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 |
|---|---|---|---|---|---|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
14,322
shares
|
$2.22 Million
1.19% of portfolio
|
Q3 2023
Added 0.83%
|
|
|
Monarch Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
14,311
shares
|
$2.22 Million
0.55% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
14,293
shares
|
$2.21 Million
0.83% of portfolio
|
Q3 2025
Added 52.17%
|
|
|
Pictet & Cie (Europe) Sa
|
Oct 21, 2025 Q3 2025 |
14,242
shares
|
$2.2 Million
0.04% of portfolio
|
Q3 2025
Reduced 7.44%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
14,242
shares
|
$2.2 Million
0.13% of portfolio
|
Q4 2025
Reduced 2.82%
|
|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
14,215
shares
|
$2.2 Million
0.55% of portfolio
|
Q4 2025
Added 3.04%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
14,211
shares
|
$2.2 Million
0.18% of portfolio
|
Q3 2025
Reduced 11.0%
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Oct 21, 2025 Q3 2025 |
14,210
shares
|
$2.2 Million
1.12% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
14,203
shares
|
$2.2 Million
0.23% of portfolio
|
Q4 2023
Reduced 24.8%
|
|
|
Orca Wealth Management, LLC
New Port Richey, FL |
Nov 13, 2025 Q3 2025 |
14,095
shares
|
$2.18 Million
1.66% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Oct 09, 2025 Q3 2025 |
14,094
shares
|
$2.18 Million
0.95% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
14,074
shares
|
$2.18 Million
1.01% of portfolio
|
Q3 2025
Added 5.85%
|
|
|
Pettee Investors, Inc.
|
Nov 04, 2025 Q3 2025 |
14,045
shares
|
$2.17 Million
1.25% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
14,036
shares
|
$2.17 Million
0.22% of portfolio
|
Q1 2025
Added 14.57%
|
|
|
First City Capital Management, Inc.
|
Oct 21, 2025 Q3 2025 |
14,026
shares
|
$2.17 Million
1.21% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
Nov 07, 2025 Q3 2025 |
13,983
shares
|
$2.16 Million
1.32% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Enclave Advisors LLC
Austin, TX |
Oct 14, 2025 Q3 2025 |
13,957
shares
|
$2.16 Million
0.33% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
True North Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
13,948
shares
|
$2.16 Million
0.35% of portfolio
|
Q3 2025
Added 42.63%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
13,946
shares
|
$2.16 Million
0.64% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
13,925
shares
|
$2.16 Million
0.47% of portfolio
|
Q3 2025
Reduced 7.15%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
13,893
shares
|
$2.15 Million
0.27% of portfolio
|
Q1 2025
Reduced 7.05%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
13,858
shares
|
$2.15 Million
0.87% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 14, 2025 Q3 2025 |
13,841
shares
|
$2.14 Million
0.03% of portfolio
|
Q3 2025
Reduced 30.33%
|
|
|
Meridian Financial Partners LLC
|
Oct 20, 2025 Q3 2025 |
13,823
shares
|
$2.14 Million
0.91% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 10, 2025 Q3 2025 |
13,820
shares
|
$2.14 Million
0.13% of portfolio
|
Q3 2025
Reduced 11.14%
|
|