Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,275 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 $214 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Marshall & Sullivan Inc
|
Jul 11, 2025 Q2 2025 |
769
shares
|
$116,411
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
755
shares
|
$114,291
0.02% of portfolio
|
Q2 2025
Reduced 31.11%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
745
shares
|
$112,778
0.07% of portfolio
|
Q2 2024
Added 6.43%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
736
shares
|
$111,415
0.03% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
732
shares
|
$110,810
0.01% of portfolio
|
Q1 2025
Reduced 46.65%
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
718
shares
|
$108,690
0.1% of portfolio
|
Q4 2021
New holding
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
712
shares
|
$107,782
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
704
shares
|
$106,571
0.03% of portfolio
|
Q2 2025
Added 15.41%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
704
shares
|
$106,571
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
702
shares
|
$106,268
0.08% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
699
shares
|
$105,814
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
691
shares
|
$104,603
0.01% of portfolio
|
Q2 2025
Added 30.62%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
687
shares
|
$103,998
0.02% of portfolio
|
Q1 2025
Reduced 90.55%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
680
shares
|
$102,938
0.01% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
680
shares
|
$102,938
0.22% of portfolio
|
Q1 2025
Reduced 5.82%
|
|
|
O'Brien Wealth Partners LLC
|
Jul 09, 2025 Q2 2025 |
676
shares
|
$102,332
0.02% of portfolio
|
Q2 2025
Reduced 13.78%
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
672
shares
|
$101,727
0.6% of portfolio
|
Q1 2025
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
667
shares
|
$100,970
0.1% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
661
shares
|
$100,062
0.03% of portfolio
|
Q1 2025
Added 5.76%
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
657
shares
|
$99,456
0.02% of portfolio
|
Q1 2025
Reduced 7.07%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
648
shares
|
$98,094
0.07% of portfolio
|
Q4 2022
Reduced 38.81%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
643
shares
|
$97,337
0.04% of portfolio
|
Q1 2023
Reduced 71.26%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
638
shares
|
$96,580
0.04% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Advantage Trust CO
Salina, KS |
May 07, 2025 Q1 2025 |
634
shares
|
$95,974
0.06% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
630
shares
|
$95,369
0.05% of portfolio
|
Q1 2025
Added 6.06%
|