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 |
|---|---|---|---|---|---|
|
Athena Investment Management
|
Nov 13, 2025 Q3 2025 |
10,702
shares
|
$1.66 Million
0.92% of portfolio
|
Q3 2025
Added 4.29%
|
|
|
Taurus Asset Management, LLC
New York, NY |
May 13, 2025 Q1 2025 |
10,675
shares
|
$1.65 Million
0.19% of portfolio
|
Q1 2025
Reduced 8.07%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 16, 2025 Q3 2025 |
10,670
shares
|
$1.65 Million
0.57% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Marco Investment Management LLC
|
Nov 04, 2025 Q3 2025 |
10,658
shares
|
$1.65 Million
0.13% of portfolio
|
Q3 2025
Added 9.96%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
10,658
shares
|
$1.65 Million
0.14% of portfolio
|
Q3 2025
Reduced 5.69%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
10,637
shares
|
$1.65 Million
0.67% of portfolio
|
Q4 2025
Added 1.9%
|
|
|
Campbell Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
10,622
shares
|
$1.64 Million
0.65% of portfolio
|
Q3 2025
Reduced 78.28%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
10,611
shares
|
$1.64 Million
0.32% of portfolio
|
Q3 2025
Added 45.02%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
10,604
shares
|
$1.64 Million
0.17% of portfolio
|
Q3 2025
Added 9.77%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
10,603
shares
|
$1.64 Million
0.23% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
10,600
shares
|
$1.64 Million
0.05% of portfolio
|
Q3 2025
Reduced 6.63%
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
10,598
shares
|
$1.64 Million
0.75% of portfolio
|
Q3 2025
Added 21.16%
|
|
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
Nov 12, 2025 Q3 2025 |
10,597
shares
|
$1.64 Million
1.6% of portfolio
|
Q3 2025
Reduced 6.0%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
10,596
shares
|
$1.64 Million
0.11% of portfolio
|
Q3 2025
Reduced 10.69%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 07, 2026 Q4 2025 |
10,581
shares
|
$1.64 Million
0.5% of portfolio
|
Q4 2025
Reduced 2.83%
|
|
|
Rd Lewis Holdings, Inc.
Maitland, FL |
Nov 13, 2025 Q3 2025 |
10,580
shares
|
$1.64 Million
1.52% of portfolio
|
Q3 2025
Added 9.64%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
10,557
shares
|
$1.63 Million
0.14% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Keating Investment Counselors Inc
|
Oct 27, 2025 Q3 2025 |
10,556
shares
|
$1.63 Million
0.74% of portfolio
|
Q3 2025
Added 47.2%
|
|
|
Brookmont Capital Management
Dallas, TX |
Nov 10, 2025 Q3 2025 |
10,504
shares
|
$1.63 Million
0.91% of portfolio
|
Q3 2025
Reduced 3.79%
|
|
|
Fogel Capital Management, Inc.
Stuart, FL |
Oct 21, 2025 Q3 2025 |
10,504
shares
|
$1.63 Million
0.75% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
10,492
shares
|
$1.62 Million
0.04% of portfolio
|
Q3 2025
Reduced 28.73%
|
|
|
Waverton Investment Management LTD
|
Nov 12, 2025 Q3 2025 |
10,476
shares
|
$1.62 Million
0.02% of portfolio
|
Q3 2025
Added 3.82%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
10,457
shares
|
$1.62 Million
0.28% of portfolio
|
Q3 2025
Added 202.05%
|
|
|
Cunning Capital Partners, LP
Morrisville, NC |
Nov 13, 2025 Q3 2025 |
10,435
shares
|
$1.62 Million
0.75% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
10,414
shares
|
$1.61 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.17%
|
|