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 |
|---|---|---|---|---|---|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Oct 28, 2025 Q3 2025 |
703
shares
|
$108,838
0.05% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
694
shares
|
$107,445
0.06% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
O'Brien Wealth Partners LLC
|
Oct 22, 2025 Q3 2025 |
682
shares
|
$105,587
0.02% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
680
shares
|
$105,277
0.04% of portfolio
|
Q3 2025
Reduced 29.24%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
680
shares
|
$105,277
0.01% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
667
shares
|
$103,264
0.07% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
656
shares
|
$101,561
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
655
shares
|
$101,407
0.06% of portfolio
|
Q3 2025
Added 156.86%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
648
shares
|
$100,323
0.07% of portfolio
|
Q4 2022
Reduced 38.81%
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
647
shares
|
$100,168
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
638
shares
|
$98,775
0.05% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
636
shares
|
$98,465
0.03% of portfolio
|
Q3 2025
Added 8.9%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
628
shares
|
$97,226
0.04% of portfolio
|
Q1 2025
Reduced 12.78%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
622
shares
|
$96,298
0.0% of portfolio
|
Q3 2025
Added 677.5%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
618
shares
|
$95,678
0.01% of portfolio
|
Q3 2025
Reduced 54.66%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
617
shares
|
$95,523
0.04% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
615
shares
|
$95,214
0.05% of portfolio
|
Q3 2025
Added 53.75%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
612
shares
|
$94,749
0.02% of portfolio
|
Q2 2025
Reduced 7.41%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
610
shares
|
$94,440
0.07% of portfolio
|
Q3 2025
Added 11.11%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Nov 04, 2025 Q3 2025 |
600
shares
|
$92,892
0.04% of portfolio
|
Q1 2025
Reduced 32.58%
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
575
shares
|
$89,021
0.04% of portfolio
|
Q3 2025
Reduced 63.14%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Dec 08, 2025 Q3 2025 |
564
shares
|
$87,318
0.07% of portfolio
|
Q1 2025
Reduced 50.87%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
563
shares
|
$87,163
0.06% of portfolio
|
Q4 2024
Reduced 87.92%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
557
shares
|
$86,234
0.09% of portfolio
|
Q4 2021
New holding
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
554
shares
|
$85,770
0.04% of portfolio
|
Q3 2025
New holding
|
|