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 |
|---|---|---|---|---|---|
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
Nov 06, 2025 Q3 2025 |
3,640
shares
|
$563,544
0.44% of portfolio
|
Q3 2025
Added 75.68%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
3,635
shares
|
$562,770
0.05% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Nov 12, 2025 Q3 2025 |
3,630
shares
|
$561,996
0.39% of portfolio
|
Q3 2022
Reduced 11.18%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 14, 2025 Q3 2025 |
3,629
shares
|
$561,841
0.18% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Oct 17, 2025 Q3 2025 |
3,627
shares
|
$561,532
0.05% of portfolio
|
Q3 2025
Reduced 15.47%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
3,622
shares
|
$560,758
0.24% of portfolio
|
Q3 2025
Added 8.7%
|
|
|
Blodgett Wealth Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
3,618
shares
|
$560,138
0.4% of portfolio
|
Q1 2025
Reduced 5.85%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Nov 14, 2025 Q3 2025 |
3,610
shares
|
$558,900
0.15% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2025 Q3 2025 |
3,608
shares
|
$558,590
0.06% of portfolio
|
Q3 2025
Reduced 3.5%
|
|
|
Kw Wealth Management LLC
Sacramento, CA |
Oct 17, 2025 Q3 2025 |
3,604
shares
|
$557,971
0.95% of portfolio
|
Q3 2025
New holding
|
|
|
Abacus Planning Group, Inc.
|
Oct 21, 2025 Q3 2025 |
3,602
shares
|
$557,661
0.08% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Oct 27, 2025 Q3 2025 |
3,599
shares
|
$557,197
0.22% of portfolio
|
Q3 2025
Added 14.18%
|
|
|
Mc Broom & Associates, LLC
|
Oct 28, 2025 Q3 2025 |
3,597
shares
|
$556,887
0.28% of portfolio
|
Q4 2023
Reduced 0.17%
|
|
|
Joule Financial, LLC
|
Nov 03, 2025 Q3 2025 |
3,594
shares
|
$556,423
0.17% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Ma Private Wealth
|
Nov 05, 2025 Q3 2025 |
3,590
shares
|
$555,803
0.1% of portfolio
|
Q3 2025
Added 5.12%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
3,583
shares
|
$554,720
1.78% of portfolio
|
Q3 2025
Reduced 84.87%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Oct 27, 2025 Q3 2025 |
3,583
shares
|
$554,720
0.3% of portfolio
|
Q2 2025
Reduced 15.16%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
3,579
shares
|
$554,100
0.05% of portfolio
|
Q3 2025
Added 23.76%
|
|
|
Hudson Value Partners, LLC
|
Oct 30, 2025 Q3 2025 |
3,565
shares
|
$551,933
0.17% of portfolio
|
Q2 2025
Reduced 20.65%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
3,563
shares
|
$551,623
0.1% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Rice Hall James & Associates, LLC
|
Oct 16, 2025 Q3 2025 |
3,557
shares
|
$550,694
0.03% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
3,556
shares
|
$550,539
0.35% of portfolio
|
Q3 2025
Added 4.34%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Oct 17, 2025 Q3 2025 |
3,554
shares
|
$550,230
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
3,553
shares
|
$550,075
0.1% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
3,552
shares
|
$549,920
0.05% of portfolio
|
Q3 2025
Added 0.91%
|
|