Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,393 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 |
|---|---|---|---|---|---|
|
Fagan Associates, Inc.
|
Nov 14, 2025 Q3 2025 |
70,793
shares
|
$11 Million
1.61% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jul 16, 2025 Q2 2025 |
70,529
shares
|
$10.9 Million
3.66% of portfolio
|
Q2 2025
Added 173.18%
|
|
|
Cutler Investment Counsel LLC
|
Nov 04, 2025 Q3 2025 |
70,525
shares
|
$10.9 Million
1.18% of portfolio
|
Q3 2025
Added 10.62%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
70,037
shares
|
$10.8 Million
0.31% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
69,984
shares
|
$10.8 Million
1.23% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
69,973
shares
|
$10.8 Million
0.05% of portfolio
|
Q3 2024
Added 93.45%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
69,948
shares
|
$10.8 Million
1.07% of portfolio
|
Q1 2023
Reduced 5.72%
|
|
|
Violich Capital Management, Inc.
|
Oct 29, 2025 Q3 2025 |
69,898
shares
|
$10.8 Million
1.32% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
69,884
shares
|
$10.8 Million
0.28% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
F
|
Nov 13, 2025 Q3 2025 |
69,868
shares
|
$10.8 Million
0.46% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
69,742
shares
|
$10.8 Million
0.13% of portfolio
|
Q3 2025
Added 23.27%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
69,634
shares
|
$10.8 Million
1.06% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
69,572
shares
|
$10.8 Million
0.39% of portfolio
|
Q4 2023
New holding
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
69,411
shares
|
$10.7 Million
0.26% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
69,358
shares
|
$10.7 Million
0.84% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
69,191
shares
|
$10.7 Million
0.53% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Adams Asset Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
68,978
shares
|
$10.7 Million
1.63% of portfolio
|
Q2 2025
Reduced 11.24%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Nov 12, 2025 Q3 2025 |
68,953
shares
|
$10.7 Million
0.9% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
68,690
shares
|
$10.6 Million
1.6% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
68,617
shares
|
$10.6 Million
0.23% of portfolio
|
Q3 2025
Added 8.27%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
68,509
shares
|
$10.6 Million
0.34% of portfolio
|
Q3 2025
Added 5.56%
|
|
|
Live Oak Private Wealth LLC
|
Oct 17, 2025 Q3 2025 |
68,452
shares
|
$10.6 Million
1.54% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 14, 2026 Q4 2025 |
68,077
shares
|
$10.5 Million
0.09% of portfolio
|
Q4 2025
Reduced 45.54%
|
|
|
Oak Harvest Investment Services
|
Oct 17, 2025 Q3 2025 |
67,997
shares
|
$10.5 Million
1.28% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Oct 21, 2025 Q3 2025 |
67,790
shares
|
$10.5 Million
0.23% of portfolio
|
Q3 2025
Reduced 9.56%
|
|