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 |
|---|---|---|---|---|---|
|
Midwest Heritage Bank, Fsb
|
Oct 18, 2024 Q3 2024 |
2,548
shares
|
$389,818
0.18% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Jan 24, 2025 Q4 2024 |
2,545
shares
|
$389,359
0.27% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Paragon Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
2,543
shares
|
$389,053
0.08% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
2,542
shares
|
$388,900
0.22% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
First Bancorp, Inc
|
Jan 21, 2025 Q4 2024 |
2,537
shares
|
$388,135
0.25% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
2,532
shares
|
$387,370
0.07% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
2,527
shares
|
$386,605
0.3% of portfolio
|
Q2 2024
Reduced 0.86%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
2,526
shares
|
$386,452
0.32% of portfolio
|
Q4 2024
Added 47.81%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jan 21, 2025 Q4 2024 |
2,521
shares
|
$385,687
0.17% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 14, 2024 Q3 2024 |
2,519
shares
|
$385,381
0.09% of portfolio
|
Q3 2024
Added 9.57%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Feb 05, 2025 Q4 2024 |
2,519
shares
|
$385,381
0.09% of portfolio
|
Q3 2024
Added 9.19%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,518
shares
|
$385,228
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
2,517
shares
|
$385,075
0.12% of portfolio
|
Q4 2024
Reduced 12.33%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
2,516
shares
|
$384,922
0.13% of portfolio
|
Q4 2024
Added 16.37%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
2,515
shares
|
$384,769
0.11% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Rs Crum Inc.
|
Nov 13, 2024 Q3 2024 |
2,509
shares
|
$383,851
0.09% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
2,493
shares
|
$381,404
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
2,492
shares
|
$381,251
0.19% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
2,482
shares
|
$379,721
0.05% of portfolio
|
Q4 2024
Added 78.05%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
2,477
shares
|
$378,956
0.06% of portfolio
|
Q4 2024
Added 118.82%
|
|
|
Algert Global LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
2,470
shares
|
$377,885
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
2,463
shares
|
$376,814
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
2,449
shares
|
$374,672
0.19% of portfolio
|
Q4 2024
Reduced 16.02%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2024 Q3 2024 |
2,447
shares
|
$374,366
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jan 23, 2025 Q4 2024 |
2,439
shares
|
$373,142
0.19% of portfolio
|
Q4 2024
Added 0.37%
|