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 |
|---|---|---|---|---|---|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
3,001
shares
|
$459,122
0.09% of portfolio
|
Q3 2024
Added 33.2%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,000
shares
|
$458,970
0.09% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Cairn Investment Group, Inc.
|
Jan 23, 2025 Q4 2024 |
3,000
shares
|
$458,970
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
Nov 15, 2024 Q3 2024 |
2,996
shares
|
$458,358
0.06% of portfolio
|
Q1 2023
Added 12.21%
|
|
|
Caxton Associates LP
New York, NY |
Nov 14, 2024 Q3 2024 |
2,994
shares
|
$458,052
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
Nov 07, 2024 Q3 2024 |
2,989
shares
|
$457,287
0.22% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,988
shares
|
$457,134
0.09% of portfolio
|
Q2 2024
Added 75.46%
|
|
|
Sprott Inc.
Toronto, A6 |
Feb 04, 2025 Q4 2024 |
2,985
shares
|
$456,675
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
2,984
shares
|
$456,522
0.05% of portfolio
|
Q4 2024
Reduced 29.61%
|
|
|
Ferguson Shapiro LLC
|
Jan 23, 2025 Q4 2024 |
2,980
shares
|
$455,910
0.25% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Nov 08, 2024 Q3 2024 |
2,979
shares
|
$455,757
0.27% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
2,978
shares
|
$455,604
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
2,972
shares
|
$454,686
0.11% of portfolio
|
Q3 2024
Added 10.07%
|
|
|
Cabot Wealth Management Inc
|
Feb 03, 2025 Q4 2024 |
2,968
shares
|
$454,074
0.05% of portfolio
|
Q2 2023
Reduced 1.03%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
2,960
shares
|
$452,850
0.12% of portfolio
|
Q3 2024
Reduced 23.65%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 15, 2025 Q4 2024 |
2,959
shares
|
$452,697
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
2,955
shares
|
$452,085
0.28% of portfolio
|
Q1 2022
Reduced 6.34%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
2,954
shares
|
$451,932
0.1% of portfolio
|
Q4 2024
Reduced 17.42%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
2,947
shares
|
$450,861
0.29% of portfolio
|
Q3 2024
Reduced 16.14%
|
|
|
Wedge Capital Management L L P
|
Jan 15, 2025 Q4 2024 |
2,942
shares
|
$450,096
0.01% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
American Trust
Lexington, KY |
Nov 29, 2024 Q3 2024 |
2,934
shares
|
$448,872
0.04% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Oct 28, 2024 Q3 2024 |
2,932
shares
|
$448,566
0.19% of portfolio
|
Q3 2024
Reduced 7.51%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Feb 06, 2025 Q4 2024 |
2,930
shares
|
$448,260
0.22% of portfolio
|
Q4 2024
Reduced 9.32%
|
|
|
Eukles Asset Management
|
Jan 29, 2025 Q4 2024 |
2,927
shares
|
$447,801
0.18% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
2,925
shares
|
$447,495
0.13% of portfolio
|
Q4 2024
Reduced 0.98%
|