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 |
|---|---|---|---|---|---|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2025 Q3 2025 |
5,353
shares
|
$828,751
0.32% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Sound Financial Strategies Group, LLC
|
Oct 23, 2025 Q3 2025 |
5,349
shares
|
$828,132
0.65% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Unified Investment Management
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
5,346
shares
|
$827,667
0.83% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
5,345
shares
|
$827,512
0.29% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
5,338
shares
|
$826,429
0.09% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
5,334
shares
|
$825,809
0.45% of portfolio
|
Q3 2025
Reduced 6.89%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 22, 2025 Q3 2025 |
5,334
shares
|
$825,809
0.54% of portfolio
|
Q3 2025
Reduced 3.46%
|
|
|
Alhambra Investment Partners LLC
|
Oct 15, 2025 Q3 2025 |
5,325
shares
|
$824,416
0.4% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Winthrop Advisory Group LLC
|
Oct 24, 2025 Q3 2025 |
5,324
shares
|
$824,261
0.07% of portfolio
|
Q3 2025
Added 3.72%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
5,319
shares
|
$823,487
0.09% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
5,319
shares
|
$823,487
0.04% of portfolio
|
Q3 2025
Reduced 10.03%
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
5,318
shares
|
$823,332
0.16% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Oct 31, 2025 Q3 2025 |
5,318
shares
|
$823,332
0.5% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Mangrove Partners
New York, NY |
Nov 14, 2025 Q3 2025 |
5,316
shares
|
$823,023
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
First Financial Corp
|
Oct 09, 2025 Q3 2025 |
5,314
shares
|
$822,713
0.33% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Cross Staff Investments Inc
|
Oct 24, 2025 Q3 2025 |
5,313
shares
|
$822,558
0.59% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Nov 03, 2025 Q3 2025 |
5,303
shares
|
$821,010
0.09% of portfolio
|
Q3 2025
Reduced 8.85%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
5,302
shares
|
$820,855
0.2% of portfolio
|
Q3 2025
Reduced 29.48%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Nov 13, 2025 Q3 2025 |
5,296
shares
|
$819,926
0.27% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
5,295
shares
|
$819,771
0.22% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
5,294
shares
|
$819,617
0.06% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Oct 29, 2025 Q3 2025 |
5,289
shares
|
$818,842
0.19% of portfolio
|
Q3 2025
Added 3.5%
|
|
|
Vishria Bird Financial Group, LLC
|
Oct 21, 2025 Q3 2025 |
5,285
shares
|
$818,223
0.19% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
5,277
shares
|
$816,985
0.32% of portfolio
|
Q3 2025
Added 3.51%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Nov 18, 2025 Q3 2025 |
5,273
shares
|
$816,365
0.69% of portfolio
|
Q3 2025
Added 137.95%
|
|