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 |
|---|---|---|---|---|---|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
884
shares
|
$136,860
0.34% of portfolio
|
Q3 2023
Added 6.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
881
shares
|
$136,396
0.03% of portfolio
|
Q3 2025
Added 25.14%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
871
shares
|
$134,848
0.02% of portfolio
|
Q3 2025
Added 44.68%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
Nov 14, 2025 Q3 2025 |
870
shares
|
$134,693
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
865
shares
|
$133,919
0.11% of portfolio
|
Q3 2025
Added 3.84%
|
|
|
Deane Retirement Strategies, Inc.
|
Oct 14, 2025 Q3 2025 |
853
shares
|
$132,061
0.06% of portfolio
|
Q3 2025
Reduced 96.72%
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
851
shares
|
$131,751
0.02% of portfolio
|
Q3 2025
Added 29.53%
|
|
|
Alphadyne Asset Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
834
shares
|
$129,119
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
833
shares
|
$128,965
0.01% of portfolio
|
Q3 2025
Added 23.59%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
828
shares
|
$128,190
0.1% of portfolio
|
Q3 2025
Added 43.5%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
818
shares
|
$126,642
0.04% of portfolio
|
Q3 2025
Added 129.78%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
812
shares
|
$125,713
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
812
shares
|
$125,713
0.04% of portfolio
|
Q3 2025
Added 7.27%
|
|
|
Cove Street Capital, LLC
El Segundo, CA |
Nov 13, 2025 Q3 2025 |
800
shares
|
$123,856
0.19% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
798
shares
|
$123,546
0.03% of portfolio
|
Q3 2025
Added 299.0%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
795
shares
|
$123,081
0.06% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
790
shares
|
$122,307
0.02% of portfolio
|
Q3 2025
Reduced 31.72%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
776
shares
|
$120,140
0.02% of portfolio
|
Q3 2023
Added 2.24%
|
|
|
Horizon Financial Services, LLC
|
Nov 12, 2025 Q3 2025 |
772
shares
|
$119,521
0.06% of portfolio
|
Q3 2025
Added 6918.18%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Nov 12, 2025 Q3 2025 |
771
shares
|
$119,366
0.12% of portfolio
|
Q3 2025
Added 89.75%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
766
shares
|
$118,592
0.03% of portfolio
|
Q3 2025
Added 8.81%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
754
shares
|
$116,734
0.01% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 24, 2025 Q3 2025 |
719
shares
|
$111,315
0.19% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Ulland Investment Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
718
shares
|
$111,160
0.08% of portfolio
|
Q4 2021
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
707
shares
|
$109,457
0.02% of portfolio
|
Q3 2025
Added 2.32%
|
|