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 |
|---|---|---|---|---|---|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
34,916
shares
|
$5.41 Million
0.05% of portfolio
|
Q3 2025
Reduced 14.73%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 04, 2025 Q3 2025 |
34,907
shares
|
$5.4 Million
2.24% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
Nov 13, 2025 Q3 2025 |
34,791
shares
|
$5.39 Million
0.42% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
34,774
shares
|
$5.38 Million
0.08% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Little House Capital LLC
Braintree, MA |
Nov 03, 2025 Q3 2025 |
34,726
shares
|
$5.38 Million
1.31% of portfolio
|
Q3 2025
Added 31.99%
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 10, 2025 Q3 2025 |
34,701
shares
|
$5.37 Million
0.94% of portfolio
|
Q3 2025
Added 6.86%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
34,692
shares
|
$5.37 Million
0.45% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 13, 2025 Q3 2025 |
34,630
shares
|
$5.36 Million
0.58% of portfolio
|
Q3 2025
Added 7.92%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
34,550
shares
|
$5.35 Million
1.35% of portfolio
|
Q3 2022
Reduced 1.69%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2025 Q3 2025 |
34,546
shares
|
$5.35 Million
0.65% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
New England Asset Management Inc
Farmington, CT |
Nov 14, 2025 Q3 2025 |
34,485
shares
|
$5.34 Million
0.74% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Lee Danner & Bass Inc
|
Oct 29, 2025 Q3 2025 |
34,387
shares
|
$5.32 Million
0.39% of portfolio
|
Q3 2025
Reduced 7.17%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
34,364
shares
|
$5.32 Million
0.43% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Narwhal Capital Management
|
Oct 23, 2025 Q3 2025 |
34,218
shares
|
$5.3 Million
0.41% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
R.H. Dinel Investment Counsel, Inc.
|
Oct 16, 2025 Q3 2025 |
34,210
shares
|
$5.3 Million
3.48% of portfolio
|
Q1 2023
Added 35.8%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
34,195
shares
|
$5.29 Million
0.01% of portfolio
|
Q4 2023
Reduced 14.69%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
34,096
shares
|
$5.28 Million
0.23% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
34,045
shares
|
$5.27 Million
0.15% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
34,026
shares
|
$5.27 Million
0.13% of portfolio
|
Q3 2025
Added 27.84%
|
|
|
Kidder Stephen W
|
Nov 07, 2025 Q3 2025 |
34,005
shares
|
$5.26 Million
1.52% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2025 Q3 2025 |
33,979
shares
|
$5.26 Million
0.06% of portfolio
|
Q3 2025
Reduced 76.16%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
33,933
shares
|
$5.25 Million
0.13% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
33,866
shares
|
$5.24 Million
0.36% of portfolio
|
Q4 2025
Reduced 10.01%
|
|
|
Madden Securities Corp
|
Oct 23, 2025 Q3 2025 |
33,767
shares
|
$5.23 Million
2.35% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
33,697
shares
|
$5.22 Million
0.65% of portfolio
|
Q3 2025
Reduced 0.31%
|
|