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 |
|---|---|---|---|---|---|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
961
shares
|
$153,846
0.05% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
959
shares
|
$153,526
0.08% of portfolio
|
Q2 2025
Added 5.5%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
950
shares
|
$152,085
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
949
shares
|
$151,925
0.13% of portfolio
|
Q4 2024
Reduced 15.64%
|
|
|
Westchester Capital Management, Inc.
Omaha, NE |
Jul 25, 2025 Q2 2025 |
932
shares
|
$149,203
0.03% of portfolio
|
Q1 2023
Reduced 12.24%
|
|
|
Richelieu Gestion PLC
|
Apr 15, 2024 Q1 2024 |
900
shares
|
$144,081
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Disciplined Equity Management, Inc.
|
Jul 28, 2025 Q2 2025 |
900
shares
|
$144,081
0.08% of portfolio
|
Q1 2024
Reduced 30.77%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
899
shares
|
$143,920
0.24% of portfolio
|
Q2 2023
Reduced 0.11%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
895
shares
|
$143,280
0.08% of portfolio
|
Q2 2025
Added 7.37%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
887
shares
|
$141,999
0.07% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
886
shares
|
$141,839
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
884
shares
|
$141,519
0.34% of portfolio
|
Q3 2023
Added 6.0%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
874
shares
|
$139,918
0.09% of portfolio
|
Q2 2025
Reduced 9.62%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
858
shares
|
$137,357
0.01% of portfolio
|
Q2 2025
Reduced 9.01%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
848
shares
|
$135,756
0.15% of portfolio
|
Q1 2025
Added 60.61%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
842
shares
|
$134,795
0.28% of portfolio
|
Q3 2024
Reduced 69.16%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
833
shares
|
$133,354
0.02% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
818
shares
|
$130,953
0.06% of portfolio
|
Q2 2025
Added 9.8%
|
|
|
Cove Street Capital, LLC
El Segundo, CA |
Aug 14, 2025 Q2 2025 |
800
shares
|
$128,072
0.19% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
798
shares
|
$127,751
0.04% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
793
shares
|
$126,951
0.01% of portfolio
|
Q2 2025
Reduced 13.24%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
776
shares
|
$124,229
0.02% of portfolio
|
Q3 2023
Added 2.24%
|
|
|
Marshall & Sullivan Inc
|
Jul 11, 2025 Q2 2025 |
769
shares
|
$123,109
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
757
shares
|
$121,188
0.04% of portfolio
|
Q4 2024
Reduced 44.52%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
756
shares
|
$121,028
0.01% of portfolio
|
Q2 2025
Added 45.11%
|