Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,393 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 |
|---|---|---|---|---|---|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
5,997
shares
|
$928,455
0.14% of portfolio
|
Q3 2025
Added 18.64%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
5,985
shares
|
$926,597
0.26% of portfolio
|
Q3 2025
Reduced 25.22%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
5,982
shares
|
$926,133
0.09% of portfolio
|
Q3 2025
Reduced 88.3%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
5,978
shares
|
$925,513
0.76% of portfolio
|
Q2 2023
Reduced 6.2%
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
5,971
shares
|
$924,430
0.54% of portfolio
|
Q3 2025
New holding
|
|
|
Shore Point Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
5,970
shares
|
$924,275
0.43% of portfolio
|
Q4 2024
Added 7.66%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
5,968
shares
|
$923,965
0.06% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
5,968
shares
|
$923,965
0.24% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Nov 14, 2025 Q3 2025 |
5,967
shares
|
$923,810
0.54% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
5,941
shares
|
$919,785
0.09% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Cornerstone Advisory, LLC
|
Nov 07, 2025 Q3 2025 |
5,936
shares
|
$919,011
0.1% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Oct 30, 2025 Q3 2025 |
5,932
shares
|
$918,392
0.18% of portfolio
|
Q3 2025
Added 29.77%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Nov 06, 2025 Q3 2025 |
5,930
shares
|
$918,082
0.01% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
5,923
shares
|
$916,998
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
5,907
shares
|
$914,521
0.08% of portfolio
|
Q4 2024
Added 181.29%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 23, 2025 Q3 2025 |
5,905
shares
|
$914,212
0.34% of portfolio
|
Q3 2025
Added 6.82%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
5,903
shares
|
$913,902
0.09% of portfolio
|
Q3 2025
Added 14.05%
|
|
|
Greenfield Seitz Capital Management, LLC
Dallas, TX |
Nov 24, 2025 Q3 2025 |
5,902
shares
|
$913,747
0.3% of portfolio
|
Q3 2025
Added 40.02%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,900
shares
|
$913,438
0.02% of portfolio
|
Q3 2025
Added 221.88%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
5,885
shares
|
$911,115
0.03% of portfolio
|
Q3 2025
Added 4.83%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 21, 2025 Q3 2025 |
5,871
shares
|
$908,948
0.11% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Blue Fin Capital, Inc.
|
Nov 21, 2025 Q3 2025 |
5,864
shares
|
$907,864
0.15% of portfolio
|
Q3 2025
Added 14.53%
|
|
|
626 Financial, LLC
|
Nov 07, 2025 Q3 2025 |
5,853
shares
|
$906,161
0.43% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
5,841
shares
|
$904,303
0.33% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
5,839
shares
|
$903,993
0.14% of portfolio
|
Q2 2025
Added 0.43%
|
|