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 |
|---|---|---|---|---|---|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
457
shares
|
$73,161
0.04% of portfolio
|
Q4 2022
Reduced 2.56%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
455
shares
|
$72,840
0.04% of portfolio
|
Q2 2025
Reduced 6.95%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
453
shares
|
$72,520
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
444
shares
|
$71,079
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
443
shares
|
$70,919
0.02% of portfolio
|
Q2 2025
Reduced 13.98%
|
|
|
Bnp Paribas
New York, NY |
Aug 14, 2025 Q2 2025 |
441
shares
|
$70,599
0.0% of portfolio
|
Q2 2025
Added 76.4%
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
439
shares
|
$70,279
0.05% of portfolio
|
Q2 2025
Added 133.51%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
420
shares
|
$67,237
0.04% of portfolio
|
Q4 2024
Added 29.23%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
412
shares
|
$65,957
0.04% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
411
shares
|
$65,796
0.04% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
410
shares
|
$65,636
0.02% of portfolio
|
Q2 2025
Reduced 14.23%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
400
shares
|
$64,036
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 23, 2025 Q2 2025 |
400
shares
|
$64,036
0.03% of portfolio
|
Q1 2025
Added 9.59%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Jul 11, 2025 Q2 2025 |
387
shares
|
$61,954
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
380
shares
|
$60,834
0.02% of portfolio
|
Q2 2025
Reduced 45.95%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
380
shares
|
$60,834
0.05% of portfolio
|
Q2 2025
Added 12.09%
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
378
shares
|
$60,514
0.05% of portfolio
|
Q2 2025
Reduced 27.03%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
375
shares
|
$60,033
0.02% of portfolio
|
Q2 2025
Reduced 91.33%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
369
shares
|
$59,073
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Winnow Wealth LLC
Waco, TX |
Aug 12, 2025 Q2 2025 |
368
shares
|
$58,913
0.04% of portfolio
|
Q1 2025
Reduced 83.7%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
361
shares
|
$57,792
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
361
shares
|
$57,792
0.02% of portfolio
|
Q2 2025
Reduced 22.7%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
356
shares
|
$56,992
0.02% of portfolio
|
Q2 2025
Reduced 15.84%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
348
shares
|
$55,711
0.03% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
347
shares
|
$55,551
0.01% of portfolio
|
Q2 2025
Added 4.2%
|