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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
33,666
shares
|
$5.21 Million
0.49% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Dearborn Partners LLC
|
Nov 10, 2025 Q3 2025 |
33,645
shares
|
$5.21 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Stonebridge Capital Management Inc
Los Angeles, CA |
Jul 01, 2025 Q2 2025 |
33,597
shares
|
$5.2 Million
1.88% of portfolio
|
Q1 2025
Reduced 7.57%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
33,524
shares
|
$5.19 Million
1.61% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
33,476
shares
|
$5.18 Million
0.63% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
33,407
shares
|
$5.17 Million
0.87% of portfolio
|
Q4 2022
Added 1.51%
|
|
|
Eagle Capital Management, LLC
|
Jan 12, 2026 Q4 2025 |
33,360
shares
|
$5.16 Million
1.85% of portfolio
|
Q4 2025
Reduced 0.51%
|
|
|
Arlington Financial Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
33,137
shares
|
$5.13 Million
1.0% of portfolio
|
Q4 2025
Added 3.43%
|
|
|
Lawson Kroeker Investment Management Inc
|
Oct 20, 2025 Q3 2025 |
33,120
shares
|
$5.13 Million
0.99% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Oct 21, 2025 Q3 2025 |
33,070
shares
|
$5.12 Million
2.91% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
33,028
shares
|
$5.11 Million
0.26% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
32,991
shares
|
$5.11 Million
1.44% of portfolio
|
Q3 2025
Added 165.73%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 07, 2025 Q3 2025 |
32,957
shares
|
$5.1 Million
0.56% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
32,939
shares
|
$5.1 Million
0.11% of portfolio
|
Q4 2025
Reduced 5.97%
|
|
|
Sepio Capital, LP
|
Nov 13, 2025 Q3 2025 |
32,928
shares
|
$5.1 Million
0.48% of portfolio
|
Q3 2025
Added 9.59%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
32,907
shares
|
$5.09 Million
0.51% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Rench Wealth Management, Inc.
Denton, TX |
Nov 12, 2025 Q3 2025 |
32,882
shares
|
$5.09 Million
1.55% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Nov 05, 2025 Q3 2025 |
32,805
shares
|
$5.08 Million
1.2% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Baugh & Associates, LLC
|
Jan 14, 2026 Q4 2025 |
32,764
shares
|
$5.07 Million
2.35% of portfolio
|
Q4 2025
Reduced 2.59%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
32,719
shares
|
$5.07 Million
0.44% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Tru Independence LLC
|
Oct 23, 2025 Q3 2025 |
32,646
shares
|
$5.05 Million
1.39% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Jarislowsky, Fraser LTD
|
Oct 21, 2025 Q3 2025 |
32,600
shares
|
$5.05 Million
0.03% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
32,555
shares
|
$5.04 Million
1.03% of portfolio
|
Q1 2023
Reduced 0.21%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
32,536
shares
|
$5.04 Million
0.23% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Jericho Financial, LLP
Westerville, OH |
Oct 29, 2025 Q3 2025 |
32,462
shares
|
$5.03 Million
3.06% of portfolio
|
Q3 2025
Added 4.82%
|
|