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 |
|---|---|---|---|---|---|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
24,011
shares
|
$3.72 Million
0.11% of portfolio
|
Q3 2025
Added 13.01%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Nov 10, 2025 Q3 2025 |
23,987
shares
|
$3.71 Million
0.95% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
23,897
shares
|
$3.7 Million
1.02% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
23,839
shares
|
$3.69 Million
0.07% of portfolio
|
Q3 2025
Reduced 11.42%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Nov 04, 2025 Q3 2025 |
23,834
shares
|
$3.69 Million
1.09% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
23,790
shares
|
$3.68 Million
1.04% of portfolio
|
Q3 2025
Added 19.13%
|
|
|
Boothe Investment Group, Inc.
Dover, DE |
Oct 27, 2025 Q3 2025 |
23,784
shares
|
$3.68 Million
1.54% of portfolio
|
Q3 2025
Reduced 46.19%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
23,780
shares
|
$3.68 Million
0.85% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Econ Financial Services Corp
|
Oct 21, 2025 Q3 2025 |
23,728
shares
|
$3.67 Million
1.99% of portfolio
|
Q3 2025
Added 31.98%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Dec 18, 2025 Q3 2025 |
23,728
shares
|
$3.67 Million
0.07% of portfolio
|
Q3 2025
Added 107.79%
|
|
|
Peoples Bank
|
Oct 28, 2025 Q3 2025 |
23,716
shares
|
$3.67 Million
2.27% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 17, 2025 Q3 2025 |
23,708
shares
|
$3.67 Million
0.5% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Capital Advantage, Inc.
|
Jan 07, 2026 Q4 2025 |
23,689
shares
|
$3.67 Million
0.55% of portfolio
|
Q4 2025
Reduced 1.7%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
23,648
shares
|
$3.66 Million
0.84% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
23,644
shares
|
$3.66 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2025 Q3 2025 |
23,628
shares
|
$3.66 Million
0.89% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
23,609
shares
|
$3.66 Million
0.32% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
23,560
shares
|
$3.65 Million
0.46% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 08, 2026 Q4 2025 |
23,523
shares
|
$3.64 Million
0.43% of portfolio
|
Q4 2025
Added 1.12%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
23,490
shares
|
$3.64 Million
0.26% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
23,422
shares
|
$3.63 Million
0.18% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Benin Management Corp
|
Jan 12, 2026 Q4 2025 |
23,408
shares
|
$3.62 Million
0.84% of portfolio
|
Q4 2025
Added 1.3%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
23,387
shares
|
$3.62 Million
0.18% of portfolio
|
Q3 2025
Added 47.32%
|
|
|
First Bank & Trust
|
Jan 12, 2026 Q4 2025 |
23,364
shares
|
$3.62 Million
0.6% of portfolio
|
Q4 2025
Reduced 8.62%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
23,343
shares
|
$3.61 Million
0.37% of portfolio
|
Q4 2025
Reduced 3.56%
|
|