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 |
|---|---|---|---|---|---|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 06, 2026 Q4 2025 |
10,413
shares
|
$1.61 Million
0.74% of portfolio
|
Q4 2025
Added 1.67%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2025 Q3 2025 |
10,375
shares
|
$1.61 Million
0.95% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
10,369
shares
|
$1.61 Million
1.07% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Manske Wealth Management
Houston, TX |
Nov 12, 2025 Q3 2025 |
10,359
shares
|
$1.6 Million
0.49% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
10,355
shares
|
$1.6 Million
0.2% of portfolio
|
Q3 2025
Reduced 31.87%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 10, 2025 Q3 2025 |
10,345
shares
|
$1.6 Million
0.37% of portfolio
|
Q3 2025
Added 10.36%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Nov 05, 2025 Q3 2025 |
10,337
shares
|
$1.6 Million
0.99% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
10,322
shares
|
$1.6 Million
0.14% of portfolio
|
Q3 2022
Added 64.08%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
10,309
shares
|
$1.6 Million
0.11% of portfolio
|
Q3 2025
Added 9.14%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
10,299
shares
|
$1.59 Million
0.14% of portfolio
|
Q3 2022
Added 3.87%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
10,291
shares
|
$1.59 Million
0.38% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Bank & Trust CO
Litchfield, IL |
Oct 06, 2025 Q3 2025 |
10,239
shares
|
$1.59 Million
1.17% of portfolio
|
Q3 2025
Added 4.96%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
10,204
shares
|
$1.58 Million
0.67% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
10,189
shares
|
$1.58 Million
0.73% of portfolio
|
Q4 2023
Reduced 66.8%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 19, 2025 Q3 2025 |
10,186
shares
|
$1.58 Million
1.13% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
10,162
shares
|
$1.57 Million
0.33% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
10,143
shares
|
$1.57 Million
0.69% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Lindenwold Advisors
|
Dec 16, 2025 Q3 2025 |
10,120
shares
|
$1.57 Million
0.77% of portfolio
|
Q3 2025
Reduced 8.59%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
10,116
shares
|
$1.57 Million
0.28% of portfolio
|
Q3 2025
Added 5.44%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
10,107
shares
|
$1.56 Million
0.06% of portfolio
|
Q3 2025
Added 11.59%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
10,070
shares
|
$1.56 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
10,068
shares
|
$1.56 Million
0.07% of portfolio
|
Q3 2025
Reduced 7.62%
|
|
|
Letson Investment Management, Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
10,053
shares
|
$1.56 Million
0.56% of portfolio
|
Q2 2025
Reduced 28.13%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
10,041
shares
|
$1.55 Million
0.23% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
10,033
shares
|
$1.55 Million
0.5% of portfolio
|
Q3 2025
Added 1.42%
|
|