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 $212 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Osher Van De Voorde Investment Management
|
Jul 11, 2025 Q2 2025 |
125,500
shares
|
$18.8 Million
4.5% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
125,139
shares
|
$18.8 Million
0.3% of portfolio
|
Q3 2024
Added 9.12%
|
|
|
F&V Capital Management, LLC
|
Jul 21, 2025 Q2 2025 |
124,271
shares
|
$18.6 Million
4.55% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
124,238
shares
|
$18.6 Million
1.19% of portfolio
|
Q2 2025
Added 5.08%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
124,159
shares
|
$18.6 Million
0.17% of portfolio
|
Q3 2022
Added 9.65%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
123,475
shares
|
$18.5 Million
2.11% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
123,400
shares
|
$18.5 Million
0.9% of portfolio
|
Q3 2023
Added 4.07%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
121,949
shares
|
$18.3 Million
0.69% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
121,650
shares
|
$18.3 Million
0.41% of portfolio
|
Q1 2025
Reduced 50.6%
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Jul 16, 2025 Q1 2025 |
120,871
shares
|
$18.1 Million
0.15% of portfolio
|
Q1 2025
Reduced 12.77%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
119,856
shares
|
$18 Million
0.51% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Anchor Capital Advisors LLC
|
May 13, 2025 Q1 2025 |
119,802
shares
|
$18 Million
0.66% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
119,296
shares
|
$17.9 Million
0.25% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Canal Insurance CO
|
Apr 24, 2025 Q1 2025 |
119,240
shares
|
$17.9 Million
4.7% of portfolio
|
Q4 2022
Added 9.15%
|
|
|
M&G Investment Management LTD
London, X0 |
May 08, 2024 Q4 2023 |
119,167
shares
|
$17.9 Million
0.06% of portfolio
|
Q4 2023
Reduced 5.76%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
118,680
shares
|
$17.8 Million
2.28% of portfolio
|
Q3 2023
Reduced 2.11%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
118,532
shares
|
$17.8 Million
0.33% of portfolio
|
Q2 2024
Added 8.86%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
118,397
shares
|
$17.8 Million
1.41% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Cullinan Associates Inc
|
Jul 22, 2025 Q2 2025 |
118,357
shares
|
$17.8 Million
1.13% of portfolio
|
Q2 2025
Reduced 13.88%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
117,063
shares
|
$17.6 Million
0.28% of portfolio
|
Q4 2024
Added 131.1%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
116,948
shares
|
$17.5 Million
0.53% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Buckley Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
116,825
shares
|
$17.5 Million
6.2% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Neos Investment Management LLC
Westport, CT |
May 15, 2025 Q1 2025 |
116,416
shares
|
$17.5 Million
0.37% of portfolio
|
Q1 2025
Added 24.04%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
116,235
shares
|
$17.4 Million
0.72% of portfolio
|
Q3 2022
Added 0.3%
|
|
|
Grandfield & Dodd, LLC
|
May 02, 2025 Q1 2025 |
116,077
shares
|
$17.4 Million
1.27% of portfolio
|
Q1 2025
Added 0.45%
|