Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,392 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 |
|---|---|---|---|---|---|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
6,919
shares
|
$1.07 Million
0.04% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
Oct 10, 2025 Q3 2025 |
6,919
shares
|
$1.07 Million
0.73% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Fora Capital, LLC
Miami, FL |
Nov 13, 2025 Q3 2025 |
6,919
shares
|
$1.07 Million
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
6,912
shares
|
$1.07 Million
0.16% of portfolio
|
Q3 2025
Added 141.0%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
6,900
shares
|
$1.07 Million
0.36% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
6,883
shares
|
$1.07 Million
0.6% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
6,878
shares
|
$1.06 Million
0.4% of portfolio
|
Q3 2025
Added 71.26%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
6,860
shares
|
$1.06 Million
0.35% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Independent Investors Inc
|
Oct 30, 2025 Q3 2025 |
6,840
shares
|
$1.06 Million
0.21% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Wright Investors Service Inc
|
Oct 28, 2025 Q3 2025 |
6,819
shares
|
$1.06 Million
0.32% of portfolio
|
Q3 2025
Reduced 6.06%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 26, 2025 Q3 2025 |
6,815
shares
|
$1.06 Million
0.56% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
6,807
shares
|
$1.05 Million
0.22% of portfolio
|
Q4 2025
Added 2.04%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
6,807
shares
|
$1.05 Million
0.38% of portfolio
|
Q3 2025
Added 7.54%
|
|
|
Severin Investments, LLC
St. Louis, MO |
Dec 03, 2025 Q3 2025 |
6,805
shares
|
$1.05 Million
0.94% of portfolio
|
Q3 2025
Added 194.21%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2025 Q3 2025 |
6,800
shares
|
$1.05 Million
0.43% of portfolio
|
Q3 2025
Added 6.75%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 27, 2025 Q3 2025 |
6,763
shares
|
$1.05 Million
0.35% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Nov 18, 2025 Q3 2025 |
6,761
shares
|
$1.05 Million
0.24% of portfolio
|
Q3 2025
Added 12.2%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Nov 06, 2025 Q3 2025 |
6,755
shares
|
$1.05 Million
0.46% of portfolio
|
Q3 2025
Added 9.2%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Oct 23, 2025 Q3 2025 |
6,744
shares
|
$1.04 Million
0.45% of portfolio
|
Q3 2025
Added 3.71%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 17, 2025 Q3 2025 |
6,733
shares
|
$1.04 Million
0.29% of portfolio
|
Q3 2025
Reduced 6.93%
|
|
|
Mendel Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
6,711
shares
|
$1.04 Million
0.56% of portfolio
|
Q3 2025
Added 4.96%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
Nov 18, 2025 Q3 2025 |
6,703
shares
|
$1.04 Million
0.1% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
6,703
shares
|
$1.04 Million
0.26% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Oct 20, 2025 Q3 2025 |
6,699
shares
|
$1.04 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
6,695
shares
|
$1.04 Million
0.34% of portfolio
|
Q3 2025
Reduced 4.29%
|
|