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 |
|---|---|---|---|---|---|
|
Bnp Paribas
New York, NY |
Nov 14, 2025 Q3 2025 |
441
shares
|
$68,275
0.0% of portfolio
|
Q2 2025
Added 76.4%
|
|
|
American Wealth Advisors, LLC
Johns Creek, GA |
Nov 12, 2025 Q3 2025 |
429
shares
|
$66,417
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
423
shares
|
$65,488
0.03% of portfolio
|
Q3 2025
Added 56.67%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
420
shares
|
$65,024
0.04% of portfolio
|
Q4 2024
Added 29.23%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
417
shares
|
$64,559
0.05% of portfolio
|
Q3 2025
Added 9.74%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Nov 14, 2025 Q3 2025 |
415
shares
|
$64,250
0.04% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
414
shares
|
$64,095
0.04% of portfolio
|
Q3 2025
Added 14.68%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
405
shares
|
$62,702
0.01% of portfolio
|
Q3 2025
Added 88.37%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
400
shares
|
$61,928
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Oct 30, 2025 Q3 2025 |
387
shares
|
$59,915
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 22, 2025 Q3 2025 |
380
shares
|
$58,831
0.02% of portfolio
|
Q2 2025
Reduced 45.95%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 21, 2025 Q3 2025 |
380
shares
|
$58,831
0.06% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
380
shares
|
$58,831
0.01% of portfolio
|
Q3 2025
Added 107.65%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
375
shares
|
$58,057
0.02% of portfolio
|
Q2 2025
Reduced 91.33%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
373
shares
|
$57,747
0.02% of portfolio
|
Q3 2025
Added 79.33%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
368
shares
|
$56,973
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 22, 2025 Q3 2025 |
368
shares
|
$56,973
0.04% of portfolio
|
Q3 2025
Reduced 97.51%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
356
shares
|
$55,115
0.03% of portfolio
|
Q3 2025
Added 559.26%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
355
shares
|
$54,961
0.03% of portfolio
|
Q3 2025
Reduced 21.98%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
348
shares
|
$53,877
0.03% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
338
shares
|
$52,329
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
336
shares
|
$52,019
0.03% of portfolio
|
Q1 2025
Reduced 27.27%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
332
shares
|
$51,400
0.04% of portfolio
|
Q3 2025
Added 4.73%
|
|
|
Newton One Investments LLC
|
Oct 10, 2025 Q3 2025 |
331
shares
|
$51,245
0.02% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Oct 23, 2025 Q3 2025 |
331
shares
|
$51,245
0.03% of portfolio
|
Q1 2025
New holding
|
|