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 |
|---|---|---|---|---|---|
|
Montchanin Asset Management, LLC
Montchanin, DE |
Feb 20, 2025 Q4 2024 |
11,959
shares
|
$1.85 Million
1.68% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
11,923
shares
|
$1.85 Million
0.56% of portfolio
|
Q3 2025
Added 3.47%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
11,904
shares
|
$1.84 Million
0.36% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
11,845
shares
|
$1.83 Million
0.45% of portfolio
|
Q3 2025
Reduced 14.51%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
11,844
shares
|
$1.83 Million
0.35% of portfolio
|
Q3 2025
Reduced 41.78%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 20, 2025 Q3 2025 |
11,831
shares
|
$1.83 Million
0.76% of portfolio
|
Q3 2025
Added 16.61%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
11,792
shares
|
$1.83 Million
0.17% of portfolio
|
Q2 2024
Reduced 2.85%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
11,788
shares
|
$1.83 Million
0.22% of portfolio
|
Q3 2025
Added 5.11%
|
|
|
Greenfield Savings Bank
|
Oct 06, 2025 Q3 2025 |
11,773
shares
|
$1.82 Million
0.78% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2025 Q3 2025 |
11,769
shares
|
$1.82 Million
0.85% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
11,760
shares
|
$1.82 Million
0.13% of portfolio
|
Q3 2025
Added 11.72%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
11,744
shares
|
$1.82 Million
0.48% of portfolio
|
Q3 2025
Added 7.57%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
11,740
shares
|
$1.82 Million
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
11,729
shares
|
$1.82 Million
0.39% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
11,720
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2025
Added 10.88%
|
|
|
Parthenon LLC
|
Oct 31, 2025 Q3 2025 |
11,719
shares
|
$1.81 Million
0.21% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
11,714
shares
|
$1.81 Million
0.22% of portfolio
|
Q3 2025
Added 43.17%
|
|
|
Gam Holding Ag
|
Oct 21, 2025 Q3 2025 |
11,705
shares
|
$1.81 Million
0.12% of portfolio
|
Q3 2025
Added 39.59%
|
|
|
Neumann Capital Management, LLC
|
Oct 15, 2025 Q3 2025 |
11,695
shares
|
$1.81 Million
0.54% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
11,692
shares
|
$1.81 Million
0.66% of portfolio
|
Q1 2024
Reduced 0.85%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 17, 2025 Q3 2025 |
11,663
shares
|
$1.81 Million
0.12% of portfolio
|
Q3 2025
Reduced 23.66%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
11,655
shares
|
$1.8 Million
0.15% of portfolio
|
Q3 2025
Reduced 23.22%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Nov 06, 2025 Q3 2025 |
11,640
shares
|
$1.8 Million
0.57% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 28, 2025 Q3 2025 |
11,630
shares
|
$1.8 Million
0.19% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
11,605
shares
|
$1.8 Million
0.52% of portfolio
|
Q3 2025
Added 0.74%
|
|