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 |
|---|---|---|---|---|---|
|
Hendley & CO Inc
|
Apr 29, 2025 Q1 2025 |
54,318
shares
|
$8.15 Million
3.18% of portfolio
|
Q1 2025
Reduced 11.37%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
54,316
shares
|
$8.15 Million
0.75% of portfolio
|
Q1 2025
Added 11.69%
|
|
|
Ingalls & Snyder LLC
New York, NY |
May 12, 2025 Q1 2025 |
53,956
shares
|
$8.1 Million
0.3% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
53,928
shares
|
$8.09 Million
3.67% of portfolio
|
Q1 2025
Added 43.4%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
53,853
shares
|
$8.08 Million
0.34% of portfolio
|
Q1 2025
Reduced 8.09%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
53,834
shares
|
$8.08 Million
0.88% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
53,503
shares
|
$8.03 Million
2.04% of portfolio
|
Q2 2022
Reduced 2.1%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
53,177
shares
|
$7.98 Million
2.81% of portfolio
|
Q3 2023
New holding
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
May 14, 2025 Q1 2025 |
53,155
shares
|
$7.98 Million
0.14% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
53,150
shares
|
$7.97 Million
0.22% of portfolio
|
Q4 2023
Reduced 1.43%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
53,087
shares
|
$7.97 Million
0.43% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
May 13, 2025 Q1 2025 |
53,000
shares
|
$7.95 Million
2.11% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
52,802
shares
|
$7.92 Million
0.34% of portfolio
|
Q2 2025
Added 6.45%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jul 10, 2025 Q2 2025 |
52,699
shares
|
$7.91 Million
2.18% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Stolper CO
|
Jul 10, 2025 Q2 2025 |
52,614
shares
|
$7.89 Million
2.47% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
52,600
shares
|
$7.89 Million
1.1% of portfolio
|
Q2 2025
Reduced 16.91%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
52,528
shares
|
$7.88 Million
0.26% of portfolio
|
Q2 2025
Added 5.74%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Apr 14, 2025 Q1 2025 |
52,522
shares
|
$7.88 Million
1.59% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
52,304
shares
|
$7.85 Million
1.88% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
52,106
shares
|
$7.82 Million
0.31% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jul 22, 2025 Q2 2025 |
51,998
shares
|
$7.8 Million
1.07% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Lynch & Associates
|
Jul 15, 2025 Q2 2025 |
51,986
shares
|
$7.8 Million
1.53% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
51,962
shares
|
$7.8 Million
0.11% of portfolio
|
Q2 2022
Added 8.42%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
51,878
shares
|
$7.78 Million
0.31% of portfolio
|
Q1 2025
Added 5.92%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Apr 29, 2025 Q1 2025 |
51,762
shares
|
$7.77 Million
3.52% of portfolio
|
Q1 2025
Added 1.16%
|