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 |
|---|---|---|---|---|---|
|
Fiduciary Planning LLC
Coral Springs, FL |
Oct 15, 2025 Q3 2025 |
1,879
shares
|
$290,906
0.11% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 13, 2025 Q3 2025 |
1,876
shares
|
$290,442
0.11% of portfolio
|
Q3 2025
Added 26.59%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Nov 06, 2025 Q3 2025 |
1,876
shares
|
$290,442
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Rfg Holdings, Inc.
|
Oct 15, 2025 Q3 2025 |
1,873
shares
|
$289,977
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Reliant Investment Management, LLC
|
Oct 24, 2025 Q3 2025 |
1,873
shares
|
$289,977
0.12% of portfolio
|
Q3 2025
Added 17.21%
|
|
|
Latitude Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
1,871
shares
|
$289,668
0.16% of portfolio
|
Q3 2025
Reduced 53.8%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
1,871
shares
|
$289,668
0.11% of portfolio
|
Q3 2025
Reduced 8.51%
|
|
|
Atalanta Sosnoff Capital, LLC
|
Nov 14, 2025 Q3 2025 |
1,868
shares
|
$289,203
0.01% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
1,868
shares
|
$289,203
0.15% of portfolio
|
Q3 2022
Reduced 27.26%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Nov 14, 2025 Q3 2025 |
1,866
shares
|
$288,894
0.2% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
1,863
shares
|
$288,429
0.07% of portfolio
|
Q3 2025
Added 7.25%
|
|
|
Ballast, Inc.
|
Nov 07, 2025 Q3 2025 |
1,860
shares
|
$287,965
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
1,860
shares
|
$287,965
0.03% of portfolio
|
Q3 2022
Added 1.14%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 20, 2025 Q3 2025 |
1,860
shares
|
$287,965
0.16% of portfolio
|
Q4 2024
Reduced 24.36%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
1,859
shares
|
$287,810
0.07% of portfolio
|
Q3 2025
Reduced 7.97%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
1,858
shares
|
$287,655
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sunburst Financial Group, LLC
|
Oct 17, 2025 Q3 2025 |
1,857
shares
|
$287,500
0.06% of portfolio
|
Q3 2025
Reduced 10.42%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
1,855
shares
|
$287,191
0.04% of portfolio
|
Q3 2025
Added 5.7%
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
1,853
shares
|
$286,881
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Orca Investment Management, LLC
|
Oct 30, 2025 Q3 2025 |
1,849
shares
|
$286,262
0.24% of portfolio
|
Q3 2025
Added 3.99%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
1,849
shares
|
$286,262
0.05% of portfolio
|
Q2 2025
Reduced 13.15%
|
|
|
Burt Wealth Advisors
|
Nov 05, 2025 Q3 2025 |
1,848
shares
|
$286,107
0.07% of portfolio
|
Q3 2025
Added 8.64%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
1,847
shares
|
$285,952
0.1% of portfolio
|
Q3 2025
Added 7.07%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,843
shares
|
$285,333
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
1,839
shares
|
$284,713
0.31% of portfolio
|
Q3 2025
Added 1.71%
|
|