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 |
|---|---|---|---|---|---|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
269
shares
|
$43,064
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
266
shares
|
$42,583
0.02% of portfolio
|
Q4 2024
Reduced 26.72%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
265
shares
|
$42,423
0.02% of portfolio
|
Q2 2025
Reduced 45.13%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
265
shares
|
$42,423
0.03% of portfolio
|
Q2 2025
Added 52.3%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
255
shares
|
$40,822
0.02% of portfolio
|
Q2 2025
Added 86.13%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jul 22, 2025 Q2 2025 |
250
shares
|
$40,022
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
249
shares
|
$39,862
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
246
shares
|
$39,382
0.11% of portfolio
|
Q1 2025
Added 267.16%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
235
shares
|
$37,621
0.02% of portfolio
|
Q3 2023
Reduced 39.74%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Aug 14, 2025 Q2 2025 |
234
shares
|
$37,461
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ifs Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
217
shares
|
$34,739
0.02% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
217
shares
|
$34,739
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
215
shares
|
$34,419
0.01% of portfolio
|
Q2 2025
Reduced 13.65%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Aug 14, 2025 Q2 2025 |
215
shares
|
$34,419
0.0% of portfolio
|
Q2 2025
Added 42.38%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
211
shares
|
$33,778
0.01% of portfolio
|
Q2 2025
Reduced 52.26%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
208
shares
|
$33,298
0.01% of portfolio
|
Q2 2025
Reduced 18.11%
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
200
shares
|
$32,018
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
200
shares
|
$32,018
0.01% of portfolio
|
Q2 2025
Reduced 21.57%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
200
shares
|
$32,018
0.01% of portfolio
|
Q2 2023
Reduced 41.18%
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
200
shares
|
$32,018
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
188
shares
|
$30,096
0.01% of portfolio
|
Q2 2025
Added 5.62%
|
|
|
Evelyn Partners Investment Management Services LTD
London, |
Aug 12, 2025 Q2 2025 |
185
shares
|
$29,616
0.05% of portfolio
|
Q2 2025
Reduced 97.53%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
183
shares
|
$29,296
0.0% of portfolio
|
Q2 2025
Added 165.22%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
181
shares
|
$28,976
0.01% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
171
shares
|
$27,375
0.01% of portfolio
|
Q1 2025
Added 44.92%
|