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 |
|---|---|---|---|---|---|
|
Forbes J M & CO LLP
|
Oct 28, 2025 Q3 2025 |
6,687
shares
|
$1.04 Million
0.09% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Oct 29, 2025 Q3 2025 |
6,683
shares
|
$1.03 Million
0.49% of portfolio
|
Q3 2025
Added 19.47%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
6,669
shares
|
$1.03 Million
0.22% of portfolio
|
Q3 2024
Reduced 6.19%
|
|
|
Future Fund LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
6,655
shares
|
$1.03 Million
0.38% of portfolio
|
Q3 2025
Added 24.98%
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2025 Q3 2025 |
6,646
shares
|
$1.03 Million
0.24% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
6,643
shares
|
$1.03 Million
0.08% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Monument Capital Management
|
Oct 14, 2025 Q3 2025 |
6,631
shares
|
$1.03 Million
0.26% of portfolio
|
Q3 2025
Added 39.84%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Oct 27, 2025 Q3 2025 |
6,625
shares
|
$1.03 Million
0.32% of portfolio
|
Q3 2025
Added 12.4%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 04, 2025 Q3 2025 |
6,621
shares
|
$1.03 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
6,604
shares
|
$1.02 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Nov 07, 2025 Q3 2025 |
6,602
shares
|
$1.02 Million
0.84% of portfolio
|
Q3 2025
Added 7.77%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Nov 10, 2025 Q3 2025 |
6,600
shares
|
$1.02 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Jan 06, 2026 Q4 2025 |
6,600
shares
|
$1.02 Million
0.38% of portfolio
|
Q2 2025
Reduced 9.68%
|
|
|
Bli Banque De Luxembourg Investments
Luxembourg City, N4 |
Nov 10, 2025 Q3 2025 |
6,600
shares
|
$1.02 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Dmg Group, LLC
Birmingham, AL |
Oct 29, 2025 Q3 2025 |
6,599
shares
|
$1.02 Million
0.73% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
6,592
shares
|
$1.02 Million
0.32% of portfolio
|
Q3 2025
Reduced 4.35%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
6,589
shares
|
$1.02 Million
0.27% of portfolio
|
Q1 2023
New holding
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 03, 2025 Q3 2025 |
6,576
shares
|
$1.02 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 07, 2025 Q3 2025 |
6,564
shares
|
$1.02 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
6,560
shares
|
$1.02 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
6,556
shares
|
$1.01 Million
0.3% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Cv Advisors LLC
Aventura, FL |
Oct 21, 2025 Q3 2025 |
6,545
shares
|
$1.01 Million
0.28% of portfolio
|
Q3 2025
Added 11.4%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
6,545
shares
|
$1.01 Million
2.19% of portfolio
|
Q2 2025
Added 9.17%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
6,537
shares
|
$1.01 Million
0.18% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
6,531
shares
|
$1.01 Million
0.13% of portfolio
|
Q2 2025
Reduced 8.68%
|
|