Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,018 institutions that hold shares in the stock, with a total of 1.35 Billion shares, which have been reported (via 13F filing form) to have a value of $209 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Todd Asset Management LLC
|
Feb 04, 2025 Q4 2024 |
14,499
shares
|
$2.25 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
14,486
shares
|
$2.24 Million
0.04% of portfolio
|
Q3 2024
Reduced 38.95%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Jan 30, 2025 Q4 2024 |
14,480
shares
|
$2.24 Million
1.2% of portfolio
|
Q4 2024
Added 8.84%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
14,474
shares
|
$2.24 Million
0.55% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Integral Investment Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
14,457
shares
|
$2.24 Million
0.57% of portfolio
|
Q4 2024
Added 4.03%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
14,445
shares
|
$2.24 Million
0.25% of portfolio
|
Q3 2022
Added 13.87%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
14,427
shares
|
$2.23 Million
0.32% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
14,390
shares
|
$2.23 Million
0.15% of portfolio
|
Q4 2024
Reduced 6.45%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 14, 2025 Q4 2024 |
14,369
shares
|
$2.23 Million
0.64% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Feb 04, 2025 Q4 2024 |
14,362
shares
|
$2.22 Million
0.67% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 16, 2025 Q4 2024 |
14,359
shares
|
$2.22 Million
0.34% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
14,354
shares
|
$2.22 Million
0.55% of portfolio
|
Q4 2024
Reduced 7.55%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jan 16, 2025 Q4 2024 |
14,353
shares
|
$2.22 Million
1.49% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
14,352
shares
|
$2.22 Million
0.19% of portfolio
|
Q4 2024
Added 74.05%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
14,346
shares
|
$2.22 Million
0.72% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
14,344
shares
|
$2.22 Million
0.19% of portfolio
|
Q3 2022
Reduced 0.68%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
14,322
shares
|
$2.22 Million
1.19% of portfolio
|
Q3 2023
Added 0.83%
|
|
|
Huber Capital Management LLC
El Segundo, CA |
Feb 12, 2025 Q4 2024 |
14,300
shares
|
$2.22 Million
0.43% of portfolio
|
Q4 2024
Reduced 30.24%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
14,257
shares
|
$2.21 Million
0.04% of portfolio
|
Q4 2024
Added 11.58%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Feb 05, 2025 Q4 2024 |
14,246
shares
|
$2.21 Million
1.28% of portfolio
|
Q4 2024
Added 9.81%
|
|
|
Orca Wealth Management, LLC
New Port Richey, FL |
Jan 22, 2025 Q4 2024 |
14,245
shares
|
$2.21 Million
1.86% of portfolio
|
Q4 2024
New holding
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jan 31, 2025 Q4 2024 |
14,238
shares
|
$2.21 Million
0.85% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Monarch Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
14,236
shares
|
$2.21 Million
0.57% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
14,236
shares
|
$2.21 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
14,203
shares
|
$2.2 Million
0.23% of portfolio
|
Q4 2023
Reduced 24.8%
|