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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
51,719
shares
|
$7.76 Million
0.17% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
51,467
shares
|
$7.72 Million
0.7% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
51,148
shares
|
$7.67 Million
0.93% of portfolio
|
Q2 2025
Added 41.25%
|
|
|
Imc Chicago, LLC
|
Jul 22, 2025 Q2 2025 |
51,030
shares
|
$7.66 Million
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Thomas Story & Son LLC
Culver, IN |
May 12, 2025 Q1 2025 |
50,941
shares
|
$7.64 Million
3.4% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
50,911
shares
|
$7.64 Million
0.42% of portfolio
|
Q1 2025
Added 21.93%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
50,867
shares
|
$7.63 Million
0.31% of portfolio
|
Q2 2020
Added 27.62%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
50,756
shares
|
$7.62 Million
1.02% of portfolio
|
Q2 2022
Added 0.65%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
May 14, 2025 Q1 2025 |
50,714
shares
|
$7.61 Million
1.88% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
May 01, 2025 Q1 2025 |
50,670
shares
|
$7.6 Million
2.29% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Acadian Asset Management LLC
Boston, MA |
May 21, 2025 Q1 2025 |
50,514
shares
|
$7.58 Million
0.02% of portfolio
|
Q1 2025
Added 278.13%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
May 07, 2025 Q1 2025 |
50,009
shares
|
$7.5 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
49,974
shares
|
$7.5 Million
0.69% of portfolio
|
Q1 2025
Reduced 28.94%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
49,971
shares
|
$7.5 Million
0.37% of portfolio
|
Q1 2025
Reduced 30.61%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
49,955
shares
|
$7.5 Million
0.16% of portfolio
|
Q2 2025
Added 5.04%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
49,907
shares
|
$7.49 Million
0.57% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
49,899
shares
|
$7.49 Million
0.53% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Jul 01, 2025 Q2 2025 |
49,850
shares
|
$7.48 Million
1.51% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
49,669
shares
|
$7.45 Million
0.66% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
May 14, 2025 Q1 2025 |
49,619
shares
|
$7.44 Million
2.28% of portfolio
|
Q1 2025
Reduced 43.08%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
49,506
shares
|
$7.43 Million
1.47% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
49,351
shares
|
$7.4 Million
0.21% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
May 12, 2025 Q1 2025 |
48,997
shares
|
$7.35 Million
3.44% of portfolio
|
Q1 2025
Reduced 8.93%
|
|
|
Lvm Capital Management LTD
|
Jul 02, 2025 Q2 2025 |
48,788
shares
|
$7.32 Million
0.73% of portfolio
|
Q2 2025
Reduced 5.46%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Jul 21, 2025 Q1 2025 |
48,721
shares
|
$7.31 Million
0.78% of portfolio
|
Q3 2024
Added 0.64%
|