Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,043 institutions that hold shares in the stock, with a total of 1.34 Billion shares, which have been reported (via 13F filing form) to have a value of $210 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tradewinds, Llc.
Raleigh, NC |
Feb 12, 2025 Q4 2024 |
11,122
shares
|
$1.73 Million
0.47% of portfolio
|
Q4 2024
Reduced 10.35%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
11,117
shares
|
$1.73 Million
0.25% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
11,114
shares
|
$1.73 Million
0.23% of portfolio
|
Q4 2024
Reduced 18.35%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
11,077
shares
|
$1.73 Million
0.34% of portfolio
|
Q4 2024
Added 23.75%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
11,062
shares
|
$1.72 Million
0.27% of portfolio
|
Q4 2024
Added 38.53%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
11,058
shares
|
$1.72 Million
0.12% of portfolio
|
Q4 2024
Added 74.86%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 16, 2025 Q4 2024 |
11,050
shares
|
$1.72 Million
0.91% of portfolio
|
Q4 2024
Reduced 5.19%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Feb 11, 2025 Q4 2024 |
11,050
shares
|
$1.72 Million
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
11,043
shares
|
$1.72 Million
0.23% of portfolio
|
Q4 2024
Added 23.01%
|
|
|
Ruffer LLP
|
Feb 07, 2025 Q4 2024 |
11,000
shares
|
$1.71 Million
0.06% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
10,998
shares
|
$1.71 Million
0.07% of portfolio
|
Q4 2024
Added 6.02%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
10,963
shares
|
$1.71 Million
0.8% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Gleason Group, Inc.
|
Jan 13, 2025 Q4 2024 |
10,960
shares
|
$1.71 Million
0.28% of portfolio
|
Q4 2024
Reduced 10.84%
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
10,946
shares
|
$1.71 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
10,945
shares
|
$1.71 Million
0.2% of portfolio
|
Q4 2024
Added 21.84%
|
|
|
Main Street Research LLC
Sausalito, CA |
Feb 07, 2025 Q4 2024 |
10,941
shares
|
$1.71 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
10,941
shares
|
$1.71 Million
0.13% of portfolio
|
Q4 2024
Added 3.71%
|
|
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
10,924
shares
|
$1.7 Million
0.02% of portfolio
|
Q4 2024
Added 99.67%
|
|
|
Kerusso Capital Management LLC
Winston Salem, NC |
Jan 31, 2025 Q4 2024 |
10,879
shares
|
$1.7 Million
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Walker Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
10,872
shares
|
$1.69 Million
1.05% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
10,851
shares
|
$1.69 Million
0.6% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
10,848
shares
|
$1.69 Million
0.16% of portfolio
|
Q4 2024
Added 140.16%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
10,841
shares
|
$1.69 Million
0.39% of portfolio
|
Q4 2023
Added 0.55%
|
|
|
Capital Advantage, Inc.
|
Feb 14, 2025 Q4 2024 |
10,824
shares
|
$1.69 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
10,800
shares
|
$1.68 Million
0.14% of portfolio
|
Q4 2024
Added 14.26%
|