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 |
|---|---|---|---|---|---|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
170
shares
|
$27,215
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hoese & CO LLP
|
Jul 29, 2025 Q2 2025 |
168
shares
|
$26,895
0.02% of portfolio
|
Q3 2023
Reduced 47.17%
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
168
shares
|
$26,895
0.01% of portfolio
|
Q2 2025
Added 22.63%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
166
shares
|
$26,574
0.01% of portfolio
|
Q1 2022
Added 6.41%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
165
shares
|
$26,414
0.02% of portfolio
|
Q1 2025
Reduced 70.38%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
154
shares
|
$24,653
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
153
shares
|
$24,493
0.01% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
150
shares
|
$24,013
0.0% of portfolio
|
Q2 2025
Reduced 97.09%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
148
shares
|
$23,693
0.01% of portfolio
|
Q1 2024
Reduced 2.63%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Aug 07, 2025 Q2 2025 |
141
shares
|
$22,572
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
137
shares
|
$21,932
0.01% of portfolio
|
Q4 2022
Added 19.13%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
137
shares
|
$21,932
0.0% of portfolio
|
Q1 2025
Added 426.92%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
136
shares
|
$21,772
0.04% of portfolio
|
Q4 2019
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2025 Q2 2025 |
130
shares
|
$20,811
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Curat Global, LLC
Springfield, NH |
Aug 01, 2025 Q2 2025 |
125
shares
|
$20,011
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
119
shares
|
$19,050
0.01% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
119
shares
|
$19,050
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Jul 29, 2025 Q2 2025 |
116
shares
|
$18,570
0.01% of portfolio
|
Q2 2025
Reduced 43.14%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
109
shares
|
$17,449
0.01% of portfolio
|
Q2 2025
Reduced 22.7%
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
100
shares
|
$16,009
0.01% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Aug 14, 2025 Q2 2025 |
100
shares
|
$16,009
0.0% of portfolio
|
Q4 2024
Reduced 79.17%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jul 17, 2025 Q2 2025 |
100
shares
|
$16,009
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 28, 2025 Q2 2025 |
96
shares
|
$15,368
0.01% of portfolio
|
Q1 2025
Reduced 80.95%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
89
shares
|
$14,248
0.01% of portfolio
|
Q1 2025
Added 117.07%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
80
shares
|
$12,807
0.0% of portfolio
|
Q4 2024
Reduced 42.86%
|