Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,270 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 $211 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
270
shares
|
$40,413
0.03% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
269
shares
|
$40,263
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
266
shares
|
$39,814
0.02% of portfolio
|
Q4 2024
Reduced 26.72%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
254
shares
|
$38,018
0.02% of portfolio
|
Q1 2025
Added 38.8%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
250
shares
|
$37,420
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Bnp Paribas
New York, NY |
May 14, 2025 Q1 2025 |
250
shares
|
$37,420
0.0% of portfolio
|
Q1 2025
Reduced 74.57%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
249
shares
|
$37,270
0.01% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
249
shares
|
$37,270
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
246
shares
|
$36,821
0.14% of portfolio
|
Q1 2025
Added 267.16%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
236
shares
|
$35,324
0.04% of portfolio
|
Q1 2025
Added 171.26%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
235
shares
|
$35,174
0.02% of portfolio
|
Q3 2023
Reduced 39.74%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
234
shares
|
$35,025
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
234
shares
|
$35,025
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Adams Natural Resources Fund, Inc.
|
Apr 23, 2025 Q1 2025 |
225
shares
|
$33,678
0.01% of portfolio
|
Q1 2025
Reduced 99.96%
|
|
|
Ifs Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
213
shares
|
$31,881
0.03% of portfolio
|
Q1 2025
Added 119.59%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
211
shares
|
$31,582
0.01% of portfolio
|
Q2 2025
Reduced 52.26%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
207
shares
|
$30,983
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
205
shares
|
$30,684
0.02% of portfolio
|
Q1 2025
Reduced 65.66%
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
204
shares
|
$30,534
0.01% of portfolio
|
Q4 2024
Added 75.86%
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
200
shares
|
$29,936
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
200
shares
|
$29,936
0.01% of portfolio
|
Q2 2025
Reduced 21.57%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
200
shares
|
$29,936
0.02% of portfolio
|
Q2 2023
Reduced 41.18%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
200
shares
|
$29,936
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
188
shares
|
$28,139
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
180
shares
|
$26,942
0.01% of portfolio
|
Q1 2025
Added 0.56%
|