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 |
|---|---|---|---|---|---|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
76,457
shares
|
$11.4 Million
2.05% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
May 12, 2025 Q1 2025 |
76,340
shares
|
$11.4 Million
0.52% of portfolio
|
Q1 2025
Reduced 44.0%
|
|
|
Violich Capital Management, Inc.
|
May 02, 2025 Q1 2025 |
75,958
shares
|
$11.4 Million
1.71% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
75,944
shares
|
$11.4 Million
0.81% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
75,790
shares
|
$11.3 Million
0.25% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
F
|
May 14, 2025 Q1 2025 |
75,375
shares
|
$11.3 Million
0.61% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Cambria Investment Management, L.P.
|
May 15, 2025 Q1 2025 |
75,299
shares
|
$11.3 Million
0.93% of portfolio
|
Q1 2025
Reduced 9.05%
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
75,270
shares
|
$11.3 Million
2.03% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
75,260
shares
|
$11.3 Million
0.5% of portfolio
|
Q2 2025
Added 36.79%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
75,208
shares
|
$11.3 Million
3.02% of portfolio
|
Q3 2023
Reduced 12.25%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
74,801
shares
|
$11.2 Million
2.42% of portfolio
|
Q4 2022
Reduced 0.11%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
May 13, 2025 Q1 2025 |
74,579
shares
|
$11.2 Million
0.46% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
74,518
shares
|
$11.2 Million
0.81% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
74,422
shares
|
$11.1 Million
0.11% of portfolio
|
Q3 2024
Added 110.54%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
74,285
shares
|
$11.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 33.11%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
May 15, 2025 Q1 2025 |
74,179
shares
|
$11.1 Million
0.31% of portfolio
|
Q4 2024
Added 9.56%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
73,916
shares
|
$11.1 Million
0.76% of portfolio
|
Q2 2025
Added 7.63%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
May 12, 2025 Q1 2025 |
73,889
shares
|
$11.1 Million
1.23% of portfolio
|
Q1 2025
Added 11.49%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
73,559
shares
|
$11 Million
0.8% of portfolio
|
Q2 2022
Added 2.49%
|
|
|
Ars Investment Partners, LLC
|
May 14, 2025 Q1 2025 |
73,193
shares
|
$11 Million
1.35% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
73,066
shares
|
$10.9 Million
0.53% of portfolio
|
Q1 2025
Added 36.72%
|
|
|
Ccm Investment Advisers LLC
|
Jul 15, 2025 Q2 2025 |
72,761
shares
|
$10.9 Million
1.13% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
72,746
shares
|
$10.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 53.83%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
72,739
shares
|
$10.9 Million
0.04% of portfolio
|
Q1 2025
Reduced 48.03%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
72,589
shares
|
$10.9 Million
0.12% of portfolio
|
Q1 2025
Added 2.2%
|