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 |
|---|---|---|---|---|---|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 09, 2024 Q3 2024 |
2,917
shares
|
$446,271
0.46% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Montz Harcus Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
2,915
shares
|
$445,965
0.24% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
2,915
shares
|
$445,965
0.14% of portfolio
|
Q3 2024
Added 9.63%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
2,909
shares
|
$445,047
0.09% of portfolio
|
Q3 2024
Reduced 50.27%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
2,906
shares
|
$444,588
0.09% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jan 08, 2025 Q4 2024 |
2,901
shares
|
$443,823
0.14% of portfolio
|
Q4 2024
Added 5.07%
|
|
|
Asset Allocation & Management Company, LLC
|
Jan 13, 2025 Q4 2024 |
2,900
shares
|
$443,671
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
2,900
shares
|
$443,671
0.02% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Pictet Bank & Trust LTD
|
Jan 30, 2025 Q4 2024 |
2,900
shares
|
$443,671
0.42% of portfolio
|
Q4 2024
Reduced 8.52%
|
|
|
Washburn Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
2,898
shares
|
$443,365
0.22% of portfolio
|
Q4 2024
Added 11.46%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
2,897
shares
|
$443,212
0.13% of portfolio
|
Q3 2024
Reduced 10.78%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
2,895
shares
|
$442,906
0.14% of portfolio
|
Q4 2024
Added 8.59%
|
|
|
Compton Financial Group, LLC
|
Jan 30, 2025 Q4 2024 |
2,887
shares
|
$441,682
0.12% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Holistic Financial Partners
|
Feb 04, 2025 Q4 2024 |
2,881
shares
|
$440,764
0.21% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 07, 2023 Q3 2023 |
2,881
shares
|
$440,764
0.56% of portfolio
|
Q3 2023
Added 0.8%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Jan 16, 2025 Q4 2024 |
2,867
shares
|
$438,622
0.03% of portfolio
|
Q4 2024
Reduced 20.38%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
2,866
shares
|
$438,469
0.07% of portfolio
|
Q3 2024
Reduced 30.0%
|
|
|
Oakwell Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
2,862
shares
|
$437,857
0.12% of portfolio
|
Q4 2024
Reduced 18.81%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
2,859
shares
|
$437,398
0.2% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
First Dallas Securities Inc.
|
Jan 24, 2025 Q4 2024 |
2,845
shares
|
$435,256
0.17% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
2,844
shares
|
$435,103
0.05% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
2,840
shares
|
$434,491
0.12% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
2,839
shares
|
$434,338
0.05% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
2,838
shares
|
$434,185
0.09% of portfolio
|
Q4 2024
Reduced 53.1%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
2,835
shares
|
$433,726
0.1% of portfolio
|
Q4 2024
Added 4.04%
|