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 |
|---|---|---|---|---|---|
|
Abbot Financial Management, Inc.
North Andover, MA |
Aug 14, 2025 Q2 2025 |
6,792
shares
|
$1.09 Million
0.46% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
6,773
shares
|
$1.08 Million
0.23% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
6,773
shares
|
$1.08 Million
0.18% of portfolio
|
Q2 2025
Added 30.83%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Aug 14, 2025 Q2 2025 |
6,770
shares
|
$1.08 Million
0.58% of portfolio
|
Q2 2025
Added 22.03%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
6,759
shares
|
$1.08 Million
0.09% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Aug 04, 2025 Q2 2025 |
6,751
shares
|
$1.08 Million
0.03% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Curran Financial Partners, LLC
|
Jul 21, 2025 Q2 2025 |
6,734
shares
|
$1.08 Million
0.25% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
6,729
shares
|
$1.08 Million
0.15% of portfolio
|
Q2 2025
Reduced 19.62%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Jul 23, 2025 Q2 2025 |
6,728
shares
|
$1.08 Million
0.35% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Carson Advisory Inc.
|
Aug 05, 2025 Q2 2025 |
6,727
shares
|
$1.08 Million
0.66% of portfolio
|
Q2 2025
Reduced 4.66%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
May 13, 2025 Q1 2025 |
6,720
shares
|
$1.08 Million
0.29% of portfolio
|
Q1 2025
Reduced 69.59%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
6,703
shares
|
$1.07 Million
0.27% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
6,690
shares
|
$1.07 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
6,675
shares
|
$1.07 Million
0.21% of portfolio
|
Q2 2025
Added 11.21%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
6,669
shares
|
$1.07 Million
0.22% of portfolio
|
Q3 2024
Reduced 6.19%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
6,663
shares
|
$1.07 Million
0.25% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
6,660
shares
|
$1.07 Million
0.08% of portfolio
|
Q2 2025
Reduced 7.65%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
6,659
shares
|
$1.07 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 21, 2025 Q2 2025 |
6,658
shares
|
$1.07 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
6,626
shares
|
$1.06 Million
0.38% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
Aug 26, 2025 Q2 2025 |
6,618
shares
|
$1.06 Million
0.09% of portfolio
|
Q2 2025
Added 7.75%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
6,613
shares
|
$1.06 Million
0.04% of portfolio
|
Q2 2025
Added 20.08%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
6,612
shares
|
$1.06 Million
0.13% of portfolio
|
Q2 2025
Reduced 21.93%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
6,610
shares
|
$1.06 Million
0.52% of portfolio
|
Q2 2025
Reduced 14.22%
|
|
|
Centennial Wealth Advisory LLC
|
Jul 17, 2025 Q2 2025 |
6,602
shares
|
$1.06 Million
0.33% of portfolio
|
Q2 2025
Added 57.94%
|