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 |
|---|---|---|---|---|---|
|
American Assets Inc
|
Nov 05, 2025 Q3 2025 |
5,000
shares
|
$774,100
0.25% of portfolio
|
Q1 2020
New holding
|
|
|
Opus Investment Management Inc
|
Nov 10, 2025 Q3 2025 |
5,000
shares
|
$774,100
0.49% of portfolio
|
Q3 2023
Reduced 85.47%
|
|
|
Seelaus Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
5,000
shares
|
$774,100
0.67% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Emprise Bank
Wichita, KS |
Oct 16, 2025 Q3 2025 |
4,995
shares
|
$773,325
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Thoma Capital Management LLC
Towson, MD |
Jan 08, 2026 Q4 2025 |
4,993
shares
|
$773,016
0.44% of portfolio
|
Q4 2025
Added 1.01%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
4,985
shares
|
$771,777
0.08% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jan 05, 2026 Q4 2025 |
4,980
shares
|
$771,003
0.2% of portfolio
|
Q4 2025
Added 23.08%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Nov 10, 2025 Q3 2025 |
4,980
shares
|
$771,003
0.42% of portfolio
|
Q3 2025
Added 13.21%
|
|
|
Mitchell Capital Management CO
|
Nov 06, 2025 Q3 2025 |
4,979
shares
|
$770,848
0.14% of portfolio
|
Q3 2025
Added 231.93%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
4,977
shares
|
$770,539
0.07% of portfolio
|
Q3 2025
Added 11.74%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Nov 12, 2025 Q3 2025 |
4,973
shares
|
$769,919
0.24% of portfolio
|
Q3 2025
Added 5.45%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
4,965
shares
|
$768,681
0.12% of portfolio
|
Q3 2025
Added 7.47%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
4,965
shares
|
$768,681
0.75% of portfolio
|
Q3 2025
Reduced 7.14%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
4,964
shares
|
$768,526
0.31% of portfolio
|
Q3 2023
Added 4.42%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
4,961
shares
|
$768,062
0.48% of portfolio
|
Q4 2024
Added 9.2%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
4,953
shares
|
$766,823
0.26% of portfolio
|
Q4 2022
Reduced 4.8%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
4,951
shares
|
$766,513
0.08% of portfolio
|
Q3 2025
Added 21.02%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
4,946
shares
|
$765,739
0.05% of portfolio
|
Q4 2023
Added 24.68%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
4,945
shares
|
$765,584
0.11% of portfolio
|
Q3 2025
Added 96.23%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Nov 13, 2025 Q3 2025 |
4,942
shares
|
$765,120
0.11% of portfolio
|
Q3 2025
Reduced 87.16%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
4,929
shares
|
$763,107
0.15% of portfolio
|
Q3 2025
Reduced 11.98%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
4,928
shares
|
$762,952
0.46% of portfolio
|
Q2 2023
Added 2.45%
|
|
|
Sentry Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
4,924
shares
|
$762,333
0.51% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Requisite Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
4,920
shares
|
$761,714
0.2% of portfolio
|
Q3 2025
Reduced 21.72%
|
|
|
Wellington Capital Management, Inc.
Bethesda, MD |
Aug 15, 2025 Q2 2025 |
4,917
shares
|
$761,249
0.88% of portfolio
|
Q2 2025
New holding
|
|