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 |
|---|---|---|---|---|---|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 09, 2026 Q4 2025 |
32,424
shares
|
$5.02 Million
0.15% of portfolio
|
Q4 2025
Added 1.06%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
32,369
shares
|
$5.01 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Oct 03, 2025 Q3 2025 |
32,350
shares
|
$5.01 Million
0.82% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Core Alternative Capital
|
Nov 03, 2025 Q3 2025 |
32,203
shares
|
$4.99 Million
1.48% of portfolio
|
Q3 2025
Reduced 13.09%
|
|
|
Brooks, Moore & Associates, Inc.
|
Nov 17, 2025 Q3 2025 |
32,157
shares
|
$4.98 Million
2.43% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
32,089
shares
|
$4.97 Million
0.61% of portfolio
|
Q3 2025
Added 80.2%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Oct 30, 2025 Q3 2025 |
32,044
shares
|
$4.96 Million
0.86% of portfolio
|
Q3 2025
Added 7.52%
|
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
31,994
shares
|
$4.95 Million
0.6% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
31,930
shares
|
$4.94 Million
1.7% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
31,762
shares
|
$4.92 Million
0.33% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
31,731
shares
|
$4.91 Million
0.32% of portfolio
|
Q3 2025
Added 4.09%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Nov 04, 2025 Q3 2025 |
31,731
shares
|
$4.91 Million
0.32% of portfolio
|
Q3 2025
Added 19.7%
|
|
|
S&Co Inc
Boston, MA |
Nov 06, 2025 Q3 2025 |
31,710
shares
|
$4.91 Million
0.3% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
31,653
shares
|
$4.9 Million
0.21% of portfolio
|
Q3 2025
Added 28.93%
|
|
|
Rb Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
31,645
shares
|
$4.9 Million
1.09% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Nov 05, 2025 Q3 2025 |
31,630
shares
|
$4.9 Million
1.8% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 23, 2025 Q3 2025 |
31,616
shares
|
$4.89 Million
1.85% of portfolio
|
Q3 2025
Reduced 10.29%
|
|
|
Sargent Investment Group, LLC
|
Nov 14, 2025 Q3 2025 |
31,609
shares
|
$4.89 Million
0.71% of portfolio
|
Q3 2025
Added 6.36%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
31,469
shares
|
$4.87 Million
0.11% of portfolio
|
Q3 2025
Added 12.01%
|
|
|
Willis Johnson & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
31,373
shares
|
$4.86 Million
0.3% of portfolio
|
Q3 2025
Added 39.53%
|
|
|
Buckhead Capital Management LLC
|
Oct 09, 2025 Q3 2025 |
31,320
shares
|
$4.85 Million
1.86% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Pegasus Asset Management, Inc.
|
Nov 03, 2025 Q3 2025 |
31,270
shares
|
$4.84 Million
1.6% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 07, 2025 Q3 2025 |
31,260
shares
|
$4.84 Million
0.69% of portfolio
|
Q3 2025
Added 10.97%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Nov 03, 2025 Q3 2025 |
31,222
shares
|
$4.83 Million
1.74% of portfolio
|
Q3 2025
Reduced 4.84%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Nov 12, 2025 Q3 2025 |
31,176
shares
|
$4.83 Million
0.63% of portfolio
|
Q3 2025
Added 0.25%
|
|