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 |
|---|---|---|---|---|---|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Nov 14, 2025 Q3 2025 |
64
shares
|
$9,908
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
63
shares
|
$9,753
0.01% of portfolio
|
Q2 2022
Reduced 35.71%
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
61
shares
|
$9,444
0.01% of portfolio
|
Q3 2025
Reduced 83.42%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
60
shares
|
$9,289
0.0% of portfolio
|
Q2 2024
Reduced 54.2%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
54
shares
|
$8,360
0.01% of portfolio
|
Q3 2025
Reduced 67.27%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
54
shares
|
$8,360
0.01% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
50
shares
|
$7,741
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
42
shares
|
$6,502
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
41
shares
|
$6,347
0.0% of portfolio
|
Q4 2024
Reduced 77.6%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
41
shares
|
$6,347
0.0% of portfolio
|
Q4 2024
Reduced 77.6%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
40
shares
|
$6,192
0.01% of portfolio
|
Q3 2025
Reduced 97.44%
|
|
|
Transce3nd, LLC
Kyle, TX |
Nov 12, 2025 Q3 2025 |
40
shares
|
$6,192
0.06% of portfolio
|
Q3 2025
Reduced 98.9%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
39
shares
|
$6,037
0.0% of portfolio
|
Q3 2025
Added 21.88%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
38
shares
|
$5,883
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
37
shares
|
$5,728
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fny Investment Advisers, LLC
|
Dec 15, 2025 Q3 2025 |
34
shares
|
$5,263
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
27
shares
|
$4,180
0.0% of portfolio
|
Q2 2023
Reduced 63.01%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
25
shares
|
$3,870
0.0% of portfolio
|
Q2 2024
Reduced 24.24%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Oct 14, 2025 Q3 2025 |
25
shares
|
$3,870
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Evelyn Partners Asset Management LTD
London, |
Nov 14, 2025 Q3 2025 |
25
shares
|
$3,870
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gs Investments, Inc.
|
Nov 06, 2025 Q3 2025 |
21
shares
|
$3,251
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Nov 10, 2025 Q3 2025 |
21
shares
|
$3,251
0.06% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Hoese & CO LLP
|
Oct 16, 2025 Q3 2025 |
18
shares
|
$2,786
0.0% of portfolio
|
Q3 2025
Reduced 89.29%
|
|
|
Advanced Portfolio Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
16
shares
|
$2,477
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
13
shares
|
$2,012
0.0% of portfolio
|
Q3 2025
New holding
|
|