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 |
|---|---|---|---|---|---|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Oct 09, 2025 Q3 2025 |
1,838
shares
|
$284,559
0.12% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Life Planning Partners, Inc
|
Oct 23, 2025 Q3 2025 |
1,834
shares
|
$283,939
0.22% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Oct 10, 2025 Q3 2025 |
1,832
shares
|
$283,630
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Nov 14, 2025 Q3 2025 |
1,830
shares
|
$283,320
0.11% of portfolio
|
Q2 2025
Reduced 6.39%
|
|
|
Ims Capital Management
|
Nov 17, 2025 Q3 2025 |
1,828
shares
|
$283,010
0.13% of portfolio
|
Q3 2025
Reduced 6.11%
|
|
|
Bullseye Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
1,827
shares
|
$282,856
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
1,824
shares
|
$282,391
0.17% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,823
shares
|
$282,236
0.1% of portfolio
|
Q3 2025
Added 12.53%
|
|
|
Pathway Financial Advisors LLC
|
Oct 10, 2025 Q3 2025 |
1,822
shares
|
$282,082
0.04% of portfolio
|
Q2 2025
Reduced 5.6%
|
|
|
Aletheian Wealth Advisors LLC
|
Nov 12, 2025 Q3 2025 |
1,819
shares
|
$281,617
0.14% of portfolio
|
Q3 2025
Added 19.67%
|
|
|
Blue Chip Partners, Inc.
|
Nov 14, 2025 Q3 2025 |
1,818
shares
|
$281,462
0.02% of portfolio
|
Q3 2025
Added 9.45%
|
|
|
Orion Investment CO
St. Louis, MO |
Nov 13, 2025 Q3 2025 |
1,817
shares
|
$281,307
0.09% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Nov 04, 2025 Q3 2025 |
1,816
shares
|
$281,153
0.21% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Ariston Services Group
San Diego, CA |
Oct 28, 2025 Q3 2025 |
1,813
shares
|
$280,688
0.17% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Mizuho Markets Americas LLC
|
Oct 29, 2025 Q3 2025 |
1,811
shares
|
$280,379
0.0% of portfolio
|
Q3 2025
Reduced 4.98%
|
|
|
Marotta Asset Management
|
Oct 16, 2025 Q3 2025 |
1,810
shares
|
$280,224
0.05% of portfolio
|
Q2 2025
Reduced 22.08%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2025 Q3 2025 |
1,810
shares
|
$280,224
0.14% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Kensington Investment Counsel, LLC
|
Nov 20, 2025 Q3 2025 |
1,809
shares
|
$280,069
0.11% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 04, 2025 Q3 2025 |
1,806
shares
|
$279,604
0.08% of portfolio
|
Q3 2025
Added 17.58%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 04, 2025 Q3 2025 |
1,805
shares
|
$279,450
0.05% of portfolio
|
Q3 2025
Added 12.67%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
1,796
shares
|
$278,056
0.22% of portfolio
|
Q1 2023
Added 0.9%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Nov 05, 2025 Q3 2025 |
1,794
shares
|
$277,747
0.47% of portfolio
|
Q3 2025
Added 5.47%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Nov 03, 2025 Q3 2025 |
1,790
shares
|
$277,127
0.09% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Nov 14, 2025 Q3 2025 |
1,788
shares
|
$276,818
0.11% of portfolio
|
Q3 2025
Reduced 33.73%
|
|
|
Wespac Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
1,787
shares
|
$276,663
0.19% of portfolio
|
Q3 2025
Added 0.06%
|
|