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 |
|---|---|---|---|---|---|
|
Tower View Investment Management & Research LLC
|
Jul 21, 2025 Q2 2025 |
1,195
shares
|
$191,307
0.09% of portfolio
|
Q2 2025
Added 1559.72%
|
|
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
1,195
shares
|
$191,307
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
1,188
shares
|
$190,186
0.07% of portfolio
|
Q2 2025
Added 143.94%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
1,187
shares
|
$190,026
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
1,179
shares
|
$188,746
0.17% of portfolio
|
Q2 2025
Reduced 22.89%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
1,160
shares
|
$185,704
0.03% of portfolio
|
Q2 2025
Added 10.9%
|
|
|
Gladius Capital Management LP
Chicago, IL |
Aug 05, 2025 Q2 2025 |
1,158
shares
|
$185,384
0.26% of portfolio
|
Q2 2025
Reduced 73.9%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,157
shares
|
$185,224
0.04% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
1,139
shares
|
$182,342
0.1% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Sep 15, 2025 Q2 2025 |
1,109
shares
|
$177,539
0.0% of portfolio
|
Q4 2024
Reduced 48.89%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Aug 14, 2025 Q2 2025 |
1,090
shares
|
$174,498
0.08% of portfolio
|
Q2 2025
Reduced 39.34%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
1,084
shares
|
$173,537
0.08% of portfolio
|
Q2 2025
Added 5.14%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
1,081
shares
|
$173,057
0.1% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Mizuho Securities Co. Ltd.
|
Apr 21, 2025 Q1 2025 |
1,080
shares
|
$172,897
2.42% of portfolio
|
Q1 2025
Added 440.0%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
1,064
shares
|
$170,335
0.09% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
1,061
shares
|
$169,855
0.02% of portfolio
|
Q2 2025
Added 137.36%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
1,058
shares
|
$169,375
0.06% of portfolio
|
Q2 2025
Added 159.95%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1,049
shares
|
$167,934
0.05% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
1,040
shares
|
$166,493
0.07% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
1,035
shares
|
$165,693
0.02% of portfolio
|
Q1 2025
Reduced 20.63%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
1,031
shares
|
$165,052
0.02% of portfolio
|
Q2 2025
Added 41.82%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
1,000
shares
|
$160,090
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
Aug 05, 2025 Q2 2025 |
1,000
shares
|
$160,090
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
984
shares
|
$157,528
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
971
shares
|
$155,447
0.55% of portfolio
|
Q3 2024
New holding
|