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 |
|---|---|---|---|---|---|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
30,063
shares
|
$4.65 Million
0.09% of portfolio
|
Q3 2025
Added 3.96%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 09, 2026 Q4 2025 |
30,037
shares
|
$4.65 Million
0.19% of portfolio
|
Q4 2025
Added 3.07%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 17, 2025 Q3 2025 |
29,991
shares
|
$4.64 Million
1.11% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
29,988
shares
|
$4.64 Million
2.01% of portfolio
|
Q3 2022
Added 0.2%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
29,931
shares
|
$4.63 Million
0.08% of portfolio
|
Q3 2025
Added 47.75%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
29,887
shares
|
$4.63 Million
0.29% of portfolio
|
Q3 2025
Added 39.63%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
29,798
shares
|
$4.61 Million
0.35% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
29,735
shares
|
$4.6 Million
0.25% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
G&S Capital LLC
|
Oct 23, 2025 Q3 2025 |
29,649
shares
|
$4.59 Million
1.83% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 13, 2025 Q3 2025 |
29,642
shares
|
$4.59 Million
0.41% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
29,578
shares
|
$4.58 Million
0.55% of portfolio
|
Q2 2024
Reduced 1.72%
|
|
|
Bell & Brown Wealth Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
29,568
shares
|
$4.58 Million
1.51% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
29,527
shares
|
$4.57 Million
0.63% of portfolio
|
Q1 2024
Added 57.7%
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 23, 2025 Q3 2025 |
29,508
shares
|
$4.57 Million
2.01% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Garner Asset Management Corp
|
Nov 10, 2025 Q3 2025 |
29,495
shares
|
$4.57 Million
1.88% of portfolio
|
Q3 2025
Added 12.11%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Nov 14, 2025 Q3 2025 |
29,216
shares
|
$4.52 Million
0.2% of portfolio
|
Q3 2025
Added 189.93%
|
|
|
Nelson Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
29,154
shares
|
$4.51 Million
0.54% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 12, 2025 Q3 2025 |
29,118
shares
|
$4.51 Million
0.05% of portfolio
|
Q3 2025
Added 19.97%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Nov 12, 2025 Q3 2025 |
29,072
shares
|
$4.5 Million
0.76% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Benedict Financial Advisors Inc
|
Nov 03, 2025 Q3 2025 |
29,044
shares
|
$4.5 Million
0.99% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
29,027
shares
|
$4.49 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Bill Few Associates, Inc.
|
Jan 12, 2026 Q4 2025 |
28,970
shares
|
$4.49 Million
1.3% of portfolio
|
Q4 2025
Added 4.57%
|
|
|
Mc Ginn Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
28,948
shares
|
$4.48 Million
2.64% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 14, 2025 Q3 2025 |
28,919
shares
|
$4.48 Million
0.2% of portfolio
|
Q3 2025
Added 53.66%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Jan 06, 2026 Q4 2025 |
28,913
shares
|
$4.48 Million
1.84% of portfolio
|
Q4 2025
Reduced 1.75%
|
|