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 |
|---|---|---|---|---|---|
|
Pluribus Labs, LLC
Mill Valley, CA |
Aug 12, 2022 Q2 2022 |
1,666
shares
|
$257,930
0.44% of portfolio
|
Q2 2022
Added 0.91%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
1,666
shares
|
$257,930
0.17% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Oct 24, 2025 Q3 2025 |
1,665
shares
|
$257,775
0.11% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
1,664
shares
|
$257,620
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Accuvest Global Advisors
Provo, UT |
Nov 12, 2025 Q3 2025 |
1,660
shares
|
$257,001
0.16% of portfolio
|
Q3 2025
Added 4.08%
|
|
|
Ggm Financials LLC
Columbus, OH |
Nov 10, 2025 Q3 2025 |
1,659
shares
|
$256,846
0.13% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
1,656
shares
|
$256,381
0.27% of portfolio
|
Q3 2022
Reduced 50.0%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Nov 05, 2025 Q3 2025 |
1,656
shares
|
$256,381
0.17% of portfolio
|
Q3 2025
Reduced 7.49%
|
|
|
Websterrogers Financial Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
1,655
shares
|
$256,227
0.08% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 27, 2025 Q3 2025 |
1,655
shares
|
$256,227
0.13% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Smith & Howard Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
1,653
shares
|
$255,917
0.07% of portfolio
|
Q2 2024
Added 8.82%
|
|
|
Harris Associates L P
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,653
shares
|
$255,917
0.0% of portfolio
|
Q3 2025
Reduced 33.8%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,652
shares
|
$255,762
0.01% of portfolio
|
Q3 2023
Added 0.3%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 06, 2025 Q3 2025 |
1,651
shares
|
$255,607
0.07% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Nov 14, 2025 Q3 2025 |
1,651
shares
|
$255,607
0.17% of portfolio
|
Q3 2025
Added 5.7%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
1,650
shares
|
$255,453
0.09% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Motive Wealth Advisors
|
Oct 20, 2025 Q3 2025 |
1,647
shares
|
$254,988
0.11% of portfolio
|
Q3 2025
Added 14.37%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Dec 17, 2025 Q3 2025 |
1,647
shares
|
$254,988
0.02% of portfolio
|
Q3 2025
Reduced 4.41%
|
|
|
Fortis Capital Management LLC
|
Nov 10, 2025 Q3 2025 |
1,646
shares
|
$254,833
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Oct 29, 2025 Q3 2025 |
1,646
shares
|
$254,833
0.17% of portfolio
|
Q3 2025
Added 9.01%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
1,645
shares
|
$254,678
0.09% of portfolio
|
Q3 2025
Reduced 8.56%
|
|
|
White Lighthouse Investment Management Inc.
|
Nov 13, 2025 Q3 2025 |
1,642
shares
|
$254,214
0.04% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Verus Financial Partners, Inc.
|
Oct 30, 2025 Q3 2025 |
1,641
shares
|
$254,059
0.02% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
1,640
shares
|
$253,904
0.08% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
1,640
shares
|
$253,904
0.07% of portfolio
|
Q3 2025
Added 3.02%
|
|