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 |
|---|---|---|---|---|---|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 12, 2025 Q3 2025 |
20,275
shares
|
$3.14 Million
0.68% of portfolio
|
Q3 2025
Added 4.11%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
20,273
shares
|
$3.14 Million
0.4% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
20,246
shares
|
$3.13 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Oct 20, 2025 Q3 2025 |
20,243
shares
|
$3.13 Million
1.56% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
20,208
shares
|
$3.13 Million
0.13% of portfolio
|
Q3 2025
Reduced 5.73%
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
20,186
shares
|
$3.13 Million
0.3% of portfolio
|
Q4 2025
Reduced 0.9%
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
Nov 14, 2025 Q3 2025 |
20,171
shares
|
$3.12 Million
2.3% of portfolio
|
Q3 2025
Added 3.67%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 05, 2025 Q3 2025 |
20,155
shares
|
$3.12 Million
0.77% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
20,153
shares
|
$3.12 Million
0.97% of portfolio
|
Q3 2025
Reduced 11.84%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
20,151
shares
|
$3.12 Million
0.33% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
20,128
shares
|
$3.12 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
20,127
shares
|
$3.12 Million
0.01% of portfolio
|
Q3 2025
Reduced 29.61%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 14, 2025 Q3 2025 |
20,118
shares
|
$3.11 Million
0.65% of portfolio
|
Q3 2025
Reduced 14.22%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
20,103
shares
|
$3.11 Million
0.15% of portfolio
|
Q3 2025
Added 73.89%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
20,093
shares
|
$3.11 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
20,075
shares
|
$3.11 Million
0.19% of portfolio
|
Q3 2025
Added 5.45%
|
|
|
B&L Asset Management LLC
Boston, MA |
Oct 22, 2025 Q3 2025 |
20,054
shares
|
$3.1 Million
1.59% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 07, 2025 Q3 2025 |
20,009
shares
|
$3.1 Million
0.55% of portfolio
|
Q3 2025
Added 95.82%
|
|
|
Sumitomo Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
20,004
shares
|
$3.1 Million
0.1% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
P&S Credit Management, L.P.
New York, NY |
Apr 12, 2024 Q1 2024 |
20,000
shares
|
$3.1 Million
5.05% of portfolio
|
Q1 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
19,968
shares
|
$3.09 Million
0.22% of portfolio
|
Q3 2025
Reduced 34.66%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
19,958
shares
|
$3.09 Million
0.27% of portfolio
|
Q3 2025
Added 50.2%
|
|
|
Old Port Advisors
|
Jan 08, 2026 Q4 2025 |
19,952
shares
|
$3.09 Million
0.75% of portfolio
|
Q4 2025
Added 3.92%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
19,940
shares
|
$3.09 Million
0.93% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Elefante Mark B
Boston, MA |
Nov 07, 2025 Q3 2025 |
19,933
shares
|
$3.09 Million
1.98% of portfolio
|
Q3 2025
Added 1.14%
|
|