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 |
|---|---|---|---|---|---|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 13, 2025 Q3 2025 |
31,145
shares
|
$4.82 Million
0.87% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Private Management Group Inc
|
Nov 13, 2025 Q3 2025 |
31,140
shares
|
$4.82 Million
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
31,125
shares
|
$4.82 Million
0.14% of portfolio
|
Q3 2025
Added 11.08%
|
|
|
Plimoth Trust CO LLC
|
Oct 17, 2025 Q3 2025 |
31,109
shares
|
$4.82 Million
1.11% of portfolio
|
Q3 2025
Reduced 6.05%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
31,087
shares
|
$4.81 Million
0.37% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 17, 2025 Q3 2025 |
31,086
shares
|
$4.81 Million
0.6% of portfolio
|
Q3 2025
Added 14.7%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
31,079
shares
|
$4.81 Million
0.17% of portfolio
|
Q3 2025
Added 23.91%
|
|
|
Montecito Bank & Trust
|
Jan 08, 2026 Q4 2025 |
31,043
shares
|
$4.81 Million
0.78% of portfolio
|
Q4 2025
Added 2.33%
|
|
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
Jan 05, 2026 Q4 2025 |
30,997
shares
|
$4.8 Million
2.83% of portfolio
|
Q4 2024
Reduced 61.23%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
30,952
shares
|
$4.79 Million
0.58% of portfolio
|
Q3 2025
Added 21.45%
|
|
|
Selway Asset Management
Boise, ID |
Apr 09, 2025 Q1 2025 |
30,925
shares
|
$4.79 Million
2.17% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
30,916
shares
|
$4.79 Million
0.39% of portfolio
|
Q3 2025
Added 3.86%
|
|
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
Nov 17, 2025 Q3 2025 |
30,819
shares
|
$4.77 Million
2.96% of portfolio
|
Q3 2025
Added 93.93%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
30,816
shares
|
$4.77 Million
0.06% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
30,805
shares
|
$4.77 Million
0.23% of portfolio
|
Q3 2025
Added 20.93%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
30,717
shares
|
$4.76 Million
1.04% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
30,660
shares
|
$4.75 Million
0.06% of portfolio
|
Q3 2025
Reduced 72.7%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
30,617
shares
|
$4.74 Million
0.69% of portfolio
|
Q3 2025
Added 292.22%
|
|
|
Reik & Co., LLC
|
Nov 04, 2025 Q3 2025 |
30,530
shares
|
$4.73 Million
1.29% of portfolio
|
Q2 2025
Added 27.03%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
30,504
shares
|
$4.72 Million
0.35% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
30,474
shares
|
$4.72 Million
1.84% of portfolio
|
Q2 2022
Reduced 0.38%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Nov 12, 2025 Q3 2025 |
30,339
shares
|
$4.7 Million
0.81% of portfolio
|
Q3 2025
Added 103.96%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
30,197
shares
|
$4.68 Million
0.22% of portfolio
|
Q2 2024
Added 1.48%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
30,183
shares
|
$4.67 Million
1.61% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
30,142
shares
|
$4.67 Million
3.88% of portfolio
|
Q1 2022
Reduced 10.53%
|
|