Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 3,988 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 |
|---|---|---|---|---|---|
|
Clough Capital Partners L P
Boston, MA |
Nov 14, 2024 Q3 2024 |
10,600
shares
|
$1.67 Million
0.17% of portfolio
|
Q2 2024
Added 60.61%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
10,588
shares
|
$1.67 Million
1.01% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Blackstone Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
10,579
shares
|
$1.67 Million
0.01% of portfolio
|
Q2 2024
Added 11.02%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
10,570
shares
|
$1.66 Million
1.1% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
10,567
shares
|
$1.66 Million
0.62% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,546
shares
|
$1.66 Million
0.24% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
10,523
shares
|
$1.66 Million
0.68% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
Cunning Capital Partners, LP
Morrisville, NC |
Nov 12, 2024 Q3 2024 |
10,495
shares
|
$1.65 Million
0.81% of portfolio
|
Q3 2023
New holding
|
|
|
Seven Bridge Financial Group, LLC
|
Feb 12, 2025 Q4 2024 |
10,487
shares
|
$1.65 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
10,465
shares
|
$1.65 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
10,449
shares
|
$1.65 Million
0.57% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
10,440
shares
|
$1.64 Million
0.96% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
10,435
shares
|
$1.64 Million
0.08% of portfolio
|
Q4 2024
Reduced 6.34%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
10,426
shares
|
$1.64 Million
0.91% of portfolio
|
Q3 2024
Reduced 32.54%
|
|
|
Rba Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
10,396
shares
|
$1.64 Million
0.57% of portfolio
|
Q4 2024
Added 7.7%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Feb 04, 2025 Q4 2024 |
10,375
shares
|
$1.63 Million
0.3% of portfolio
|
Q4 2024
Added 6.71%
|
|
|
Oak Family Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
10,369
shares
|
$1.63 Million
0.56% of portfolio
|
Q4 2024
Added 11.43%
|
|
|
M. Kraus & CO
|
Jan 14, 2025 Q4 2024 |
10,347
shares
|
$1.63 Million
0.5% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
10,340
shares
|
$1.63 Million
0.31% of portfolio
|
Q3 2024
Reduced 6.26%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
10,327
shares
|
$1.63 Million
0.59% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
10,322
shares
|
$1.63 Million
0.14% of portfolio
|
Q3 2022
Added 64.08%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
10,309
shares
|
$1.62 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
10,300
shares
|
$1.62 Million
0.27% of portfolio
|
Q3 2024
Added 7.96%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
10,299
shares
|
$1.62 Million
0.14% of portfolio
|
Q3 2022
Added 3.87%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Jan 28, 2025 Q4 2024 |
10,295
shares
|
$1.62 Million
1.04% of portfolio
|
Q4 2024
Added 0.48%
|