Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,394 institutions that hold shares in the stock, with a total of 1.45 Billion shares, which have been reported (via 13F filing form) to have a value of $224 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
246
shares
|
$38,085
0.11% of portfolio
|
Q1 2025
Added 267.16%
|
|
|
Lmr Partners LLP
London, X0 |
Nov 14, 2025 Q3 2025 |
240
shares
|
$37,156
0.0% of portfolio
|
Q3 2025
Reduced 95.61%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
235
shares
|
$36,382
0.02% of portfolio
|
Q3 2023
Reduced 39.74%
|
|
|
Xy Capital LTD
Central, K3 |
Nov 13, 2025 Q3 2025 |
234
shares
|
$36,227
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
221
shares
|
$34,215
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
220
shares
|
$34,060
0.01% of portfolio
|
Q3 2025
Added 17.02%
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
217
shares
|
$33,595
0.02% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
217
shares
|
$33,595
0.02% of portfolio
|
Q3 2025
Reduced 7.26%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
212
shares
|
$32,821
0.01% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
208
shares
|
$32,202
0.01% of portfolio
|
Q3 2025
Reduced 22.68%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
200
shares
|
$30,964
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
200
shares
|
$30,964
0.01% of portfolio
|
Q2 2023
Reduced 41.18%
|
|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
200
shares
|
$30,964
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
190
shares
|
$29,415
0.03% of portfolio
|
Q3 2025
Reduced 99.06%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
174
shares
|
$26,938
0.0% of portfolio
|
Q3 2025
Added 16.0%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
166
shares
|
$25,700
0.01% of portfolio
|
Q1 2022
Added 6.41%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
154
shares
|
$23,842
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
153
shares
|
$23,687
0.01% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Oct 24, 2025 Q3 2025 |
150
shares
|
$23,223
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Nov 10, 2025 Q3 2025 |
148
shares
|
$22,913
0.01% of portfolio
|
Q1 2024
Reduced 2.63%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
143
shares
|
$22,139
0.01% of portfolio
|
Q3 2025
Reduced 20.99%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 12, 2025 Q3 2025 |
141
shares
|
$21,829
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
139
shares
|
$21,519
0.02% of portfolio
|
Q3 2025
Added 44.79%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
137
shares
|
$21,210
0.01% of portfolio
|
Q4 2022
Added 19.13%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Nov 12, 2025 Q3 2025 |
137
shares
|
$21,210
0.0% of portfolio
|
Q1 2025
Added 426.92%
|
|