Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,390 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 |
|---|---|---|---|---|---|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
94,233
shares
|
$14.6 Million
1.47% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
93,770
shares
|
$14.5 Million
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
93,716
shares
|
$14.5 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Securian Asset Management, Inc
|
Oct 23, 2025 Q3 2025 |
92,944
shares
|
$14.4 Million
0.39% of portfolio
|
Q3 2025
Added 9.46%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
92,877
shares
|
$14.4 Million
1.07% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Trust CO Of Virginia
|
Oct 23, 2025 Q3 2025 |
92,723
shares
|
$14.4 Million
1.21% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
92,427
shares
|
$14.3 Million
1.42% of portfolio
|
Q3 2022
Reduced 0.66%
|
|
|
Barings LLC
|
Nov 10, 2025 Q3 2025 |
92,405
shares
|
$14.3 Million
0.29% of portfolio
|
Q3 2025
Added 107.3%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
92,166
shares
|
$14.3 Million
0.38% of portfolio
|
Q3 2025
Added 50.56%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
92,156
shares
|
$14.3 Million
0.43% of portfolio
|
Q3 2025
Added 157.21%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
91,885
shares
|
$14.2 Million
0.96% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Abner Herrman & Brock LLC
|
Jan 06, 2026 Q4 2025 |
91,749
shares
|
$14.2 Million
1.43% of portfolio
|
Q4 2025
Reduced 2.07%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
91,574
shares
|
$14.2 Million
0.27% of portfolio
|
Q3 2025
Reduced 9.74%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
91,523
shares
|
$14.2 Million
0.27% of portfolio
|
Q3 2025
Added 6.06%
|
|
|
Mengis Capital Management, Inc.
|
Nov 12, 2025 Q3 2025 |
91,276
shares
|
$14.1 Million
2.88% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
91,102
shares
|
$14.1 Million
0.05% of portfolio
|
Q3 2025
Reduced 12.89%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
90,767
shares
|
$14.1 Million
0.15% of portfolio
|
Q3 2025
Reduced 24.03%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
90,441
shares
|
$14 Million
0.33% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Oct 28, 2025 Q3 2025 |
90,229
shares
|
$14 Million
0.56% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
89,672
shares
|
$13.9 Million
1.89% of portfolio
|
Q4 2022
Added 5.32%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
89,579
shares
|
$13.9 Million
0.71% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
89,340
shares
|
$13.8 Million
0.21% of portfolio
|
Q3 2025
Added 18.02%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
89,263
shares
|
$13.8 Million
1.1% of portfolio
|
Q3 2022
Added 0.01%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
89,010
shares
|
$13.8 Million
0.5% of portfolio
|
Q1 2024
Reduced 10.66%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 14, 2026 Q4 2025 |
88,319
shares
|
$13.7 Million
0.68% of portfolio
|
Q4 2025
Added 5.9%
|
|