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 |
|---|---|---|---|---|---|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
21,745
shares
|
$3.37 Million
0.5% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
21,729
shares
|
$3.36 Million
0.18% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
21,663
shares
|
$3.35 Million
0.38% of portfolio
|
Q4 2025
Reduced 2.49%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
21,604
shares
|
$3.34 Million
0.71% of portfolio
|
Q3 2023
Reduced 3.74%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
21,596
shares
|
$3.34 Million
0.15% of portfolio
|
Q1 2023
Added 1.53%
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 16, 2025 Q3 2025 |
21,596
shares
|
$3.34 Million
0.35% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Howard Capital Management Inc.
|
Nov 03, 2025 Q3 2025 |
21,578
shares
|
$3.34 Million
0.04% of portfolio
|
Q3 2025
Added 6.79%
|
|
|
Genus Capital Management Inc.
Vancouver, A1 |
Nov 13, 2025 Q3 2025 |
21,500
shares
|
$3.33 Million
0.39% of portfolio
|
Q3 2025
New holding
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2025 Q3 2025 |
21,478
shares
|
$3.33 Million
0.85% of portfolio
|
Q3 2025
Added 14.36%
|
|
|
Jacobs & CO
|
Jan 02, 2026 Q4 2025 |
21,424
shares
|
$3.32 Million
0.31% of portfolio
|
Q4 2025
Reduced 1.36%
|
|
|
Miller Howard Investments Inc
|
Oct 24, 2025 Q3 2025 |
21,422
shares
|
$3.32 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
21,203
shares
|
$3.28 Million
0.39% of portfolio
|
Q3 2025
Added 19.54%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
21,194
shares
|
$3.28 Million
2.53% of portfolio
|
Q2 2022
Added 1.75%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
21,192
shares
|
$3.28 Million
0.11% of portfolio
|
Q4 2025
Reduced 0.91%
|
|
|
West Oak Capital, LLC
|
Oct 03, 2025 Q3 2025 |
21,156
shares
|
$3.28 Million
1.3% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
21,154
shares
|
$3.28 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Close Asset Management LTD
|
Nov 12, 2025 Q3 2025 |
21,151
shares
|
$3.27 Million
0.07% of portfolio
|
Q3 2025
Reduced 4.16%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
21,149
shares
|
$3.27 Million
0.57% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
21,121
shares
|
$3.27 Million
1.05% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
J.P. Marvel Investment Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
21,110
shares
|
$3.27 Million
0.5% of portfolio
|
Q3 2025
New holding
|
|
|
Bath Savings Trust CO
|
Jan 12, 2026 Q4 2025 |
21,103
shares
|
$3.27 Million
0.33% of portfolio
|
Q4 2025
Reduced 3.99%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
21,094
shares
|
$3.27 Million
0.03% of portfolio
|
Q4 2025
Added 4.05%
|
|
|
Norway Savings Bank
|
Jan 08, 2026 Q4 2025 |
21,078
shares
|
$3.26 Million
1.56% of portfolio
|
Q4 2025
Reduced 0.19%
|
|
|
Guardian Investment Management
|
Nov 13, 2025 Q3 2025 |
21,078
shares
|
$3.26 Million
2.89% of portfolio
|
Q3 2025
Added 18.56%
|
|
|
Modus Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
21,076
shares
|
$3.26 Million
0.95% of portfolio
|
Q3 2025
Added 5.15%
|
|