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 |
|---|---|---|---|---|---|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
44,610
shares
|
$6.91 Million
0.91% of portfolio
|
Q3 2025
Added 10.03%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
44,583
shares
|
$6.9 Million
0.2% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Woodward Diversified Capital, LLC
|
Jan 14, 2026 Q4 2025 |
44,547
shares
|
$6.9 Million
3.47% of portfolio
|
Q4 2025
Reduced 3.06%
|
|
|
Asset Planning Services Inc
|
Oct 16, 2025 Q3 2025 |
44,455
shares
|
$6.88 Million
2.91% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Jan 14, 2026 Q4 2025 |
44,432
shares
|
$6.88 Million
0.48% of portfolio
|
Q4 2025
Reduced 2.25%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 15, 2025 Q3 2025 |
44,290
shares
|
$6.86 Million
5.1% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 13, 2026 Q4 2025 |
44,259
shares
|
$6.85 Million
1.05% of portfolio
|
Q4 2025
Added 1.48%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
44,238
shares
|
$6.85 Million
1.65% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
44,101
shares
|
$6.83 Million
0.5% of portfolio
|
Q3 2025
Added 3.91%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
43,943
shares
|
$6.8 Million
1.62% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Cinctive Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
43,768
shares
|
$6.78 Million
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
43,760
shares
|
$6.77 Million
2.57% of portfolio
|
Q1 2024
Added 0.07%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
43,646
shares
|
$6.76 Million
0.22% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
43,605
shares
|
$6.75 Million
0.66% of portfolio
|
Q3 2025
Reduced 30.67%
|
|
|
Sage Capital Advisors,Llc
|
Jan 06, 2026 Q4 2025 |
43,384
shares
|
$6.72 Million
1.56% of portfolio
|
Q4 2025
Added 0.81%
|
|
|
Spirit Of America Management Corp
|
Oct 15, 2025 Q3 2025 |
43,338
shares
|
$6.71 Million
1.41% of portfolio
|
Q3 2025
Reduced 10.44%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
43,285
shares
|
$6.7 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Amica Mutual Insurance CO
|
Nov 07, 2025 Q3 2025 |
43,277
shares
|
$6.7 Million
0.62% of portfolio
|
Q4 2024
Reduced 8.11%
|
|
|
Liberty One Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
43,229
shares
|
$6.69 Million
0.38% of portfolio
|
Q3 2025
Added 30.93%
|
|
|
Montgomery Investment Management Inc
|
Oct 17, 2025 Q3 2025 |
43,173
shares
|
$6.68 Million
2.47% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Recurrent Investment Advisors LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
43,063
shares
|
$6.67 Million
0.54% of portfolio
|
Q3 2025
Added 102.9%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
43,040
shares
|
$6.66 Million
0.14% of portfolio
|
Q3 2025
Added 6.99%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 13, 2025 Q3 2025 |
43,029
shares
|
$6.66 Million
0.02% of portfolio
|
Q3 2025
Reduced 40.96%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 29, 2025 Q3 2025 |
42,972
shares
|
$6.65 Million
3.0% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
United Capital Management Of Ks, Inc.
|
Nov 12, 2025 Q3 2025 |
42,957
shares
|
$6.65 Million
1.08% of portfolio
|
Q3 2025
Added 2.25%
|
|