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 |
|---|---|---|---|---|---|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
12,662
shares
|
$1.96 Million
0.7% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Hendershot Investments Inc.
|
Nov 12, 2025 Q3 2025 |
12,658
shares
|
$1.96 Million
0.25% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
12,656
shares
|
$1.96 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Nov 17, 2025 Q3 2025 |
12,655
shares
|
$1.96 Million
0.4% of portfolio
|
Q3 2025
Reduced 11.01%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Nov 12, 2025 Q3 2025 |
12,646
shares
|
$1.96 Million
0.17% of portfolio
|
Q3 2025
Reduced 23.53%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
12,641
shares
|
$1.96 Million
0.32% of portfolio
|
Q3 2025
Reduced 30.73%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
12,637
shares
|
$1.96 Million
0.37% of portfolio
|
Q3 2025
Added 97.39%
|
|
|
Clarus Group, Inc.
|
Nov 03, 2025 Q3 2025 |
12,621
shares
|
$1.95 Million
0.72% of portfolio
|
Q3 2025
Reduced 8.25%
|
|
|
Notis Mc Conarty Edward
|
Nov 07, 2025 Q3 2025 |
12,612
shares
|
$1.95 Million
0.92% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Harbor Advisors LLC
|
Nov 12, 2025 Q3 2025 |
12,572
shares
|
$1.95 Million
0.32% of portfolio
|
Q3 2025
Added 187.56%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
12,543
shares
|
$1.94 Million
0.66% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
12,535
shares
|
$1.94 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2025 Q3 2025 |
12,499
shares
|
$1.94 Million
0.75% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
12,477
shares
|
$1.93 Million
0.07% of portfolio
|
Q3 2025
Reduced 9.84%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
12,434
shares
|
$1.93 Million
0.42% of portfolio
|
Q3 2025
Added 15.5%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
12,431
shares
|
$1.92 Million
0.32% of portfolio
|
Q2 2023
Added 1.2%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
12,422
shares
|
$1.92 Million
1.22% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
12,397
shares
|
$1.92 Million
1.54% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Private Harbour Investment Management & Counsel, LLC
|
Oct 28, 2025 Q3 2025 |
12,372
shares
|
$1.92 Million
2.02% of portfolio
|
Q3 2025
Reduced 7.91%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 07, 2025 Q3 2025 |
12,352
shares
|
$1.91 Million
0.22% of portfolio
|
Q3 2025
Added 15.1%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
12,343
shares
|
$1.91 Million
0.19% of portfolio
|
Q2 2023
Reduced 4.83%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
12,339
shares
|
$1.91 Million
0.41% of portfolio
|
Q3 2022
Added 0.9%
|
|
|
Financial Management Network Inc
|
Jan 08, 2026 Q4 2025 |
12,338
shares
|
$1.91 Million
0.37% of portfolio
|
Q4 2025
Added 1.58%
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
12,278
shares
|
$1.9 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
12,274
shares
|
$1.9 Million
0.12% of portfolio
|
Q3 2025
Added 40.05%
|
|