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 |
|---|---|---|---|---|---|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
26,754
shares
|
$4.14 Million
0.29% of portfolio
|
Q3 2025
Added 10.92%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
26,681
shares
|
$4.13 Million
0.6% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
26,669
shares
|
$4.13 Million
0.27% of portfolio
|
Q3 2025
Added 15.51%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
Nov 13, 2025 Q3 2025 |
26,641
shares
|
$4.12 Million
1.43% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
Oct 22, 2025 Q3 2025 |
26,635
shares
|
$4.12 Million
2.8% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
26,594
shares
|
$4.12 Million
0.22% of portfolio
|
Q3 2025
Added 35.73%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
26,358
shares
|
$4.08 Million
0.63% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
26,301
shares
|
$4.07 Million
0.5% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Delta Financial Advisors LLC
|
Oct 30, 2025 Q3 2025 |
26,299
shares
|
$4.07 Million
1.17% of portfolio
|
Q3 2025
Added 24.88%
|
|
|
Argyle Capital Management Inc.
|
Oct 27, 2025 Q3 2025 |
26,283
shares
|
$4.07 Million
1.43% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Nov 07, 2025 Q3 2025 |
26,262
shares
|
$4.07 Million
2.5% of portfolio
|
Q3 2025
Added 4.1%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
26,257
shares
|
$4.07 Million
0.14% of portfolio
|
Q4 2025
Reduced 5.03%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
26,245
shares
|
$4.06 Million
2.15% of portfolio
|
Q1 2023
Reduced 7.59%
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
26,205
shares
|
$4.06 Million
1.06% of portfolio
|
Q3 2025
Added 4.15%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 28, 2025 Q3 2025 |
26,195
shares
|
$4.06 Million
0.77% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Auxier Asset Management
Aurora, OR |
Nov 19, 2025 Q3 2025 |
26,195
shares
|
$4.06 Million
0.58% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
26,172
shares
|
$4.05 Million
0.44% of portfolio
|
Q4 2025
Reduced 2.1%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Oct 23, 2025 Q3 2025 |
26,162
shares
|
$4.05 Million
0.72% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
26,085
shares
|
$4.04 Million
2.65% of portfolio
|
Q4 2025
Added 3.56%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Oct 29, 2025 Q3 2025 |
25,992
shares
|
$4.02 Million
0.83% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Glass Wealth Management CO LLC
San Antonio, TX |
Oct 22, 2025 Q3 2025 |
25,967
shares
|
$4.02 Million
1.8% of portfolio
|
Q3 2025
Added 15.48%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Nov 14, 2025 Q3 2025 |
25,909
shares
|
$4.01 Million
1.78% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 12, 2025 Q3 2025 |
25,866
shares
|
$4 Million
0.82% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
25,729
shares
|
$3.98 Million
0.55% of portfolio
|
Q3 2025
Added 12.58%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
25,676
shares
|
$3.98 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|