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 |
|---|---|---|---|---|---|
|
Ledyard National Bank
|
Nov 05, 2025 Q3 2025 |
11,301
shares
|
$1.75 Million
0.16% of portfolio
|
Q3 2025
Added 5.06%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
11,297
shares
|
$1.75 Million
0.36% of portfolio
|
Q4 2025
Added 38.16%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
11,282
shares
|
$1.75 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
11,281
shares
|
$1.75 Million
0.4% of portfolio
|
Q3 2025
Added 14.59%
|
|
|
Rice Partnership, LLC
|
Nov 10, 2025 Q3 2025 |
11,270
shares
|
$1.74 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Farmers Trust CO
|
Jan 06, 2026 Q4 2025 |
11,263
shares
|
$1.74 Million
0.31% of portfolio
|
Q4 2025
Reduced 1.96%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
11,261
shares
|
$1.74 Million
0.23% of portfolio
|
Q3 2025
Reduced 41.57%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
11,224
shares
|
$1.74 Million
0.09% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2025 Q3 2025 |
11,197
shares
|
$1.73 Million
0.34% of portfolio
|
Q3 2025
Added 62.7%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
11,193
shares
|
$1.73 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
11,151
shares
|
$1.73 Million
0.29% of portfolio
|
Q3 2025
Reduced 17.64%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 15, 2025 Q3 2025 |
11,141
shares
|
$1.72 Million
0.94% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 08, 2026 Q4 2025 |
11,121
shares
|
$1.72 Million
0.48% of portfolio
|
Q4 2025
Added 1.88%
|
|
|
Reaves W H & CO Inc
|
Nov 06, 2025 Q3 2025 |
11,115
shares
|
$1.72 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
11,114
shares
|
$1.72 Million
0.23% of portfolio
|
Q4 2024
Reduced 18.35%
|
|
|
Walker Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
11,109
shares
|
$1.72 Million
1.06% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Hedges Asset Management LLC
|
Oct 08, 2025 Q3 2025 |
11,100
shares
|
$1.72 Million
1.39% of portfolio
|
Q2 2025
Reduced 11.9%
|
|
|
Center Book Partners LP
Greenwich, CT |
Nov 07, 2025 Q3 2025 |
11,082
shares
|
$1.72 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Pacific Global Investment Management CO
|
Apr 24, 2025 Q1 2025 |
11,076
shares
|
$1.71 Million
2.78% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 12, 2026 Q4 2025 |
11,040
shares
|
$1.71 Million
1.14% of portfolio
|
Q4 2025
Reduced 1.46%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Nov 07, 2025 Q3 2025 |
11,024
shares
|
$1.71 Million
0.4% of portfolio
|
Q3 2025
Added 87.99%
|
|
|
Harvey Investment CO LLC
|
Oct 22, 2025 Q3 2025 |
11,012
shares
|
$1.7 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Harfst & Associates, Inc.
|
Oct 23, 2025 Q3 2025 |
11,009
shares
|
$1.7 Million
0.33% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
11,008
shares
|
$1.7 Million
0.51% of portfolio
|
Q3 2025
Added 4.72%
|
|
|
Ruffer LLP
|
Nov 03, 2025 Q3 2025 |
11,000
shares
|
$1.7 Million
0.12% of portfolio
|
Q2 2024
Reduced 50.0%
|
|