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 |
|---|---|---|---|---|---|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Oct 28, 2025 Q3 2025 |
1,785
shares
|
$276,353
0.22% of portfolio
|
Q3 2025
Reduced 19.52%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Oct 14, 2025 Q3 2025 |
1,785
shares
|
$276,353
0.12% of portfolio
|
Q3 2025
Reduced 8.27%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
1,784
shares
|
$276,198
0.03% of portfolio
|
Q3 2025
Added 12.48%
|
|
|
Aimz Investment Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,783
shares
|
$276,044
0.09% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
1,783
shares
|
$276,044
0.21% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
1,782
shares
|
$275,889
0.05% of portfolio
|
Q3 2025
Reduced 5.31%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
1,781
shares
|
$275,734
0.12% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
1,779
shares
|
$275,424
0.11% of portfolio
|
Q2 2025
Added 4.34%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Oct 20, 2025 Q3 2025 |
1,776
shares
|
$274,960
0.16% of portfolio
|
Q3 2025
Added 7.64%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
1,775
shares
|
$274,805
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
1,774
shares
|
$274,650
0.05% of portfolio
|
Q3 2025
Added 23.54%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
1,773
shares
|
$274,495
0.09% of portfolio
|
Q1 2023
Reduced 4.27%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Nov 14, 2025 Q3 2025 |
1,770
shares
|
$274,031
0.23% of portfolio
|
Q3 2025
Reduced 20.63%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
1,766
shares
|
$273,412
0.06% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Nov 12, 2025 Q3 2025 |
1,766
shares
|
$273,412
0.04% of portfolio
|
Q3 2025
Reduced 6.21%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
1,765
shares
|
$273,257
0.08% of portfolio
|
Q3 2025
Reduced 12.41%
|
|
|
Wj Financial Advisors LLC
Killingworth, CT |
Nov 06, 2025 Q3 2025 |
1,764
shares
|
$273,102
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
1,761
shares
|
$272,638
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Oct 07, 2025 Q3 2025 |
1,761
shares
|
$272,638
0.25% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Nov 10, 2025 Q3 2025 |
1,760
shares
|
$272,483
0.08% of portfolio
|
Q3 2025
Reduced 11.69%
|
|
|
William Mack & Associates, Inc.
Troy, MI |
Nov 14, 2025 Q3 2025 |
1,758
shares
|
$272,173
0.15% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
1,751
shares
|
$271,089
0.08% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
1,751
shares
|
$271,089
0.03% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Delta Capital Management LLC
|
Oct 14, 2025 Q3 2025 |
1,750
shares
|
$270,935
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Oct 27, 2025 Q3 2025 |
1,749
shares
|
$270,780
0.11% of portfolio
|
Q3 2025
Added 4.17%
|
|