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 |
|---|---|---|---|---|---|
|
Omers Administration Corp
Toronto, A6 |
May 14, 2025 Q1 2025 |
69,423
shares
|
$10.4 Million
0.11% of portfolio
|
Q1 2025
Reduced 17.16%
|
|
|
Fagan Associates, Inc.
|
May 05, 2025 Q1 2025 |
69,229
shares
|
$10.4 Million
2.01% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
69,191
shares
|
$10.4 Million
0.53% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Adams Asset Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
68,978
shares
|
$10.3 Million
1.62% of portfolio
|
Q2 2025
Reduced 11.24%
|
|
|
Tufton Capital Management
|
May 06, 2025 Q1 2025 |
68,972
shares
|
$10.3 Million
2.23% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
La Fleur & Godfrey LLC
|
Jul 14, 2025 Q2 2025 |
68,736
shares
|
$10.3 Million
1.26% of portfolio
|
Q2 2025
Reduced 8.38%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
May 08, 2025 Q1 2025 |
68,565
shares
|
$10.3 Million
1.91% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
May 15, 2025 Q1 2025 |
68,335
shares
|
$10.2 Million
0.97% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
May 14, 2025 Q1 2025 |
67,849
shares
|
$10.2 Million
1.41% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
67,749
shares
|
$10.1 Million
1.22% of portfolio
|
Q2 2025
Added 14.67%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
67,516
shares
|
$10.1 Million
0.62% of portfolio
|
Q4 2024
Added 48.98%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
67,444
shares
|
$10.1 Million
1.9% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
67,397
shares
|
$10.1 Million
2.1% of portfolio
|
Q3 2022
New holding
|
|
|
Adell Harriman & Carpenter Inc
|
Apr 29, 2025 Q1 2025 |
66,825
shares
|
$10 Million
0.84% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
May 14, 2025 Q1 2025 |
66,513
shares
|
$9.96 Million
1.59% of portfolio
|
Q1 2025
Added 28.39%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
66,449
shares
|
$9.95 Million
0.35% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Profund Advisors LLC
|
May 08, 2025 Q1 2025 |
66,448
shares
|
$9.95 Million
0.5% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
66,372
shares
|
$9.93 Million
0.1% of portfolio
|
Q1 2025
Reduced 36.28%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
66,078
shares
|
$9.89 Million
0.45% of portfolio
|
Q3 2023
Added 10.09%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
66,052
shares
|
$9.89 Million
0.57% of portfolio
|
Q2 2025
Reduced 16.36%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
66,032
shares
|
$9.88 Million
0.3% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Apr 29, 2025 Q1 2025 |
66,028
shares
|
$9.88 Million
2.25% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Apr 22, 2025 Q1 2025 |
66,000
shares
|
$9.88 Million
0.41% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Jul 21, 2025 Q2 2025 |
65,482
shares
|
$9.8 Million
0.32% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
65,400
shares
|
$9.79 Million
0.66% of portfolio
|
Q1 2025
Reduced 2.59%
|