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 |
|---|---|---|---|---|---|
|
Aviso Wealth Management
Bellevue, WA |
Nov 14, 2025 Q3 2025 |
19,931
shares
|
$3.09 Million
1.38% of portfolio
|
Q3 2025
Added 6.52%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
19,871
shares
|
$3.08 Million
0.14% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
19,770
shares
|
$3.06 Million
1.43% of portfolio
|
Q4 2022
Reduced 99.44%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Oct 30, 2025 Q3 2025 |
19,756
shares
|
$3.06 Million
0.48% of portfolio
|
Q3 2025
Added 15.07%
|
|
|
Convergence Investment Partners, LLC
|
Nov 04, 2025 Q3 2025 |
19,714
shares
|
$3.05 Million
0.71% of portfolio
|
Q3 2025
Added 15.7%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
19,706
shares
|
$3.05 Million
0.9% of portfolio
|
Q1 2023
Added 2.37%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
19,706
shares
|
$3.05 Million
0.28% of portfolio
|
Q3 2025
Added 72.06%
|
|
|
Moody National Bank Trust Division
|
Jan 12, 2026 Q4 2025 |
19,655
shares
|
$3.04 Million
0.31% of portfolio
|
Q4 2025
Reduced 21.05%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
19,617
shares
|
$3.04 Million
0.23% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Arch Point Investors
Coral Gables, FL |
Nov 12, 2025 Q3 2025 |
19,610
shares
|
$3.04 Million
0.85% of portfolio
|
Q3 2021
Reduced 1.06%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Nov 14, 2025 Q3 2025 |
19,600
shares
|
$3.03 Million
0.76% of portfolio
|
Q3 2025
Reduced 3.45%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
19,574
shares
|
$3.03 Million
0.2% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
19,506
shares
|
$3.02 Million
0.23% of portfolio
|
Q3 2025
Added 7.94%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
19,492
shares
|
$3.02 Million
0.12% of portfolio
|
Q3 2025
Added 13.78%
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Oct 24, 2025 Q3 2025 |
19,487
shares
|
$3.02 Million
0.21% of portfolio
|
Q3 2025
Added 7.48%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 22, 2025 Q3 2025 |
19,460
shares
|
$3.01 Million
0.72% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Jan 07, 2026 Q4 2025 |
19,434
shares
|
$3.01 Million
3.04% of portfolio
|
Q4 2025
Reduced 0.6%
|
|
|
Elevatus Welath Management
Victor, NY |
Nov 13, 2025 Q3 2025 |
19,410
shares
|
$3.01 Million
0.87% of portfolio
|
Q3 2025
Added 324.45%
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
19,400
shares
|
$3 Million
2.36% of portfolio
|
Q3 2025
Reduced 9.7%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
19,382
shares
|
$3 Million
0.07% of portfolio
|
Q3 2025
Added 89.33%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
19,379
shares
|
$3 Million
0.17% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
19,355
shares
|
$3 Million
0.09% of portfolio
|
Q4 2024
Added 546.46%
|
|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
19,302
shares
|
$2.99 Million
0.29% of portfolio
|
Q4 2025
Added 46.16%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
19,259
shares
|
$2.98 Million
1.66% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Oct 23, 2025 Q3 2025 |
19,239
shares
|
$2.98 Million
0.87% of portfolio
|
Q3 2025
Reduced 5.18%
|
|