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 |
|---|---|---|---|---|---|
|
Helium Advisors LLC
Everett, WA |
Nov 13, 2025 Q3 2025 |
2,402
shares
|
$371,877
0.31% of portfolio
|
Q3 2025
Reduced 27.76%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
2,400
shares
|
$371,568
0.09% of portfolio
|
Q3 2025
Added 55.54%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Oct 20, 2025 Q3 2025 |
2,398
shares
|
$371,258
0.25% of portfolio
|
Q3 2025
Added 15.4%
|
|
|
Level Financial Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
2,391
shares
|
$370,174
0.11% of portfolio
|
Q3 2025
Added 51.62%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
2,390
shares
|
$370,019
0.0% of portfolio
|
Q2 2025
Reduced 58.27%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
2,386
shares
|
$369,400
0.02% of portfolio
|
Q3 2025
Reduced 10.1%
|
|
|
Beddow Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
2,385
shares
|
$369,245
0.14% of portfolio
|
Q2 2025
Added 9.66%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
2,385
shares
|
$369,245
0.19% of portfolio
|
Q3 2025
Reduced 7.38%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Nov 12, 2025 Q3 2025 |
2,385
shares
|
$369,245
0.26% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
2,384
shares
|
$369,090
0.04% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
2,380
shares
|
$368,471
0.31% of portfolio
|
Q1 2025
Reduced 12.11%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 06, 2025 Q3 2025 |
2,377
shares
|
$368,007
0.08% of portfolio
|
Q3 2025
Reduced 5.03%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 14, 2025 Q3 2025 |
2,377
shares
|
$368,007
0.65% of portfolio
|
Q3 2025
New holding
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Oct 24, 2025 Q3 2025 |
2,368
shares
|
$366,613
0.44% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Willner & Heller, LLC
|
Oct 16, 2025 Q3 2025 |
2,360
shares
|
$365,375
0.29% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Omnia Family Wealth, LLC
|
Nov 06, 2025 Q3 2025 |
2,360
shares
|
$365,375
0.12% of portfolio
|
Q3 2025
Added 52.36%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
2,360
shares
|
$365,375
0.17% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 14, 2025 Q3 2025 |
2,358
shares
|
$365,065
0.37% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
Oct 21, 2025 Q3 2025 |
2,358
shares
|
$365,065
0.1% of portfolio
|
Q3 2025
Reduced 62.92%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
2,352
shares
|
$364,136
0.01% of portfolio
|
Q3 2025
Added 37.22%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Nov 04, 2025 Q3 2025 |
2,351
shares
|
$363,981
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
2,351
shares
|
$363,981
0.23% of portfolio
|
Q3 2025
Added 6.86%
|
|
|
Castle Ark Alternatives, LLC
Chicago, IL |
Nov 18, 2022 Q3 2022 |
2,350
shares
|
$363,827
2.89% of portfolio
|
Q2 2022
Reduced 4.08%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
2,350
shares
|
$363,827
0.05% of portfolio
|
Q3 2025
Reduced 49.89%
|
|
|
Intergy Private Wealth, LLC
|
Oct 14, 2025 Q3 2025 |
2,349
shares
|
$363,672
0.12% of portfolio
|
Q3 2025
Added 31.16%
|
|