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 |
|---|---|---|---|---|---|
|
Pictet North America Advisors Sa
|
Oct 21, 2025 Q3 2025 |
36,458
shares
|
$5.64 Million
0.53% of portfolio
|
Q3 2025
New holding
|
|
|
Chicago Trust CO Na
|
Oct 10, 2025 Q3 2025 |
36,385
shares
|
$5.63 Million
0.99% of portfolio
|
Q3 2025
Added 4.57%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2026 Q4 2025 |
36,343
shares
|
$5.63 Million
0.47% of portfolio
|
Q4 2025
Added 0.45%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
36,333
shares
|
$5.63 Million
0.99% of portfolio
|
Q3 2025
Added 7.79%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
36,331
shares
|
$5.62 Million
0.34% of portfolio
|
Q3 2025
Added 6.67%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
36,315
shares
|
$5.62 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
36,295
shares
|
$5.62 Million
0.14% of portfolio
|
Q3 2025
Added 24.82%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
36,234
shares
|
$5.61 Million
0.22% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
36,223
shares
|
$5.61 Million
0.24% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
36,188
shares
|
$5.6 Million
2.35% of portfolio
|
Q3 2023
Reduced 2.32%
|
|
|
First Merchants Corp
|
Jan 12, 2026 Q4 2025 |
36,009
shares
|
$5.57 Million
0.37% of portfolio
|
Q4 2025
Reduced 10.08%
|
|
|
C2 C Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
35,874
shares
|
$5.55 Million
4.81% of portfolio
|
Q3 2025
Reduced 3.3%
|
|
|
Tema Etfs LLC
New York, NY |
Oct 24, 2025 Q3 2025 |
35,834
shares
|
$5.55 Million
0.46% of portfolio
|
Q3 2025
New holding
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jan 13, 2026 Q4 2025 |
35,808
shares
|
$5.54 Million
1.55% of portfolio
|
Q4 2025
Added 4.13%
|
|
|
Magnetar Financial LLC
Evanston, IL |
Nov 13, 2025 Q3 2025 |
35,710
shares
|
$5.53 Million
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Chelsea Counsel CO
|
Nov 24, 2025 Q3 2025 |
35,709
shares
|
$5.53 Million
2.51% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jan 14, 2026 Q4 2025 |
35,643
shares
|
$5.52 Million
0.43% of portfolio
|
Q4 2025
Reduced 1.11%
|
|
|
Strong Box Wealth, LLC
|
Oct 07, 2025 Q3 2025 |
35,480
shares
|
$5.49 Million
2.02% of portfolio
|
Q3 2025
Added 6.54%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
35,152
shares
|
$5.44 Million
0.23% of portfolio
|
Q3 2025
Added 24.01%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
35,145
shares
|
$5.44 Million
0.15% of portfolio
|
Q3 2025
Added 4.74%
|
|
|
Cincinnati Financial Corp
|
Nov 06, 2025 Q3 2025 |
35,139
shares
|
$5.44 Million
0.11% of portfolio
|
Q2 2022
Reduced 34.32%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
35,121
shares
|
$5.44 Million
0.6% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 10, 2025 Q3 2025 |
34,979
shares
|
$5.42 Million
1.43% of portfolio
|
Q3 2025
Added 410.49%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
34,923
shares
|
$5.41 Million
0.11% of portfolio
|
Q3 2025
Added 9.56%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 04, 2025 Q3 2025 |
34,921
shares
|
$5.41 Million
1.02% of portfolio
|
Q3 2025
Added 0.07%
|
|