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 $220 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
236
shares
|
$36,775
0.04% of portfolio
|
Q1 2025
Added 171.26%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
235
shares
|
$36,620
0.02% of portfolio
|
Q3 2023
Reduced 39.74%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
234
shares
|
$36,464
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
234
shares
|
$36,464
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Adams Natural Resources Fund, Inc.
|
Apr 23, 2025 Q1 2025 |
225
shares
|
$35,061
0.01% of portfolio
|
Q1 2025
Reduced 99.96%
|
|
|
Ifs Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
217
shares
|
$33,815
0.02% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
215
shares
|
$33,503
0.01% of portfolio
|
Q2 2025
Reduced 13.65%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
211
shares
|
$32,880
0.01% of portfolio
|
Q2 2025
Reduced 52.26%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
207
shares
|
$32,256
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
205
shares
|
$31,945
0.02% of portfolio
|
Q1 2025
Reduced 65.66%
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
204
shares
|
$31,789
0.01% of portfolio
|
Q4 2024
Added 75.86%
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
200
shares
|
$31,166
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
200
shares
|
$31,166
0.01% of portfolio
|
Q2 2025
Reduced 21.57%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
200
shares
|
$31,166
0.02% of portfolio
|
Q2 2023
Reduced 41.18%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
200
shares
|
$31,166
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
188
shares
|
$29,296
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
180
shares
|
$28,049
0.01% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
178
shares
|
$27,737
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Jun 04, 2025 Q1 2025 |
175
shares
|
$27,270
0.0% of portfolio
|
Q1 2025
Reduced 90.54%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
174
shares
|
$27,114
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
171
shares
|
$26,646
0.01% of portfolio
|
Q1 2025
Added 44.92%
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
168
shares
|
$26,179
0.02% of portfolio
|
Q3 2023
Reduced 47.17%
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
168
shares
|
$26,179
0.01% of portfolio
|
Q2 2025
Added 22.63%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
166
shares
|
$25,867
0.01% of portfolio
|
Q1 2022
Added 6.41%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
165
shares
|
$25,711
0.02% of portfolio
|
Q1 2025
Reduced 70.38%
|