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 |
|---|---|---|---|---|---|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
17,922
shares
|
$2.77 Million
2.51% of portfolio
|
Q2 2023
Reduced 2.18%
|
|
|
Hudock, Inc.
|
Oct 24, 2025 Q3 2025 |
17,915
shares
|
$2.77 Million
0.43% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
17,868
shares
|
$2.77 Million
0.2% of portfolio
|
Q3 2025
Added 6.33%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
17,823
shares
|
$2.76 Million
0.26% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
Nov 13, 2025 Q3 2025 |
17,689
shares
|
$2.74 Million
0.47% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 18, 2025 Q3 2025 |
17,633
shares
|
$2.73 Million
0.62% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
17,622
shares
|
$2.73 Million
0.06% of portfolio
|
Q3 2025
Added 25.81%
|
|
|
Tkg Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
17,608
shares
|
$2.73 Million
1.21% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Threadgill Financial, LLC
|
Jan 08, 2026 Q4 2025 |
17,519
shares
|
$2.71 Million
1.14% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
17,514
shares
|
$2.71 Million
0.47% of portfolio
|
Q4 2024
Added 6.33%
|
|
|
Kampmann Melissa S.
Wausau, WI |
Oct 09, 2025 Q3 2025 |
17,430
shares
|
$2.7 Million
1.97% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Oct 15, 2025 Q3 2025 |
17,387
shares
|
$2.69 Million
0.42% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 12, 2026 Q4 2025 |
17,343
shares
|
$2.69 Million
0.79% of portfolio
|
Q4 2025
Added 5.36%
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
17,338
shares
|
$2.68 Million
0.21% of portfolio
|
Q4 2025
Reduced 2.69%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2025 Q3 2025 |
17,324
shares
|
$2.68 Million
0.29% of portfolio
|
Q3 2025
Added 26.02%
|
|
|
Bull Street Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
17,321
shares
|
$2.68 Million
1.26% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Patron Partners, LLC
|
Oct 31, 2025 Q3 2025 |
17,311
shares
|
$2.68 Million
1.28% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
17,289
shares
|
$2.68 Million
0.04% of portfolio
|
Q3 2025
Added 9.71%
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
17,288
shares
|
$2.68 Million
0.65% of portfolio
|
Q3 2025
Reduced 10.51%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
17,286
shares
|
$2.68 Million
0.4% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
17,274
shares
|
$2.67 Million
0.09% of portfolio
|
Q4 2025
Reduced 0.39%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 06, 2025 Q3 2025 |
17,259
shares
|
$2.67 Million
0.24% of portfolio
|
Q3 2025
Added 9.87%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Nov 05, 2025 Q3 2025 |
17,256
shares
|
$2.67 Million
0.26% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
17,234
shares
|
$2.67 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
17,231
shares
|
$2.67 Million
0.62% of portfolio
|
Q3 2025
Reduced 0.33%
|
|