Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,389 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 |
|---|---|---|---|---|---|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
4,892
shares
|
$757,379
0.09% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
4,887
shares
|
$756,605
0.1% of portfolio
|
Q3 2025
Added 7.24%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Nov 12, 2025 Q3 2025 |
4,885
shares
|
$756,295
0.54% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
4,882
shares
|
$755,831
0.15% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
4,881
shares
|
$755,676
0.09% of portfolio
|
Q3 2025
Added 13.62%
|
|
|
First National Bank Sioux Falls
|
Oct 21, 2025 Q3 2025 |
4,880
shares
|
$755,521
0.26% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
4,879
shares
|
$755,366
0.24% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
4,874
shares
|
$754,592
0.26% of portfolio
|
Q3 2025
Added 9.6%
|
|
|
Roberts Capital Advisors, LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
4,871
shares
|
$754,128
0.87% of portfolio
|
Q3 2025
New holding
|
|
|
Purus Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
4,867
shares
|
$753,508
0.25% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Tred Avon Family Wealth, LLC
Easton, MD |
Oct 29, 2025 Q3 2025 |
4,860
shares
|
$752,425
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Moulton Wealth Management, Inc
|
Oct 07, 2025 Q3 2025 |
4,853
shares
|
$751,341
0.55% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
L.M. Kohn & Company
|
Nov 04, 2025 Q3 2025 |
4,852
shares
|
$751,186
0.93% of portfolio
|
Q3 2025
Reduced 29.11%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 06, 2025 Q3 2025 |
4,852
shares
|
$751,186
0.4% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
4,844
shares
|
$749,948
0.32% of portfolio
|
Q1 2024
Added 0.19%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Nov 07, 2025 Q3 2025 |
4,835
shares
|
$748,554
0.25% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
4,828
shares
|
$747,470
0.43% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Nov 10, 2025 Q3 2025 |
4,821
shares
|
$746,387
0.07% of portfolio
|
Q3 2025
Added 6.64%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
4,818
shares
|
$745,922
0.04% of portfolio
|
Q3 2025
Added 8.98%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
4,804
shares
|
$743,755
0.12% of portfolio
|
Q2 2025
Added 6.66%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
4,803
shares
|
$743,600
0.05% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
James Hambro & Partners
|
Oct 15, 2025 Q3 2025 |
4,800
shares
|
$743,136
0.03% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 12, 2025 Q3 2025 |
4,800
shares
|
$743,136
0.11% of portfolio
|
Q3 2025
Reduced 28.57%
|
|
|
Whelan Financial
|
Oct 29, 2025 Q3 2025 |
4,798
shares
|
$742,826
0.24% of portfolio
|
Q3 2025
Added 50.69%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Oct 30, 2025 Q3 2025 |
4,797
shares
|
$742,671
0.23% of portfolio
|
Q3 2025
Added 0.54%
|
|