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 |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
65,128
shares
|
$9.75 Million
0.17% of portfolio
|
Q1 2025
Reduced 13.98%
|
|
|
Dearborn Partners LLC
|
May 08, 2025 Q1 2025 |
64,931
shares
|
$9.72 Million
0.53% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Oak Harvest Investment Services
|
May 14, 2025 Q1 2025 |
64,895
shares
|
$9.71 Million
1.56% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Baxter Bros Inc
|
Apr 09, 2025 Q1 2025 |
64,864
shares
|
$9.71 Million
1.45% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
64,729
shares
|
$9.69 Million
0.23% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
64,689
shares
|
$9.68 Million
0.64% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
Man Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
64,569
shares
|
$9.66 Million
0.03% of portfolio
|
Q1 2025
Added 13.56%
|
|
|
Laffer Tengler Investments
Nashville, TN |
May 14, 2025 Q1 2025 |
64,504
shares
|
$9.65 Million
2.3% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
64,270
shares
|
$9.62 Million
1.14% of portfolio
|
Q4 2022
Added 2.88%
|
|
|
Main Street Investment Advisors LLC
|
Apr 30, 2025 Q1 2025 |
64,191
shares
|
$9.61 Million
1.61% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Advocate Group LLC
|
Apr 21, 2025 Q1 2025 |
64,062
shares
|
$9.59 Million
1.95% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Cutler Investment Counsel LLC
|
May 08, 2025 Q1 2025 |
63,990
shares
|
$9.58 Million
1.31% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
63,781
shares
|
$9.55 Million
0.95% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
63,749
shares
|
$9.54 Million
0.3% of portfolio
|
Q1 2025
Added 101.72%
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
63,654
shares
|
$9.53 Million
3.63% of portfolio
|
Q2 2022
Reduced 3.89%
|
|
|
Spirit Of America Management Corp
|
Apr 21, 2025 Q1 2025 |
63,590
shares
|
$9.52 Million
2.2% of portfolio
|
Q1 2025
Reduced 13.47%
|
|
|
Culbertson A N & CO Inc
|
May 15, 2025 Q1 2025 |
63,395
shares
|
$9.49 Million
1.71% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
63,175
shares
|
$9.46 Million
1.11% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
63,102
shares
|
$9.45 Million
1.34% of portfolio
|
Q3 2022
Added 1.45%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
May 14, 2025 Q1 2025 |
62,809
shares
|
$9.4 Million
0.11% of portfolio
|
Q1 2025
Added 50.49%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
62,648
shares
|
$9.38 Million
2.49% of portfolio
|
Q3 2022
Reduced 0.4%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
62,509
shares
|
$9.36 Million
0.34% of portfolio
|
Q1 2025
Added 16.47%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
62,487
shares
|
$9.35 Million
0.21% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
62,461
shares
|
$9.35 Million
0.29% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
62,425
shares
|
$9.34 Million
1.11% of portfolio
|
Q1 2025
Reduced 2.04%
|