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 |
|---|---|---|---|---|---|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
41,043
shares
|
$6.35 Million
0.86% of portfolio
|
Q3 2022
Added 4.45%
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
41,008
shares
|
$6.35 Million
0.32% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Somerville Kurt F
|
Nov 07, 2025 Q3 2025 |
40,970
shares
|
$6.34 Million
1.07% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
40,900
shares
|
$6.33 Million
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
40,728
shares
|
$6.31 Million
0.13% of portfolio
|
Q3 2025
Reduced 15.25%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Nov 05, 2025 Q3 2025 |
40,663
shares
|
$6.3 Million
1.54% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 25, 2025 Q3 2025 |
40,653
shares
|
$6.29 Million
0.49% of portfolio
|
Q3 2025
Added 7.95%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
40,637
shares
|
$6.29 Million
0.31% of portfolio
|
Q4 2025
Reduced 10.72%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2026 Q4 2025 |
40,623
shares
|
$6.29 Million
0.46% of portfolio
|
Q4 2025
Reduced 0.98%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
40,532
shares
|
$6.28 Million
0.84% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 03, 2025 Q3 2025 |
40,340
shares
|
$6.25 Million
0.77% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
40,105
shares
|
$6.21 Million
0.49% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Mechanics Bank Trust Department
|
Jan 14, 2026 Q4 2025 |
40,097
shares
|
$6.21 Million
0.83% of portfolio
|
Q4 2025
Reduced 10.44%
|
|
|
White Pine Investment CO
|
Oct 14, 2025 Q3 2025 |
40,023
shares
|
$6.2 Million
1.47% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
Nov 14, 2025 Q3 2025 |
40,000
shares
|
$6.19 Million
0.6% of portfolio
|
Q2 2025
Reduced 51.07%
|
|
|
Wills Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
39,871
shares
|
$6.17 Million
2.7% of portfolio
|
Q4 2024
Added 4.91%
|
|
|
Iowa State Bank
|
Jan 06, 2026 Q4 2025 |
39,675
shares
|
$6.14 Million
1.19% of portfolio
|
Q4 2025
Reduced 3.3%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
39,624
shares
|
$6.13 Million
0.24% of portfolio
|
Q4 2025
Reduced 5.91%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 08, 2026 Q4 2025 |
39,588
shares
|
$6.13 Million
4.01% of portfolio
|
Q4 2025
Reduced 0.55%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 08, 2026 Q4 2025 |
39,555
shares
|
$6.12 Million
0.66% of portfolio
|
Q4 2025
Added 0.4%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
39,551
shares
|
$6.12 Million
0.38% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Cypress Capital Group
|
Nov 03, 2025 Q3 2025 |
39,534
shares
|
$6.12 Million
0.76% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Perkins Coie Trust CO
|
Jan 12, 2026 Q4 2025 |
39,475
shares
|
$6.11 Million
1.19% of portfolio
|
Q4 2025
Added 1.06%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
39,372
shares
|
$6.1 Million
0.41% of portfolio
|
Q2 2022
Added 7.77%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
39,359
shares
|
$6.09 Million
0.36% of portfolio
|
Q3 2025
Added 5.04%
|
|