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 |
|---|---|---|---|---|---|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
16,712
shares
|
$2.59 Million
0.36% of portfolio
|
Q4 2022
Reduced 10.21%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Nov 14, 2025 Q3 2025 |
16,683
shares
|
$2.58 Million
1.72% of portfolio
|
Q3 2025
Reduced 14.11%
|
|
|
Page Arthur B
|
Apr 29, 2024 Q1 2024 |
16,660
shares
|
$2.58 Million
2.74% of portfolio
|
Q1 2024
Added 0.23%
|
|
|
Insight Inv LLC
El Segundo, CA |
Oct 28, 2025 Q3 2025 |
16,642
shares
|
$2.58 Million
1.53% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 27, 2025 Q3 2025 |
16,582
shares
|
$2.57 Million
0.26% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
16,562
shares
|
$2.56 Million
0.49% of portfolio
|
Q1 2024
Added 70.92%
|
|
|
De Dora Capital, Inc.
|
Oct 29, 2025 Q3 2025 |
16,448
shares
|
$2.55 Million
0.63% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Dec 15, 2025 Q3 2025 |
16,432
shares
|
$2.54 Million
1.17% of portfolio
|
Q3 2025
Reduced 9.5%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
16,408
shares
|
$2.54 Million
0.24% of portfolio
|
Q3 2025
Reduced 19.0%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
16,391
shares
|
$2.54 Million
0.75% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
16,372
shares
|
$2.53 Million
0.14% of portfolio
|
Q3 2025
Reduced 6.05%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
16,344
shares
|
$2.53 Million
0.88% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
16,302
shares
|
$2.52 Million
0.89% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Nov 06, 2025 Q3 2025 |
16,285
shares
|
$2.52 Million
1.23% of portfolio
|
Q3 2025
Reduced 22.75%
|
|
|
Private Capital Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
16,284
shares
|
$2.52 Million
0.29% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
16,225
shares
|
$2.51 Million
0.06% of portfolio
|
Q3 2025
Added 10.52%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
16,173
shares
|
$2.5 Million
0.93% of portfolio
|
Q3 2025
Added 4.62%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
16,155
shares
|
$2.5 Million
0.76% of portfolio
|
Q3 2025
Reduced 5.22%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
16,131
shares
|
$2.5 Million
0.27% of portfolio
|
Q3 2025
Added 73.9%
|
|
|
Brown Financial Advisors
Milford, OH |
Nov 14, 2025 Q3 2025 |
16,084
shares
|
$2.49 Million
0.92% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
16,047
shares
|
$2.48 Million
0.1% of portfolio
|
Q3 2025
Added 49.37%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
16,014
shares
|
$2.48 Million
1.03% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
16,011
shares
|
$2.48 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
16,008
shares
|
$2.48 Million
0.38% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
16,002
shares
|
$2.48 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.02%
|
|