Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,270 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 $211 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
94,662
shares
|
$14.2 Million
0.27% of portfolio
|
Q2 2025
Added 4.84%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
93,639
shares
|
$14 Million
0.4% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Abner Herrman & Brock LLC
|
Jul 07, 2025 Q2 2025 |
93,239
shares
|
$14 Million
1.49% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
93,222
shares
|
$14 Million
1.19% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
93,138
shares
|
$13.9 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
92,680
shares
|
$13.9 Million
0.7% of portfolio
|
Q1 2025
Reduced 50.96%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
92,427
shares
|
$13.8 Million
1.42% of portfolio
|
Q3 2022
Reduced 0.66%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
91,885
shares
|
$13.8 Million
0.96% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
91,628
shares
|
$13.7 Million
0.83% of portfolio
|
Q2 2025
Reduced 14.6%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
May 14, 2025 Q1 2025 |
91,508
shares
|
$13.7 Million
0.05% of portfolio
|
Q1 2025
Added 21.85%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
91,085
shares
|
$13.6 Million
1.02% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Jul 16, 2025 Q2 2025 |
90,771
shares
|
$13.6 Million
0.55% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Louisiana State Employees Retirement System
|
May 01, 2025 Q1 2025 |
89,900
shares
|
$13.5 Million
0.31% of portfolio
|
Q4 2024
Reduced 6.16%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
89,672
shares
|
$13.4 Million
1.89% of portfolio
|
Q4 2022
Added 5.32%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
89,337
shares
|
$13.4 Million
0.07% of portfolio
|
Q1 2025
Reduced 29.19%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
89,263
shares
|
$13.4 Million
1.1% of portfolio
|
Q3 2022
Added 0.01%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
89,010
shares
|
$13.3 Million
0.5% of portfolio
|
Q1 2024
Reduced 10.66%
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
88,473
shares
|
$13.2 Million
0.46% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
87,821
shares
|
$13.1 Million
0.18% of portfolio
|
Q1 2025
Added 13.76%
|
|
|
Fora Capital, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
87,617
shares
|
$13.1 Million
1.62% of portfolio
|
Q1 2025
Added 169.44%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
87,286
shares
|
$13.1 Million
0.38% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
87,211
shares
|
$13.1 Million
1.07% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
First American Bank
Dundee, IL |
Jul 16, 2025 Q2 2025 |
86,717
shares
|
$13 Million
0.85% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
86,545
shares
|
$13 Million
4.19% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
May 14, 2025 Q1 2025 |
86,500
shares
|
$12.9 Million
0.43% of portfolio
|
Q1 2025
Added 9.92%
|