Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 3,988 institutions that hold shares in the stock, with a total of 1.34 Billion shares, which have been reported (via 13F filing form) to have a value of $210 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Opus Investment Management Inc
|
Feb 11, 2025 Q4 2024 |
5,000
shares
|
$787,200
0.53% of portfolio
|
Q3 2023
Reduced 85.47%
|
|
|
Seelaus Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
5,000
shares
|
$787,200
0.7% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
4,998
shares
|
$786,885
0.14% of portfolio
|
Q2 2024
Reduced 10.12%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
4,977
shares
|
$783,578
0.11% of portfolio
|
Q2 2024
Reduced 26.96%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
4,969
shares
|
$782,319
0.31% of portfolio
|
Q4 2024
Added 18.31%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
4,966
shares
|
$781,847
0.09% of portfolio
|
Q4 2024
Added 23.5%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
4,964
shares
|
$781,532
0.31% of portfolio
|
Q3 2023
Added 4.42%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
4,961
shares
|
$781,059
0.48% of portfolio
|
Q4 2024
Added 9.2%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
4,954
shares
|
$779,957
0.11% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
4,954
shares
|
$779,957
0.02% of portfolio
|
Q4 2024
Added 33.5%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
4,953
shares
|
$779,800
0.26% of portfolio
|
Q4 2022
Reduced 4.8%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jan 17, 2025 Q4 2024 |
4,952
shares
|
$779,642
0.51% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
4,951
shares
|
$779,485
0.11% of portfolio
|
Q4 2024
Added 17.97%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
4,946
shares
|
$778,698
0.05% of portfolio
|
Q4 2023
Added 24.68%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
4,928
shares
|
$775,864
0.46% of portfolio
|
Q2 2023
Added 2.45%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
4,919
shares
|
$774,447
0.05% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
4,918
shares
|
$774,289
0.05% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Cross Staff Investments Inc
|
Jan 24, 2025 Q4 2024 |
4,914
shares
|
$773,660
0.55% of portfolio
|
Q4 2024
Reduced 5.63%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
4,892
shares
|
$770,196
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,872
shares
|
$767,047
0.03% of portfolio
|
Q3 2024
Added 4.73%
|
|
|
Hutner Capital Management Inc
Manchester, VT |
Nov 13, 2024 Q3 2024 |
4,862
shares
|
$765,473
0.36% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
4,859
shares
|
$765,000
0.23% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
4,856
shares
|
$764,528
0.21% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Moulton Wealth Management, Inc
|
Jan 16, 2025 Q4 2024 |
4,846
shares
|
$762,954
0.54% of portfolio
|
Q3 2022
Reduced 6.86%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
4,844
shares
|
$762,639
0.32% of portfolio
|
Q1 2024
Added 0.19%
|