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 |
|---|---|---|---|---|---|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
3,550
shares
|
$543,114
0.1% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
Feb 06, 2025 Q4 2024 |
3,543
shares
|
$542,043
0.28% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
3,540
shares
|
$541,584
0.04% of portfolio
|
Q2 2023
Reduced 10.15%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jan 13, 2025 Q4 2024 |
3,540
shares
|
$541,584
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Black Point Wealth Management
Naples, FL |
Jan 17, 2025 Q4 2024 |
3,534
shares
|
$540,666
0.59% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Signature Wealth Management Partners, LLC
|
Jan 22, 2025 Q4 2024 |
3,530
shares
|
$540,054
0.36% of portfolio
|
Q3 2024
Reduced 37.52%
|
|
|
Lokken Investment Group LLC
|
Nov 12, 2024 Q3 2024 |
3,528
shares
|
$539,748
0.23% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
3,524
shares
|
$539,136
0.36% of portfolio
|
Q2 2024
Reduced 2.89%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Jan 27, 2025 Q4 2024 |
3,520
shares
|
$538,524
0.29% of portfolio
|
Q4 2024
Added 19.85%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
3,509
shares
|
$536,841
0.2% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
3,506
shares
|
$536,382
0.21% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
|
Drexel Morgan & Co.
Radnor, PA |
Oct 28, 2024 Q3 2024 |
3,500
shares
|
$535,465
0.1% of portfolio
|
Q2 2024
Added 36.99%
|
|
|
Fca Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
3,500
shares
|
$535,465
0.16% of portfolio
|
Q3 2024
Reduced 28.67%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
3,494
shares
|
$534,547
0.53% of portfolio
|
Q1 2023
Added 0.98%
|
|
|
Ellenbecker Investment Group
|
Jan 13, 2025 Q4 2024 |
3,493
shares
|
$534,394
0.09% of portfolio
|
Q4 2024
Reduced 15.57%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
3,493
shares
|
$534,394
0.29% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
3,491
shares
|
$534,088
0.16% of portfolio
|
Q4 2024
Reduced 12.55%
|
|
|
Helen Stephens Group, LLC
|
Jan 15, 2025 Q4 2024 |
3,489
shares
|
$533,782
0.15% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jan 28, 2025 Q4 2024 |
3,480
shares
|
$532,405
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
3,477
shares
|
$531,946
0.03% of portfolio
|
Q4 2024
Added 9.2%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
3,476
shares
|
$531,793
0.03% of portfolio
|
Q3 2024
Reduced 18.59%
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
3,467
shares
|
$530,416
0.32% of portfolio
|
Q3 2024
Reduced 5.45%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
3,464
shares
|
$529,957
0.16% of portfolio
|
Q4 2022
Reduced 19.05%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
3,464
shares
|
$529,957
0.06% of portfolio
|
Q4 2024
Reduced 23.26%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
3,464
shares
|
$529,957
0.33% of portfolio
|
Q4 2024
Added 2.42%
|