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 |
|---|---|---|---|---|---|
|
Sky Investment Group LLC
|
Jan 14, 2026 Q4 2025 |
56,109
shares
|
$8.69 Million
1.51% of portfolio
|
Q4 2025
Added 1.52%
|
|
|
Grassi Investment Management
|
Jul 21, 2025 Q2 2025 |
55,996
shares
|
$8.67 Million
0.64% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
55,878
shares
|
$8.65 Million
1.45% of portfolio
|
Q3 2022
Reduced 19.71%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
55,756
shares
|
$8.63 Million
0.61% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Oct 23, 2025 Q3 2025 |
55,642
shares
|
$8.61 Million
2.2% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Imc Chicago, LLC
|
Nov 04, 2025 Q3 2025 |
55,634
shares
|
$8.61 Million
0.18% of portfolio
|
Q3 2025
Added 9.02%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
55,617
shares
|
$8.61 Million
0.59% of portfolio
|
Q3 2025
Added 2.98%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 14, 2025 Q3 2025 |
55,550
shares
|
$8.6 Million
1.09% of portfolio
|
Q3 2025
Added 6.83%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
55,486
shares
|
$8.59 Million
1.37% of portfolio
|
Q3 2025
Reduced 41.96%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
55,448
shares
|
$8.58 Million
0.48% of portfolio
|
Q4 2024
Added 14.97%
|
|
|
Cherokee Insurance CO
Sterling Heights, MI |
Nov 06, 2025 Q3 2025 |
55,299
shares
|
$8.56 Million
3.68% of portfolio
|
Q2 2025
New holding
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
55,138
shares
|
$8.54 Million
0.69% of portfolio
|
Q3 2025
Reduced 33.39%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Nov 13, 2025 Q3 2025 |
55,102
shares
|
$8.53 Million
0.08% of portfolio
|
Q3 2025
Reduced 7.68%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2025 Q3 2025 |
54,955
shares
|
$8.51 Million
0.57% of portfolio
|
Q3 2025
Added 21.94%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Oct 02, 2025 Q3 2025 |
54,861
shares
|
$8.49 Million
1.82% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Stolper CO
|
Jan 12, 2026 Q4 2025 |
54,380
shares
|
$8.42 Million
2.44% of portfolio
|
Q4 2025
Added 2.34%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
54,285
shares
|
$8.4 Million
0.27% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
54,121
shares
|
$8.38 Million
0.17% of portfolio
|
Q3 2025
Added 8.34%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
53,834
shares
|
$8.33 Million
0.88% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 14, 2025 Q3 2025 |
53,671
shares
|
$8.31 Million
1.08% of portfolio
|
Q3 2025
Added 137.77%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
53,639
shares
|
$8.3 Million
0.53% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
53,594
shares
|
$8.3 Million
0.36% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
53,503
shares
|
$8.28 Million
2.04% of portfolio
|
Q2 2022
Reduced 2.1%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
53,329
shares
|
$8.26 Million
0.17% of portfolio
|
Q2 2025
Reduced 27.17%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Nov 04, 2025 Q3 2025 |
53,181
shares
|
$8.23 Million
2.81% of portfolio
|
Q3 2025
Added 1.61%
|
|