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 |
|---|---|---|---|---|---|
|
Berman Mc Aleer LLC
Timonium, MD |
Nov 03, 2025 Q3 2025 |
3,370
shares
|
$521,743
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Gk Wealth Management LLC
Reno, NV |
Nov 06, 2025 Q3 2025 |
3,361
shares
|
$520,350
0.38% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Oct 27, 2025 Q3 2025 |
3,356
shares
|
$519,575
0.27% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Nov 06, 2025 Q3 2025 |
3,355
shares
|
$519,421
0.12% of portfolio
|
Q3 2025
Reduced 13.44%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
3,355
shares
|
$519,421
1.57% of portfolio
|
Q4 2022
Added 1743.41%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Nov 04, 2025 Q3 2025 |
3,353
shares
|
$519,111
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
3,350
shares
|
$518,647
0.04% of portfolio
|
Q4 2024
Added 6.55%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
3,347
shares
|
$518,182
0.07% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 24, 2025 Q3 2025 |
3,340
shares
|
$517,098
0.1% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
3,340
shares
|
$517,098
0.04% of portfolio
|
Q3 2025
Reduced 65.75%
|
|
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
Nov 05, 2025 Q3 2025 |
3,340
shares
|
$517,098
0.26% of portfolio
|
Q3 2025
Reduced 7.79%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
3,339
shares
|
$516,943
0.13% of portfolio
|
Q2 2023
Reduced 3.8%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Oct 28, 2025 Q3 2025 |
3,338
shares
|
$516,789
0.06% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 24, 2025 Q3 2025 |
3,332
shares
|
$515,860
0.27% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
3,331
shares
|
$515,705
0.16% of portfolio
|
Q3 2025
Reduced 4.25%
|
|
|
American National Bank Of Texas
Richardson, TX |
Oct 01, 2025 Q3 2025 |
3,329
shares
|
$515,395
0.49% of portfolio
|
Q3 2025
New holding
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Oct 09, 2025 Q3 2025 |
3,310
shares
|
$512,454
0.05% of portfolio
|
Q3 2025
Reduced 19.54%
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
3,306
shares
|
$511,834
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Warwick Investment Management, Inc.
|
Oct 24, 2025 Q3 2025 |
3,306
shares
|
$511,834
0.09% of portfolio
|
Q3 2025
Added 14.04%
|
|
|
Oakland Financial Corp
Sterling Heights, MI |
Nov 06, 2025 Q3 2025 |
3,300
shares
|
$510,906
8.74% of portfolio
|
Q1 2025
Reduced 23.26%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
3,296
shares
|
$510,286
0.15% of portfolio
|
Q3 2025
Added 31.73%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
3,280
shares
|
$507,809
0.21% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
3,279
shares
|
$507,654
0.06% of portfolio
|
Q3 2025
Reduced 4.49%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
3,277
shares
|
$507,345
0.06% of portfolio
|
Q3 2024
Reduced 13.15%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Oct 31, 2025 Q3 2025 |
3,277
shares
|
$507,345
0.24% of portfolio
|
Q3 2025
Added 0.96%
|
|