Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,392 institutions that hold shares in the stock, with a total of 1.45 Billion shares, which have been reported (via 13F filing form) to have a value of $224 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Covalis Capital LLP
London, X0 |
Nov 14, 2025 Q3 2025 |
6,231
shares
|
$964,683
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
6,223
shares
|
$963,444
0.08% of portfolio
|
Q3 2025
Added 9.31%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2025 Q3 2025 |
6,209
shares
|
$961,277
0.4% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
6,204
shares
|
$960,503
0.06% of portfolio
|
Q3 2025
Added 23.46%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
6,171
shares
|
$955,394
0.12% of portfolio
|
Q3 2025
Added 12.36%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
6,170
shares
|
$955,239
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
6,161
shares
|
$953,846
0.29% of portfolio
|
Q3 2025
Reduced 4.72%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2025 Q3 2025 |
6,145
shares
|
$951,368
0.05% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Centerstone Investors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
6,144
shares
|
$951,214
3.48% of portfolio
|
Q3 2025
Reduced 20.0%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
6,142
shares
|
$950,904
0.55% of portfolio
|
Q3 2025
Reduced 4.39%
|
|
|
Donald L. Hagan, LLC
|
Oct 15, 2025 Q3 2025 |
6,138
shares
|
$950,285
0.54% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Oct 07, 2025 Q3 2025 |
6,128
shares
|
$948,736
0.13% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
6,097
shares
|
$943,937
0.12% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Sam Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
6,088
shares
|
$942,544
0.31% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
6,078
shares
|
$940,995
0.39% of portfolio
|
Q3 2025
Added 17.2%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
6,075
shares
|
$940,531
0.62% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Saranac Partners LTD
London, |
Dec 05, 2025 Q3 2025 |
6,075
shares
|
$940,531
0.17% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
6,068
shares
|
$939,447
0.24% of portfolio
|
Q2 2025
Added 8.65%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
6,061
shares
|
$938,364
0.23% of portfolio
|
Q3 2025
Added 4.79%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 07, 2025 Q3 2025 |
6,050
shares
|
$936,661
0.08% of portfolio
|
Q2 2025
Added 132.69%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
6,045
shares
|
$935,886
0.09% of portfolio
|
Q3 2025
Reduced 40.85%
|
|
|
Peterson Wealth Services
|
Nov 04, 2025 Q3 2025 |
6,036
shares
|
$934,493
0.22% of portfolio
|
Q3 2025
Added 304.56%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Oct 28, 2025 Q3 2025 |
6,025
shares
|
$932,790
0.8% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
First County Bank /Ct/
Stamford, CT |
Oct 08, 2025 Q3 2025 |
6,022
shares
|
$932,326
0.48% of portfolio
|
Q3 2025
Reduced 7.3%
|
|
|
Dixon Fnancial Services, Inc.
|
Oct 08, 2025 Q3 2025 |
6,015
shares
|
$931,242
0.43% of portfolio
|
Q3 2025
Reduced 6.28%
|
|