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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 12, 2025 Q3 2025 |
5,727
shares
|
$886,654
0.45% of portfolio
|
Q3 2025
Reduced 60.0%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
5,712
shares
|
$884,331
0.1% of portfolio
|
Q3 2025
Added 5.04%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Oct 24, 2025 Q3 2025 |
5,708
shares
|
$883,712
0.42% of portfolio
|
Q3 2025
Reduced 5.86%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
5,700
shares
|
$882,474
0.52% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
5,699
shares
|
$882,319
0.31% of portfolio
|
Q3 2024
Added 17.12%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Oct 20, 2025 Q3 2025 |
5,698
shares
|
$882,164
0.29% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
5,697
shares
|
$882,009
0.06% of portfolio
|
Q3 2025
Reduced 14.46%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
5,697
shares
|
$882,009
0.55% of portfolio
|
Q1 2023
Added 21.06%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 16, 2025 Q3 2025 |
5,693
shares
|
$881,390
0.05% of portfolio
|
Q1 2025
Reduced 22.47%
|
|
|
Wells Trecaso Financial Group, LLC
|
Nov 05, 2025 Q3 2025 |
5,680
shares
|
$879,377
0.42% of portfolio
|
Q3 2025
Reduced 24.19%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Nov 12, 2025 Q3 2025 |
5,675
shares
|
$878,603
0.23% of portfolio
|
Q2 2025
Reduced 6.8%
|
|
|
Members Trust CO
|
Nov 14, 2025 Q3 2025 |
5,658
shares
|
$875,971
0.03% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 14, 2025 Q3 2025 |
5,656
shares
|
$875,661
0.21% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Seneca House Advisors
|
Oct 10, 2025 Q3 2025 |
5,655
shares
|
$875,507
0.37% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 06, 2026 Q4 2025 |
5,652
shares
|
$875,042
0.18% of portfolio
|
Q4 2025
Reduced 41.53%
|
|
|
First Business Financial Services, Inc.
|
Oct 30, 2025 Q3 2025 |
5,649
shares
|
$874,578
0.08% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 10, 2025 Q3 2025 |
5,641
shares
|
$873,339
0.15% of portfolio
|
Q3 2025
Reduced 33.78%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Nov 07, 2025 Q3 2025 |
5,640
shares
|
$873,184
0.5% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
5,629
shares
|
$871,481
0.05% of portfolio
|
Q3 2025
Added 8.65%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
5,620
shares
|
$870,088
0.2% of portfolio
|
Q1 2024
Added 28.28%
|
|
|
Am Investment Strategies LLC
|
Oct 30, 2025 Q3 2025 |
5,610
shares
|
$868,540
0.2% of portfolio
|
Q3 2025
Added 3.49%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
5,608
shares
|
$868,230
0.1% of portfolio
|
Q2 2025
Added 5.18%
|
|
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
Nov 12, 2025 Q3 2025 |
5,600
shares
|
$866,992
0.07% of portfolio
|
Q3 2025
Reduced 90.67%
|
|