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 |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
25,602
shares
|
$3.96 Million
0.31% of portfolio
|
Q3 2025
Reduced 28.16%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
25,588
shares
|
$3.96 Million
0.27% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
25,576
shares
|
$3.96 Million
0.5% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Oct 14, 2025 Q3 2025 |
25,560
shares
|
$3.96 Million
0.62% of portfolio
|
Q3 2025
Reduced 50.7%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 28, 2025 Q3 2025 |
25,542
shares
|
$3.95 Million
0.55% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Murphy Pohlad Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
25,529
shares
|
$3.95 Million
1.58% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
25,521
shares
|
$3.95 Million
0.11% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Oct 23, 2025 Q3 2025 |
25,473
shares
|
$3.94 Million
1.2% of portfolio
|
Q3 2025
Added 4.07%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Oct 15, 2025 Q3 2025 |
25,457
shares
|
$3.94 Million
2.36% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
University Of Texas
|
Nov 13, 2025 Q3 2025 |
25,417
shares
|
$3.94 Million
0.59% of portfolio
|
Q3 2025
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
25,372
shares
|
$3.93 Million
0.17% of portfolio
|
Q4 2024
Added 67.23%
|
|
|
Traynor Capital Management, Inc.
|
Jan 12, 2026 Q4 2025 |
25,359
shares
|
$3.93 Million
0.22% of portfolio
|
Q4 2025
Added 4.0%
|
|
|
Cohen Investment Advisors LLC
|
Oct 14, 2025 Q3 2025 |
25,341
shares
|
$3.92 Million
1.91% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
25,269
shares
|
$3.91 Million
0.24% of portfolio
|
Q3 2025
Added 6.31%
|
|
|
Oppenheimer & Close, LLC
|
Nov 10, 2025 Q3 2025 |
25,250
shares
|
$3.91 Million
3.32% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
25,250
shares
|
$3.91 Million
0.23% of portfolio
|
Q3 2025
Added 6.65%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
25,229
shares
|
$3.91 Million
1.11% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 28, 2025 Q3 2025 |
25,228
shares
|
$3.91 Million
1.21% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
25,149
shares
|
$3.89 Million
0.51% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
25,140
shares
|
$3.89 Million
0.1% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
25,042
shares
|
$3.88 Million
0.43% of portfolio
|
Q4 2023
Added 77.28%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
25,040
shares
|
$3.88 Million
0.32% of portfolio
|
Q3 2025
Added 15.25%
|
|
|
Lyell Wealth Management, LP
|
Nov 06, 2025 Q3 2025 |
25,006
shares
|
$3.87 Million
0.29% of portfolio
|
Q3 2025
Reduced 11.27%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Nov 07, 2025 Q3 2025 |
24,943
shares
|
$3.86 Million
2.08% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Wasatch Advisors Inc
Salt Lake City, UT |
Nov 14, 2025 Q3 2025 |
24,931
shares
|
$3.86 Million
0.02% of portfolio
|
Q3 2025
Added 0.48%
|
|