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 |
|---|---|---|---|---|---|
|
Cypress Capital, LLC
|
Oct 23, 2025 Q3 2025 |
1,292
shares
|
$200,027
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Nov 06, 2025 Q3 2025 |
1,292
shares
|
$200,027
0.05% of portfolio
|
Q3 2025
Reduced 66.34%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Oct 24, 2025 Q3 2025 |
1,292
shares
|
$200,027
0.03% of portfolio
|
Q3 2025
Reduced 8.63%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
1,291
shares
|
$199,872
0.1% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
1,274
shares
|
$197,240
0.16% of portfolio
|
Q3 2024
Reduced 21.07%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
1,271
shares
|
$196,776
0.06% of portfolio
|
Q3 2025
Reduced 24.79%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
1,255
shares
|
$194,299
0.13% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
1,248
shares
|
$193,215
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
1,242
shares
|
$192,286
0.12% of portfolio
|
Q3 2025
Added 67.61%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
1,239
shares
|
$191,821
0.03% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
1,229
shares
|
$190,273
0.14% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
1,202
shares
|
$186,093
0.01% of portfolio
|
Q3 2025
Added 40.09%
|
|
|
Heartland Advisors Inc
Milwaukee, WI |
Nov 07, 2025 Q3 2025 |
1,200
shares
|
$185,784
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
1,196
shares
|
$185,164
0.19% of portfolio
|
Q1 2022
Added 1.53%
|
|
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
1,195
shares
|
$185,009
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
1,187
shares
|
$183,771
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
1,157
shares
|
$179,126
0.07% of portfolio
|
Q3 2025
Reduced 44.27%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
1,140
shares
|
$176,494
0.1% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
1,127
shares
|
$174,482
0.38% of portfolio
|
Q3 2025
Reduced 95.45%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
1,117
shares
|
$172,933
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
1,109
shares
|
$171,695
0.0% of portfolio
|
Q4 2024
Reduced 48.89%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
1,088
shares
|
$168,444
0.02% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
1,068
shares
|
$165,347
0.06% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
1,064
shares
|
$164,728
0.09% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1,049
shares
|
$162,406
0.05% of portfolio
|
Q2 2025
Added 3.76%
|
|