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 |
|---|---|---|---|---|---|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
2,628
shares
|
$402,057
0.1% of portfolio
|
Q4 2024
Added 390.3%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Nov 07, 2024 Q3 2024 |
2,618
shares
|
$400,527
0.12% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Nov 14, 2024 Q3 2024 |
2,618
shares
|
$400,527
0.22% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Silvant Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
2,615
shares
|
$400,068
0.02% of portfolio
|
Q3 2019
Reduced 18.05%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
2,612
shares
|
$399,609
0.05% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
True Link Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
2,610
shares
|
$399,303
0.03% of portfolio
|
Q4 2024
Added 19.34%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
2,603
shares
|
$398,232
0.04% of portfolio
|
Q4 2024
Reduced 8.05%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
2,600
shares
|
$397,774
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Feb 05, 2025 Q4 2024 |
2,597
shares
|
$397,315
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Northstar Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
2,596
shares
|
$397,162
0.19% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
2,596
shares
|
$397,162
0.2% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Jan 31, 2025 Q4 2024 |
2,595
shares
|
$397,009
0.05% of portfolio
|
Q4 2024
Added 4.18%
|
|
|
Corton Capital Inc.
Carrying Place, A6 |
Nov 14, 2024 Q3 2024 |
2,594
shares
|
$396,856
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,585
shares
|
$395,479
0.16% of portfolio
|
Q4 2022
Added 23.98%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Feb 03, 2025 Q4 2024 |
2,585
shares
|
$395,479
0.27% of portfolio
|
Q3 2024
Added 15.3%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
2,580
shares
|
$394,714
0.29% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
2,578
shares
|
$394,408
0.14% of portfolio
|
Q3 2024
Reduced 76.29%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
2,574
shares
|
$393,796
0.28% of portfolio
|
Q2 2022
Reduced 24.14%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
2,566
shares
|
$392,572
0.45% of portfolio
|
Q4 2022
Added 1.38%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
2,564
shares
|
$392,266
0.12% of portfolio
|
Q2 2024
Added 2.07%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 13, 2025 Q4 2024 |
2,564
shares
|
$392,266
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Archvest Wealth Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
2,553
shares
|
$390,583
0.27% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
2,552
shares
|
$390,430
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
2,551
shares
|
$390,277
0.11% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 29, 2024 Q3 2024 |
2,549
shares
|
$389,971
0.31% of portfolio
|
Q3 2024
Added 17.57%
|