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 |
|---|---|---|---|---|---|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Oct 14, 2025 Q3 2025 |
2,227
shares
|
$344,784
0.12% of portfolio
|
Q3 2025
Added 5.2%
|
|
|
West Bancorporation Inc
|
Oct 23, 2025 Q3 2025 |
2,226
shares
|
$344,629
0.2% of portfolio
|
Q3 2025
Added 5.85%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Nov 10, 2025 Q3 2025 |
2,222
shares
|
$344,010
0.21% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
2,220
shares
|
$343,700
0.25% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
2,220
shares
|
$343,700
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2025 Q3 2025 |
2,219
shares
|
$343,545
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Curated Wealth Partners LLC
|
Oct 09, 2025 Q3 2025 |
2,217
shares
|
$343,235
0.04% of portfolio
|
Q3 2025
Added 17.99%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Nov 10, 2025 Q3 2025 |
2,216
shares
|
$343,081
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Oct 27, 2025 Q3 2025 |
2,216
shares
|
$343,081
0.14% of portfolio
|
Q2 2025
Reduced 21.59%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Oct 06, 2025 Q3 2025 |
2,216
shares
|
$343,081
0.52% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Nov 07, 2025 Q3 2025 |
2,204
shares
|
$341,223
0.09% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Nov 12, 2025 Q3 2025 |
2,204
shares
|
$341,223
0.05% of portfolio
|
Q3 2025
Added 42.19%
|
|
|
Bowman & CO S.C.
|
Oct 10, 2025 Q3 2025 |
2,203
shares
|
$341,068
0.15% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
2,202
shares
|
$340,913
0.06% of portfolio
|
Q1 2025
Added 4.02%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2025 Q3 2025 |
2,200
shares
|
$340,604
0.14% of portfolio
|
Q3 2025
Reduced 7.68%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 08, 2025 Q3 2025 |
2,200
shares
|
$340,604
0.21% of portfolio
|
Q3 2025
Reduced 19.53%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Oct 23, 2025 Q3 2025 |
2,196
shares
|
$339,984
0.09% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
2,196
shares
|
$339,984
0.06% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
2,193
shares
|
$339,520
0.03% of portfolio
|
Q3 2025
Added 48.78%
|
|
|
Matisse Capital
|
Oct 29, 2025 Q3 2025 |
2,187
shares
|
$338,591
0.16% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 17, 2025 Q3 2025 |
2,186
shares
|
$338,436
0.1% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Camelot Portfolios, LLC
|
Nov 17, 2025 Q3 2025 |
2,181
shares
|
$337,662
0.2% of portfolio
|
Q3 2025
Reduced 21.24%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
2,181
shares
|
$337,662
0.23% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Nov 06, 2025 Q3 2025 |
2,180
shares
|
$337,507
0.33% of portfolio
|
Q3 2025
Added 26.6%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
2,177
shares
|
$337,043
0.0% of portfolio
|
Q3 2025
Added 39.64%
|
|