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 |
|---|---|---|---|---|---|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
2,544
shares
|
$393,862
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
2,544
shares
|
$393,862
0.1% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Oct 07, 2025 Q3 2025 |
2,533
shares
|
$392,159
0.24% of portfolio
|
Q3 2025
Reduced 85.86%
|
|
|
Basepoint Wealth LLC
Cedar Rapids, IA |
Nov 13, 2025 Q3 2025 |
2,533
shares
|
$392,159
0.28% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
2,531
shares
|
$391,849
0.06% of portfolio
|
Q3 2025
Added 9.52%
|
|
|
A16z Perennial Management, L.P.
Menlo Park, CA |
Nov 05, 2025 Q3 2025 |
2,531
shares
|
$391,849
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Bey Douglas LLC
Marietta, GA |
Oct 30, 2025 Q3 2025 |
2,531
shares
|
$391,849
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
2,527
shares
|
$391,230
0.31% of portfolio
|
Q2 2024
Reduced 0.86%
|
|
|
Richwood Investment Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
2,526
shares
|
$391,075
0.31% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
2,523
shares
|
$390,610
0.05% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
2,521
shares
|
$390,301
0.06% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
2,521
shares
|
$390,301
0.12% of portfolio
|
Q3 2025
Added 4.13%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,518
shares
|
$389,836
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
2,507
shares
|
$388,133
0.05% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Oct 28, 2025 Q3 2025 |
2,498
shares
|
$386,740
0.09% of portfolio
|
Q3 2025
Added 4.08%
|
|
|
Towercrest Capital Management
Newtown, PA |
Oct 24, 2025 Q3 2025 |
2,498
shares
|
$386,740
0.06% of portfolio
|
Q3 2025
Added 4.08%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Oct 06, 2025 Q3 2025 |
2,498
shares
|
$386,740
0.16% of portfolio
|
Q3 2025
Reduced 20.22%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,490
shares
|
$385,501
0.13% of portfolio
|
Q3 2025
Added 47.34%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Nov 10, 2025 Q3 2025 |
2,487
shares
|
$385,037
0.22% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Oct 28, 2025 Q3 2025 |
2,485
shares
|
$384,727
0.15% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
2,476
shares
|
$383,334
0.17% of portfolio
|
Q3 2025
Added 32.76%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Oct 28, 2025 Q3 2025 |
2,473
shares
|
$382,869
0.34% of portfolio
|
Q3 2025
Reduced 42.81%
|
|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
2,471
shares
|
$382,560
0.11% of portfolio
|
Q3 2025
Added 6.01%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Oct 21, 2025 Q3 2025 |
2,468
shares
|
$382,095
0.17% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Claris Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
2,467
shares
|
$381,940
0.14% of portfolio
|
Q2 2025
Added 9.21%
|
|