Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 3,974 institutions that hold shares in the stock, with a total of 1.33 Billion shares, which have been reported (via 13F filing form) to have a value of $208 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First National Bank Sioux Falls
|
Jan 13, 2025 Q4 2024 |
4,341
shares
|
$683,447
0.27% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
4,340
shares
|
$683,289
0.06% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Feb 07, 2025 Q4 2024 |
4,338
shares
|
$682,974
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
4,336
shares
|
$682,659
0.3% of portfolio
|
Q1 2024
Reduced 2.12%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
4,335
shares
|
$682,502
0.32% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Crestmont Private Wealth LLC
|
Jan 14, 2025 Q4 2024 |
4,334
shares
|
$682,344
0.28% of portfolio
|
Q3 2024
Reduced 19.81%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
4,334
shares
|
$682,344
0.1% of portfolio
|
Q4 2024
Reduced 28.03%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jan 29, 2025 Q4 2024 |
4,323
shares
|
$680,613
0.35% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Malaga Cove Capital, LLC
|
Oct 31, 2024 Q3 2024 |
4,320
shares
|
$680,140
0.27% of portfolio
|
Q3 2024
Added 64.82%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 22, 2025 Q4 2024 |
4,319
shares
|
$679,983
0.54% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
4,316
shares
|
$679,511
0.11% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
4,314
shares
|
$679,196
0.27% of portfolio
|
Q4 2024
Reduced 52.29%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
4,313
shares
|
$679,038
0.45% of portfolio
|
Q2 2022
Added 6.31%
|
|
|
Advisory Resource Group
|
Jan 28, 2025 Q4 2024 |
4,313
shares
|
$679,038
0.16% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Carderock Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
4,307
shares
|
$678,094
0.16% of portfolio
|
Q1 2024
Reduced 7.87%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Feb 11, 2025 Q4 2024 |
4,296
shares
|
$676,362
0.27% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 28, 2025 Q4 2024 |
4,296
shares
|
$676,362
0.42% of portfolio
|
Q4 2024
Reduced 8.93%
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
4,292
shares
|
$675,732
0.39% of portfolio
|
Q3 2024
Added 7.09%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
4,291
shares
|
$675,575
0.25% of portfolio
|
Q4 2024
Reduced 5.86%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
4,290
shares
|
$675,417
0.15% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
4,280
shares
|
$673,843
0.13% of portfolio
|
Q4 2024
Reduced 6.37%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Jan 28, 2025 Q4 2024 |
4,277
shares
|
$673,370
0.3% of portfolio
|
Q4 2024
Reduced 9.14%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
4,272
shares
|
$672,583
0.21% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
4,242
shares
|
$667,860
0.08% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2024 Q3 2024 |
4,241
shares
|
$667,703
0.27% of portfolio
|
Q3 2024
Reduced 1.4%
|