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 |
|---|---|---|---|---|---|
|
Raelipskie Partnership
Waterloo, A6 |
Aug 06, 2025 Q2 2025 |
600
shares
|
$96,054
0.04% of portfolio
|
Q1 2025
Reduced 32.58%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
584
shares
|
$93,492
0.02% of portfolio
|
Q2 2025
Reduced 21.4%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
577
shares
|
$92,371
0.07% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
565
shares
|
$90,450
0.04% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Aug 19, 2025 Q2 2025 |
564
shares
|
$90,290
0.06% of portfolio
|
Q1 2025
Reduced 50.87%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
563
shares
|
$90,130
0.06% of portfolio
|
Q4 2024
Reduced 87.92%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
557
shares
|
$89,170
0.09% of portfolio
|
Q4 2021
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
551
shares
|
$88,209
0.02% of portfolio
|
Q2 2025
Reduced 55.2%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
549
shares
|
$87,889
0.07% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
543
shares
|
$86,928
0.02% of portfolio
|
Q1 2025
Reduced 35.59%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
528
shares
|
$84,527
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
Aug 07, 2025 Q2 2025 |
523
shares
|
$83,727
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
520
shares
|
$83,246
0.03% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
508
shares
|
$81,325
0.02% of portfolio
|
Q2 2025
Reduced 4.15%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
506
shares
|
$81,005
0.02% of portfolio
|
Q2 2025
Added 9.29%
|
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
505
shares
|
$80,845
0.06% of portfolio
|
Q2 2025
Added 86.34%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
500
shares
|
$80,045
0.02% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
500
shares
|
$80,045
0.02% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Jul 24, 2025 Q2 2025 |
500
shares
|
$80,045
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Goodman Advisory Group, LLC
|
Aug 15, 2025 Q2 2025 |
499
shares
|
$79,884
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
468
shares
|
$74,922
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
465
shares
|
$74,441
0.02% of portfolio
|
Q3 2023
Reduced 0.85%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Jul 24, 2025 Q2 2025 |
464
shares
|
$74,281
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
460
shares
|
$73,641
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
458
shares
|
$73,321
0.01% of portfolio
|
Q2 2025
Added 12.53%
|