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 |
|---|---|---|---|---|---|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
129
shares
|
$19,971
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Oct 27, 2025 Q3 2025 |
126
shares
|
$19,507
0.02% of portfolio
|
Q3 2025
Added 404.0%
|
|
|
Curat Global, LLC
Springfield, NH |
Oct 28, 2025 Q3 2025 |
125
shares
|
$19,352
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
119
shares
|
$18,423
0.01% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
119
shares
|
$18,423
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
118
shares
|
$18,268
0.01% of portfolio
|
Q3 2025
Reduced 30.99%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
116
shares
|
$17,959
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Oct 30, 2025 Q3 2025 |
116
shares
|
$17,959
0.01% of portfolio
|
Q2 2025
Reduced 43.14%
|
|
|
United Financial Planning Group LLC
Hauppauge, NY |
Nov 13, 2025 Q3 2025 |
110
shares
|
$17,030
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
109
shares
|
$16,875
0.01% of portfolio
|
Q2 2025
Reduced 22.7%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
103
shares
|
$15,946
0.07% of portfolio
|
Q3 2025
Reduced 88.22%
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
100
shares
|
$15,482
0.01% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 15, 2025 Q3 2025 |
100
shares
|
$15,482
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
92
shares
|
$14,243
0.01% of portfolio
|
Q3 2025
Reduced 45.24%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
82
shares
|
$12,695
0.0% of portfolio
|
Q3 2025
Added 28.13%
|
|
|
Tower View Investment Management & Research LLC
|
Oct 16, 2025 Q3 2025 |
73
shares
|
$11,301
0.01% of portfolio
|
Q3 2025
Reduced 93.89%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
72
shares
|
$11,147
0.01% of portfolio
|
Q3 2025
Added 7100.0%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Nov 14, 2025 Q3 2025 |
70
shares
|
$10,837
0.0% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Nov 10, 2025 Q3 2025 |
68
shares
|
$10,527
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 21, 2025 Q3 2025 |
64
shares
|
$9,908
0.36% of portfolio
|
Q3 2025
Added 128.57%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Nov 14, 2025 Q3 2025 |
64
shares
|
$9,908
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
63
shares
|
$9,753
0.01% of portfolio
|
Q2 2022
Reduced 35.71%
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
61
shares
|
$9,444
0.01% of portfolio
|
Q3 2025
Reduced 83.42%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
60
shares
|
$9,289
0.0% of portfolio
|
Q2 2024
Reduced 54.2%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
54
shares
|
$8,360
0.01% of portfolio
|
Q2 2025
Reduced 1.82%
|
|