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 |
|---|---|---|---|---|---|
|
Wealth Advisory Solutions, LLC
|
Oct 27, 2025 Q3 2025 |
9,731
shares
|
$1.51 Million
0.37% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
9,723
shares
|
$1.51 Million
0.5% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
9,715
shares
|
$1.5 Million
0.19% of portfolio
|
Q3 2025
Added 9.96%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
9,711
shares
|
$1.5 Million
0.3% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
M. Kraus & CO
|
Oct 14, 2025 Q3 2025 |
9,689
shares
|
$1.5 Million
0.46% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
9,654
shares
|
$1.49 Million
0.19% of portfolio
|
Q3 2023
Reduced 13.59%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 12, 2026 Q4 2025 |
9,653
shares
|
$1.49 Million
0.15% of portfolio
|
Q4 2025
Added 6.78%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
9,607
shares
|
$1.49 Million
0.46% of portfolio
|
Q3 2025
Added 77.94%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
9,603
shares
|
$1.49 Million
0.07% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Fusion Capital, LLC
|
Nov 05, 2025 Q3 2025 |
9,597
shares
|
$1.49 Million
0.48% of portfolio
|
Q3 2025
Added 18.35%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Oct 15, 2025 Q3 2025 |
9,592
shares
|
$1.49 Million
0.83% of portfolio
|
Q3 2025
Reduced 22.76%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
9,577
shares
|
$1.48 Million
0.37% of portfolio
|
Q3 2023
New holding
|
|
|
Jgp Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
9,561
shares
|
$1.48 Million
0.16% of portfolio
|
Q4 2025
Reduced 4.63%
|
|
|
Kercheville Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
9,551
shares
|
$1.48 Million
0.46% of portfolio
|
Q3 2025
New holding
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
9,531
shares
|
$1.48 Million
0.41% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2025 Q3 2025 |
9,530
shares
|
$1.48 Million
0.5% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
9,491
shares
|
$1.47 Million
0.36% of portfolio
|
Q4 2024
Reduced 7.85%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
9,455
shares
|
$1.46 Million
0.34% of portfolio
|
Q3 2025
Added 16.43%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
9,452
shares
|
$1.46 Million
0.39% of portfolio
|
Q3 2025
Added 4.65%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 29, 2025 Q3 2025 |
9,450
shares
|
$1.46 Million
0.38% of portfolio
|
Q3 2025
Reduced 13.5%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
9,432
shares
|
$1.46 Million
0.32% of portfolio
|
Q3 2025
Added 49.22%
|
|
|
Powell Investment Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
9,423
shares
|
$1.46 Million
0.53% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Oct 31, 2025 Q3 2025 |
9,421
shares
|
$1.46 Million
0.7% of portfolio
|
Q3 2025
Added 26.54%
|
|
|
Ss&H Financial Advisors, Inc.
|
Oct 17, 2025 Q3 2025 |
9,412
shares
|
$1.46 Million
0.45% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
9,404
shares
|
$1.46 Million
0.28% of portfolio
|
Q3 2025
Added 17.82%
|
|