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 |
|---|---|---|---|---|---|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
42,787
shares
|
$6.62 Million
0.49% of portfolio
|
Q4 2023
Reduced 0.39%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Nov 04, 2025 Q3 2025 |
42,784
shares
|
$6.62 Million
1.21% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
42,781
shares
|
$6.62 Million
0.34% of portfolio
|
Q3 2025
Added 11.15%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Nov 14, 2025 Q3 2025 |
42,685
shares
|
$6.61 Million
2.99% of portfolio
|
Q3 2025
Reduced 11.56%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
42,636
shares
|
$6.6 Million
0.55% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
42,633
shares
|
$6.6 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Means Investment Co., Inc.
|
Nov 06, 2025 Q3 2025 |
42,505
shares
|
$6.58 Million
0.59% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
42,498
shares
|
$6.58 Million
0.35% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Contravisory Investment Management, Inc.
|
Jan 12, 2026 Q4 2025 |
42,402
shares
|
$6.56 Million
1.36% of portfolio
|
Q4 2025
Reduced 6.05%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
42,331
shares
|
$6.55 Million
0.12% of portfolio
|
Q4 2025
Added 1.77%
|
|
|
Hollow Brook Wealth Management LLC
|
Nov 14, 2025 Q3 2025 |
41,927
shares
|
$6.49 Million
1.58% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Nov 13, 2025 Q3 2025 |
41,883
shares
|
$6.48 Million
1.01% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Monte Financial Group, LLC
|
Oct 31, 2025 Q3 2025 |
41,817
shares
|
$6.47 Million
2.41% of portfolio
|
Q3 2025
Added 4.98%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
41,763
shares
|
$6.47 Million
0.24% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
41,680
shares
|
$6.45 Million
0.37% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
41,622
shares
|
$6.44 Million
0.01% of portfolio
|
Q3 2025
Added 889.59%
|
|
|
Brentview Investment Management LLC
Northfield, IL |
Nov 13, 2025 Q3 2025 |
41,567
shares
|
$6.44 Million
2.94% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
41,556
shares
|
$6.43 Million
0.19% of portfolio
|
Q3 2025
Reduced 44.16%
|
|
|
Ariel Investments, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
41,499
shares
|
$6.42 Million
0.08% of portfolio
|
Q3 2025
Added 9.89%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
41,472
shares
|
$6.42 Million
0.21% of portfolio
|
Q3 2025
Reduced 6.06%
|
|
|
Ellsworth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
41,458
shares
|
$6.42 Million
1.51% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
41,399
shares
|
$6.41 Million
1.54% of portfolio
|
Q3 2025
Added 2819.53%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
41,358
shares
|
$6.4 Million
0.26% of portfolio
|
Q3 2025
Reduced 20.72%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
41,210
shares
|
$6.38 Million
0.18% of portfolio
|
Q3 2025
Reduced 8.24%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
41,180
shares
|
$6.38 Million
0.21% of portfolio
|
Q3 2025
Reduced 19.69%
|
|