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 |
|---|---|---|---|---|---|
|
Financial Sense Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
13,666
shares
|
$2.12 Million
0.8% of portfolio
|
Q4 2024
Reduced 19.74%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
13,612
shares
|
$2.11 Million
0.29% of portfolio
|
Q3 2024
Added 2.8%
|
|
|
Hedges Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
13,600
shares
|
$2.11 Million
1.36% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
13,590
shares
|
$2.11 Million
0.35% of portfolio
|
Q3 2024
Added 21.74%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jan 23, 2025 Q4 2024 |
13,590
shares
|
$2.11 Million
0.45% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Lafayette Investments, Inc.
|
Oct 22, 2024 Q3 2024 |
13,582
shares
|
$2.1 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Apriem Advisors
Irvine, CA |
Feb 04, 2025 Q4 2024 |
13,579
shares
|
$2.1 Million
0.23% of portfolio
|
Q4 2024
Added 35.53%
|
|
|
Belmont Capital, LLC
|
Nov 07, 2024 Q3 2024 |
13,577
shares
|
$2.1 Million
0.34% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
King Wealth
Saratoga Springs, NY |
Feb 10, 2025 Q4 2024 |
13,574
shares
|
$2.1 Million
0.29% of portfolio
|
Q4 2024
Added 22.51%
|
|
|
Uncommon Cents Investing LLC
|
Jan 16, 2025 Q4 2024 |
13,525
shares
|
$2.1 Million
0.59% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
13,495
shares
|
$2.09 Million
0.63% of portfolio
|
Q4 2022
Added 5.6%
|
|
|
One8zero8, LLC
Greensboro, NC |
Feb 10, 2025 Q4 2024 |
13,466
shares
|
$2.09 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Scott & Selber, Inc.
|
Feb 06, 2025 Q4 2024 |
13,451
shares
|
$2.08 Million
0.59% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
13,434
shares
|
$2.08 Million
0.51% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Nov 12, 2024 Q3 2024 |
13,427
shares
|
$2.08 Million
0.96% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
13,422
shares
|
$2.08 Million
1.03% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
13,420
shares
|
$2.08 Million
0.35% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Meridian Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
13,416
shares
|
$2.08 Million
1.03% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Wealth Management Partners, LLC
|
Jan 16, 2025 Q4 2024 |
13,402
shares
|
$2.08 Million
0.85% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
13,381
shares
|
$2.07 Million
0.05% of portfolio
|
Q3 2024
Reduced 14.13%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
13,380
shares
|
$2.07 Million
0.94% of portfolio
|
Q4 2024
Added 4.83%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
13,359
shares
|
$2.07 Million
0.01% of portfolio
|
Q4 2024
Reduced 80.15%
|
|
|
Guardian Capital LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
13,354
shares
|
$2.07 Million
0.08% of portfolio
|
Q3 2024
Added 6.37%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
13,351
shares
|
$2.07 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
13,336
shares
|
$2.07 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.16%
|