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 |
|---|---|---|---|---|---|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Aug 14, 2025 Q2 2025 |
10,077
shares
|
$1.61 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jul 15, 2025 Q2 2025 |
10,062
shares
|
$1.61 Million
0.37% of portfolio
|
Q2 2025
Reduced 27.3%
|
|
|
Letson Investment Management, Inc.
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
10,053
shares
|
$1.61 Million
0.57% of portfolio
|
Q2 2025
Reduced 28.13%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
10,051
shares
|
$1.61 Million
0.18% of portfolio
|
Q2 2025
Added 4.34%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Aug 04, 2025 Q2 2025 |
10,033
shares
|
$1.61 Million
0.23% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
10,019
shares
|
$1.6 Million
0.82% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Jul 22, 2025 Q2 2025 |
10,016
shares
|
$1.6 Million
0.88% of portfolio
|
Q2 2025
Added 11.47%
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
10,013
shares
|
$1.6 Million
1.01% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Barbara Oil Co.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
10,000
shares
|
$1.6 Million
0.57% of portfolio
|
Q3 2021
Added 25.0%
|
|
|
Impala Asset Management LLC
New Canaan, CT |
Aug 27, 2025 Q2 2025 |
10,000
shares
|
$1.6 Million
0.94% of portfolio
|
Q2 2025
New holding
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
10,000
shares
|
$1.6 Million
0.95% of portfolio
|
Q1 2024
Reduced 0.6%
|
|
|
One8zero8, LLC
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
9,996
shares
|
$1.6 Million
0.34% of portfolio
|
Q2 2025
Added 7.12%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
9,958
shares
|
$1.59 Million
0.49% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
9,943
shares
|
$1.59 Million
0.3% of portfolio
|
Q2 2025
Reduced 12.89%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
9,940
shares
|
$1.59 Million
0.09% of portfolio
|
Q2 2025
Added 9.13%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Aug 11, 2025 Q2 2025 |
9,932
shares
|
$1.59 Million
0.6% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jul 29, 2025 Q2 2025 |
9,893
shares
|
$1.58 Million
0.48% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Capital Advisors Wealth Management, LLC
|
Aug 13, 2025 Q2 2025 |
9,869
shares
|
$1.58 Million
0.23% of portfolio
|
Q2 2025
Reduced 6.52%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jul 24, 2025 Q2 2025 |
9,869
shares
|
$1.58 Million
0.53% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
9,845
shares
|
$1.58 Million
0.32% of portfolio
|
Q2 2025
Reduced 11.54%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
9,836
shares
|
$1.57 Million
0.7% of portfolio
|
Q1 2025
Reduced 8.56%
|
|
|
Addison Capital CO
|
Aug 11, 2025 Q2 2025 |
9,813
shares
|
$1.57 Million
0.52% of portfolio
|
Q2 2025
Added 18.72%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Aug 05, 2025 Q2 2025 |
9,803
shares
|
$1.57 Million
0.48% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Jul 16, 2025 Q2 2025 |
9,785
shares
|
$1.57 Million
1.11% of portfolio
|
Q2 2025
Added 9.06%
|
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
9,779
shares
|
$1.57 Million
0.27% of portfolio
|
Q2 2025
Reduced 21.68%
|