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 |
|---|---|---|---|---|---|
|
First Dallas Securities Inc.
|
Nov 05, 2025 Q3 2025 |
1,924
shares
|
$297,873
0.12% of portfolio
|
Q2 2025
Reduced 33.05%
|
|
|
Mokan Wealth Management Inc.
Overland Park, KS |
Oct 30, 2025 Q3 2025 |
1,921
shares
|
$297,409
0.15% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Oct 29, 2025 Q3 2025 |
1,920
shares
|
$297,254
0.16% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Oct 15, 2025 Q3 2025 |
1,920
shares
|
$297,254
0.1% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
1,916
shares
|
$296,635
0.24% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
West Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
1,914
shares
|
$296,325
0.08% of portfolio
|
Q3 2025
Added 19.77%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 27, 2025 Q3 2025 |
1,911
shares
|
$295,861
0.18% of portfolio
|
Q3 2025
Added 19.14%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Nov 10, 2025 Q3 2025 |
1,907
shares
|
$295,241
0.03% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
1,907
shares
|
$295,241
0.1% of portfolio
|
Q3 2025
Added 5.65%
|
|
|
William Allan, LLC
|
Oct 24, 2025 Q3 2025 |
1,902
shares
|
$294,467
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
1,901
shares
|
$294,312
0.18% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
1,900
shares
|
$294,158
0.21% of portfolio
|
Q1 2023
Added 24.51%
|
|
|
Southern Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
1,899
shares
|
$294,003
0.14% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
1,899
shares
|
$294,003
0.08% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Nov 05, 2025 Q3 2025 |
1,898
shares
|
$293,848
0.06% of portfolio
|
Q2 2025
Added 15.17%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Nov 03, 2025 Q3 2025 |
1,897
shares
|
$293,693
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Oct 21, 2025 Q3 2025 |
1,894
shares
|
$293,229
0.19% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
1,892
shares
|
$292,919
0.05% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
Oct 16, 2025 Q3 2025 |
1,890
shares
|
$292,609
0.23% of portfolio
|
Q3 2025
Reduced 31.6%
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
1,888
shares
|
$292,300
0.07% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
1,884
shares
|
$291,680
0.03% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
1,884
shares
|
$291,680
0.16% of portfolio
|
Q2 2023
Reduced 12.33%
|
|
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
Nov 21, 2025 Q3 2025 |
1,884
shares
|
$291,680
0.33% of portfolio
|
Q3 2025
Reduced 8.72%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
1,880
shares
|
$291,061
0.08% of portfolio
|
Q3 2025
Added 13.94%
|
|
|
Payne Capital Management, LLC
New York, NY |
Dec 01, 2025 Q3 2025 |
1,880
shares
|
$291,061
0.09% of portfolio
|
Q3 2025
Reduced 11.36%
|
|