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 |
|---|---|---|---|---|---|
|
Marathon Capital Management
Hunt Valley, MD |
Nov 14, 2025 Q3 2025 |
60,041
shares
|
$9.3 Million
2.25% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
59,974
shares
|
$9.29 Million
0.62% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
59,565
shares
|
$9.22 Million
0.67% of portfolio
|
Q3 2025
Added 257.17%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
59,305
shares
|
$9.18 Million
0.1% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Valicenti Advisory Services Inc
|
Oct 17, 2025 Q3 2025 |
59,299
shares
|
$9.18 Million
1.98% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
59,289
shares
|
$9.18 Million
0.19% of portfolio
|
Q3 2025
Added 6.35%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
59,056
shares
|
$9.14 Million
0.28% of portfolio
|
Q3 2025
Added 6.95%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
59,008
shares
|
$9.14 Million
0.07% of portfolio
|
Q3 2025
Reduced 4.56%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
58,936
shares
|
$9.12 Million
2.51% of portfolio
|
Q4 2023
Reduced 0.17%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
58,582
shares
|
$9.07 Million
0.34% of portfolio
|
Q3 2025
Added 47.31%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
58,234
shares
|
$9.02 Million
1.77% of portfolio
|
Q4 2022
Reduced 1.0%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
57,865
shares
|
$8.96 Million
0.39% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
57,718
shares
|
$8.94 Million
0.09% of portfolio
|
Q3 2025
Reduced 5.93%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
57,651
shares
|
$8.93 Million
0.36% of portfolio
|
Q3 2025
Added 8.6%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
57,629
shares
|
$8.92 Million
0.49% of portfolio
|
Q3 2025
Reduced 7.15%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
Nov 13, 2025 Q3 2025 |
57,593
shares
|
$8.92 Million
1.27% of portfolio
|
Q3 2025
Reduced 6.74%
|
|
|
American Investment Services, Inc.
|
Nov 13, 2025 Q3 2025 |
57,366
shares
|
$8.88 Million
2.26% of portfolio
|
Q3 2025
Added 11.0%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
57,199
shares
|
$8.86 Million
1.6% of portfolio
|
Q3 2025
Added 8.15%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
57,112
shares
|
$8.84 Million
0.83% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2026 Q4 2025 |
57,063
shares
|
$8.83 Million
0.61% of portfolio
|
Q4 2025
Reduced 6.94%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
56,729
shares
|
$8.78 Million
0.49% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Oct 29, 2025 Q3 2025 |
56,702
shares
|
$8.78 Million
1.4% of portfolio
|
Q3 2025
Added 10.08%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
56,535
shares
|
$8.75 Million
0.29% of portfolio
|
Q3 2025
Added 40.31%
|
|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
56,487
shares
|
$8.75 Million
0.15% of portfolio
|
Q4 2025
Reduced 14.12%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
56,223
shares
|
$8.7 Million
0.1% of portfolio
|
Q3 2025
Added 419.53%
|
|