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 |
|---|---|---|---|---|---|
|
Sprott Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
3,442
shares
|
$532,890
0.02% of portfolio
|
Q3 2025
Added 11.25%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2025 Q3 2025 |
3,440
shares
|
$532,580
0.44% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Oct 23, 2025 Q3 2025 |
3,437
shares
|
$532,116
0.32% of portfolio
|
Q3 2025
Added 15.8%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
3,429
shares
|
$530,877
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Oct 31, 2025 Q3 2025 |
3,429
shares
|
$530,877
0.34% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 23, 2025 Q3 2025 |
3,426
shares
|
$530,413
0.09% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
3,421
shares
|
$529,639
0.07% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Dash Acquisitions Inc.
|
Oct 30, 2025 Q3 2025 |
3,420
shares
|
$529,484
0.11% of portfolio
|
Q3 2025
Added 80.19%
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Nov 03, 2025 Q3 2025 |
3,416
shares
|
$528,865
0.39% of portfolio
|
Q3 2025
Added 17.35%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
3,415
shares
|
$528,710
0.07% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Eukles Asset Management
|
Nov 05, 2025 Q3 2025 |
3,411
shares
|
$528,091
0.21% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
3,404
shares
|
$527,007
0.1% of portfolio
|
Q3 2025
Reduced 71.72%
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
3,404
shares
|
$527,007
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Oct 29, 2025 Q3 2025 |
3,403
shares
|
$526,852
0.4% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
Front Street Capital Management, Inc.
|
Nov 14, 2025 Q3 2025 |
3,401
shares
|
$526,542
0.08% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
3,400
shares
|
$526,388
0.55% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
America First Investment Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
3,398
shares
|
$526,078
0.11% of portfolio
|
Q2 2025
Reduced 6.6%
|
|
|
Symmetry Partners, LLC
|
Oct 15, 2025 Q3 2025 |
3,397
shares
|
$525,923
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Nov 12, 2025 Q3 2025 |
3,386
shares
|
$524,220
0.25% of portfolio
|
Q3 2025
Reduced 10.66%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Oct 21, 2025 Q3 2025 |
3,384
shares
|
$523,910
0.4% of portfolio
|
Q3 2025
Added 18.16%
|
|
|
Planned Solutions, Inc.
|
Oct 23, 2025 Q3 2025 |
3,383
shares
|
$523,756
0.2% of portfolio
|
Q3 2025
Added 5.03%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
3,381
shares
|
$523,446
0.1% of portfolio
|
Q2 2025
Added 16.71%
|
|
|
Innova Wealth Partners
|
Dec 02, 2025 Q3 2025 |
3,380
shares
|
$523,291
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
3,378
shares
|
$522,981
0.03% of portfolio
|
Q2 2023
Added 8.83%
|
|
|
1248 Management, LLC
Kansas City, MO |
Nov 14, 2025 Q3 2025 |
3,377
shares
|
$522,827
0.3% of portfolio
|
Q3 2025
Reduced 78.62%
|
|