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 |
|---|---|---|---|---|---|
|
Capital City Trust CO
|
Oct 27, 2025 Q3 2025 |
28,860
shares
|
$4.47 Million
1.17% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
28,770
shares
|
$4.45 Million
1.02% of portfolio
|
Q4 2025
Reduced 4.42%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
28,709
shares
|
$4.44 Million
0.17% of portfolio
|
Q3 2025
Reduced 40.23%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
28,671
shares
|
$4.44 Million
0.27% of portfolio
|
Q3 2025
Added 29.95%
|
|
|
Morton Community Bank
East Peoria, IL |
Nov 13, 2025 Q3 2025 |
28,648
shares
|
$4.44 Million
1.05% of portfolio
|
Q3 2025
Added 5.43%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
28,632
shares
|
$4.43 Million
0.39% of portfolio
|
Q3 2025
Added 24.81%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
28,598
shares
|
$4.43 Million
1.33% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
28,513
shares
|
$4.41 Million
1.12% of portfolio
|
Q3 2022
Added 0.69%
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
28,443
shares
|
$4.4 Million
1.07% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Laird Norton Trust Company, LLC
|
Nov 14, 2025 Q3 2025 |
28,324
shares
|
$4.39 Million
0.76% of portfolio
|
Q1 2024
Reduced 6.06%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
28,234
shares
|
$4.37 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
Nov 12, 2025 Q3 2025 |
28,154
shares
|
$4.36 Million
1.28% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Yarbrough Capital, LLC
|
Oct 20, 2025 Q3 2025 |
28,152
shares
|
$4.36 Million
0.14% of portfolio
|
Q3 2025
Reduced 3.28%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
28,103
shares
|
$4.35 Million
0.43% of portfolio
|
Q3 2025
Reduced 89.43%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Oct 27, 2025 Q3 2025 |
27,977
shares
|
$4.33 Million
2.35% of portfolio
|
Q3 2025
Added 88.8%
|
|
|
Rkl Wealth Management LLC
|
Nov 10, 2025 Q3 2025 |
27,960
shares
|
$4.33 Million
0.37% of portfolio
|
Q3 2025
Reduced 4.97%
|
|
|
Salem Capital Management Inc
|
Nov 29, 2022 Q3 2022 |
27,902
shares
|
$4.32 Million
3.17% of portfolio
|
Q3 2022
Added 1.09%
|
|
|
Signature Wealth Management Group
|
Oct 29, 2025 Q3 2025 |
27,900
shares
|
$4.32 Million
1.8% of portfolio
|
Q3 2025
Added 3.99%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
27,892
shares
|
$4.32 Million
1.87% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 06, 2025 Q3 2025 |
27,768
shares
|
$4.3 Million
0.28% of portfolio
|
Q3 2025
Added 7.64%
|
|
|
Consolidated Investment Group LLC
|
Oct 28, 2025 Q3 2025 |
27,760
shares
|
$4.3 Million
0.53% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Mill Capital Management, LLC
|
Oct 29, 2025 Q3 2025 |
27,736
shares
|
$4.29 Million
0.33% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
27,612
shares
|
$4.27 Million
1.62% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
27,611
shares
|
$4.27 Million
1.96% of portfolio
|
Q3 2025
Reduced 5.96%
|
|
|
Aldebaran Capital, LLC
Indianapolis, IN |
Nov 10, 2025 Q3 2025 |
27,565
shares
|
$4.27 Million
3.93% of portfolio
|
Q3 2025
Reduced 1.08%
|
|