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 |
|---|---|---|---|---|---|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
3,168
shares
|
$490,469
0.17% of portfolio
|
Q3 2025
Reduced 6.36%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
3,166
shares
|
$490,160
0.08% of portfolio
|
Q3 2025
Added 9.82%
|
|
|
Lokken Investment Group LLC
|
Nov 04, 2025 Q3 2025 |
3,161
shares
|
$489,386
0.19% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
3,160
shares
|
$489,231
0.36% of portfolio
|
Q4 2022
Added 0.7%
|
|
|
Smart Money Group LLC
|
Nov 12, 2025 Q3 2025 |
3,156
shares
|
$488,611
0.4% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,155
shares
|
$488,457
0.02% of portfolio
|
Q3 2025
Reduced 80.89%
|
|
|
Heritage Financial Services, LLC
|
Oct 30, 2025 Q3 2025 |
3,152
shares
|
$487,992
0.04% of portfolio
|
Q3 2025
Added 4.51%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 17, 2025 Q3 2025 |
3,152
shares
|
$487,992
0.19% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
3,151
shares
|
$487,837
0.25% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
B Long Financial, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
3,140
shares
|
$486,134
0.34% of portfolio
|
Q1 2025
Reduced 7.37%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
3,138
shares
|
$485,825
0.17% of portfolio
|
Q3 2025
Added 7.84%
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
3,125
shares
|
$483,812
0.08% of portfolio
|
Q3 2025
Added 78.47%
|
|
|
Horizon Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
3,125
shares
|
$483,812
0.09% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
3,124
shares
|
$483,657
0.07% of portfolio
|
Q3 2025
Added 13.15%
|
|
|
Paulson Wealth Management Inc.
|
Nov 03, 2025 Q3 2025 |
3,122
shares
|
$483,348
0.12% of portfolio
|
Q3 2025
Reduced 5.79%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Nov 03, 2025 Q3 2025 |
3,121
shares
|
$483,193
0.31% of portfolio
|
Q3 2025
Reduced 25.44%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
3,118
shares
|
$482,728
0.05% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
Prostatis Group LLC
Hanover, MD |
Nov 04, 2025 Q3 2025 |
3,112
shares
|
$481,799
0.12% of portfolio
|
Q3 2025
Reduced 5.01%
|
|
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
Nov 10, 2025 Q3 2025 |
3,112
shares
|
$481,799
0.48% of portfolio
|
Q3 2025
Added 7.64%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 10, 2025 Q3 2025 |
3,111
shares
|
$481,645
0.35% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
3,106
shares
|
$480,870
0.29% of portfolio
|
Q3 2025
Added 4.23%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Oct 23, 2025 Q3 2025 |
3,100
shares
|
$479,942
0.73% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
3,099
shares
|
$479,787
0.31% of portfolio
|
Q4 2022
Added 12.32%
|
|
|
Volterra Technologies LP
New York, NY |
Nov 13, 2025 Q3 2025 |
3,084
shares
|
$477,464
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
3,076
shares
|
$476,226
0.09% of portfolio
|
Q1 2025
Reduced 5.88%
|
|