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 |
|---|---|---|---|---|---|
|
Lake Street Financial LLC
|
Jan 07, 2026 Q4 2025 |
9,398
shares
|
$1.45 Million
0.19% of portfolio
|
Q4 2025
Added 2.98%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 05, 2025 Q3 2025 |
9,398
shares
|
$1.45 Million
0.51% of portfolio
|
Q3 2025
Added 10.03%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 05, 2025 Q3 2025 |
9,374
shares
|
$1.45 Million
0.5% of portfolio
|
Q3 2025
Reduced 35.19%
|
|
|
Ames National Corp
Ames, IA |
Nov 12, 2025 Q3 2025 |
9,362
shares
|
$1.45 Million
0.86% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
Broadwater Capital Management LLC
Boston, MA |
Oct 30, 2025 Q3 2025 |
9,345
shares
|
$1.45 Million
1.06% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2025 Q3 2025 |
9,340
shares
|
$1.45 Million
0.23% of portfolio
|
Q3 2025
Added 27.3%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Nov 06, 2025 Q3 2025 |
9,334
shares
|
$1.45 Million
1.13% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
9,306
shares
|
$1.44 Million
0.35% of portfolio
|
Q1 2024
Reduced 63.64%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Nov 13, 2025 Q3 2025 |
9,306
shares
|
$1.44 Million
0.22% of portfolio
|
Q3 2025
Added 74.11%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
9,304
shares
|
$1.44 Million
1.32% of portfolio
|
Q1 2024
Reduced 24.38%
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 03, 2025 Q3 2025 |
9,290
shares
|
$1.44 Million
1.5% of portfolio
|
Q3 2025
Reduced 4.22%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Nov 12, 2025 Q3 2025 |
9,276
shares
|
$1.44 Million
0.47% of portfolio
|
Q3 2025
New holding
|
|
|
Corsicana & Co.
|
Jan 07, 2026 Q4 2025 |
9,267
shares
|
$1.43 Million
0.79% of portfolio
|
Q4 2025
Reduced 0.59%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
9,264
shares
|
$1.43 Million
0.18% of portfolio
|
Q3 2025
Reduced 51.62%
|
|
|
Meridian Wealth Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
9,193
shares
|
$1.42 Million
0.21% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Capital Investment Counsel, Inc
|
Oct 31, 2025 Q3 2025 |
9,182
shares
|
$1.42 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 03, 2025 Q3 2025 |
9,145
shares
|
$1.42 Million
0.65% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2025 Q3 2025 |
9,143
shares
|
$1.42 Million
0.41% of portfolio
|
Q3 2025
Added 22.91%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
9,109
shares
|
$1.41 Million
0.44% of portfolio
|
Q2 2025
Reduced 7.05%
|
|
|
Madrona Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
9,108
shares
|
$1.41 Million
0.34% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Nov 13, 2025 Q3 2025 |
9,106
shares
|
$1.41 Million
0.79% of portfolio
|
Q1 2025
Added 16.28%
|
|
|
River Street Advisors LLC
Aurora, IL |
Oct 22, 2025 Q3 2025 |
9,090
shares
|
$1.41 Million
0.55% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
9,076
shares
|
$1.41 Million
1.73% of portfolio
|
Q3 2022
Added 0.99%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
9,063
shares
|
$1.4 Million
0.17% of portfolio
|
Q4 2025
Reduced 2.31%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
9,053
shares
|
$1.4 Million
0.23% of portfolio
|
Q1 2025
Added 16.64%
|
|