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 |
|---|---|---|---|---|---|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
3,832
shares
|
$593,270
0.07% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Northern Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
3,832
shares
|
$593,270
0.32% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Bouchey Financial Group LTD
|
Nov 12, 2025 Q3 2025 |
3,829
shares
|
$592,805
0.05% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
3,829
shares
|
$592,805
0.01% of portfolio
|
Q3 2025
Added 28.71%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Dec 01, 2025 Q3 2025 |
3,828
shares
|
$592,650
0.15% of portfolio
|
Q3 2025
Reduced 6.91%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Oct 09, 2025 Q3 2025 |
3,828
shares
|
$592,650
0.54% of portfolio
|
Q3 2025
Added 9.84%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 14, 2025 Q3 2025 |
3,822
shares
|
$591,722
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
3,817
shares
|
$590,947
0.04% of portfolio
|
Q2 2025
Added 6.63%
|
|
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
Oct 06, 2025 Q3 2025 |
3,817
shares
|
$590,947
0.56% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Elmwood Wealth Management, Inc.
|
Nov 06, 2025 Q3 2025 |
3,815
shares
|
$590,638
0.23% of portfolio
|
Q3 2025
Added 24.35%
|
|
|
V. M. Manning & Co., Inc.
Greenville, SC |
Oct 15, 2025 Q3 2025 |
3,813
shares
|
$590,328
0.56% of portfolio
|
Q2 2025
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
3,805
shares
|
$589,090
0.41% of portfolio
|
Q3 2025
Added 72.41%
|
|
|
Encompass Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
3,796
shares
|
$587,696
0.2% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
Oct 29, 2025 Q3 2025 |
3,796
shares
|
$587,696
0.23% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Verum Partners LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
3,794
shares
|
$587,387
0.13% of portfolio
|
Q3 2025
Added 8.52%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 05, 2025 Q3 2025 |
3,785
shares
|
$585,993
0.16% of portfolio
|
Q2 2025
Reduced 15.89%
|
|
|
Jmac Enterprises LLC
|
Oct 30, 2025 Q3 2025 |
3,774
shares
|
$584,290
0.12% of portfolio
|
Q3 2025
Added 5.6%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2025 Q3 2025 |
3,769
shares
|
$583,516
0.07% of portfolio
|
Q3 2025
Added 7.23%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 17, 2025 Q3 2025 |
3,769
shares
|
$583,516
0.26% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
Better Wealth, LLC
|
Oct 21, 2025 Q3 2025 |
3,762
shares
|
$582,432
0.15% of portfolio
|
Q3 2025
Added 58.67%
|
|
|
O Donnell Financial Services, LLC
|
Nov 07, 2025 Q3 2025 |
3,759
shares
|
$581,968
0.24% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
3,755
shares
|
$581,349
0.33% of portfolio
|
Q3 2025
Added 19.13%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Nov 10, 2025 Q3 2025 |
3,755
shares
|
$581,349
0.16% of portfolio
|
Q3 2025
Added 14.0%
|
|
|
Shilanski & Associates, Inc.
|
Oct 20, 2025 Q3 2025 |
3,746
shares
|
$579,955
0.15% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 10, 2025 Q3 2025 |
3,745
shares
|
$579,800
0.16% of portfolio
|
Q3 2025
Reduced 1.58%
|
|