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 |
|---|---|---|---|---|---|
|
Schnieders Capital Management LLC
|
May 09, 2025 Q1 2025 |
46,625
shares
|
$7 Million
1.69% of portfolio
|
Q1 2025
Added 3.83%
|
|
|
Strategy Asset Managers LLC
|
May 09, 2025 Q1 2025 |
46,544
shares
|
$6.98 Million
1.62% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Lyell Wealth Management, LP
|
May 08, 2025 Q1 2025 |
46,458
shares
|
$6.97 Million
0.73% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
May 20, 2025 Q1 2025 |
46,445
shares
|
$6.97 Million
0.08% of portfolio
|
Q1 2025
Reduced 19.73%
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
46,367
shares
|
$6.96 Million
2.19% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
May 01, 2025 Q1 2025 |
46,340
shares
|
$6.95 Million
1.2% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Puzo Michael J
|
Jul 23, 2025 Q2 2025 |
46,264
shares
|
$6.94 Million
1.92% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Windle Wealth, LLC
Oklahoma City, OK |
May 05, 2025 Q1 2025 |
46,190
shares
|
$6.93 Million
3.98% of portfolio
|
Q1 2025
Added 3.21%
|
|
|
Flc Capital Advisors
|
May 05, 2025 Q1 2025 |
45,903
shares
|
$6.89 Million
1.74% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Ccm Investment Group, LLC
Northfield, MN |
May 12, 2025 Q1 2025 |
45,838
shares
|
$6.88 Million
0.8% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
First Merchants Corp
|
Apr 24, 2025 Q1 2025 |
45,773
shares
|
$6.87 Million
0.57% of portfolio
|
Q1 2025
Reduced 6.63%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
45,658
shares
|
$6.85 Million
0.58% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
45,629
shares
|
$6.85 Million
0.39% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
45,440
shares
|
$6.82 Million
0.08% of portfolio
|
Q2 2024
Reduced 2.9%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
May 07, 2025 Q1 2025 |
45,296
shares
|
$6.8 Million
1.61% of portfolio
|
Q1 2025
Added 4.39%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
45,230
shares
|
$6.79 Million
0.28% of portfolio
|
Q1 2025
Added 5.74%
|
|
|
Alerus Financial Na
Grand Forks, ND |
May 13, 2025 Q1 2025 |
45,218
shares
|
$6.78 Million
0.63% of portfolio
|
Q1 2025
Reduced 22.42%
|
|
|
Marietta Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
45,159
shares
|
$6.78 Million
0.89% of portfolio
|
Q2 2025
Added 5.3%
|
|
|
Camden National Bank
Camden, ME |
May 13, 2025 Q1 2025 |
44,989
shares
|
$6.75 Million
1.16% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
44,978
shares
|
$6.75 Million
0.33% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Fruth Investment Management
|
Jul 11, 2025 Q2 2025 |
44,841
shares
|
$6.73 Million
1.74% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Barings LLC
|
May 09, 2025 Q1 2025 |
44,794
shares
|
$6.72 Million
0.2% of portfolio
|
Q1 2025
Reduced 43.77%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
44,666
shares
|
$6.7 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Buckhead Capital Management LLC
|
May 05, 2025 Q1 2025 |
44,497
shares
|
$6.68 Million
2.5% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
44,493
shares
|
$6.68 Million
4.46% of portfolio
|
Q1 2025
Reduced 0.13%
|