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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
5,469
shares
|
$846,710
0.22% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 09, 2026 Q4 2025 |
5,460
shares
|
$845,317
0.25% of portfolio
|
Q4 2025
Added 11.0%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
5,459
shares
|
$845,162
0.07% of portfolio
|
Q3 2025
Added 3.74%
|
|
|
Consilium Wealth Advisory, LLC
|
Oct 20, 2025 Q3 2025 |
5,457
shares
|
$844,852
0.34% of portfolio
|
Q3 2025
Added 4.5%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 30, 2025 Q3 2025 |
5,449
shares
|
$843,614
0.44% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jul 29, 2025 Q2 2025 |
5,447
shares
|
$843,304
0.18% of portfolio
|
Q2 2025
Reduced 5.22%
|
|
|
Wbi Investments, Inc.
|
Nov 20, 2025 Q3 2025 |
5,444
shares
|
$842,840
0.23% of portfolio
|
Q3 2025
Added 3.36%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
5,444
shares
|
$842,840
0.01% of portfolio
|
Q3 2025
Reduced 15.37%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
5,440
shares
|
$842,220
0.19% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
5,437
shares
|
$841,756
0.12% of portfolio
|
Q4 2025
Reduced 5.28%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
5,434
shares
|
$841,291
0.04% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
5,430
shares
|
$840,672
0.38% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Walter & Keenan Wealth Management LLC
|
Nov 13, 2025 Q3 2025 |
5,428
shares
|
$840,362
0.24% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Mjp Associates Inc
|
Nov 07, 2025 Q3 2025 |
5,424
shares
|
$839,743
0.12% of portfolio
|
Q3 2025
Added 43.99%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 12, 2025 Q3 2025 |
5,420
shares
|
$839,124
0.48% of portfolio
|
Q3 2025
Added 26.93%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
5,411
shares
|
$837,731
0.16% of portfolio
|
Q3 2025
Added 171.64%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 07, 2026 Q4 2025 |
5,411
shares
|
$837,731
0.24% of portfolio
|
Q4 2025
Reduced 5.99%
|
|
|
Hardman Johnston Global Advisors LLC
|
Oct 27, 2025 Q3 2025 |
5,400
shares
|
$836,028
0.04% of portfolio
|
Q4 2023
Reduced 1.82%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Nov 13, 2025 Q3 2025 |
5,391
shares
|
$834,634
0.01% of portfolio
|
Q3 2025
Added 18.3%
|
|
|
Gate Pass Capital, LLC
Independence, OH |
Oct 29, 2025 Q3 2025 |
5,391
shares
|
$834,634
0.48% of portfolio
|
Q3 2025
New holding
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
5,377
shares
|
$832,467
0.14% of portfolio
|
Q3 2024
Reduced 18.97%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
5,369
shares
|
$831,228
0.14% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
5,367
shares
|
$830,918
0.07% of portfolio
|
Q2 2025
Added 16.65%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
5,357
shares
|
$829,370
0.1% of portfolio
|
Q2 2025
Reduced 1.63%
|
|