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 |
|---|---|---|---|---|---|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
5,836
shares
|
$903,529
0.16% of portfolio
|
Q3 2025
Added 28.01%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Oct 23, 2025 Q3 2025 |
5,831
shares
|
$902,755
0.11% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
5,825
shares
|
$901,826
0.21% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Nov 17, 2025 Q3 2025 |
5,825
shares
|
$901,826
0.79% of portfolio
|
Q3 2025
Reduced 5.67%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
5,820
shares
|
$901,052
0.22% of portfolio
|
Q4 2025
Reduced 6.39%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 06, 2026 Q4 2025 |
5,811
shares
|
$899,659
0.12% of portfolio
|
Q4 2025
Added 0.09%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
5,808
shares
|
$899,194
0.2% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
5,808
shares
|
$899,194
0.12% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Versor Investments LP
|
Nov 06, 2025 Q3 2025 |
5,802
shares
|
$898,265
0.18% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
5,800
shares
|
$897,956
0.13% of portfolio
|
Q3 2025
Reduced 4.31%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jan 09, 2026 Q4 2025 |
5,800
shares
|
$897,956
0.64% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Ballew Advisors, Inc
|
Oct 15, 2025 Q3 2025 |
5,797
shares
|
$897,491
0.53% of portfolio
|
Q3 2025
Added 20.12%
|
|
|
Elk River Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
5,792
shares
|
$896,717
0.15% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Mqs Management LLC
|
Nov 06, 2025 Q3 2025 |
5,791
shares
|
$896,562
0.52% of portfolio
|
Q3 2025
Added 112.36%
|
|
|
Occidental Asset Management, LLC
|
Jan 07, 2026 Q4 2025 |
5,790
shares
|
$896,407
0.11% of portfolio
|
Q4 2025
Reduced 6.87%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
5,790
shares
|
$896,407
0.05% of portfolio
|
Q2 2025
Added 27.48%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Oct 28, 2025 Q3 2025 |
5,783
shares
|
$895,324
0.18% of portfolio
|
Q3 2025
Added 6.38%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Nov 14, 2025 Q3 2025 |
5,780
shares
|
$894,859
0.31% of portfolio
|
Q3 2025
Added 74.68%
|
|
|
Sterling Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
5,768
shares
|
$893,001
0.58% of portfolio
|
Q3 2025
New holding
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
5,765
shares
|
$892,537
0.02% of portfolio
|
Q3 2025
Reduced 90.59%
|
|
|
Smithbridge Asset Management Inc
|
Oct 29, 2025 Q3 2025 |
5,755
shares
|
$890,989
0.14% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
5,749
shares
|
$890,060
0.43% of portfolio
|
Q2 2022
New holding
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
5,745
shares
|
$889,440
0.1% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 13, 2025 Q3 2025 |
5,742
shares
|
$888,976
0.16% of portfolio
|
Q3 2025
Reduced 23.97%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
5,733
shares
|
$887,583
0.16% of portfolio
|
Q4 2023
Reduced 2.13%
|
|