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 |
|---|---|---|---|---|---|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Nov 13, 2025 Q3 2025 |
1,587
shares
|
$245,699
0.1% of portfolio
|
Q3 2025
Added 4.34%
|
|
|
Bts Asset Management, Inc.
|
Nov 12, 2025 Q3 2025 |
1,585
shares
|
$245,389
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
Mbe Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
1,582
shares
|
$244,925
0.12% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Oct 01, 2025 Q3 2025 |
1,581
shares
|
$244,770
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
1,580
shares
|
$244,615
0.05% of portfolio
|
Q3 2025
Added 118.53%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Oct 14, 2025 Q3 2025 |
1,580
shares
|
$244,615
0.04% of portfolio
|
Q2 2025
Reduced 8.03%
|
|
|
Armstrong Henry H Associates Inc
|
Oct 02, 2025 Q3 2025 |
1,578
shares
|
$244,305
0.02% of portfolio
|
Q3 2024
Reduced 5.96%
|
|
|
H&H Retirement Design & Management Inc
|
Nov 12, 2025 Q3 2025 |
1,577
shares
|
$244,151
0.13% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Adams Wealth Management
|
Nov 14, 2025 Q3 2025 |
1,565
shares
|
$242,293
0.06% of portfolio
|
Q3 2025
Reduced 18.15%
|
|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
1,565
shares
|
$242,293
0.39% of portfolio
|
Q4 2022
Reduced 11.33%
|
|
|
Cache Tech Inc.
Logan, UT |
Nov 14, 2025 Q3 2025 |
1,565
shares
|
$242,293
0.05% of portfolio
|
Q3 2025
Reduced 18.15%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 04, 2025 Q3 2025 |
1,564
shares
|
$242,138
0.06% of portfolio
|
Q4 2024
Reduced 5.1%
|
|
|
Nadler Financial Group, Inc.
|
Oct 30, 2025 Q3 2025 |
1,563
shares
|
$241,983
0.02% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
4 J Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
1,562
shares
|
$241,828
0.2% of portfolio
|
Q2 2024
Added 6.84%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 15, 2025 Q3 2025 |
1,561
shares
|
$241,674
0.11% of portfolio
|
Q3 2025
Added 7.8%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 30, 2025 Q3 2025 |
1,561
shares
|
$241,674
0.28% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
E Rn Financial, LLC
|
Oct 30, 2025 Q3 2025 |
1,555
shares
|
$240,745
0.05% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Hilton Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
1,551
shares
|
$240,125
0.02% of portfolio
|
Q3 2025
Reduced 22.33%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Oct 27, 2025 Q3 2025 |
1,551
shares
|
$240,125
0.43% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 28, 2025 Q3 2025 |
1,550
shares
|
$239,971
0.11% of portfolio
|
Q4 2023
Added 16.06%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Nov 10, 2025 Q3 2025 |
1,549
shares
|
$239,816
0.06% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
1,548
shares
|
$239,661
0.08% of portfolio
|
Q3 2025
Reduced 27.36%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 10, 2025 Q3 2025 |
1,545
shares
|
$239,196
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
1,542
shares
|
$238,732
0.14% of portfolio
|
Q3 2025
Added 4.54%
|
|
|
Norman Fields, Gottscho Capital Management, LLC
|
Oct 09, 2025 Q3 2025 |
1,540
shares
|
$238,422
0.08% of portfolio
|
Q3 2025
Reduced 13.24%
|
|