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 |
|---|---|---|---|---|---|
|
Plato Investment Management LTD
Sydney, C3 |
May 19, 2025 Q1 2025 |
44,436
shares
|
$6.67 Million
0.63% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
May 07, 2025 Q1 2025 |
44,242
shares
|
$6.64 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
44,238
shares
|
$6.64 Million
1.65% of portfolio
|
Q1 2024
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
44,013
shares
|
$6.6 Million
1.88% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
43,783
shares
|
$6.57 Million
1.34% of portfolio
|
Q1 2025
Added 22.88%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
43,760
shares
|
$6.57 Million
2.57% of portfolio
|
Q1 2024
Added 0.07%
|
|
|
Asset Planning Services Inc
|
Jul 22, 2025 Q2 2025 |
43,705
shares
|
$6.56 Million
2.88% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Easterly Investment Partners LLC
|
May 02, 2025 Q1 2025 |
43,677
shares
|
$6.55 Million
0.62% of portfolio
|
Q1 2025
Added 7.56%
|
|
|
Campbell Capital Management Inc
|
May 09, 2025 Q1 2025 |
43,556
shares
|
$6.54 Million
4.28% of portfolio
|
Q1 2025
Reduced 5.89%
|
|
|
Hourglass Capital, LLC
|
Apr 30, 2025 Q1 2025 |
43,389
shares
|
$6.51 Million
1.97% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Advisors Management Group Inc
|
Jul 16, 2025 Q2 2025 |
43,343
shares
|
$6.5 Million
1.17% of portfolio
|
Q2 2025
Added 100.34%
|
|
|
Sage Capital Advisors,Llc
|
Jul 03, 2025 Q2 2025 |
43,338
shares
|
$6.5 Million
1.58% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
43,321
shares
|
$6.5 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Amica Mutual Insurance CO
|
May 13, 2025 Q1 2025 |
43,277
shares
|
$6.49 Million
0.8% of portfolio
|
Q4 2024
Reduced 8.11%
|
|
|
Montgomery Investment Management Inc
|
Jul 18, 2025 Q2 2025 |
43,185
shares
|
$6.48 Million
2.5% of portfolio
|
Q2 2025
Reduced 6.49%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
May 07, 2025 Q1 2025 |
43,151
shares
|
$6.47 Million
3.78% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
May 06, 2025 Q1 2025 |
43,036
shares
|
$6.46 Million
1.81% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Cohen Klingenstein LLC
|
Jul 18, 2025 Q2 2025 |
43,000
shares
|
$6.45 Million
0.21% of portfolio
|
Q4 2021
Reduced 2.95%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
42,892
shares
|
$6.44 Million
0.02% of portfolio
|
Q1 2025
Added 385.53%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
42,848
shares
|
$6.43 Million
0.23% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
42,842
shares
|
$6.43 Million
0.09% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
42,821
shares
|
$6.42 Million
0.33% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
42,787
shares
|
$6.42 Million
0.49% of portfolio
|
Q4 2023
Reduced 0.39%
|
|
|
Iowa State Bank
|
Jul 22, 2025 Q2 2025 |
42,740
shares
|
$6.41 Million
1.24% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Wahed Invest LLC
New York, NY |
May 13, 2025 Q1 2025 |
42,296
shares
|
$6.35 Million
1.27% of portfolio
|
Q1 2025
Reduced 1.79%
|