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 |
|---|---|---|---|---|---|
|
Adell Harriman & Carpenter Inc
|
Nov 04, 2025 Q3 2025 |
67,775
shares
|
$10.5 Million
0.64% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2025 Q3 2025 |
67,525
shares
|
$10.5 Million
1.0% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
67,516
shares
|
$10.5 Million
0.62% of portfolio
|
Q4 2024
Added 48.98%
|
|
|
Bard Financial Services, Inc.
|
Oct 17, 2025 Q3 2025 |
67,450
shares
|
$10.4 Million
1.18% of portfolio
|
Q3 2025
Added 6.77%
|
|
|
Burns J W & CO Inc
|
Jan 12, 2026 Q4 2025 |
67,427
shares
|
$10.4 Million
1.17% of portfolio
|
Q4 2025
Added 0.17%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
67,397
shares
|
$10.4 Million
2.1% of portfolio
|
Q3 2022
New holding
|
|
|
La Fleur & Godfrey LLC
|
Nov 10, 2025 Q3 2025 |
67,178
shares
|
$10.4 Million
1.29% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Gfs Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
67,129
shares
|
$10.4 Million
1.33% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Nov 12, 2025 Q3 2025 |
67,046
shares
|
$10.4 Million
1.65% of portfolio
|
Q3 2025
Added 5.36%
|
|
|
Fred Alger Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
66,799
shares
|
$10.3 Million
0.05% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
Clear Trail Advisors, LLC
Houston, TX |
Jan 09, 2026 Q4 2025 |
66,711
shares
|
$10.3 Million
2.36% of portfolio
|
Q4 2025
New holding
|
|
|
Tufton Capital Management
|
Oct 31, 2025 Q3 2025 |
66,667
shares
|
$10.3 Million
1.85% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
66,429
shares
|
$10.3 Million
0.24% of portfolio
|
Q3 2025
Added 10.68%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
66,078
shares
|
$10.2 Million
0.45% of portfolio
|
Q3 2023
Added 10.09%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
66,075
shares
|
$10.2 Million
1.04% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Advocate Group LLC
|
Oct 20, 2025 Q3 2025 |
66,074
shares
|
$10.2 Million
1.69% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
65,637
shares
|
$10.2 Million
0.24% of portfolio
|
Q3 2025
Added 8.26%
|
|
|
Culbertson A N & CO Inc
|
Oct 24, 2025 Q3 2025 |
65,438
shares
|
$10.1 Million
1.46% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
65,253
shares
|
$10.1 Million
0.16% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
65,000
shares
|
$10.1 Million
0.17% of portfolio
|
Q3 2025
Added 11.87%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Nov 07, 2025 Q3 2025 |
64,991
shares
|
$10.1 Million
0.93% of portfolio
|
Q3 2025
Added 1472.11%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
64,964
shares
|
$10.1 Million
0.22% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
64,647
shares
|
$10 Million
0.93% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
64,526
shares
|
$9.99 Million
0.29% of portfolio
|
Q3 2025
Added 5.18%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 12, 2025 Q3 2025 |
64,509
shares
|
$9.99 Million
1.33% of portfolio
|
Q3 2025
Reduced 2.69%
|
|