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 |
|---|---|---|---|---|---|
|
Net Worth Advisory Group
Sandy, UT |
Oct 14, 2025 Q3 2025 |
4,794
shares
|
$742,207
0.22% of portfolio
|
Q3 2025
Reduced 28.18%
|
|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
4,792
shares
|
$741,897
0.25% of portfolio
|
Q3 2025
Added 11.57%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
4,761
shares
|
$737,098
1.31% of portfolio
|
Q4 2022
Added 17.76%
|
|
|
Howard Financial Services, Ltd.
|
Oct 23, 2025 Q3 2025 |
4,760
shares
|
$736,943
0.09% of portfolio
|
Q3 2025
Added 9.83%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
4,742
shares
|
$734,156
0.26% of portfolio
|
Q4 2023
Added 0.64%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Nov 07, 2025 Q3 2025 |
4,737
shares
|
$733,382
0.11% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Collective Family Office LLC
|
Jan 06, 2026 Q4 2025 |
4,735
shares
|
$733,072
0.17% of portfolio
|
Q4 2025
Reduced 3.33%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
4,734
shares
|
$732,917
0.09% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2025 Q3 2025 |
4,728
shares
|
$731,988
0.47% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Oct 17, 2025 Q3 2025 |
4,725
shares
|
$731,524
0.07% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Clarity Financial LLC
|
Oct 10, 2025 Q3 2025 |
4,724
shares
|
$731,369
0.07% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
4,710
shares
|
$729,202
0.84% of portfolio
|
Q3 2022
New holding
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
4,704
shares
|
$728,273
0.12% of portfolio
|
Q3 2025
Added 5.87%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 29, 2025 Q3 2025 |
4,700
shares
|
$727,654
0.21% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
4,698
shares
|
$727,344
0.04% of portfolio
|
Q3 2025
Added 14.25%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,696
shares
|
$727,034
0.03% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
4,689
shares
|
$725,950
0.11% of portfolio
|
Q3 2025
Added 7.01%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Nov 12, 2025 Q3 2025 |
4,687
shares
|
$725,641
0.03% of portfolio
|
Q3 2025
Reduced 12.96%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 17, 2025 Q3 2025 |
4,680
shares
|
$724,557
0.12% of portfolio
|
Q3 2025
Reduced 8.43%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
4,680
shares
|
$724,557
0.31% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
4,678
shares
|
$724,247
0.11% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
4,670
shares
|
$723,009
0.08% of portfolio
|
Q3 2025
Added 6.28%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Nov 14, 2025 Q3 2025 |
4,659
shares
|
$721,306
0.07% of portfolio
|
Q3 2025
Reduced 13.4%
|
|
|
Successful Portfolios LLC
|
Oct 15, 2025 Q3 2025 |
4,658
shares
|
$721,151
0.43% of portfolio
|
Q3 2025
Added 33.24%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2025 Q3 2025 |
4,658
shares
|
$721,151
0.0% of portfolio
|
Q3 2025
New holding
|
|