Jul 30, 2025 Q2 2025 |
1,308
shares
|
$209,397
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
1,301
shares
|
$208,277
0.06% of portfolio
|
Q2 2023
Added 0.7%
|
|
|
Miller Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
1,297
shares
|
$207,636
0.09% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Ade, LLC
|
Apr 30, 2025 Q1 2025 |
1,295
shares
|
$207,316
0.14% of portfolio
|
Q1 2025
Reduced 18.81%
|
|
|
Ckw Financial Group
|
Jul 25, 2025 Q2 2025 |
1,294
shares
|
$207,156
0.02% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
1,285
shares
|
$205,715
0.09% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
1,283
shares
|
$205,395
0.06% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,275
shares
|
$204,114
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
1,274
shares
|
$203,954
0.16% of portfolio
|
Q3 2024
Reduced 21.07%
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
1,256
shares
|
$201,073
0.07% of portfolio
|
Q2 2025
Added 14.18%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
1,247
shares
|
$199,632
0.14% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
1,231
shares
|
$197,070
0.03% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
1,229
shares
|
$196,750
0.14% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Aug 12, 2025 Q2 2025 |
1,213
shares
|
$194,189
0.0% of portfolio
|
Q2 2025
Reduced 65.9%
|
|
|
Saturna Capital Corp
Bellingham, WA |
May 02, 2025 Q1 2025 |
1,200
shares
|
$192,108
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
1,196
shares
|
$191,467
0.19% of portfolio
|
Q1 2022
Added 1.53%
|