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 |
|---|---|---|---|---|---|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Oct 22, 2025 Q3 2025 |
1,639
shares
|
$253,749
0.17% of portfolio
|
Q3 2025
Added 7.83%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
1,637
shares
|
$253,440
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Nov 13, 2025 Q3 2025 |
1,636
shares
|
$253,285
0.06% of portfolio
|
Q3 2025
Reduced 16.23%
|
|
|
Iron Financial, LLC
|
Oct 24, 2025 Q3 2025 |
1,635
shares
|
$253,130
0.12% of portfolio
|
Q3 2025
Added 16.37%
|
|
|
Cookson Peirce & CO Inc
|
Nov 06, 2025 Q3 2025 |
1,633
shares
|
$252,821
0.01% of portfolio
|
Q3 2025
Reduced 4.5%
|
|
|
Patton Fund Management, Inc.
|
Oct 14, 2025 Q3 2025 |
1,632
shares
|
$252,666
0.05% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Center Star Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
1,630
shares
|
$252,356
0.49% of portfolio
|
Q3 2025
New holding
|
|
|
Members Wealth LLC
Media, PA |
Nov 13, 2025 Q3 2025 |
1,629
shares
|
$252,201
0.16% of portfolio
|
Q3 2025
Reduced 25.75%
|
|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
1,627
shares
|
$251,892
0.03% of portfolio
|
Q3 2025
Reduced 3.78%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 09, 2025 Q3 2025 |
1,626
shares
|
$251,737
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Pachira Investments Inc.
|
Oct 22, 2025 Q3 2025 |
1,626
shares
|
$251,737
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
In Track Investment Management Inc
|
Oct 21, 2025 Q3 2025 |
1,625
shares
|
$251,582
0.17% of portfolio
|
Q3 2025
Reduced 17.72%
|
|
|
Harvey Capital Management Inc
|
Oct 31, 2025 Q3 2025 |
1,625
shares
|
$251,582
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
1,624
shares
|
$251,427
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Clarus Wealth Advisors
|
Oct 06, 2025 Q3 2025 |
1,620
shares
|
$250,808
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
1,610
shares
|
$249,260
0.02% of portfolio
|
Q1 2024
Reduced 98.89%
|
|
|
Finward Bancorp
Munster, IN |
Nov 14, 2025 Q3 2025 |
1,609
shares
|
$249,105
0.19% of portfolio
|
Q1 2025
Added 10.36%
|
|
|
Atwater Malick LLC
|
Oct 23, 2025 Q3 2025 |
1,608
shares
|
$248,950
0.07% of portfolio
|
Q3 2025
Reduced 44.28%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
1,606
shares
|
$248,640
0.17% of portfolio
|
Q3 2023
Added 0.06%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
1,606
shares
|
$248,640
0.18% of portfolio
|
Q3 2025
Reduced 37.41%
|
|
|
Westshore Wealth, LLC
|
Nov 17, 2025 Q3 2025 |
1,604
shares
|
$248,331
0.09% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 22, 2025 Q3 2025 |
1,601
shares
|
$247,866
0.12% of portfolio
|
Q3 2025
Added 8.4%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Oct 31, 2025 Q3 2025 |
1,600
shares
|
$247,712
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Affiance Financial, LLC
|
Oct 14, 2025 Q3 2025 |
1,594
shares
|
$246,783
0.05% of portfolio
|
Q3 2025
Added 8.36%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2025 Q3 2025 |
1,587
shares
|
$245,699
0.01% of portfolio
|
Q3 2025
Reduced 1.73%
|
|