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 |
|---|---|---|---|---|---|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
1,990
shares
|
$308,091
0.08% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2025 Q3 2025 |
1,989
shares
|
$307,936
0.33% of portfolio
|
Q3 2025
Reduced 6.66%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Oct 24, 2025 Q3 2025 |
1,989
shares
|
$307,936
0.25% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 14, 2025 Q3 2025 |
1,987
shares
|
$307,627
0.07% of portfolio
|
Q3 2025
Added 3.71%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Oct 24, 2025 Q3 2025 |
1,987
shares
|
$307,627
0.2% of portfolio
|
Q3 2025
Added 5.58%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Oct 14, 2025 Q3 2025 |
1,986
shares
|
$307,472
0.24% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 28, 2025 Q3 2025 |
1,985
shares
|
$307,317
0.04% of portfolio
|
Q1 2024
Reduced 1.68%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
1,976
shares
|
$305,924
0.04% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Nov 05, 2025 Q3 2025 |
1,970
shares
|
$304,995
0.06% of portfolio
|
Q3 2025
Added 10.43%
|
|
|
Waycross Partners, LLC
Louisville, KY |
Nov 07, 2025 Q3 2025 |
1,967
shares
|
$304,530
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 23, 2025 Q3 2025 |
1,964
shares
|
$304,066
0.06% of portfolio
|
Q3 2025
Added 6.45%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2025 Q3 2025 |
1,964
shares
|
$304,066
0.16% of portfolio
|
Q3 2025
Added 19.83%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
1,960
shares
|
$303,447
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Great Banc Trust CO
Lisle, IL |
Nov 14, 2025 Q3 2025 |
1,955
shares
|
$302,673
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 17, 2025 Q3 2025 |
1,954
shares
|
$302,518
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
1,943
shares
|
$300,815
0.16% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Focused Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
1,941
shares
|
$300,505
0.03% of portfolio
|
Q3 2025
Added 8.31%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
1,936
shares
|
$299,731
0.06% of portfolio
|
Q1 2025
Added 6.26%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
1,935
shares
|
$299,576
0.06% of portfolio
|
Q3 2025
Reduced 6.84%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 17, 2025 Q3 2025 |
1,932
shares
|
$299,112
0.09% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
Brewster Financial Planning LLC
|
Oct 08, 2025 Q3 2025 |
1,929
shares
|
$298,647
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
1,929
shares
|
$298,647
0.08% of portfolio
|
Q3 2025
Added 155.5%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
1,928
shares
|
$298,492
0.16% of portfolio
|
Q1 2024
Added 1.58%
|
|
|
Fortune 45 LLC
|
Nov 13, 2025 Q3 2025 |
1,927
shares
|
$298,338
0.15% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Oct 15, 2025 Q3 2025 |
1,925
shares
|
$298,028
0.26% of portfolio
|
Q3 2025
New holding
|
|