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 |
|---|---|---|---|---|---|
|
Rockbridge Capital Management LLC
Alexandria, VA |
Nov 12, 2025 Q3 2025 |
2,695
shares
|
$417,239
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Insight Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
2,689
shares
|
$416,310
0.06% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
Nov 06, 2025 Q3 2025 |
2,688
shares
|
$416,156
0.29% of portfolio
|
Q3 2025
Reduced 32.17%
|
|
|
Goldstream Capital Management LTD
|
Nov 13, 2025 Q3 2025 |
2,687
shares
|
$416,001
0.1% of portfolio
|
Q4 2024
Reduced 53.62%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Nov 10, 2025 Q3 2025 |
2,687
shares
|
$416,001
0.13% of portfolio
|
Q3 2025
Reduced 27.3%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
2,687
shares
|
$416,001
0.29% of portfolio
|
Q3 2025
Added 7.44%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
2,685
shares
|
$415,691
0.06% of portfolio
|
Q3 2024
Added 6.04%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
2,685
shares
|
$415,691
0.27% of portfolio
|
Q3 2025
Added 10.86%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
2,676
shares
|
$414,298
0.06% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 27, 2025 Q3 2025 |
2,671
shares
|
$413,524
0.16% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Tom Russo
Gardner Russo & Quinn LLC
|
Nov 12, 2025 Q3 2025 |
2,670
shares
|
$413,369
0.01% of portfolio
|
Q2 2025
Reduced 36.68%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
2,659
shares
|
$411,666
0.25% of portfolio
|
Q2 2025
Reduced 5.78%
|
|
|
360 Financial, Inc.
|
Nov 10, 2025 Q3 2025 |
2,658
shares
|
$411,511
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2025 Q3 2025 |
2,656
shares
|
$411,201
0.02% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Deltec Asset Management LLC
|
Oct 24, 2025 Q3 2025 |
2,650
shares
|
$410,273
0.07% of portfolio
|
Q2 2025
Reduced 35.06%
|
|
|
Idaho Trust Bank
Boise, ID |
Nov 13, 2025 Q3 2025 |
2,648
shares
|
$409,963
0.14% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2025 Q3 2025 |
2,647
shares
|
$409,808
0.3% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,642
shares
|
$409,034
0.04% of portfolio
|
Q2 2024
Reduced 2.69%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Oct 31, 2025 Q3 2025 |
2,642
shares
|
$409,034
0.22% of portfolio
|
Q3 2025
Added 9.63%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
2,642
shares
|
$409,034
0.17% of portfolio
|
Q2 2024
Added 11.24%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
2,636
shares
|
$408,105
0.15% of portfolio
|
Q2 2022
Reduced 92.09%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Nov 06, 2025 Q3 2025 |
2,632
shares
|
$407,486
0.13% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Sound View Advisors Inc.
Olympia, WA |
Oct 10, 2025 Q3 2025 |
2,631
shares
|
$407,331
0.14% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
2,627
shares
|
$406,712
0.11% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
2,627
shares
|
$406,712
0.07% of portfolio
|
Q3 2025
Reduced 40.65%
|
|