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 |
|---|---|---|---|---|---|
|
Signature Wealth Management Partners, LLC
|
Oct 23, 2025 Q3 2025 |
3,744
shares
|
$579,646
0.31% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Nov 12, 2025 Q3 2025 |
3,742
shares
|
$579,336
0.38% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Pointe Capital Management LLC
|
Nov 24, 2025 Q3 2025 |
3,741
shares
|
$579,181
0.29% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Cottonwood Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
3,740
shares
|
$579,026
0.46% of portfolio
|
Q3 2025
Reduced 22.08%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
3,737
shares
|
$578,562
0.66% of portfolio
|
Q3 2023
Reduced 1.61%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
3,736
shares
|
$578,407
0.09% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
3,731
shares
|
$577,633
0.35% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
3,729
shares
|
$577,323
0.59% of portfolio
|
Q3 2025
Reduced 8.47%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
3,726
shares
|
$576,859
0.18% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
3,722
shares
|
$576,240
0.05% of portfolio
|
Q3 2025
Reduced 40.18%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Nov 10, 2025 Q3 2025 |
3,715
shares
|
$575,156
0.34% of portfolio
|
Q3 2025
Added 54.28%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
3,714
shares
|
$575,001
0.21% of portfolio
|
Q3 2025
Added 4.36%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
3,710
shares
|
$574,382
0.21% of portfolio
|
Q3 2025
Added 340.62%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Oct 15, 2025 Q3 2025 |
3,705
shares
|
$573,608
0.28% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
3,694
shares
|
$571,905
0.01% of portfolio
|
Q3 2025
Reduced 14.35%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
3,690
shares
|
$571,285
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Apr 14, 2025 Q1 2025 |
3,687
shares
|
$570,821
0.09% of portfolio
|
Q4 2024
Reduced 46.87%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
3,673
shares
|
$568,653
0.19% of portfolio
|
Q3 2024
Added 7.62%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Oct 31, 2025 Q3 2025 |
3,672
shares
|
$568,499
0.21% of portfolio
|
Q3 2025
Added 159.87%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Oct 14, 2025 Q3 2025 |
3,666
shares
|
$567,570
0.15% of portfolio
|
Q3 2025
Reduced 3.78%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 07, 2025 Q3 2025 |
3,662
shares
|
$566,950
0.27% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
3,657
shares
|
$566,176
0.37% of portfolio
|
Q3 2022
Added 13.43%
|
|
|
Chiron Capital Management, LLC
|
Nov 14, 2025 Q3 2025 |
3,653
shares
|
$565,557
0.5% of portfolio
|
Q3 2025
Reduced 58.72%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
3,649
shares
|
$564,938
0.1% of portfolio
|
Q4 2023
Reduced 0.55%
|
|
|
Helen Stephens Group, LLC
|
Oct 02, 2025 Q3 2025 |
3,644
shares
|
$564,164
0.13% of portfolio
|
Q3 2025
Reduced 0.14%
|
|