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 |
|---|---|---|---|---|---|
|
Legacy Private Trust Co.
|
Jan 08, 2026 Q4 2025 |
48,086
shares
|
$7.44 Million
0.45% of portfolio
|
Q4 2025
Reduced 0.06%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 17, 2025 Q3 2025 |
47,951
shares
|
$7.42 Million
0.27% of portfolio
|
Q3 2025
Added 172.19%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
47,929
shares
|
$7.42 Million
0.84% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
47,916
shares
|
$7.42 Million
0.21% of portfolio
|
Q3 2025
Reduced 12.55%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
47,803
shares
|
$7.4 Million
0.51% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
47,671
shares
|
$7.38 Million
1.1% of portfolio
|
Q3 2023
Added 6.12%
|
|
|
Woodstock Corp
|
Jan 14, 2026 Q4 2025 |
47,598
shares
|
$7.37 Million
0.64% of portfolio
|
Q4 2025
Added 0.16%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 10, 2025 Q3 2025 |
47,547
shares
|
$7.36 Million
0.07% of portfolio
|
Q3 2025
Reduced 5.65%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
47,515
shares
|
$7.36 Million
0.48% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
47,483
shares
|
$7.35 Million
0.61% of portfolio
|
Q3 2022
Added 14.93%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Oct 28, 2025 Q3 2025 |
47,407
shares
|
$7.34 Million
1.52% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Kinsale Capital Group, Inc.
|
Nov 05, 2025 Q3 2025 |
47,392
shares
|
$7.34 Million
1.35% of portfolio
|
Q3 2025
Added 6.6%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2025 Q3 2025 |
47,388
shares
|
$7.34 Million
0.04% of portfolio
|
Q3 2025
Reduced 76.37%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
47,287
shares
|
$7.32 Million
2.49% of portfolio
|
Q3 2024
Added 7.32%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
47,163
shares
|
$7.3 Million
0.01% of portfolio
|
Q3 2025
Added 126.92%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
47,091
shares
|
$7.29 Million
0.17% of portfolio
|
Q4 2025
Added 7.01%
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
46,854
shares
|
$7.25 Million
1.43% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
46,798
shares
|
$7.25 Million
0.29% of portfolio
|
Q3 2025
Added 10.61%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Nov 03, 2025 Q3 2025 |
46,780
shares
|
$7.24 Million
0.82% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 20, 2025 Q3 2025 |
46,715
shares
|
$7.23 Million
1.94% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
46,711
shares
|
$7.23 Million
0.48% of portfolio
|
Q2 2022
Added 8.67%
|
|
|
Wood Trust Financial Corp
|
Oct 28, 2025 Q3 2025 |
46,655
shares
|
$7.22 Million
0.86% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Marietta Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
46,627
shares
|
$7.22 Million
0.95% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Nov 12, 2025 Q3 2025 |
46,575
shares
|
$7.21 Million
1.24% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Farmers National Bank
Danville, KY |
Dec 15, 2025 Q3 2025 |
46,538
shares
|
$7.21 Million
1.71% of portfolio
|
Q3 2025
Reduced 0.68%
|
|