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 |
|---|---|---|---|---|---|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,530
shares
|
$236,874
0.35% of portfolio
|
Q1 2024
Added 18.6%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
1,529
shares
|
$236,719
0.08% of portfolio
|
Q2 2025
Reduced 40.46%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,527
shares
|
$236,410
0.05% of portfolio
|
Q2 2023
Added 0.99%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
1,526
shares
|
$236,255
0.19% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
1,525
shares
|
$236,100
0.03% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
1,524
shares
|
$235,945
0.04% of portfolio
|
Q1 2023
Added 0.73%
|
|
|
Bay Rivers Group
|
Oct 07, 2025 Q3 2025 |
1,520
shares
|
$235,326
0.11% of portfolio
|
Q2 2025
Reduced 5.3%
|
|
|
Riverview Trust CO
|
Oct 22, 2025 Q3 2025 |
1,519
shares
|
$235,171
0.37% of portfolio
|
Q2 2025
Reduced 16.22%
|
|
|
Silver Lake Advisory, LLC
|
Oct 14, 2025 Q3 2025 |
1,519
shares
|
$235,171
0.09% of portfolio
|
Q3 2025
Reduced 27.32%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
1,519
shares
|
$235,171
0.39% of portfolio
|
Q2 2022
Added 19.51%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 20, 2025 Q3 2025 |
1,517
shares
|
$234,861
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
1,516
shares
|
$234,707
0.04% of portfolio
|
Q2 2025
Reduced 80.33%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Nov 05, 2025 Q3 2025 |
1,507
shares
|
$233,313
0.05% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
1,505
shares
|
$233,004
0.07% of portfolio
|
Q3 2025
Reduced 42.32%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
1,500
shares
|
$232,230
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 16, 2025 Q3 2025 |
1,500
shares
|
$232,230
0.01% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Oct 17, 2025 Q3 2025 |
1,500
shares
|
$232,230
0.19% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Redw Wealth LLC
|
Oct 31, 2025 Q3 2025 |
1,499
shares
|
$232,075
0.09% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Fiducient Advisors LLC
|
Oct 30, 2025 Q3 2025 |
1,496
shares
|
$231,610
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Forth Right Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
1,492
shares
|
$230,991
0.07% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Oct 06, 2025 Q3 2025 |
1,490
shares
|
$230,681
0.12% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
1,483
shares
|
$229,598
0.07% of portfolio
|
Q3 2025
Reduced 12.04%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Oct 07, 2025 Q3 2025 |
1,483
shares
|
$229,598
0.09% of portfolio
|
Q3 2025
Reduced 13.17%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Nov 10, 2025 Q3 2025 |
1,480
shares
|
$229,133
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 29, 2025 Q3 2025 |
1,478
shares
|
$228,823
0.13% of portfolio
|
Q2 2025
Added 0.14%
|
|