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 |
|---|---|---|---|---|---|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
53,177
shares
|
$8.23 Million
2.81% of portfolio
|
Q3 2023
New holding
|
|
|
Hendley & CO Inc
|
Nov 13, 2025 Q3 2025 |
53,157
shares
|
$8.23 Million
2.74% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Oct 28, 2025 Q3 2025 |
53,153
shares
|
$8.23 Million
3.14% of portfolio
|
Q3 2025
Added 4.54%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
53,150
shares
|
$8.23 Million
0.22% of portfolio
|
Q4 2023
Reduced 1.43%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
52,798
shares
|
$8.17 Million
0.48% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
52,728
shares
|
$8.16 Million
0.51% of portfolio
|
Q3 2025
Reduced 5.83%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Oct 15, 2025 Q3 2025 |
52,699
shares
|
$8.16 Million
2.28% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Strategy Asset Managers LLC
|
Nov 04, 2025 Q3 2025 |
52,603
shares
|
$8.14 Million
1.49% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Thomas Story & Son LLC
Culver, IN |
Oct 10, 2025 Q3 2025 |
52,571
shares
|
$8.14 Million
3.02% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Lynch & Associates
|
Jan 07, 2026 Q4 2025 |
52,535
shares
|
$8.13 Million
1.59% of portfolio
|
Q4 2025
Added 0.9%
|
|
|
Wahed Invest LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
52,519
shares
|
$8.13 Million
1.16% of portfolio
|
Q3 2025
Added 18.44%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Oct 01, 2025 Q3 2025 |
52,504
shares
|
$8.13 Million
1.64% of portfolio
|
Q3 2025
Added 5.32%
|
|
|
Windle Wealth, LLC
Oklahoma City, OK |
Nov 05, 2025 Q3 2025 |
52,153
shares
|
$8.07 Million
3.62% of portfolio
|
Q3 2025
Added 2.98%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
51,962
shares
|
$8.04 Million
0.11% of portfolio
|
Q2 2022
Added 8.42%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
51,926
shares
|
$8.04 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Nov 10, 2025 Q3 2025 |
51,898
shares
|
$8.03 Million
0.52% of portfolio
|
Q3 2025
Added 44.18%
|
|
|
Banque Cantonale Vaudoise
|
Nov 13, 2025 Q3 2025 |
51,808
shares
|
$8.02 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
51,660
shares
|
$8 Million
0.02% of portfolio
|
Q3 2025
Added 31.04%
|
|
|
Fruth Investment Management
|
Oct 17, 2025 Q3 2025 |
51,493
shares
|
$7.97 Million
2.17% of portfolio
|
Q3 2025
Added 14.83%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
51,375
shares
|
$7.95 Million
0.24% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 24, 2025 Q3 2025 |
51,089
shares
|
$7.91 Million
0.93% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Capital International, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
51,017
shares
|
$7.9 Million
0.07% of portfolio
|
Q3 2025
Added 572.87%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Nov 12, 2025 Q3 2025 |
50,968
shares
|
$7.89 Million
0.8% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
50,927
shares
|
$7.88 Million
0.68% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
50,867
shares
|
$7.88 Million
0.31% of portfolio
|
Q2 2020
Added 27.62%
|
|