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 |
|---|---|---|---|---|---|
|
Vista Investment Management
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
6,376
shares
|
$987,132
0.37% of portfolio
|
Q3 2025
Reduced 6.99%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
6,358
shares
|
$984,345
0.14% of portfolio
|
Q3 2025
Added 130.45%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 17, 2025 Q3 2025 |
6,356
shares
|
$984,035
0.07% of portfolio
|
Q3 2025
Reduced 7.29%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Oct 29, 2025 Q3 2025 |
6,356
shares
|
$984,035
0.53% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 14, 2025 Q3 2025 |
6,355
shares
|
$983,881
0.33% of portfolio
|
Q3 2025
Added 42.3%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Oct 27, 2025 Q3 2025 |
6,336
shares
|
$980,939
0.89% of portfolio
|
Q2 2025
Reduced 19.5%
|
|
|
Windsor Capital Management, LLC
|
Oct 06, 2025 Q3 2025 |
6,330
shares
|
$980,010
0.28% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
6,325
shares
|
$979,236
0.1% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
6,325
shares
|
$979,236
0.12% of portfolio
|
Q3 2025
Added 5.15%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
6,313
shares
|
$977,378
0.25% of portfolio
|
Q3 2025
Added 4.83%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Nov 13, 2025 Q3 2025 |
6,303
shares
|
$975,830
0.26% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Roberts Wealth Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
6,301
shares
|
$975,520
0.28% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 06, 2025 Q3 2025 |
6,297
shares
|
$974,901
0.59% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Campion Asset Management
|
Nov 14, 2025 Q3 2025 |
6,283
shares
|
$972,734
0.69% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
6,282
shares
|
$972,579
0.75% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Vista Capital Partners, Inc.
|
Nov 06, 2025 Q3 2025 |
6,279
shares
|
$972,114
0.02% of portfolio
|
Q3 2025
Added 36.32%
|
|
|
Matrix Trust CO
|
Oct 14, 2025 Q3 2025 |
6,269
shares
|
$970,566
0.15% of portfolio
|
Q3 2025
Reduced 6.84%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Nov 06, 2025 Q3 2025 |
6,267
shares
|
$970,256
0.16% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
6,256
shares
|
$968,553
0.46% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Nov 06, 2025 Q3 2025 |
6,240
shares
|
$966,076
0.07% of portfolio
|
Q3 2025
Reduced 92.39%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 10, 2025 Q3 2025 |
6,235
shares
|
$965,302
0.55% of portfolio
|
Q3 2025
Added 4.51%
|
|
|
Brendel Financial Advisors LLC
|
Oct 20, 2025 Q3 2025 |
6,234
shares
|
$965,147
0.5% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Oct 30, 2025 Q3 2025 |
6,234
shares
|
$965,147
0.55% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
6,232
shares
|
$964,838
0.34% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Covalis Capital LLP
London, X0 |
Nov 14, 2025 Q3 2025 |
6,231
shares
|
$964,683
0.12% of portfolio
|
Q3 2025
New holding
|
|