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 |
|---|---|---|---|---|---|
|
Howard Capital Management Group, LLC
|
Oct 16, 2025 Q3 2025 |
5,593
shares
|
$865,908
0.06% of portfolio
|
Q3 2025
Added 29.65%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
5,586
shares
|
$864,824
0.09% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
5,575
shares
|
$863,121
1.28% of portfolio
|
Q3 2022
Added 14.03%
|
|
|
Belmont Capital, LLC
|
Aug 12, 2025 Q2 2025 |
5,571
shares
|
$862,502
0.12% of portfolio
|
Q4 2024
Reduced 58.97%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
5,570
shares
|
$862,347
0.3% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
5,562
shares
|
$861,108
0.47% of portfolio
|
Q3 2025
Added 18.52%
|
|
|
Investment Research Partners LLC
Lemont, PA |
Dec 01, 2025 Q3 2025 |
5,560
shares
|
$860,799
0.39% of portfolio
|
Q3 2025
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
5,558
shares
|
$860,489
0.08% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
5,556
shares
|
$860,179
0.31% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Oct 27, 2025 Q3 2025 |
5,551
shares
|
$859,405
0.59% of portfolio
|
Q3 2025
Added 7.1%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
5,542
shares
|
$858,012
0.14% of portfolio
|
Q3 2025
Added 4.72%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
5,535
shares
|
$856,928
0.1% of portfolio
|
Q4 2025
Added 70.73%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 20, 2025 Q3 2025 |
5,523
shares
|
$855,070
0.12% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
5,513
shares
|
$853,522
0.05% of portfolio
|
Q3 2025
Reduced 13.56%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
5,510
shares
|
$853,058
0.49% of portfolio
|
Q3 2025
Reduced 9.24%
|
|
|
Penney Financial, LLC
Houston, TX |
Oct 21, 2025 Q3 2025 |
5,508
shares
|
$852,748
0.38% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
5,495
shares
|
$850,735
0.25% of portfolio
|
Q3 2025
Reduced 6.75%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Nov 06, 2025 Q3 2025 |
5,495
shares
|
$850,735
0.23% of portfolio
|
Q3 2025
Added 4.79%
|
|
|
Cobler Capital Management, LLC
Silver Lake, KS |
Aug 14, 2025 Q2 2025 |
5,493
shares
|
$850,426
0.84% of portfolio
|
Q2 2025
New holding
|
|
|
Central Bank & Trust CO
|
Jan 09, 2026 Q4 2025 |
5,492
shares
|
$850,271
0.14% of portfolio
|
Q4 2025
Reduced 8.28%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 14, 2025 Q3 2025 |
5,492
shares
|
$850,271
0.56% of portfolio
|
Q3 2025
Added 21.02%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Nov 04, 2025 Q3 2025 |
5,485
shares
|
$849,187
0.55% of portfolio
|
Q3 2025
Added 6.34%
|
|
|
Chesapeake Asset Management LLC
New York, NY |
Jan 08, 2026 Q4 2025 |
5,481
shares
|
$848,568
0.74% of portfolio
|
Q4 2025
Added 1.97%
|
|
|
Powers Advisory Group, LLC
|
Oct 22, 2025 Q3 2025 |
5,475
shares
|
$847,639
0.34% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
5,470
shares
|
$846,865
0.06% of portfolio
|
Q3 2025
Added 29.99%
|
|