Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,231 institutions that hold shares in the stock, with a total of 1.43 Billion shares, which have been reported (via 13F filing form) to have a value of $229 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
11,660
shares
|
$1.87 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Jul 22, 2025 Q2 2025 |
11,658
shares
|
$1.87 Million
1.61% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Aug 14, 2025 Q2 2025 |
11,652
shares
|
$1.87 Million
0.06% of portfolio
|
Q2 2025
Reduced 67.31%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
11,630
shares
|
$1.86 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Greenfield Savings Bank
|
Jul 07, 2025 Q2 2025 |
11,611
shares
|
$1.86 Million
0.76% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
11,598
shares
|
$1.86 Million
0.03% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
New Hampshire Trust
Concord, NH |
Jul 31, 2025 Q2 2025 |
11,578
shares
|
$1.85 Million
0.35% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
11,561
shares
|
$1.85 Million
0.09% of portfolio
|
Q2 2025
Reduced 48.33%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
11,556
shares
|
$1.85 Million
0.11% of portfolio
|
Q2 2025
Reduced 6.86%
|
|
|
Blackhill Capital Inc
Morristown, NJ |
Aug 14, 2025 Q2 2025 |
11,550
shares
|
$1.85 Million
0.1% of portfolio
|
Q3 2017
New holding
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
11,550
shares
|
$1.85 Million
0.68% of portfolio
|
Q2 2025
Added 6.45%
|
|
|
Chicago Capital, LLC
|
Jul 17, 2025 Q2 2025 |
11,546
shares
|
$1.85 Million
0.04% of portfolio
|
Q2 2025
Added 5.01%
|
|
|
Paradigm Asset Management CO LLC
|
Aug 06, 2025 Q2 2025 |
11,528
shares
|
$1.85 Million
0.62% of portfolio
|
Q2 2025
Reduced 37.1%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
11,523
shares
|
$1.84 Million
0.52% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
11,521
shares
|
$1.84 Million
0.51% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Aug 14, 2025 Q2 2025 |
11,520
shares
|
$1.84 Million
0.57% of portfolio
|
Q2 2025
Added 22.29%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jul 28, 2025 Q2 2025 |
11,520
shares
|
$1.84 Million
0.18% of portfolio
|
Q2 2025
Reduced 4.56%
|
|
|
Washington Trust Bank
|
Aug 06, 2025 Q2 2025 |
11,518
shares
|
$1.84 Million
0.14% of portfolio
|
Q2 2025
Reduced 10.37%
|
|
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
Jun 04, 2025 Q4 2024 |
11,503
shares
|
$1.84 Million
1.65% of portfolio
|
Q4 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
11,465
shares
|
$1.84 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
11,453
shares
|
$1.83 Million
0.14% of portfolio
|
Q2 2025
Added 40.82%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
11,428
shares
|
$1.83 Million
0.06% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Aug 06, 2025 Q2 2025 |
11,419
shares
|
$1.83 Million
0.04% of portfolio
|
Q2 2025
Reduced 52.45%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
11,413
shares
|
$1.83 Million
0.83% of portfolio
|
Q2 2022
Reduced 7.83%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
11,400
shares
|
$1.83 Million
0.45% of portfolio
|
Q2 2024
Added 1.79%
|