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 |
|---|---|---|---|---|---|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
2,286
shares
|
$353,918
0.08% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Mason & Associates Inc
|
Nov 06, 2025 Q3 2025 |
2,283
shares
|
$353,454
0.08% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
Nvest Financial, LLC
|
Nov 13, 2025 Q3 2025 |
2,276
shares
|
$352,370
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Mango Investments LLC
Denver, CO |
May 15, 2024 Q1 2024 |
2,275
shares
|
$352,215
0.27% of portfolio
|
Q4 2023
New holding
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
2,270
shares
|
$351,441
0.07% of portfolio
|
Q3 2025
Added 22.31%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Oct 23, 2025 Q3 2025 |
2,269
shares
|
$351,286
0.05% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Nov 05, 2025 Q3 2025 |
2,267
shares
|
$350,976
0.08% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Oct 27, 2025 Q3 2025 |
2,263
shares
|
$350,357
0.26% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
2,261
shares
|
$350,048
0.05% of portfolio
|
Q3 2025
Reduced 5.71%
|
|
|
Spinnaker Investment Group, LLC
|
Oct 10, 2025 Q3 2025 |
2,258
shares
|
$349,583
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
2,257
shares
|
$349,428
0.04% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Nov 06, 2025 Q3 2025 |
2,257
shares
|
$349,428
0.13% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
Stillwater Wealth Management Group
Juno Beach, FL |
Dec 02, 2025 Q3 2025 |
2,255
shares
|
$349,119
0.25% of portfolio
|
Q3 2025
Reduced 36.57%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 14, 2025 Q3 2025 |
2,254
shares
|
$348,964
0.06% of portfolio
|
Q3 2025
Reduced 29.63%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Oct 17, 2025 Q3 2025 |
2,251
shares
|
$348,499
0.03% of portfolio
|
Q3 2025
Added 29.82%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
2,248
shares
|
$348,035
0.2% of portfolio
|
Q2 2023
Reduced 0.13%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
2,248
shares
|
$348,035
0.08% of portfolio
|
Q3 2025
Added 48.19%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
2,246
shares
|
$347,725
0.09% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
2,242
shares
|
$347,106
0.03% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
Financial Advisors, LLC
Andover, MA |
Nov 07, 2025 Q3 2025 |
2,241
shares
|
$346,951
0.06% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
2,240
shares
|
$346,796
0.15% of portfolio
|
Q3 2025
Reduced 5.6%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,238
shares
|
$346,487
0.02% of portfolio
|
Q3 2024
Reduced 15.16%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2025 Q3 2025 |
2,236
shares
|
$346,177
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 20, 2025 Q3 2025 |
2,232
shares
|
$345,558
0.15% of portfolio
|
Q3 2025
Added 3.81%
|
|
|
Essex LLC
|
Oct 23, 2025 Q3 2025 |
2,228
shares
|
$344,938
0.07% of portfolio
|
Q3 2025
Reduced 0.67%
|
|