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 |
|---|---|---|---|---|---|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
755
shares
|
$120,867
0.02% of portfolio
|
Q2 2025
Reduced 31.11%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
755
shares
|
$120,867
0.03% of portfolio
|
Q2 2025
Added 19.84%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jul 28, 2025 Q2 2025 |
750
shares
|
$120,067
0.16% of portfolio
|
Q2 2025
Added 10.29%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
741
shares
|
$118,626
0.07% of portfolio
|
Q2 2025
Added 211.34%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
732
shares
|
$117,185
0.01% of portfolio
|
Q1 2025
Reduced 46.65%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
723
shares
|
$115,745
0.02% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Ulland Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
718
shares
|
$114,944
0.08% of portfolio
|
Q4 2021
New holding
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
712
shares
|
$113,984
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
704
shares
|
$112,703
0.03% of portfolio
|
Q2 2025
Added 15.41%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
704
shares
|
$112,703
0.02% of portfolio
|
Q2 2025
Added 110.15%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
703
shares
|
$112,543
0.05% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
691
shares
|
$110,622
0.01% of portfolio
|
Q2 2025
Added 30.62%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
680
shares
|
$108,861
0.01% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
O'Brien Wealth Partners LLC
|
Jul 09, 2025 Q2 2025 |
676
shares
|
$108,220
0.02% of portfolio
|
Q2 2025
Reduced 13.78%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
676
shares
|
$108,220
0.07% of portfolio
|
Q2 2025
Added 59.06%
|
|
|
Meeder Asset Management Inc
|
Aug 07, 2025 Q2 2025 |
674
shares
|
$107,900
0.01% of portfolio
|
Q2 2025
Added 11.59%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
667
shares
|
$106,780
0.07% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
657
shares
|
$105,179
0.01% of portfolio
|
Q1 2025
Reduced 7.07%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
648
shares
|
$103,738
0.07% of portfolio
|
Q4 2022
Reduced 38.81%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
638
shares
|
$102,137
0.04% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Advantage Trust CO
Salina, KS |
Jul 30, 2025 Q2 2025 |
634
shares
|
$101,497
0.04% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
631
shares
|
$101,016
0.05% of portfolio
|
Q2 2025
Added 1026.79%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
628
shares
|
$100,536
0.04% of portfolio
|
Q1 2025
Reduced 12.78%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
612
shares
|
$97,975
0.02% of portfolio
|
Q2 2025
Reduced 7.41%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
602
shares
|
$96,374
0.02% of portfolio
|
Q2 2025
Added 2.91%
|