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 |
|---|---|---|---|---|---|
|
Natixis
Paris, I0 |
Jul 18, 2025 Q1 2025 |
86,464
shares
|
$12.9 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
86,391
shares
|
$12.9 Million
0.65% of portfolio
|
Q1 2025
Added 10.89%
|
|
|
General American Investors CO Inc
|
May 02, 2025 Q1 2025 |
86,391
shares
|
$12.9 Million
1.09% of portfolio
|
Q4 2024
Added 5.37%
|
|
|
Skba Capital Management LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
85,575
shares
|
$12.8 Million
2.25% of portfolio
|
Q1 2025
Added 26.36%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
85,574
shares
|
$12.8 Million
1.11% of portfolio
|
Q3 2023
Added 127.84%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
85,528
shares
|
$12.8 Million
0.45% of portfolio
|
Q1 2025
Added 34.33%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
85,264
shares
|
$12.8 Million
0.37% of portfolio
|
Q3 2022
Added 2.8%
|
|
|
Estabrook Capital Management
New York, NY |
May 14, 2025 Q1 2025 |
85,102
shares
|
$12.7 Million
2.3% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
84,993
shares
|
$12.7 Million
0.33% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
84,525
shares
|
$12.7 Million
0.69% of portfolio
|
Q2 2025
Added 5.53%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
83,825
shares
|
$12.5 Million
1.62% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
83,280
shares
|
$12.5 Million
0.71% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
83,186
shares
|
$12.5 Million
0.94% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
May 07, 2025 Q1 2025 |
83,174
shares
|
$12.4 Million
1.02% of portfolio
|
Q1 2025
Reduced 53.74%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
82,996
shares
|
$12.4 Million
0.5% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
82,847
shares
|
$12.4 Million
1.29% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
82,740
shares
|
$12.4 Million
0.45% of portfolio
|
Q4 2022
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
82,701
shares
|
$12.4 Million
0.41% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Congress Asset Management CO
|
Jul 16, 2025 Q2 2025 |
82,601
shares
|
$12.4 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
82,546
shares
|
$12.4 Million
0.84% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Apr 10, 2025 Q1 2025 |
82,475
shares
|
$12.3 Million
1.21% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
82,245
shares
|
$12.3 Million
0.65% of portfolio
|
Q1 2025
Added 9.64%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
82,218
shares
|
$12.3 Million
0.52% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
82,097
shares
|
$12.3 Million
0.37% of portfolio
|
Q1 2025
Reduced 79.3%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
82,018
shares
|
$12.3 Million
0.4% of portfolio
|
Q4 2023
Added 8.02%
|