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 |
|---|---|---|---|---|---|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
2,955
shares
|
$457,493
0.28% of portfolio
|
Q1 2022
Reduced 6.34%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
2,953
shares
|
$457,183
0.09% of portfolio
|
Q3 2025
Added 42.59%
|
|
|
Canton Hathaway, LLC
|
Oct 23, 2025 Q3 2025 |
2,949
shares
|
$456,564
0.09% of portfolio
|
Q3 2025
Added 50.38%
|
|
|
Canvas Wealth Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
2,949
shares
|
$456,564
0.09% of portfolio
|
Q3 2025
Added 29.97%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
2,947
shares
|
$456,254
0.29% of portfolio
|
Q3 2024
Reduced 16.14%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
2,941
shares
|
$455,325
0.33% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
2,932
shares
|
$453,932
0.05% of portfolio
|
Q3 2025
Reduced 10.96%
|
|
|
Invested Advisors
State College, PA |
Oct 23, 2025 Q3 2025 |
2,931
shares
|
$453,777
0.64% of portfolio
|
Q3 2025
New holding
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Oct 20, 2025 Q3 2025 |
2,930
shares
|
$453,622
0.29% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Well Done, LLC
|
Oct 27, 2025 Q3 2025 |
2,927
shares
|
$453,158
0.08% of portfolio
|
Q3 2025
Added 32.74%
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
2,924
shares
|
$452,693
0.09% of portfolio
|
Q3 2025
Reduced 14.8%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Oct 21, 2025 Q3 2025 |
2,917
shares
|
$451,609
0.34% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
2,908
shares
|
$450,216
0.04% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
2,906
shares
|
$449,906
0.09% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
American Alpha Advisors, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
2,905
shares
|
$449,752
0.31% of portfolio
|
Q3 2025
Reduced 8.07%
|
|
|
Asset Allocation & Management Company, LLC
|
Nov 03, 2025 Q3 2025 |
2,900
shares
|
$448,978
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 21, 2025 Q3 2025 |
2,900
shares
|
$448,978
0.03% of portfolio
|
Q3 2025
Reduced 61.78%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Nov 04, 2025 Q3 2025 |
2,896
shares
|
$448,358
0.26% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
2,894
shares
|
$448,049
0.11% of portfolio
|
Q3 2025
Added 16.65%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
2,893
shares
|
$447,894
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Affinity Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
2,891
shares
|
$447,584
0.07% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
2,890
shares
|
$447,429
0.09% of portfolio
|
Q2 2025
Reduced 4.97%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
2,889
shares
|
$447,274
0.05% of portfolio
|
Q3 2025
Reduced 10.56%
|
|
|
Compton Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
2,888
shares
|
$447,120
0.11% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 05, 2025 Q3 2025 |
2,883
shares
|
$446,346
0.04% of portfolio
|
Q3 2025
Added 8.14%
|
|