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 |
|---|---|---|---|---|---|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
1,040
shares
|
$161,012
0.09% of portfolio
|
Q3 2025
Reduced 21.63%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
1,040
shares
|
$161,012
0.07% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
1,035
shares
|
$160,238
0.02% of portfolio
|
Q1 2025
Reduced 20.63%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
1,021
shares
|
$158,071
0.07% of portfolio
|
Q3 2025
Reduced 5.81%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
1,004
shares
|
$155,439
0.03% of portfolio
|
Q3 2025
Reduced 13.45%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
1,000
shares
|
$154,820
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
1,000
shares
|
$154,820
0.1% of portfolio
|
Q3 2025
Reduced 48.85%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
994
shares
|
$153,891
0.04% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
971
shares
|
$150,330
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2025 Q3 2025 |
968
shares
|
$149,865
0.07% of portfolio
|
Q3 2025
Reduced 11.19%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
963
shares
|
$149,091
0.01% of portfolio
|
Q3 2025
Reduced 97.93%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
959
shares
|
$148,472
0.07% of portfolio
|
Q2 2025
Added 5.5%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
959
shares
|
$148,472
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
953
shares
|
$147,543
0.05% of portfolio
|
Q3 2025
Added 339.17%
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
951
shares
|
$147,233
0.09% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 07, 2025 Q3 2025 |
950
shares
|
$147,079
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
949
shares
|
$146,924
0.13% of portfolio
|
Q4 2024
Reduced 15.64%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
939
shares
|
$145,375
0.05% of portfolio
|
Q3 2025
Added 17.67%
|
|
|
Westchester Capital Management, Inc.
Omaha, NE |
Nov 07, 2025 Q3 2025 |
932
shares
|
$144,292
0.03% of portfolio
|
Q1 2023
Reduced 12.24%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
916
shares
|
$141,815
0.02% of portfolio
|
Q3 2025
Reduced 11.15%
|
|
|
Richelieu Gestion PLC
|
Apr 15, 2024 Q1 2024 |
900
shares
|
$139,338
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
899
shares
|
$139,183
0.24% of portfolio
|
Q2 2023
Reduced 0.11%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
893
shares
|
$138,254
0.01% of portfolio
|
Q3 2025
Added 12.61%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
893
shares
|
$138,254
0.07% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
West Financial Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
886
shares
|
$137,170
0.02% of portfolio
|
Q1 2025
New holding
|
|