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 |
|---|---|---|---|---|---|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
6,126
shares
|
$980,711
0.85% of portfolio
|
Q2 2025
Added 12.69%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jul 31, 2025 Q2 2025 |
6,120
shares
|
$979,750
0.12% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Blue Fin Capital, Inc.
|
Aug 13, 2025 Q2 2025 |
6,118
shares
|
$979,430
0.15% of portfolio
|
Q2 2025
Added 26.72%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Aug 13, 2025 Q2 2025 |
6,118
shares
|
$979,430
0.01% of portfolio
|
Q2 2025
Reduced 84.71%
|
|
|
Roberts Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
6,116
shares
|
$979,110
0.27% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Aug 14, 2025 Q2 2025 |
6,110
shares
|
$978,149
0.64% of portfolio
|
Q2 2025
Reduced 11.64%
|
|
|
Sam Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
6,080
shares
|
$973,347
0.3% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
6,075
shares
|
$972,546
0.62% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Jul 31, 2025 Q2 2025 |
6,071
shares
|
$971,906
0.56% of portfolio
|
Q2 2025
Reduced 28.25%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
6,068
shares
|
$971,426
0.24% of portfolio
|
Q2 2025
Added 8.65%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jul 16, 2025 Q2 2025 |
6,063
shares
|
$970,625
0.45% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 04, 2025 Q2 2025 |
6,061
shares
|
$970,305
0.16% of portfolio
|
Q2 2025
Added 246.94%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Aug 05, 2025 Q2 2025 |
6,059
shares
|
$969,985
0.57% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
Aug 01, 2025 Q2 2025 |
6,051
shares
|
$968,704
0.54% of portfolio
|
Q2 2025
Reduced 14.49%
|
|
|
Mmbg Investment Advisors Co.
|
Aug 12, 2025 Q2 2025 |
6,050
shares
|
$968,544
0.09% of portfolio
|
Q2 2025
Added 132.69%
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
6,026
shares
|
$964,702
0.3% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
6,026
shares
|
$964,702
0.19% of portfolio
|
Q2 2025
Reduced 38.82%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
6,023
shares
|
$964,222
0.23% of portfolio
|
Q2 2025
Reduced 8.81%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
6,022
shares
|
$964,061
0.24% of portfolio
|
Q2 2025
Reduced 5.39%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
6,021
shares
|
$963,901
0.12% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
6,015
shares
|
$962,941
0.12% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
6,013
shares
|
$962,621
0.24% of portfolio
|
Q2 2025
Added 106.77%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
6,007
shares
|
$961,660
0.05% of portfolio
|
Q2 2025
Added 13.0%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
5,983
shares
|
$957,818
0.06% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
5,978
shares
|
$957,018
0.76% of portfolio
|
Q2 2023
Reduced 6.2%
|