Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 3,898 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 $206 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
1,925
shares
|
$299,703
0.04% of portfolio
|
Q3 2024
Reduced 14.41%
|
|
|
Btc Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
1,921
shares
|
$299,080
0.03% of portfolio
|
Q4 2024
Reduced 65.36%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
1,920
shares
|
$298,924
0.12% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Dash Acquisitions Inc.
|
Oct 28, 2024 Q3 2024 |
1,918
shares
|
$298,613
0.07% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
1,917
shares
|
$298,457
0.11% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Focused Wealth Management, Inc
|
Jan 28, 2025 Q4 2024 |
1,915
shares
|
$298,146
0.04% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jan 14, 2025 Q4 2024 |
1,911
shares
|
$297,523
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
1,910
shares
|
$297,367
0.2% of portfolio
|
Q3 2024
Added 20.13%
|
|
|
Sunburst Financial Group, LLC
|
Oct 25, 2024 Q3 2024 |
1,907
shares
|
$296,900
0.07% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
1,900
shares
|
$295,811
0.21% of portfolio
|
Q1 2023
Added 24.51%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Jan 24, 2025 Q4 2024 |
1,895
shares
|
$295,032
0.12% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
1,892
shares
|
$294,565
0.04% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Constitution Capital LLC
Shelton, CT |
Jan 15, 2025 Q4 2024 |
1,891
shares
|
$294,409
0.15% of portfolio
|
Q4 2024
Added 11.83%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,890
shares
|
$294,254
0.02% of portfolio
|
Q3 2024
Reduced 98.49%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
1,884
shares
|
$293,319
0.16% of portfolio
|
Q2 2023
Reduced 12.33%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
1,883
shares
|
$293,164
0.08% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
1,879
shares
|
$292,541
0.07% of portfolio
|
Q4 2024
Added 36.95%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Nov 07, 2024 Q3 2024 |
1,877
shares
|
$292,230
0.11% of portfolio
|
Q2 2024
Reduced 1.37%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 28, 2025 Q4 2024 |
1,869
shares
|
$290,984
0.06% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
1,868
shares
|
$290,828
0.15% of portfolio
|
Q3 2022
Reduced 27.26%
|
|
|
Orion Investment CO
St. Louis, MO |
Nov 12, 2024 Q3 2024 |
1,868
shares
|
$290,828
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 21, 2025 Q4 2024 |
1,864
shares
|
$290,206
0.09% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jan 29, 2025 Q4 2024 |
1,864
shares
|
$290,206
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Groupama Asset Managment
Paris, I0 |
Nov 15, 2024 Q3 2024 |
1,863
shares
|
$290,050
0.01% of portfolio
|
Q3 2024
Reduced 99.15%
|
|
|
Terril Brothers, Inc.
|
Nov 04, 2024 Q3 2024 |
1,861
shares
|
$289,739
0.1% of portfolio
|
Q3 2024
Reduced 8.91%
|