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 |
|---|---|---|---|---|---|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
3,277
shares
|
$507,345
0.17% of portfolio
|
Q3 2025
Reduced 36.48%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
3,273
shares
|
$506,725
0.08% of portfolio
|
Q3 2025
Added 4.2%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
3,265
shares
|
$505,487
0.37% of portfolio
|
Q2 2023
Reduced 1.92%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Nov 13, 2025 Q3 2025 |
3,257
shares
|
$504,248
0.01% of portfolio
|
Q3 2025
Added 89.36%
|
|
|
Renaissance Investment Group LLC
|
Oct 07, 2025 Q3 2025 |
3,253
shares
|
$503,629
0.11% of portfolio
|
Q1 2025
Reduced 14.19%
|
|
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
3,253
shares
|
$503,629
0.23% of portfolio
|
Q3 2025
Added 13.38%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Nov 07, 2025 Q3 2025 |
3,252
shares
|
$503,474
0.28% of portfolio
|
Q3 2025
Added 10.16%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
3,250
shares
|
$503,165
0.06% of portfolio
|
Q3 2025
Reduced 9.01%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 17, 2025 Q3 2025 |
3,249
shares
|
$503,010
0.23% of portfolio
|
Q3 2025
Added 24.58%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Nov 12, 2025 Q3 2025 |
3,244
shares
|
$502,236
0.14% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Teamwork Financial Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
3,242
shares
|
$501,926
0.06% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
3,241
shares
|
$501,771
0.31% of portfolio
|
Q3 2025
Added 6.86%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Oct 31, 2025 Q3 2025 |
3,232
shares
|
$500,378
0.22% of portfolio
|
Q3 2025
Added 65.57%
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
3,220
shares
|
$498,520
0.08% of portfolio
|
Q3 2025
Added 57.46%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
3,218
shares
|
$498,210
0.51% of portfolio
|
Q3 2025
Added 7.91%
|
|
|
Schubert & CO
|
Nov 17, 2025 Q3 2025 |
3,210
shares
|
$496,972
0.41% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
3,209
shares
|
$496,817
0.24% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Crown Oak Advisors, LLC
Piedmont, CA |
Oct 21, 2025 Q3 2025 |
3,203
shares
|
$495,888
0.22% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
3,200
shares
|
$495,424
0.08% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
3,197
shares
|
$494,959
0.07% of portfolio
|
Q3 2025
Added 7.35%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Nov 12, 2025 Q3 2025 |
3,195
shares
|
$494,649
0.1% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
3,188
shares
|
$493,566
0.14% of portfolio
|
Q1 2023
Added 0.95%
|
|
|
Wedge Capital Management L L P
|
Oct 10, 2025 Q3 2025 |
3,171
shares
|
$490,934
0.01% of portfolio
|
Q3 2025
Added 13.7%
|
|
|
Cambria Investment Management, L.P.
|
Dec 01, 2025 Q3 2025 |
3,170
shares
|
$490,779
0.03% of portfolio
|
Q3 2025
Reduced 95.56%
|
|
|
Castleark Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
3,170
shares
|
$490,779
0.02% of portfolio
|
Q3 2025
New holding
|
|