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 |
|---|---|---|---|---|---|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
23,278
shares
|
$3.6 Million
0.87% of portfolio
|
Q2 2022
Added 14.91%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
23,253
shares
|
$3.6 Million
0.4% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
23,231
shares
|
$3.6 Million
0.17% of portfolio
|
Q3 2025
Reduced 4.24%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
23,229
shares
|
$3.6 Million
3.64% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 15, 2025 Q3 2025 |
23,227
shares
|
$3.6 Million
0.87% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Donoghue Forlines LLC
|
Oct 29, 2025 Q3 2025 |
23,186
shares
|
$3.59 Million
1.13% of portfolio
|
Q3 2025
Added 127.92%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
23,167
shares
|
$3.59 Million
0.5% of portfolio
|
Q3 2025
Added 101.08%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
23,148
shares
|
$3.58 Million
0.29% of portfolio
|
Q3 2025
Reduced 38.58%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
23,145
shares
|
$3.58 Million
0.66% of portfolio
|
Q3 2025
Added 26.77%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
23,099
shares
|
$3.58 Million
0.68% of portfolio
|
Q3 2025
Added 36.41%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
23,096
shares
|
$3.58 Million
0.06% of portfolio
|
Q3 2025
Added 6.12%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
23,092
shares
|
$3.58 Million
1.19% of portfolio
|
Q2 2022
Reduced 4.48%
|
|
|
Mairs & Power Inc
St Paul, MN |
Nov 14, 2025 Q3 2025 |
22,935
shares
|
$3.55 Million
0.03% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 12, 2026 Q4 2025 |
22,844
shares
|
$3.54 Million
2.41% of portfolio
|
Q4 2025
Reduced 0.15%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Oct 30, 2025 Q3 2025 |
22,832
shares
|
$3.53 Million
0.59% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Boltwood Capital Management
|
Jan 02, 2026 Q4 2025 |
22,785
shares
|
$3.53 Million
0.9% of portfolio
|
Q4 2025
Added 0.13%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 10, 2025 Q3 2025 |
22,700
shares
|
$3.51 Million
0.12% of portfolio
|
Q3 2025
Added 1052.28%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
22,662
shares
|
$3.51 Million
0.3% of portfolio
|
Q3 2025
Added 4.93%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
22,650
shares
|
$3.51 Million
0.19% of portfolio
|
Q3 2025
Added 6.6%
|
|
|
Patten Group, Inc.
|
Nov 10, 2025 Q3 2025 |
22,609
shares
|
$3.5 Million
0.71% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Oct 31, 2025 Q3 2025 |
22,603
shares
|
$3.5 Million
1.05% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
22,550
shares
|
$3.49 Million
0.23% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Lom Asset Management LTD
Hamilton, |
Nov 12, 2025 Q3 2025 |
22,550
shares
|
$3.49 Million
1.1% of portfolio
|
Q2 2025
Reduced 4.25%
|
|
|
Solitude Financial Services
|
Nov 05, 2025 Q3 2025 |
22,507
shares
|
$3.48 Million
1.2% of portfolio
|
Q3 2025
Reduced 11.13%
|
|
|
Act Capital Management, LLC
Wayne, PA |
Nov 03, 2022 Q3 2022 |
22,500
shares
|
$3.48 Million
4.46% of portfolio
|
Q3 2022
Added 15.38%
|
|