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 |
|---|---|---|---|---|---|
|
Qv Investors Inc.
|
Oct 30, 2025 Q3 2025 |
24,907
shares
|
$3.86 Million
0.33% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
24,868
shares
|
$3.85 Million
0.15% of portfolio
|
Q3 2025
Added 16.01%
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
24,854
shares
|
$3.85 Million
0.87% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
24,818
shares
|
$3.84 Million
0.68% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Atlas Brown,Inc.
|
Jan 09, 2026 Q4 2025 |
24,776
shares
|
$3.84 Million
1.18% of portfolio
|
Q4 2025
Added 3.07%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
24,731
shares
|
$3.83 Million
0.69% of portfolio
|
Q3 2025
Added 37.29%
|
|
|
Bridge Creek Capital Management LLC
|
Oct 14, 2025 Q3 2025 |
24,725
shares
|
$3.83 Million
1.09% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
24,644
shares
|
$3.82 Million
0.21% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Jan 09, 2026 Q4 2025 |
24,550
shares
|
$3.8 Million
1.15% of portfolio
|
Q4 2025
Reduced 1.81%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
24,530
shares
|
$3.8 Million
0.48% of portfolio
|
Q3 2025
Added 11.24%
|
|
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
Jan 07, 2026 Q4 2025 |
24,508
shares
|
$3.79 Million
2.3% of portfolio
|
Q4 2025
Added 31.18%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 28, 2025 Q3 2025 |
24,478
shares
|
$3.79 Million
1.06% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
24,468
shares
|
$3.79 Million
1.78% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Jan 08, 2026 Q4 2025 |
24,393
shares
|
$3.78 Million
1.93% of portfolio
|
Q4 2025
Added 0.97%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
24,375
shares
|
$3.77 Million
0.1% of portfolio
|
Q3 2022
Added 175.11%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
24,375
shares
|
$3.77 Million
0.49% of portfolio
|
Q3 2025
Added 382.86%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
24,340
shares
|
$3.77 Million
0.42% of portfolio
|
Q2 2022
Reduced 1.15%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
24,297
shares
|
$3.76 Million
1.34% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Marketfield Asset Management LLC
|
May 15, 2024 Q1 2024 |
24,239
shares
|
$3.75 Million
3.01% of portfolio
|
Q1 2024
Reduced 7.53%
|
|
|
Centric Wealth Management
|
Nov 04, 2025 Q3 2025 |
24,210
shares
|
$3.75 Million
0.91% of portfolio
|
Q3 2025
Added 8.94%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
24,168
shares
|
$3.74 Million
0.2% of portfolio
|
Q2 2025
Reduced 10.85%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
24,116
shares
|
$3.73 Million
0.24% of portfolio
|
Q3 2025
Reduced 32.91%
|
|
|
Weatherly Asset Management L. P.
|
Oct 16, 2025 Q3 2025 |
24,085
shares
|
$3.73 Million
0.31% of portfolio
|
Q3 2025
Added 5.99%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
24,050
shares
|
$3.72 Million
0.33% of portfolio
|
Q3 2025
Reduced 18.42%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
24,039
shares
|
$3.72 Million
0.23% of portfolio
|
Q3 2025
Reduced 10.16%
|
|