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 |
|---|---|---|---|---|---|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
82,015
shares
|
$12.3 Million
1.27% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
81,934
shares
|
$12.3 Million
0.9% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
May 15, 2025 Q1 2025 |
81,750
shares
|
$12.2 Million
1.7% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Oak Asset Management, LLC
|
Jul 11, 2025 Q2 2025 |
81,732
shares
|
$12.2 Million
4.21% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
81,610
shares
|
$12.2 Million
1.45% of portfolio
|
Q1 2025
Added 7.07%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
81,570
shares
|
$12.2 Million
0.4% of portfolio
|
Q4 2024
Reduced 6.2%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
80,754
shares
|
$12.1 Million
1.03% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
May 09, 2025 Q1 2025 |
80,400
shares
|
$12 Million
0.59% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Nicholas Company, Inc.
|
May 08, 2025 Q1 2025 |
80,025
shares
|
$12 Million
0.24% of portfolio
|
Q4 2024
Added 4.27%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
79,699
shares
|
$11.9 Million
0.49% of portfolio
|
Q2 2025
Added 6.06%
|
|
|
Allied Investment Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
79,380
shares
|
$11.9 Million
2.52% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
79,358
shares
|
$11.9 Million
0.28% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
79,240
shares
|
$11.9 Million
3.17% of portfolio
|
Q4 2020
Reduced 21.82%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
78,908
shares
|
$11.8 Million
1.61% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
78,414
shares
|
$11.7 Million
0.1% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Dupont Capital Management Corp
|
Apr 21, 2025 Q1 2025 |
78,289
shares
|
$11.7 Million
1.47% of portfolio
|
Q1 2025
Added 7.02%
|
|
|
New Mexico Educational Retirement Board
|
Apr 30, 2025 Q1 2025 |
78,116
shares
|
$11.7 Million
0.47% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
77,850
shares
|
$11.7 Million
0.2% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
77,316
shares
|
$11.6 Million
0.24% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
May 14, 2025 Q1 2025 |
76,976
shares
|
$11.5 Million
0.13% of portfolio
|
Q1 2025
Reduced 8.55%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
76,955
shares
|
$11.5 Million
0.64% of portfolio
|
Q1 2025
Added 6.08%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
May 15, 2025 Q1 2025 |
76,802
shares
|
$11.5 Million
2.13% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
76,692
shares
|
$11.5 Million
0.58% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Maryland State Retirement & Pension System
|
May 09, 2025 Q1 2025 |
76,665
shares
|
$11.5 Million
0.31% of portfolio
|
Q1 2025
Reduced 17.48%
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
76,498
shares
|
$11.5 Million
1.54% of portfolio
|
Q2 2025
Added 6.03%
|