Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 3,933 institutions that hold shares in the stock, with a total of 1.32 Billion shares, which have been reported (via 13F filing form) to have a value of $202 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
3,678
shares
|
$562,697
0.15% of portfolio
|
Q4 2024
Added 11.49%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
3,677
shares
|
$562,544
0.12% of portfolio
|
Q4 2024
Added 19.23%
|
|
|
Shilanski & Associates, Inc.
|
Jan 21, 2025 Q4 2024 |
3,676
shares
|
$562,391
0.17% of portfolio
|
Q4 2024
Reduced 10.76%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
3,673
shares
|
$561,932
0.19% of portfolio
|
Q3 2024
Added 7.62%
|
|
|
O Donnell Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
3,672
shares
|
$561,779
0.24% of portfolio
|
Q2 2024
Added 5.61%
|
|
|
Vaughan & CO Securities, Inc.
|
Jan 27, 2025 Q4 2024 |
3,668
shares
|
$561,167
0.32% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
3,659
shares
|
$559,790
0.25% of portfolio
|
Q4 2024
Added 6.71%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
3,657
shares
|
$559,484
0.37% of portfolio
|
Q3 2022
Added 13.43%
|
|
|
Smart Money Group LLC
|
Jan 16, 2025 Q4 2024 |
3,651
shares
|
$558,566
0.21% of portfolio
|
Q4 2024
Added 39.03%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
3,649
shares
|
$558,260
0.1% of portfolio
|
Q4 2023
Reduced 0.55%
|
|
|
America First Investment Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,638
shares
|
$556,577
0.13% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
3,635
shares
|
$556,118
0.09% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Nov 12, 2024 Q3 2024 |
3,630
shares
|
$555,353
0.39% of portfolio
|
Q3 2022
Reduced 11.18%
|
|
|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,629
shares
|
$555,200
0.11% of portfolio
|
Q3 2024
Added 183.74%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
3,625
shares
|
$554,588
0.07% of portfolio
|
Q4 2024
Reduced 9.24%
|
|
|
Pointe Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
3,608
shares
|
$551,987
0.3% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Prentice Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
3,604
shares
|
$551,375
0.15% of portfolio
|
Q4 2024
Added 8.13%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
3,602
shares
|
$551,069
0.56% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Jan 30, 2025 Q4 2024 |
3,599
shares
|
$550,611
0.17% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Sage Rhino Capital LLC
|
Feb 06, 2025 Q4 2024 |
3,598
shares
|
$550,458
0.12% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Mc Broom & Associates, LLC
|
Jan 29, 2025 Q4 2024 |
3,597
shares
|
$550,305
0.31% of portfolio
|
Q4 2023
Reduced 0.17%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 13, 2024 Q3 2024 |
3,591
shares
|
$549,387
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
3,577
shares
|
$547,245
0.24% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jan 14, 2025 Q4 2024 |
3,552
shares
|
$543,420
0.1% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Birinyi Associates Inc
|
Feb 04, 2025 Q4 2024 |
3,550
shares
|
$543,114
0.14% of portfolio
|
Q4 2024
Reduced 0.17%
|