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 |
|---|---|---|---|---|---|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
3,165
shares
|
$484,213
0.13% of portfolio
|
Q4 2024
Reduced 85.5%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
3,163
shares
|
$483,907
0.16% of portfolio
|
Q3 2024
Added 26.22%
|
|
|
First International Bank & Trust
Watford City, ND |
Jan 10, 2025 Q4 2024 |
3,162
shares
|
$483,754
0.15% of portfolio
|
Q4 2024
Added 50.86%
|
|
|
Monument Capital Management
|
Jan 30, 2025 Q4 2024 |
3,161
shares
|
$483,601
0.13% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
3,160
shares
|
$483,448
0.36% of portfolio
|
Q4 2022
Added 0.7%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
3,154
shares
|
$482,530
0.09% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
3,150
shares
|
$481,918
0.15% of portfolio
|
Q4 2024
Added 5.92%
|
|
|
Congress Park Capital LLC
|
Jan 14, 2025 Q4 2024 |
3,145
shares
|
$481,153
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
3,145
shares
|
$481,153
0.03% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Carlson Capital Management
|
Nov 13, 2024 Q3 2024 |
3,144
shares
|
$481,000
0.03% of portfolio
|
Q3 2024
Added 94.19%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Nov 05, 2024 Q3 2024 |
3,140
shares
|
$480,388
0.32% of portfolio
|
Q3 2024
Reduced 5.76%
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
3,132
shares
|
$479,164
0.28% of portfolio
|
Q3 2024
Reduced 37.17%
|
|
|
Crown Oak Advisors, LLC
Piedmont, CA |
Jan 17, 2025 Q4 2024 |
3,132
shares
|
$479,164
0.23% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jan 30, 2025 Q4 2024 |
3,132
shares
|
$479,164
0.17% of portfolio
|
Q4 2024
Reduced 13.65%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jan 02, 2025 Q4 2024 |
3,131
shares
|
$479,011
0.23% of portfolio
|
Q4 2024
Reduced 14.27%
|
|
|
Hfr Wealth Management, LLC
Niskayuna, NY |
Feb 06, 2025 Q4 2024 |
3,130
shares
|
$478,858
0.07% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
3,129
shares
|
$478,705
0.11% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jan 27, 2025 Q4 2024 |
3,128
shares
|
$478,552
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
3,126
shares
|
$478,246
0.21% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
3,124
shares
|
$477,940
0.1% of portfolio
|
Q3 2024
Reduced 16.4%
|
|
|
Flynn Zito Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
3,123
shares
|
$477,787
0.21% of portfolio
|
Q4 2024
Added 7.76%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jan 30, 2025 Q4 2024 |
3,111
shares
|
$475,951
0.17% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
3,111
shares
|
$475,951
0.3% of portfolio
|
Q1 2024
Added 136.84%
|
|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
3,105
shares
|
$475,033
0.11% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Jan 13, 2025 Q4 2024 |
3,100
shares
|
$474,269
0.39% of portfolio
|
Q4 2024
New holding
|