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 |
|---|---|---|---|---|---|
|
Wealth Management Partners, LLC
|
Jan 12, 2026 Q4 2025 |
14,645
shares
|
$2.27 Million
0.78% of portfolio
|
Q4 2025
Added 1.64%
|
|
|
Triangle Securities Wealth Management
|
Jan 13, 2026 Q4 2025 |
14,641
shares
|
$2.27 Million
0.52% of portfolio
|
Q4 2025
Reduced 3.38%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
14,634
shares
|
$2.27 Million
0.91% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
14,628
shares
|
$2.26 Million
0.38% of portfolio
|
Q2 2025
Reduced 6.04%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
14,626
shares
|
$2.26 Million
0.33% of portfolio
|
Q3 2025
Added 127.18%
|
|
|
Mitchell Sinkler & Starr
|
Nov 04, 2025 Q3 2025 |
14,593
shares
|
$2.26 Million
1.03% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Nov 25, 2025 Q3 2025 |
14,587
shares
|
$2.26 Million
0.86% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Nov 12, 2025 Q3 2025 |
14,545
shares
|
$2.25 Million
1.48% of portfolio
|
Q3 2025
Reduced 27.4%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
14,539
shares
|
$2.25 Million
0.89% of portfolio
|
Q3 2025
Added 10.65%
|
|
|
Ahl Investment Management, Inc.
|
Oct 02, 2025 Q3 2025 |
14,532
shares
|
$2.25 Million
1.55% of portfolio
|
Q3 2025
Reduced 7.66%
|
|
|
Washington Trust Bank
|
Oct 24, 2025 Q3 2025 |
14,531
shares
|
$2.25 Million
0.17% of portfolio
|
Q3 2025
Added 26.16%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 08, 2026 Q4 2025 |
14,531
shares
|
$2.25 Million
0.84% of portfolio
|
Q4 2025
Reduced 2.42%
|
|
|
Knuff & CO LLC
Foster City, CA |
Nov 13, 2025 Q3 2025 |
14,526
shares
|
$2.25 Million
0.66% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
14,506
shares
|
$2.25 Million
1.83% of portfolio
|
Q3 2023
Added 3.41%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 27, 2025 Q3 2025 |
14,500
shares
|
$2.24 Million
0.69% of portfolio
|
Q3 2025
Added 4.84%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
14,479
shares
|
$2.24 Million
0.38% of portfolio
|
Q3 2025
Reduced 3.58%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
14,476
shares
|
$2.24 Million
0.23% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
14,474
shares
|
$2.24 Million
0.55% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
14,445
shares
|
$2.24 Million
0.25% of portfolio
|
Q3 2022
Added 13.87%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
14,427
shares
|
$2.23 Million
0.32% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
Nov 14, 2025 Q3 2025 |
14,408
shares
|
$2.23 Million
2.11% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 20, 2025 Q3 2025 |
14,391
shares
|
$2.23 Million
0.26% of portfolio
|
Q3 2025
Reduced 4.1%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
14,368
shares
|
$2.22 Million
0.45% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
14,354
shares
|
$2.22 Million
0.55% of portfolio
|
Q4 2024
Reduced 7.55%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
14,344
shares
|
$2.22 Million
0.19% of portfolio
|
Q3 2022
Reduced 0.68%
|
|