Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,259 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 $212 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
453
shares
|
$67,968
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Tacita Capital Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
451
shares
|
$67,668
0.06% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Canton Hathaway, LLC
|
Apr 22, 2025 Q1 2025 |
449
shares
|
$67,367
0.02% of portfolio
|
Q3 2023
Added 102.25%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
447
shares
|
$67,067
0.01% of portfolio
|
Q1 2025
Added 529.58%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
444
shares
|
$66,617
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
425
shares
|
$63,767
0.05% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
423
shares
|
$63,466
0.02% of portfolio
|
Q1 2025
Added 271.05%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
420
shares
|
$63,016
0.04% of portfolio
|
Q4 2024
Added 29.23%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
410
shares
|
$61,516
0.02% of portfolio
|
Q2 2025
Reduced 14.23%
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
410
shares
|
$61,516
0.05% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
409
shares
|
$61,366
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
407
shares
|
$61,066
0.01% of portfolio
|
Q1 2025
Added 16.62%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
400
shares
|
$60,016
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 23, 2025 Q2 2025 |
400
shares
|
$60,016
0.03% of portfolio
|
Q1 2025
Added 9.59%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Jul 11, 2025 Q2 2025 |
387
shares
|
$58,065
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
380
shares
|
$57,015
0.02% of portfolio
|
Q2 2025
Reduced 45.95%
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
378
shares
|
$56,715
0.05% of portfolio
|
Q2 2025
Reduced 27.03%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
369
shares
|
$55,364
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
361
shares
|
$54,164
0.02% of portfolio
|
Q1 2025
Added 3.44%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
360
shares
|
$54,014
0.09% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
347
shares
|
$52,063
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
339
shares
|
$50,863
0.05% of portfolio
|
Q1 2025
Reduced 25.33%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
338
shares
|
$50,713
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
336
shares
|
$50,413
0.04% of portfolio
|
Q1 2025
Reduced 27.27%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
333
shares
|
$49,963
0.02% of portfolio
|
Q1 2025
Reduced 2.06%
|