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 |
|---|---|---|---|---|---|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
344
shares
|
$55,070
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
339
shares
|
$54,270
0.01% of portfolio
|
Q2 2025
Reduced 30.67%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
338
shares
|
$54,110
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
336
shares
|
$53,790
0.03% of portfolio
|
Q1 2025
Reduced 27.27%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
331
shares
|
$52,989
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Jul 18, 2025 Q2 2025 |
330
shares
|
$52,829
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
327
shares
|
$52,349
0.01% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Livelsberger Financial Advisory
Ashland, OH |
Jul 08, 2025 Q2 2025 |
327
shares
|
$52,349
0.91% of portfolio
|
Q2 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
325
shares
|
$52,029
0.02% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
322
shares
|
$51,548
0.03% of portfolio
|
Q2 2025
Reduced 63.49%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
321
shares
|
$51,388
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
320
shares
|
$51,228
0.03% of portfolio
|
Q2 2022
Added 6.67%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Aug 07, 2025 Q2 2025 |
319
shares
|
$51,068
0.03% of portfolio
|
Q2 2025
Reduced 29.27%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
317
shares
|
$50,748
0.03% of portfolio
|
Q2 2025
Reduced 31.97%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
310
shares
|
$49,627
0.03% of portfolio
|
Q2 2025
Added 106.67%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
309
shares
|
$49,467
0.01% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Aug 06, 2025 Q2 2025 |
308
shares
|
$49,307
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
305
shares
|
$48,827
0.03% of portfolio
|
Q2 2025
Reduced 18.88%
|
|
|
Gfg Capital, LLC
|
Jul 24, 2025 Q2 2025 |
294
shares
|
$47,066
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
286
shares
|
$45,785
0.21% of portfolio
|
Q1 2022
Reduced 18.29%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Aug 07, 2025 Q2 2025 |
276
shares
|
$44,184
0.04% of portfolio
|
Q2 2025
Added 16.95%
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
275
shares
|
$44,024
0.05% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Aug 14, 2025 Q2 2025 |
271
shares
|
$43,384
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
270
shares
|
$43,224
0.03% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
270
shares
|
$43,224
0.02% of portfolio
|
Q2 2025
Reduced 45.45%
|