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 |
|---|---|---|---|---|---|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
1,437
shares
|
$222,476
0.21% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
1,436
shares
|
$222,321
0.07% of portfolio
|
Q2 2024
Added 1.7%
|
|
|
Tandem Investment Advisors, Inc.
Charleston, SC |
Nov 03, 2025 Q3 2025 |
1,436
shares
|
$222,321
0.01% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Seek First Inc.
Campbell, CA |
Nov 12, 2025 Q3 2025 |
1,436
shares
|
$222,321
0.16% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Consilio Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
1,435
shares
|
$222,166
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
1,434
shares
|
$222,011
0.02% of portfolio
|
Q2 2024
Added 7.74%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Oct 31, 2025 Q3 2025 |
1,429
shares
|
$221,237
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Meixler Investment Management, Ltd.
Show Low, AZ |
Nov 05, 2025 Q3 2025 |
1,428
shares
|
$221,082
0.15% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
1,427
shares
|
$220,928
0.09% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Apr 14, 2025 Q1 2025 |
1,427
shares
|
$220,928
0.24% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Nov 12, 2025 Q3 2025 |
1,426
shares
|
$220,773
0.1% of portfolio
|
Q3 2025
Reduced 29.13%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
1,424
shares
|
$220,463
0.03% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
Worth Asset Management, LLC
|
Oct 17, 2025 Q3 2025 |
1,422
shares
|
$220,154
0.11% of portfolio
|
Q3 2025
Reduced 32.61%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 17, 2025 Q3 2025 |
1,422
shares
|
$220,154
0.09% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Oct 20, 2025 Q3 2025 |
1,419
shares
|
$219,689
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
1,418
shares
|
$219,534
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Fortem Financial Group, LLC
|
Nov 04, 2025 Q3 2025 |
1,416
shares
|
$219,225
0.07% of portfolio
|
Q3 2025
Reduced 17.63%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 21, 2025 Q3 2025 |
1,415
shares
|
$219,070
0.07% of portfolio
|
Q3 2025
Reduced 35.12%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
1,415
shares
|
$219,070
0.03% of portfolio
|
Q3 2025
Reduced 10.04%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
1,413
shares
|
$218,760
0.13% of portfolio
|
Q3 2025
Added 30.71%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 20, 2025 Q3 2025 |
1,411
shares
|
$218,451
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,410
shares
|
$218,296
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Investment Advisors LLC
|
Oct 29, 2025 Q3 2025 |
1,410
shares
|
$218,296
0.11% of portfolio
|
Q3 2025
Reduced 42.54%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
1,406
shares
|
$217,676
0.08% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
1,406
shares
|
$217,676
0.18% of portfolio
|
Q3 2025
Reduced 14.94%
|
|