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 |
|---|---|---|---|---|---|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
27,514
shares
|
$4.26 Million
0.07% of portfolio
|
Q4 2025
Reduced 25.01%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
27,507
shares
|
$4.26 Million
0.11% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
27,501
shares
|
$4.26 Million
0.82% of portfolio
|
Q3 2025
Added 8.25%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Oct 27, 2025 Q3 2025 |
27,497
shares
|
$4.26 Million
1.77% of portfolio
|
Q3 2025
Added 5.21%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
27,463
shares
|
$4.25 Million
0.16% of portfolio
|
Q3 2025
Added 49.01%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
27,431
shares
|
$4.25 Million
0.72% of portfolio
|
Q3 2025
Reduced 3.02%
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
27,257
shares
|
$4.22 Million
0.61% of portfolio
|
Q4 2025
Added 0.9%
|
|
|
Davidson Trust CO
|
Oct 20, 2025 Q3 2025 |
27,229
shares
|
$4.22 Million
1.77% of portfolio
|
Q3 2025
Added 9.49%
|
|
|
Lantz Financial LLC
|
Nov 05, 2025 Q3 2025 |
27,199
shares
|
$4.21 Million
1.0% of portfolio
|
Q3 2025
Added 3.71%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
27,166
shares
|
$4.21 Million
0.31% of portfolio
|
Q3 2025
Added 19.0%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2025 Q3 2025 |
27,149
shares
|
$4.2 Million
0.07% of portfolio
|
Q3 2025
Added 5.68%
|
|
|
Exeter Financial, LLC
|
Jan 07, 2026 Q4 2025 |
27,125
shares
|
$4.2 Million
1.82% of portfolio
|
Q4 2025
Added 1.78%
|
|
|
Lynch Asset Management, Inc.
|
Oct 27, 2025 Q3 2025 |
27,100
shares
|
$4.2 Million
1.35% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
27,100
shares
|
$4.2 Million
0.48% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
27,099
shares
|
$4.2 Million
0.76% of portfolio
|
Q3 2025
Added 2.98%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
27,059
shares
|
$4.19 Million
1.24% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 14, 2025 Q3 2025 |
27,046
shares
|
$4.19 Million
0.89% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Klcm Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
26,970
shares
|
$4.18 Million
0.42% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
26,949
shares
|
$4.17 Million
0.37% of portfolio
|
Q4 2025
Reduced 2.43%
|
|
|
Twin Capital Management Inc
|
Nov 05, 2025 Q3 2025 |
26,938
shares
|
$4.17 Million
0.54% of portfolio
|
Q3 2025
Reduced 26.36%
|
|
|
Mcdonald Partners LLC
|
Nov 12, 2025 Q3 2025 |
26,931
shares
|
$4.17 Million
1.31% of portfolio
|
Q3 2025
Reduced 18.0%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 07, 2025 Q3 2025 |
26,885
shares
|
$4.16 Million
0.45% of portfolio
|
Q3 2025
Reduced 6.53%
|
|
|
Wd Rutherford LLC
|
Oct 23, 2025 Q3 2025 |
26,804
shares
|
$4.15 Million
1.9% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
26,796
shares
|
$4.15 Million
0.23% of portfolio
|
Q4 2025
Reduced 2.98%
|
|
|
Broderick Brian C
|
Nov 07, 2025 Q3 2025 |
26,758
shares
|
$4.14 Million
0.85% of portfolio
|
Q3 2025
Reduced 0.8%
|
|