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 |
|---|---|---|---|---|---|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
42,283
shares
|
$6.34 Million
0.95% of portfolio
|
Q1 2025
Reduced 7.83%
|
|
|
Panagora Asset Management Inc
Boston, MA |
May 15, 2025 Q1 2025 |
42,275
shares
|
$6.34 Million
0.04% of portfolio
|
Q1 2025
Reduced 28.84%
|
|
|
Woodward Diversified Capital, LLC
|
Jul 18, 2025 Q2 2025 |
42,252
shares
|
$6.34 Million
3.19% of portfolio
|
Q2 2025
Added 36.49%
|
|
|
Hollow Brook Wealth Management LLC
|
May 14, 2025 Q1 2025 |
42,195
shares
|
$6.33 Million
2.09% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
42,143
shares
|
$6.32 Million
0.24% of portfolio
|
Q1 2025
Reduced 35.25%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
42,074
shares
|
$6.31 Million
0.36% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Ellsworth Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
42,069
shares
|
$6.31 Million
1.55% of portfolio
|
Q2 2025
Added 4.61%
|
|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
41,990
shares
|
$6.3 Million
0.1% of portfolio
|
Q1 2025
Added 987.54%
|
|
|
Somerville Kurt F
|
May 06, 2025 Q1 2025 |
41,988
shares
|
$6.3 Million
1.27% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
41,885
shares
|
$6.28 Million
0.76% of portfolio
|
Q1 2025
Reduced 23.52%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
41,784
shares
|
$6.27 Million
0.33% of portfolio
|
Q2 2025
Reduced 49.48%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
41,712
shares
|
$6.26 Million
1.66% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
41,703
shares
|
$6.26 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
41,643
shares
|
$6.25 Million
0.23% of portfolio
|
Q1 2025
Added 4.72%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
41,624
shares
|
$6.25 Million
0.4% of portfolio
|
Q1 2025
Added 37.21%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
41,564
shares
|
$6.24 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
May 14, 2025 Q1 2025 |
41,445
shares
|
$6.22 Million
0.1% of portfolio
|
Q2 2024
Reduced 12.84%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Apr 30, 2025 Q1 2025 |
41,430
shares
|
$6.22 Million
1.36% of portfolio
|
Q1 2025
Added 16.33%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
41,302
shares
|
$6.2 Million
0.4% of portfolio
|
Q1 2025
Added 10.03%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
41,126
shares
|
$6.17 Million
0.64% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
41,086
shares
|
$6.16 Million
0.23% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
41,043
shares
|
$6.16 Million
0.86% of portfolio
|
Q3 2022
Added 4.45%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
40,946
shares
|
$6.14 Million
0.05% of portfolio
|
Q2 2025
Reduced 35.48%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
40,900
shares
|
$6.14 Million
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Brentview Investment Management LLC
Northfield, IL |
May 08, 2025 Q1 2025 |
40,876
shares
|
$6.13 Million
3.64% of portfolio
|
Q1 2025
Added 5.26%
|