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 |
|---|---|---|---|---|---|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Oct 29, 2025 Q3 2025 |
1,747
shares
|
$270,470
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 27, 2025 Q3 2025 |
1,746
shares
|
$270,315
0.11% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Terra Nova Asset Management LLC
|
Nov 14, 2025 Q3 2025 |
1,742
shares
|
$269,696
0.19% of portfolio
|
Q4 2024
Reduced 21.03%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Oct 27, 2025 Q3 2025 |
1,742
shares
|
$269,696
0.18% of portfolio
|
Q3 2025
Reduced 12.42%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 12, 2025 Q3 2025 |
1,740
shares
|
$269,386
0.18% of portfolio
|
Q3 2025
Reduced 22.67%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
1,740
shares
|
$269,386
0.18% of portfolio
|
Q3 2024
Reduced 88.66%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Nov 10, 2025 Q3 2025 |
1,740
shares
|
$269,386
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
1,737
shares
|
$268,922
0.05% of portfolio
|
Q3 2022
Added 7.02%
|
|
|
Krs Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
1,735
shares
|
$268,612
0.16% of portfolio
|
Q3 2025
Reduced 8.01%
|
|
|
Strategic Wealth Investment Group, LLC
|
Nov 14, 2025 Q3 2025 |
1,730
shares
|
$267,838
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
1,729
shares
|
$267,683
0.24% of portfolio
|
Q3 2023
Reduced 75.32%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
1,729
shares
|
$267,683
0.11% of portfolio
|
Q3 2025
Reduced 10.04%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,729
shares
|
$267,683
0.23% of portfolio
|
Q4 2023
Added 1.47%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Oct 28, 2025 Q3 2025 |
1,727
shares
|
$267,374
0.07% of portfolio
|
Q3 2025
Added 15.91%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
1,724
shares
|
$266,909
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Trinity Financial Advisors LLC
|
Oct 07, 2025 Q3 2025 |
1,724
shares
|
$266,909
0.08% of portfolio
|
Q3 2025
Added 16.33%
|
|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
Nov 05, 2025 Q3 2025 |
1,723
shares
|
$266,754
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Chapman Investment Management, LLC
|
Nov 05, 2025 Q3 2025 |
1,722
shares
|
$266,600
0.19% of portfolio
|
Q3 2025
Reduced 15.3%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Oct 23, 2025 Q3 2025 |
1,719
shares
|
$266,135
0.16% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Oct 20, 2025 Q3 2025 |
1,718
shares
|
$265,980
0.09% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Esl Trust Services, LLC
|
Nov 04, 2025 Q3 2025 |
1,715
shares
|
$265,516
0.05% of portfolio
|
Q3 2025
Added 7.19%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
1,715
shares
|
$265,516
0.05% of portfolio
|
Q3 2023
Reduced 12.54%
|
|
|
Armbruster Capital Management, Inc.
|
Oct 20, 2025 Q3 2025 |
1,713
shares
|
$265,206
0.05% of portfolio
|
Q3 2025
Reduced 10.45%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
1,713
shares
|
$265,206
0.03% of portfolio
|
Q3 2025
Reduced 14.22%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
1,708
shares
|
$264,432
0.51% of portfolio
|
Q3 2023
Added 0.95%
|
|