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 |
|---|---|---|---|---|---|
|
Compton Wealth Advisory Group, LLC
|
Jan 13, 2026 Q4 2025 |
13,563
shares
|
$2.1 Million
0.5% of portfolio
|
Q4 2025
Reduced 1.72%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
13,526
shares
|
$2.09 Million
0.11% of portfolio
|
Q3 2025
Added 26.51%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
13,495
shares
|
$2.09 Million
0.63% of portfolio
|
Q4 2022
Added 5.6%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
13,484
shares
|
$2.09 Million
0.46% of portfolio
|
Q3 2025
Added 47.03%
|
|
|
Green Square Capital Advisors LLC
|
Nov 14, 2025 Q3 2025 |
13,463
shares
|
$2.08 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 23, 2025 Q3 2025 |
13,438
shares
|
$2.08 Million
0.09% of portfolio
|
Q3 2025
Added 7.49%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
13,437
shares
|
$2.08 Million
0.27% of portfolio
|
Q3 2025
Reduced 26.85%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
13,422
shares
|
$2.08 Million
1.03% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Founders Capital Management, LLC
|
Oct 10, 2025 Q3 2025 |
13,417
shares
|
$2.08 Million
0.33% of portfolio
|
Q2 2025
Added 18.39%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
13,398
shares
|
$2.07 Million
0.11% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
13,380
shares
|
$2.07 Million
0.06% of portfolio
|
Q3 2025
Reduced 5.36%
|
|
|
Eads & Heald Wealth Management
|
Oct 22, 2025 Q3 2025 |
13,332
shares
|
$2.06 Million
0.99% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Northstar Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
13,328
shares
|
$2.06 Million
0.46% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Nov 07, 2025 Q3 2025 |
13,320
shares
|
$2.06 Million
0.11% of portfolio
|
Q3 2025
Reduced 6.51%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2025 Q3 2025 |
13,316
shares
|
$2.06 Million
0.88% of portfolio
|
Q3 2025
Added 46.94%
|
|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
13,301
shares
|
$2.06 Million
1.13% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Aft, Forsyth & Sober, LLC
|
Nov 05, 2025 Q3 2025 |
13,300
shares
|
$2.06 Million
0.66% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Trust CO Of Oklahoma
|
Oct 21, 2025 Q3 2025 |
13,286
shares
|
$2.06 Million
0.62% of portfolio
|
Q3 2025
Added 4.73%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
13,269
shares
|
$2.05 Million
0.37% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 23, 2025 Q3 2025 |
13,255
shares
|
$2.05 Million
1.1% of portfolio
|
Q3 2025
Added 32.34%
|
|
|
Viewpoint Investment Partners Corp
|
Oct 31, 2025 Q3 2025 |
13,248
shares
|
$2.05 Million
1.1% of portfolio
|
Q2 2025
Added 327.35%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Oct 15, 2025 Q3 2025 |
13,212
shares
|
$2.05 Million
1.06% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
13,192
shares
|
$2.04 Million
0.56% of portfolio
|
Q3 2025
Added 6.15%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Nov 05, 2025 Q3 2025 |
13,191
shares
|
$2.04 Million
0.54% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Oct 15, 2025 Q3 2025 |
13,187
shares
|
$2.04 Million
0.37% of portfolio
|
Q3 2025
Added 0.03%
|
|