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 |
|---|---|---|---|---|---|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
4,055
shares
|
$627,795
0.22% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Barry Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
4,047
shares
|
$626,556
0.15% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Oct 23, 2025 Q3 2025 |
4,046
shares
|
$626,401
0.19% of portfolio
|
Q3 2025
Reduced 4.62%
|
|
|
Flower City Capital
|
Oct 08, 2025 Q3 2025 |
4,044
shares
|
$626,092
0.34% of portfolio
|
Q3 2025
New holding
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 14, 2025 Q3 2025 |
4,042
shares
|
$625,782
0.41% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
4,042
shares
|
$625,782
0.06% of portfolio
|
Q3 2025
Reduced 37.39%
|
|
|
Chase Investment Counsel Corp
|
Nov 10, 2025 Q3 2025 |
4,039
shares
|
$625,317
0.19% of portfolio
|
Q3 2025
Added 24.62%
|
|
|
Real Talk Capital, LLC
Franklin, TN |
Nov 13, 2025 Q3 2025 |
4,038
shares
|
$625,163
0.69% of portfolio
|
Q3 2025
Added 3.86%
|
|
|
Fire Capital Management LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
4,037
shares
|
$625,008
0.36% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
4,030
shares
|
$623,924
0.1% of portfolio
|
Q3 2025
Added 152.35%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
4,024
shares
|
$622,995
0.23% of portfolio
|
Q1 2024
Added 31.03%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 12, 2025 Q3 2025 |
4,019
shares
|
$622,221
0.25% of portfolio
|
Q3 2025
Reduced 8.16%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Nov 20, 2025 Q3 2025 |
4,019
shares
|
$622,221
0.5% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
4,016
shares
|
$621,757
0.32% of portfolio
|
Q4 2023
Added 0.73%
|
|
|
Groupe La Francaise
Paris, I0 |
Nov 13, 2025 Q3 2025 |
4,009
shares
|
$620,673
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
4,001
shares
|
$619,434
0.12% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
4,000
shares
|
$619,280
0.62% of portfolio
|
Q4 2021
New holding
|
|
|
Boit C F David
Boston, MA |
Oct 28, 2025 Q3 2025 |
4,000
shares
|
$619,280
0.28% of portfolio
|
Q2 2021
New holding
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
3,992
shares
|
$618,041
0.25% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
|
Prudent Man Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
3,987
shares
|
$617,267
0.24% of portfolio
|
Q3 2025
Reduced 44.14%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
3,978
shares
|
$615,873
0.08% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Kdt Advisors, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
3,977
shares
|
$615,719
1.01% of portfolio
|
Q3 2025
Added 9.55%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
3,976
shares
|
$615,564
0.05% of portfolio
|
Q3 2025
Added 4.11%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
3,976
shares
|
$615,564
0.06% of portfolio
|
Q3 2025
Added 14.78%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
3,973
shares
|
$615,099
0.01% of portfolio
|
Q3 2025
Added 3.46%
|
|