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 |
|---|---|---|---|---|---|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
2,723
shares
|
$416,591
0.11% of portfolio
|
Q4 2024
Added 15.33%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
2,717
shares
|
$415,673
0.09% of portfolio
|
Q3 2024
Reduced 50.59%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
2,716
shares
|
$415,520
0.05% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
2,710
shares
|
$414,602
0.26% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2024 Q3 2024 |
2,708
shares
|
$414,296
0.3% of portfolio
|
Q3 2024
Added 31.46%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
2,708
shares
|
$414,296
0.36% of portfolio
|
Q2 2024
Added 0.26%
|
|
|
Vpr Management LLC
Houston, TX |
Nov 13, 2024 Q3 2024 |
2,700
shares
|
$413,073
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Jan 16, 2025 Q4 2024 |
2,697
shares
|
$412,614
0.24% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
2,695
shares
|
$412,308
0.22% of portfolio
|
Q4 2024
Added 52.78%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Jan 29, 2025 Q4 2024 |
2,689
shares
|
$411,390
0.13% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
2,688
shares
|
$411,237
0.09% of portfolio
|
Q4 2024
Reduced 15.58%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
2,685
shares
|
$410,778
0.06% of portfolio
|
Q3 2024
Added 6.04%
|
|
|
Gfg Capital, LLC
|
Jan 30, 2025 Q4 2024 |
2,673
shares
|
$408,942
0.1% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
2,673
shares
|
$408,942
0.21% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Oct 31, 2024 Q3 2024 |
2,669
shares
|
$408,330
0.17% of portfolio
|
Q2 2024
Added 12.76%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
2,669
shares
|
$408,330
0.22% of portfolio
|
Q4 2024
Added 369.89%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2024 Q3 2024 |
2,658
shares
|
$406,647
0.02% of portfolio
|
Q3 2024
Reduced 8.6%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
2,653
shares
|
$405,882
0.2% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Phraction Management LLC
Stamford, CT |
Jan 29, 2025 Q4 2024 |
2,650
shares
|
$405,423
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,642
shares
|
$404,199
0.04% of portfolio
|
Q2 2024
Reduced 2.69%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
2,642
shares
|
$404,199
0.17% of portfolio
|
Q2 2024
Added 11.24%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
2,642
shares
|
$404,199
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 27, 2025 Q4 2024 |
2,641
shares
|
$404,046
0.13% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
2,636
shares
|
$403,281
0.15% of portfolio
|
Q2 2022
Reduced 92.09%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
2,635
shares
|
$403,128
0.06% of portfolio
|
Q1 2024
Reduced 4.56%
|