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 |
|---|---|---|---|---|---|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 09, 2025 Q3 2025 |
1,476
shares
|
$228,514
0.04% of portfolio
|
Q3 2025
Added 11.56%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Oct 27, 2025 Q3 2025 |
1,465
shares
|
$226,811
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
1,461
shares
|
$226,192
0.02% of portfolio
|
Q3 2025
Reduced 11.08%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Nov 06, 2025 Q3 2025 |
1,461
shares
|
$226,192
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Rochester Wealth Strategies, LLC
Rochester, MI |
Nov 10, 2025 Q3 2025 |
1,459
shares
|
$225,882
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Oct 09, 2025 Q3 2025 |
1,458
shares
|
$225,727
0.91% of portfolio
|
Q3 2025
Added 7.52%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Nov 05, 2025 Q3 2025 |
1,458
shares
|
$225,727
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Act Advisors, Llc.
|
Oct 09, 2025 Q3 2025 |
1,455
shares
|
$225,263
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Iam Advisory, LLC
|
Oct 20, 2025 Q3 2025 |
1,452
shares
|
$224,798
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Nov 24, 2025 Q3 2025 |
1,450
shares
|
$224,489
0.04% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
Nov 14, 2025 Q3 2025 |
1,450
shares
|
$224,489
0.08% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Core Commodity Management, LLC
Stamford, CT |
Nov 14, 2025 Q3 2025 |
1,449
shares
|
$224,334
0.12% of portfolio
|
Q3 2025
Reduced 38.55%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
1,448
shares
|
$224,179
0.06% of portfolio
|
Q3 2025
Added 4.62%
|
|
|
Ndvr, Inc.
Boston, MA |
Oct 22, 2025 Q3 2025 |
1,448
shares
|
$224,179
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
1,446
shares
|
$223,869
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 29, 2025 Q3 2025 |
1,446
shares
|
$223,869
0.11% of portfolio
|
Q3 2025
Reduced 52.48%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
1,444
shares
|
$223,560
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
1,443
shares
|
$223,405
0.04% of portfolio
|
Q3 2025
Reduced 19.52%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Oct 28, 2025 Q3 2025 |
1,443
shares
|
$223,405
0.09% of portfolio
|
Q2 2025
Reduced 37.86%
|
|
|
Gitterman Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
1,441
shares
|
$223,095
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,441
shares
|
$223,095
0.15% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Oct 20, 2025 Q3 2025 |
1,441
shares
|
$223,095
0.08% of portfolio
|
Q3 2025
Reduced 76.86%
|
|
|
Ossiam
Paris, I0 |
Nov 14, 2025 Q3 2025 |
1,440
shares
|
$222,940
0.0% of portfolio
|
Q3 2025
Reduced 98.23%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Oct 08, 2025 Q3 2025 |
1,440
shares
|
$222,940
0.13% of portfolio
|
Q3 2025
Reduced 12.2%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 14, 2025 Q3 2025 |
1,437
shares
|
$222,476
0.04% of portfolio
|
Q3 2025
Reduced 3.23%
|
|