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 |
|---|---|---|---|---|---|
|
Addison Capital CO
|
Nov 03, 2025 Q3 2025 |
10,017
shares
|
$1.55 Million
0.51% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
10,013
shares
|
$1.55 Million
0.99% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Barbara Oil Co.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
10,000
shares
|
$1.55 Million
0.58% of portfolio
|
Q3 2021
Added 25.0%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
10,000
shares
|
$1.55 Million
0.95% of portfolio
|
Q1 2024
Reduced 0.6%
|
|
|
Trust Investment Advisors
|
Nov 24, 2025 Q3 2025 |
9,943
shares
|
$1.54 Million
0.91% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
9,943
shares
|
$1.54 Million
0.61% of portfolio
|
Q3 2025
Added 5.24%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
9,938
shares
|
$1.54 Million
0.6% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 21, 2025 Q3 2025 |
9,927
shares
|
$1.54 Million
0.19% of portfolio
|
Q3 2025
Added 21.12%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Oct 15, 2025 Q3 2025 |
9,917
shares
|
$1.54 Million
0.47% of portfolio
|
Q3 2025
Reduced 9.13%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
9,916
shares
|
$1.54 Million
0.16% of portfolio
|
Q3 2025
Added 29.89%
|
|
|
Tlwm
San Antonio, TX |
Jan 12, 2026 Q4 2025 |
9,903
shares
|
$1.53 Million
0.28% of portfolio
|
Q4 2025
Reduced 1.69%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Nov 06, 2025 Q3 2025 |
9,899
shares
|
$1.53 Million
0.19% of portfolio
|
Q3 2025
Added 5.89%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
9,891
shares
|
$1.53 Million
0.81% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Chicago Capital, LLC
|
Oct 22, 2025 Q3 2025 |
9,884
shares
|
$1.53 Million
0.04% of portfolio
|
Q3 2025
Reduced 14.39%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
9,874
shares
|
$1.53 Million
0.11% of portfolio
|
Q3 2025
Added 23.46%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
9,873
shares
|
$1.53 Million
0.13% of portfolio
|
Q3 2025
Reduced 30.51%
|
|
|
Marino, Stram & Associates LLC
|
Nov 03, 2025 Q3 2025 |
9,872
shares
|
$1.53 Million
0.28% of portfolio
|
Q3 2025
Added 13.97%
|
|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
9,863
shares
|
$1.53 Million
0.37% of portfolio
|
Q3 2025
Added 6.58%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
9,846
shares
|
$1.52 Million
0.56% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 13, 2025 Q3 2025 |
9,807
shares
|
$1.52 Million
0.13% of portfolio
|
Q3 2025
Added 13.51%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Oct 28, 2025 Q3 2025 |
9,791
shares
|
$1.52 Million
0.12% of portfolio
|
Q3 2025
Added 59.31%
|
|
|
Asset Planning,Inc
Cypress, CA |
Oct 23, 2025 Q3 2025 |
9,788
shares
|
$1.52 Million
1.1% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
9,777
shares
|
$1.51 Million
0.31% of portfolio
|
Q3 2025
New holding
|
|
|
Alta Advisers LTD
|
Oct 31, 2025 Q3 2025 |
9,764
shares
|
$1.51 Million
0.46% of portfolio
|
Q3 2025
Added 18.65%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Oct 28, 2025 Q3 2025 |
9,732
shares
|
$1.51 Million
1.43% of portfolio
|
Q3 2025
Added 13.56%
|
|