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 |
|---|---|---|---|---|---|
|
Frg Family Wealth Advisors LLC
|
Nov 13, 2025 Q3 2025 |
8,037
shares
|
$1.24 Million
0.21% of portfolio
|
Q3 2025
Reduced 7.27%
|
|
|
Thrive Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
8,037
shares
|
$1.24 Million
0.19% of portfolio
|
Q4 2025
Added 1.86%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Oct 14, 2025 Q3 2025 |
8,022
shares
|
$1.24 Million
0.72% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jan 05, 2026 Q4 2025 |
8,015
shares
|
$1.24 Million
0.67% of portfolio
|
Q4 2025
Reduced 0.52%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
8,009
shares
|
$1.24 Million
0.17% of portfolio
|
Q4 2025
Reduced 17.33%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
7,992
shares
|
$1.24 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
7,989
shares
|
$1.24 Million
0.28% of portfolio
|
Q2 2025
Reduced 11.99%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Nov 06, 2025 Q3 2025 |
7,981
shares
|
$1.24 Million
0.22% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Canal Capital Management, LLC
|
Jan 06, 2026 Q4 2025 |
7,964
shares
|
$1.23 Million
0.19% of portfolio
|
Q4 2025
Added 2.15%
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 14, 2025 Q3 2025 |
7,944
shares
|
$1.23 Million
0.15% of portfolio
|
Q3 2025
Added 74.13%
|
|
|
Wolff Financial Management LLC
|
Oct 20, 2025 Q3 2025 |
7,893
shares
|
$1.22 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 04, 2025 Q3 2025 |
7,890
shares
|
$1.22 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
7,886
shares
|
$1.22 Million
0.07% of portfolio
|
Q3 2022
Reduced 12.75%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
7,881
shares
|
$1.22 Million
1.06% of portfolio
|
Q2 2025
Added 12.99%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Oct 21, 2025 Q3 2025 |
7,880
shares
|
$1.22 Million
0.43% of portfolio
|
Q3 2025
Added 7.46%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
7,876
shares
|
$1.22 Million
0.86% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Wendell David Associates Inc
|
Oct 30, 2025 Q3 2025 |
7,866
shares
|
$1.22 Million
0.12% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
7,843
shares
|
$1.21 Million
0.17% of portfolio
|
Q2 2023
Reduced 0.8%
|
|
|
Citizens & Northern Corp
|
Oct 24, 2025 Q3 2025 |
7,842
shares
|
$1.21 Million
0.31% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Rba Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
7,841
shares
|
$1.21 Million
0.43% of portfolio
|
Q3 2025
Reduced 12.93%
|
|
|
Covenant Asset Management, LLC
|
Oct 30, 2025 Q3 2025 |
7,822
shares
|
$1.21 Million
0.14% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Roof Eidam & Maycock
|
Oct 27, 2025 Q3 2025 |
7,814
shares
|
$1.21 Million
0.3% of portfolio
|
Q4 2024
Reduced 13.28%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Oct 17, 2025 Q3 2025 |
7,808
shares
|
$1.21 Million
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
7,807
shares
|
$1.21 Million
0.26% of portfolio
|
Q2 2024
Added 1.3%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
7,790
shares
|
$1.21 Million
0.11% of portfolio
|
Q3 2025
Added 22.97%
|
|