Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,261 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 $212 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
59,106
shares
|
$8.87 Million
0.19% of portfolio
|
Q1 2025
Reduced 58.11%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
59,090
shares
|
$8.87 Million
0.35% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
58,985
shares
|
$8.85 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
58,936
shares
|
$8.84 Million
2.51% of portfolio
|
Q4 2023
Reduced 0.17%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jul 16, 2025 Q2 2025 |
58,523
shares
|
$8.78 Million
0.95% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
58,234
shares
|
$8.74 Million
1.77% of portfolio
|
Q4 2022
Reduced 1.0%
|
|
|
Interval Partners, LP
New York, NY |
May 15, 2025 Q1 2025 |
58,044
shares
|
$8.71 Million
0.21% of portfolio
|
Q1 2025
Added 29.2%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
57,522
shares
|
$8.63 Million
0.68% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
57,048
shares
|
$8.56 Million
0.16% of portfolio
|
Q1 2025
Added 6.37%
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
57,027
shares
|
$8.56 Million
0.29% of portfolio
|
Q1 2025
Added 10.1%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
56,946
shares
|
$8.54 Million
0.24% of portfolio
|
Q1 2025
Added 44.26%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
56,779
shares
|
$8.52 Million
0.8% of portfolio
|
Q1 2025
Added 6.38%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
56,615
shares
|
$8.49 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
May 15, 2025 Q1 2025 |
56,531
shares
|
$8.48 Million
4.18% of portfolio
|
Q1 2025
Reduced 16.83%
|
|
|
Employees Retirement System Of Texas
|
May 13, 2025 Q1 2025 |
56,031
shares
|
$8.41 Million
0.08% of portfolio
|
Q1 2025
Added 283.51%
|
|
|
Grassi Investment Management
|
Jul 21, 2025 Q2 2025 |
55,996
shares
|
$8.4 Million
0.64% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
55,972
shares
|
$8.4 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
55,961
shares
|
$8.4 Million
0.62% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
55,878
shares
|
$8.38 Million
1.45% of portfolio
|
Q3 2022
Reduced 19.71%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
55,754
shares
|
$8.37 Million
2.23% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Sky Investment Group LLC
|
Jul 10, 2025 Q2 2025 |
55,471
shares
|
$8.32 Million
1.45% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
55,448
shares
|
$8.32 Million
0.48% of portfolio
|
Q4 2024
Added 14.97%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
55,038
shares
|
$8.26 Million
0.46% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
May 13, 2025 Q1 2025 |
54,903
shares
|
$8.24 Million
2.2% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
54,503
shares
|
$8.18 Million
1.28% of portfolio
|
Q1 2025
Reduced 0.35%
|