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 |
|---|---|---|---|---|---|
|
Walker Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
11,081
shares
|
$1.77 Million
0.99% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
United Bank
|
Jul 29, 2025 Q2 2025 |
11,079
shares
|
$1.77 Million
0.61% of portfolio
|
Q2 2025
Added 7.74%
|
|
|
Pacific Global Investment Management CO
|
Apr 24, 2025 Q1 2025 |
11,076
shares
|
$1.77 Million
2.78% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Lindenwold Advisors
|
Jul 24, 2025 Q2 2025 |
11,071
shares
|
$1.77 Million
0.85% of portfolio
|
Q2 2025
Reduced 26.47%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
11,056
shares
|
$1.77 Million
0.98% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
11,015
shares
|
$1.76 Million
1.34% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Ruffer LLP
|
Jul 16, 2025 Q2 2025 |
11,000
shares
|
$1.76 Million
0.08% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Lgt Fund Management CO Ltd.
|
Jul 22, 2025 Q2 2025 |
10,999
shares
|
$1.76 Million
0.14% of portfolio
|
Q2 2025
Added 38.65%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
10,963
shares
|
$1.76 Million
0.13% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
10,932
shares
|
$1.75 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
10,925
shares
|
$1.75 Million
0.44% of portfolio
|
Q2 2025
Reduced 4.15%
|
|
|
Brookmont Capital Management
Dallas, TX |
Jul 18, 2025 Q2 2025 |
10,918
shares
|
$1.75 Million
0.9% of portfolio
|
Q2 2025
Reduced 47.68%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
10,918
shares
|
$1.75 Million
0.45% of portfolio
|
Q2 2025
Added 9.1%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jul 30, 2025 Q2 2025 |
10,913
shares
|
$1.75 Million
0.55% of portfolio
|
Q2 2025
Added 16.48%
|
|
|
Harfst & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
10,912
shares
|
$1.75 Million
0.33% of portfolio
|
Q2 2025
Reduced 10.71%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
10,898
shares
|
$1.74 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
10,858
shares
|
$1.74 Million
0.37% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
10,857
shares
|
$1.74 Million
0.59% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
10,851
shares
|
$1.74 Million
0.11% of portfolio
|
Q2 2025
Added 19.16%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
10,841
shares
|
$1.74 Million
0.39% of portfolio
|
Q4 2023
Added 0.55%
|
|
|
Searle & Co.
|
Aug 07, 2025 Q2 2025 |
10,835
shares
|
$1.73 Million
0.44% of portfolio
|
Q4 2024
Added 10.04%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
10,822
shares
|
$1.73 Million
0.08% of portfolio
|
Q2 2025
Added 11.98%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 22, 2025 Q2 2025 |
10,796
shares
|
$1.73 Million
0.56% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Jul 29, 2025 Q2 2025 |
10,769
shares
|
$1.72 Million
0.7% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 15, 2025 Q2 2025 |
10,765
shares
|
$1.72 Million
0.37% of portfolio
|
Q2 2025
Reduced 39.47%
|