Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,275 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 $214 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sellwood Investment Partners LLC
Portland, OR |
Jul 11, 2025 Q2 2025 |
387
shares
|
$58,584
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
380
shares
|
$57,524
0.02% of portfolio
|
Q2 2025
Reduced 45.95%
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
378
shares
|
$57,221
0.05% of portfolio
|
Q2 2025
Reduced 27.03%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
369
shares
|
$55,859
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
361
shares
|
$54,648
0.02% of portfolio
|
Q1 2025
Added 3.44%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
360
shares
|
$54,496
0.09% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
347
shares
|
$52,528
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
339
shares
|
$51,317
0.05% of portfolio
|
Q1 2025
Reduced 25.33%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
338
shares
|
$51,166
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
336
shares
|
$50,863
0.04% of portfolio
|
Q1 2025
Reduced 27.27%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
335
shares
|
$50,712
0.01% of portfolio
|
Q1 2025
Added 31.89%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
333
shares
|
$50,409
0.02% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Ncp Inc.
La Quinta, CA |
May 06, 2025 Q1 2025 |
331
shares
|
$50,106
0.07% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
331
shares
|
$50,106
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Jul 18, 2025 Q2 2025 |
330
shares
|
$49,955
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
327
shares
|
$49,501
0.01% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Livelsberger Financial Advisory
Ashland, OH |
Jul 08, 2025 Q2 2025 |
327
shares
|
$49,501
0.91% of portfolio
|
Q2 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
324
shares
|
$49,047
0.02% of portfolio
|
Q1 2025
Reduced 74.14%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
320
shares
|
$48,441
0.04% of portfolio
|
Q2 2022
Added 6.67%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
317
shares
|
$47,987
0.03% of portfolio
|
Q2 2025
Reduced 31.97%
|
|
|
Bayforest Capital LTD
London, X0 |
May 08, 2025 Q1 2025 |
316
shares
|
$47,836
0.05% of portfolio
|
Q1 2025
Added 85.88%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
308
shares
|
$46,625
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
305
shares
|
$46,170
0.03% of portfolio
|
Q2 2025
Reduced 18.88%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
300
shares
|
$45,414
0.01% of portfolio
|
Q2 2024
Reduced 14.29%
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
286
shares
|
$43,294
0.21% of portfolio
|
Q1 2022
Reduced 18.29%
|