Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 3,884 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 |
|---|---|---|---|---|---|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 15, 2024 Q3 2024 |
1,241
shares
|
$193,161
0.15% of portfolio
|
Q1 2023
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
1,219
shares
|
$189,737
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
1,217
shares
|
$189,426
0.14% of portfolio
|
Q4 2024
Added 96.93%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
1,205
shares
|
$187,558
0.13% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
1,196
shares
|
$186,157
0.19% of portfolio
|
Q1 2022
Added 1.53%
|
|
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
1,195
shares
|
$186,001
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Nov 13, 2024 Q3 2024 |
1,148
shares
|
$178,686
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
1,137
shares
|
$176,974
0.02% of portfolio
|
Q3 2024
Reduced 34.66%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
1,132
shares
|
$176,195
0.03% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
1,132
shares
|
$176,195
0.12% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Hall Laurie J Trustee
|
Jan 16, 2025 Q4 2024 |
1,129
shares
|
$175,728
0.05% of portfolio
|
Q4 2023
Added 9.72%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,125
shares
|
$175,106
0.13% of portfolio
|
Q3 2024
Reduced 89.27%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
1,116
shares
|
$173,705
0.01% of portfolio
|
Q2 2024
Reduced 0.53%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
1,115
shares
|
$173,549
0.03% of portfolio
|
Q4 2024
Reduced 58.16%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,110
shares
|
$172,771
0.04% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Values First Advisors, Inc.
|
Oct 23, 2024 Q3 2024 |
1,107
shares
|
$172,304
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
1,063
shares
|
$165,455
0.09% of portfolio
|
Q2 2024
Added 10.38%
|
|
|
O'Brien Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
1,057
shares
|
$164,522
0.03% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Bnp Paribas
New York, NY |
Nov 13, 2024 Q3 2024 |
1,048
shares
|
$163,121
0.01% of portfolio
|
Q3 2024
Reduced 43.29%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
1,015
shares
|
$157,984
0.09% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
1,014
shares
|
$157,829
0.08% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Nov 13, 2024 Q3 2024 |
1,000
shares
|
$155,650
0.06% of portfolio
|
Q1 2023
Reduced 7.58%
|
|
|
Cove Street Capital, LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
1,000
shares
|
$155,650
0.12% of portfolio
|
Q3 2017
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
971
shares
|
$151,136
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
941
shares
|
$146,466
0.05% of portfolio
|
Q3 2024
Added 5.73%
|