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 $212 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
William Allan, LLC
|
May 05, 2025 Q1 2025 |
1,222
shares
|
$183,348
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,220
shares
|
$183,048
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
May 15, 2025 Q1 2025 |
1,219
shares
|
$182,898
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
May 07, 2025 Q1 2025 |
1,215
shares
|
$182,298
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Next Capital Management LLC
|
May 06, 2025 Q1 2025 |
1,213
shares
|
$181,998
0.1% of portfolio
|
Q1 2025
Reduced 42.92%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
May 12, 2025 Q1 2025 |
1,212
shares
|
$181,848
0.01% of portfolio
|
Q1 2025
Reduced 14.16%
|
|
|
Jag Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
1,209
shares
|
$181,398
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Apr 30, 2025 Q1 2025 |
1,208
shares
|
$181,248
0.16% of portfolio
|
Q1 2025
Reduced 28.18%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
1,207
shares
|
$181,098
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
1,206
shares
|
$180,948
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Saturna Capital Corp
Bellingham, WA |
May 02, 2025 Q1 2025 |
1,200
shares
|
$180,048
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
V2 Financial Group LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
1,200
shares
|
$180,048
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
May 07, 2025 Q1 2025 |
1,198
shares
|
$179,747
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Seven Springs Wealth Group, LLC
|
May 15, 2025 Q1 2025 |
1,196
shares
|
$179,447
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Syverson Strege & CO
West Des Moines, IA |
May 13, 2025 Q1 2025 |
1,196
shares
|
$179,447
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
1,196
shares
|
$179,447
0.19% of portfolio
|
Q1 2022
Added 1.53%
|
|
|
Tower View Investment Management & Research LLC
|
Jul 21, 2025 Q2 2025 |
1,195
shares
|
$179,297
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
|
$179,297
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,157
shares
|
$173,596
0.04% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
1,134
shares
|
$170,145
0.12% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
1,109
shares
|
$166,394
0.0% of portfolio
|
Q4 2024
Reduced 48.89%
|
|
|
Clear Street Markets LLC
|
May 13, 2025 Q1 2025 |
1,100
shares
|
$165,044
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
E Cio, Inc.
Madison, WI |
Jun 06, 2025 Q1 2025 |
1,083
shares
|
$162,493
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Mizuho Securities Co. Ltd.
|
Apr 21, 2025 Q1 2025 |
1,080
shares
|
$162,043
2.42% of portfolio
|
Q1 2025
Added 440.0%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
1,080
shares
|
$162,043
0.13% of portfolio
|
Q1 2025
New holding
|