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 |
|---|---|---|---|---|---|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 17, 2025 Q3 2025 |
551
shares
|
$85,305
0.02% of portfolio
|
Q2 2025
Reduced 55.2%
|
|
|
Clean Yield Group
|
Oct 23, 2025 Q3 2025 |
543
shares
|
$84,067
0.03% of portfolio
|
Q1 2025
Reduced 35.59%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
540
shares
|
$83,602
0.02% of portfolio
|
Q3 2025
Added 49.58%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
521
shares
|
$80,661
0.03% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
513
shares
|
$79,422
0.02% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Nov 24, 2025 Q3 2025 |
504
shares
|
$78,029
0.03% of portfolio
|
Q3 2025
Added 22.93%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Oct 22, 2025 Q3 2025 |
500
shares
|
$77,410
0.03% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
500
shares
|
$77,410
0.02% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Oct 09, 2025 Q3 2025 |
500
shares
|
$77,410
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Goodman Advisory Group, LLC
|
Nov 12, 2025 Q3 2025 |
499
shares
|
$77,255
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
483
shares
|
$74,778
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
Nov 14, 2025 Q3 2025 |
480
shares
|
$74,313
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 23, 2025 Q3 2025 |
479
shares
|
$74,158
0.01% of portfolio
|
Q3 2025
Reduced 84.97%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
465
shares
|
$71,991
0.02% of portfolio
|
Q3 2023
Reduced 0.85%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
464
shares
|
$71,836
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
462
shares
|
$71,526
0.03% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
462
shares
|
$71,526
0.05% of portfolio
|
Q3 2025
Added 12.41%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
459
shares
|
$71,062
0.77% of portfolio
|
Q2 2025
Reduced 45.87%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
457
shares
|
$70,752
0.04% of portfolio
|
Q4 2022
Reduced 2.56%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Oct 07, 2025 Q3 2025 |
457
shares
|
$70,752
0.05% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 15, 2025 Q3 2025 |
455
shares
|
$70,443
0.02% of portfolio
|
Q3 2025
Reduced 10.08%
|
|
|
Dagco, Inc.
|
Oct 27, 2025 Q3 2025 |
446
shares
|
$69,049
0.02% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
444
shares
|
$68,740
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
444
shares
|
$68,740
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
441
shares
|
$68,275
0.01% of portfolio
|
Q3 2025
Reduced 87.79%
|
|