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 |
|---|---|---|---|---|---|
|
Baldwin Investment Management, LLC
|
Nov 10, 2025 Q3 2025 |
8,550
shares
|
$1.32 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Db Fitzpatrick & Co, Inc
|
Oct 14, 2025 Q3 2025 |
8,521
shares
|
$1.32 Million
1.22% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2025 Q3 2025 |
8,520
shares
|
$1.32 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 04, 2025 Q3 2025 |
8,514
shares
|
$1.32 Million
0.19% of portfolio
|
Q3 2025
Reduced 15.14%
|
|
|
Salvus Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
8,509
shares
|
$1.32 Million
0.81% of portfolio
|
Q4 2025
Added 3.6%
|
|
|
Timber Creek Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
8,506
shares
|
$1.32 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
8,485
shares
|
$1.31 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
8,472
shares
|
$1.31 Million
0.12% of portfolio
|
Q4 2022
Added 5.68%
|
|
|
Weik Capital Management
Wyomissing, PA |
Nov 12, 2025 Q3 2025 |
8,470
shares
|
$1.31 Million
0.49% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Oct 10, 2025 Q3 2025 |
8,464
shares
|
$1.31 Million
0.3% of portfolio
|
Q3 2025
Added 29.8%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Oct 22, 2025 Q3 2025 |
8,455
shares
|
$1.31 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.26%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Nov 10, 2025 Q3 2025 |
8,441
shares
|
$1.31 Million
0.73% of portfolio
|
Q3 2025
Added 4.43%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
8,441
shares
|
$1.31 Million
0.02% of portfolio
|
Q3 2025
Added 6.78%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Oct 15, 2025 Q3 2025 |
8,400
shares
|
$1.3 Million
0.68% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
8,369
shares
|
$1.3 Million
0.49% of portfolio
|
Q4 2023
Reduced 9.26%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 07, 2025 Q3 2025 |
8,362
shares
|
$1.29 Million
0.32% of portfolio
|
Q3 2025
Added 4.62%
|
|
|
Fjell Capital, LLC
Fargo, ND |
Jan 12, 2026 Q4 2025 |
8,357
shares
|
$1.29 Million
0.98% of portfolio
|
Q4 2025
Added 4.62%
|
|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
8,343
shares
|
$1.29 Million
0.94% of portfolio
|
Q3 2025
Reduced 30.25%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Oct 30, 2025 Q3 2025 |
8,326
shares
|
$1.29 Million
0.29% of portfolio
|
Q1 2025
Added 26.36%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Oct 14, 2025 Q3 2025 |
8,294
shares
|
$1.28 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
8,282
shares
|
$1.28 Million
0.09% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Emerald Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
8,259
shares
|
$1.28 Million
0.17% of portfolio
|
Q3 2025
Added 7.64%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2025 Q3 2025 |
8,252
shares
|
$1.28 Million
0.31% of portfolio
|
Q3 2025
Added 42.15%
|
|
|
Needham Investment Management LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
8,250
shares
|
$1.28 Million
0.1% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
8,218
shares
|
$1.27 Million
0.08% of portfolio
|
Q3 2025
Added 18.76%
|
|