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 |
|---|---|---|---|---|---|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Oct 31, 2025 Q3 2025 |
2,623
shares
|
$406,092
0.22% of portfolio
|
Q3 2025
Added 3.63%
|
|
|
Silvant Capital Management LLC
|
Nov 18, 2025 Q3 2025 |
2,615
shares
|
$404,854
0.01% of portfolio
|
Q3 2019
Reduced 18.05%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
2,614
shares
|
$404,699
0.16% of portfolio
|
Q3 2025
Added 30.31%
|
|
|
Terril Brothers, Inc.
|
Nov 13, 2025 Q3 2025 |
2,612
shares
|
$404,389
0.14% of portfolio
|
Q3 2025
Added 31.39%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
2,607
shares
|
$403,615
0.04% of portfolio
|
Q3 2025
Added 24.98%
|
|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
2,606
shares
|
$403,460
0.18% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Hfr Wealth Management, LLC
Niskayuna, NY |
Nov 10, 2025 Q3 2025 |
2,604
shares
|
$403,151
0.1% of portfolio
|
Q2 2025
Reduced 11.73%
|
|
|
Kooman & Associates
Altoona, PA |
Oct 21, 2025 Q3 2025 |
2,602
shares
|
$402,841
0.12% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Bluefin Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,600
shares
|
$402,532
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Bcgm Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
2,588
shares
|
$400,674
0.12% of portfolio
|
Q3 2025
Added 24.48%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
2,585
shares
|
$400,209
0.14% of portfolio
|
Q4 2022
Added 23.98%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
2,581
shares
|
$399,590
0.04% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Redwood Financial Network Corp
|
Nov 12, 2025 Q3 2025 |
2,580
shares
|
$399,435
0.26% of portfolio
|
Q3 2025
Reduced 13.1%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
2,574
shares
|
$398,506
0.28% of portfolio
|
Q2 2022
Reduced 24.14%
|
|
|
Northwest Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
2,571
shares
|
$398,042
0.07% of portfolio
|
Q3 2025
Added 39.58%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
2,566
shares
|
$397,268
0.45% of portfolio
|
Q4 2022
Added 1.38%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Oct 28, 2025 Q3 2025 |
2,566
shares
|
$397,268
0.36% of portfolio
|
Q3 2025
Reduced 52.45%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Oct 31, 2025 Q3 2025 |
2,560
shares
|
$396,339
0.28% of portfolio
|
Q3 2025
Added 16.36%
|
|
|
Leuthold Group, LLC
|
Nov 06, 2025 Q3 2025 |
2,559
shares
|
$396,184
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
Oct 29, 2025 Q3 2025 |
2,559
shares
|
$396,184
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
2,556
shares
|
$395,719
0.09% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
2,552
shares
|
$395,100
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 28, 2025 Q3 2025 |
2,550
shares
|
$394,791
0.08% of portfolio
|
Q3 2025
Reduced 28.03%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
2,549
shares
|
$394,636
0.04% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 14, 2025 Q3 2025 |
2,548
shares
|
$394,481
0.13% of portfolio
|
Q3 2025
Reduced 14.09%
|
|