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 |
|---|---|---|---|---|---|
|
Horan Wealth, LLC
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
9,023
shares
|
$1.4 Million
0.22% of portfolio
|
Q3 2025
Added 104.74%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
9,019
shares
|
$1.4 Million
0.25% of portfolio
|
Q3 2024
Reduced 19.83%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
9,011
shares
|
$1.4 Million
0.56% of portfolio
|
Q3 2025
Added 11.0%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
8,992
shares
|
$1.39 Million
0.49% of portfolio
|
Q2 2025
Reduced 28.11%
|
|
|
Adalta Capital Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
8,969
shares
|
$1.39 Million
0.71% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
8,966
shares
|
$1.39 Million
0.15% of portfolio
|
Q4 2023
Added 0.16%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
8,960
shares
|
$1.39 Million
0.66% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Nov 10, 2025 Q3 2025 |
8,958
shares
|
$1.39 Million
0.43% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Oct 29, 2025 Q3 2025 |
8,928
shares
|
$1.38 Million
0.95% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Wolverine Asset Management LLC
|
Oct 28, 2025 Q3 2025 |
8,920
shares
|
$1.38 Million
0.02% of portfolio
|
Q3 2025
Added 14.89%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
8,902
shares
|
$1.38 Million
0.47% of portfolio
|
Q2 2025
New holding
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
8,888
shares
|
$1.38 Million
0.16% of portfolio
|
Q3 2025
Added 314.36%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
8,886
shares
|
$1.38 Million
0.15% of portfolio
|
Q3 2025
Added 21.88%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jan 12, 2026 Q4 2025 |
8,876
shares
|
$1.37 Million
0.98% of portfolio
|
Q4 2025
Added 2.62%
|
|
|
Leisure Capital Management
|
Nov 06, 2025 Q3 2025 |
8,872
shares
|
$1.37 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
8,855
shares
|
$1.37 Million
0.19% of portfolio
|
Q3 2025
Reduced 11.9%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jan 09, 2026 Q4 2025 |
8,851
shares
|
$1.37 Million
0.36% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Oct 14, 2025 Q3 2025 |
8,851
shares
|
$1.37 Million
1.09% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Ascension Asset Management LLC
|
Aug 15, 2024 Q2 2024 |
8,850
shares
|
$1.37 Million
0.72% of portfolio
|
Q2 2024
Reduced 1.94%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
8,842
shares
|
$1.37 Million
0.17% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Advisory Research Inc
Chicago, IL |
Nov 13, 2025 Q3 2025 |
8,834
shares
|
$1.37 Million
0.19% of portfolio
|
Q3 2025
Reduced 4.07%
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
8,813
shares
|
$1.36 Million
0.6% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
8,801
shares
|
$1.36 Million
0.15% of portfolio
|
Q3 2025
Added 13.61%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Jul 24, 2025 Q2 2025 |
8,800
shares
|
$1.36 Million
0.93% of portfolio
|
Q2 2025
Added 20.75%
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 16, 2025 Q3 2025 |
8,781
shares
|
$1.36 Million
0.31% of portfolio
|
Q3 2025
Added 0.55%
|
|