CVX Chevron Corporation
Chevron Corporation (CVX) Institutional Ownership
What the institutions did with CVX last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 911.7K | 32.1% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 707.3K | 24.9% |
| MassMutual Private Wealth & Trust, FSB | 261.0K | 9.2% |
| CapWealth Advisors, LLC | 199.2K | 7.0% |
| ARGENT CAPITAL MANAGEMENT LLC | 131.9K | 4.7% |
| PARK NATIONAL CORP /OH/ | 129.0K | 4.5% |
| Violich Capital Management, Inc. | 68.8K | 2.4% |
| NEVILLE RODIE & SHAW INC | 54.9K | 1.9% |
| EASTERN BANK | 50.2K | 1.8% |
| ROCKLAND TRUST CO | 44.6K | 1.6% |
| FIRST FINANCIAL BANK - TRUST DIVISION | 37.0K | 1.3% |
| Montecito Bank & Trust | 29.8K | 1.1% |
| Boltwood Capital Management | 22.8K | 0.8% |
| CX Institutional | 19.3K | 0.7% |
| Central Pacific Bank - Trust Division | 19.1K | 0.7% |
| Coastline Trust Co | 18.0K | 0.6% |
| Heartwood Wealth Advisors LLC | 11.2K | 0.4% |
| Versant Capital Management, Inc | 10.2K | 0.4% |
| Hickory Point Bank & Trust | 8.8K | 0.3% |
| DOLIVER ADVISORS, LP | 7.4K | 0.3% |
| Rosenberg Matthew Hamilton | 7.0K | 0.2% |
| TOMPKINS FINANCIAL CORP | 6.9K | 0.2% |
| GoalVest Advisory LLC | 6.7K | 0.2% |
| Stonebridge Financial Group, LLC | 6.4K | 0.2% |
| Roxbury Financial LLC | 6.4K | 0.2% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Reduced | 742.9K | 707.3K | -35.6K |
| MassMutual Private Wealth & Trust, FSB | Reduced | 275.6K | 261.0K | -14.6K |
| CapWealth Advisors, LLC | Increased | 191.7K | 199.2K | +7.4K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Increased | 905.9K | 911.7K | +5.8K |
| PARK NATIONAL CORP /OH/ | Reduced | 133.8K | 129.0K | -4.8K |
| ARGENT CAPITAL MANAGEMENT LLC | Reduced | 136.7K | 131.9K | -4.8K |
| Violich Capital Management, Inc. | Reduced | 71.6K | 68.8K | -2.9K |
| CX Institutional | Increased | 18.0K | 19.3K | +1.4K |
| Global Wealth Strategies & Associates | New | 0 | 1.3K | +1.3K |
| Coastline Trust Co | Reduced | 19.1K | 18.0K | -1.1K |
| Box Hill Private Wealth LLC | New | 0 | 1.1K | +1.1K |
| Ballew Advisors, Inc | Reduced | 6.2K | 5.2K | -986 |
| EASTERN BANK | Reduced | 51.1K | 50.2K | -882 |
| Central Pacific Bank - Trust Division | Increased | 18.3K | 19.1K | +819 |
| ROCKLAND TRUST CO | Reduced | 45.1K | 44.6K | -508 |
| Miller Global Investments, LLC | Increased | 5.3K | 5.8K | +498 |
| COLLECTIVE FAMILY OFFICE LLC | Reduced | 4.8K | 4.3K | -488 |
| FIRST FINANCIAL BANK - TRUST DIVISION | Increased | 36.5K | 37.0K | +477 |
| Versant Capital Management, Inc | Reduced | 10.6K | 10.2K | -434 |
| Ridgewood Investments LLC | Reduced | 2.6K | 2.2K | -400 |
| Heartwood Wealth Advisors LLC | Increased | 10.9K | 11.2K | +348 |
| Silverleafe Capital Partners, LLC | Reduced | 6.5K | 6.2K | -303 |
| PRIVATE CLIENT SERVICES, LLC | Increased | 2.7K | 3.0K | +259 |
| Stonebridge Financial Group, LLC | Increased | 6.2K | 6.4K | +217 |
| Montecito Bank & Trust | Reduced | 30.0K | 29.8K | -213 |
| BURKETT FINANCIAL SERVICES, LLC | Reduced | 617 | 418 | -199 |
| Adelphi Trust Co | Increased | 3.1K | 3.2K | +152 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | Increased | 4.6K | 4.7K | +129 |
| Roxbury Financial LLC | Reduced | 6.5K | 6.4K | -127 |
| NEVILLE RODIE & SHAW INC | Reduced | 55.0K | 54.9K | -125 |
| Norman Fields, Gottscho Capital Management, LLC | Reduced | 1.7K | 1.6K | -115 |
| TOMPKINS FINANCIAL CORP | Reduced | 7.0K | 6.9K | -110 |
| DOLIVER ADVISORS, LP | Reduced | 7.5K | 7.4K | -98 |
| GoalVest Advisory LLC | Increased | 6.6K | 6.7K | +98 |
| Hickory Point Bank & Trust | Reduced | 8.9K | 8.8K | -66 |
| Boltwood Capital Management | Reduced | 22.9K | 22.8K | -18 |
| Planning Strategies Inc. | Increased | 1.1K | 1.1K | +17 |
| Olistico Wealth, LLC | Increased | 4.6K | 4.6K | +1 |
| Rosenberg Matthew Hamilton | Reduced | 7.0K | 7.0K | -1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.