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 |
|---|---|---|---|---|---|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
3,464
shares
|
$539,587
0.16% of portfolio
|
Q4 2022
Reduced 19.05%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
3,464
shares
|
$539,587
0.06% of portfolio
|
Q4 2024
Reduced 23.26%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
3,464
shares
|
$539,587
0.33% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
3,460
shares
|
$538,964
0.41% of portfolio
|
Q2 2022
New holding
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
3,458
shares
|
$538,652
0.05% of portfolio
|
Q4 2024
Reduced 6.13%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
3,458
shares
|
$538,652
0.12% of portfolio
|
Q4 2024
Reduced 7.24%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jan 28, 2025 Q4 2024 |
3,458
shares
|
$538,652
0.06% of portfolio
|
Q4 2024
Added 27.09%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Feb 11, 2025 Q4 2024 |
3,450
shares
|
$537,406
0.1% of portfolio
|
Q4 2024
Added 43.99%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
3,435
shares
|
$535,069
0.1% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Jan 22, 2025 Q4 2024 |
3,428
shares
|
$533,979
0.37% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
3,427
shares
|
$533,823
0.21% of portfolio
|
Q4 2024
Reduced 33.69%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
3,421
shares
|
$532,889
0.07% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
3,418
shares
|
$532,421
0.22% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Ma Private Wealth
|
Jan 24, 2025 Q4 2024 |
3,415
shares
|
$531,954
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
3,415
shares
|
$531,954
0.39% of portfolio
|
Q4 2024
Added 17.15%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
3,413
shares
|
$531,643
0.07% of portfolio
|
Q3 2024
Reduced 36.95%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
3,412
shares
|
$531,487
0.12% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
3,404
shares
|
$530,241
0.1% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
3,400
shares
|
$529,618
0.55% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,393
shares
|
$528,527
0.07% of portfolio
|
Q3 2024
Added 154.16%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
3,392
shares
|
$528,371
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
B Long Financial, LLC
Memphis, TN |
Jan 30, 2025 Q4 2024 |
3,390
shares
|
$528,060
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 08, 2024 Q3 2024 |
3,383
shares
|
$526,969
0.05% of portfolio
|
Q3 2024
Added 33.5%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
3,378
shares
|
$526,191
0.03% of portfolio
|
Q2 2023
Added 8.83%
|
|
|
Rice Hall James & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
3,377
shares
|
$526,035
0.03% of portfolio
|
Q3 2024
Reduced 9.63%
|