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 |
|---|---|---|---|---|---|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 28, 2025 Q3 2025 |
330
shares
|
$51,090
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
327
shares
|
$50,626
0.07% of portfolio
|
Q3 2025
Added 18.91%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
325
shares
|
$50,316
0.01% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
320
shares
|
$49,542
0.03% of portfolio
|
Q2 2022
Added 6.67%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
319
shares
|
$49,387
0.03% of portfolio
|
Q2 2025
Reduced 29.27%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
314
shares
|
$48,613
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
313
shares
|
$48,458
0.01% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Byrne Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
308
shares
|
$47,684
0.04% of portfolio
|
Q3 2025
Added 14.07%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Nov 05, 2025 Q3 2025 |
308
shares
|
$47,684
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
307
shares
|
$47,529
0.02% of portfolio
|
Q3 2025
Added 15.85%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
302
shares
|
$46,755
0.03% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 05, 2025 Q3 2025 |
295
shares
|
$45,671
0.02% of portfolio
|
Q3 2025
Reduced 4.84%
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
286
shares
|
$44,278
0.21% of portfolio
|
Q1 2022
Reduced 18.29%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
268
shares
|
$41,491
0.04% of portfolio
|
Q3 2025
Added 306.06%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
266
shares
|
$41,182
0.02% of portfolio
|
Q4 2024
Reduced 26.72%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
265
shares
|
$41,027
0.03% of portfolio
|
Q2 2025
Added 52.3%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
265
shares
|
$41,027
0.04% of portfolio
|
Q3 2025
Reduced 22.97%
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
262
shares
|
$40,562
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
251
shares
|
$38,859
0.02% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Nov 14, 2025 Q3 2025 |
250
shares
|
$38,705
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
246
shares
|
$38,085
0.11% of portfolio
|
Q1 2025
Added 267.16%
|
|
|
Lmr Partners LLP
London, X0 |
Nov 14, 2025 Q3 2025 |
240
shares
|
$37,156
0.0% of portfolio
|
Q3 2025
Reduced 95.61%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
235
shares
|
$36,382
0.02% of portfolio
|
Q3 2023
Reduced 39.74%
|
|
|
Xy Capital LTD
Central, K3 |
Nov 13, 2025 Q3 2025 |
234
shares
|
$36,227
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
221
shares
|
$34,215
0.02% of portfolio
|
Q3 2025
New holding
|
|