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 |
|---|---|---|---|---|---|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Feb 07, 2025 Q4 2024 |
10,295
shares
|
$1.62 Million
1.06% of portfolio
|
Q4 2024
New holding
|
|
|
Northside Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
10,282
shares
|
$1.62 Million
0.4% of portfolio
|
Q3 2024
Reduced 8.86%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 17, 2025 Q4 2024 |
10,256
shares
|
$1.61 Million
1.08% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Covenant Asset Management, LLC
|
Jan 30, 2025 Q4 2024 |
10,248
shares
|
$1.61 Million
0.24% of portfolio
|
Q4 2024
Reduced 7.8%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
10,238
shares
|
$1.61 Million
1.03% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
10,238
shares
|
$1.61 Million
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
10,220
shares
|
$1.61 Million
0.16% of portfolio
|
Q3 2020
Reduced 0.49%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
10,214
shares
|
$1.61 Million
0.02% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Donoghue Forlines LLC
|
Jan 17, 2025 Q4 2024 |
10,199
shares
|
$1.61 Million
0.5% of portfolio
|
Q4 2024
Added 34.02%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
10,189
shares
|
$1.6 Million
0.73% of portfolio
|
Q4 2023
Reduced 66.8%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
10,174
shares
|
$1.6 Million
0.49% of portfolio
|
Q2 2024
Added 17.65%
|
|
|
Athena Investment Management
|
Feb 05, 2025 Q4 2024 |
10,093
shares
|
$1.59 Million
0.91% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
10,048
shares
|
$1.58 Million
0.64% of portfolio
|
Q4 2024
Added 8.85%
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Jan 30, 2025 Q4 2024 |
10,042
shares
|
$1.58 Million
1.56% of portfolio
|
Q4 2024
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
10,039
shares
|
$1.58 Million
0.45% of portfolio
|
Q4 2024
Added 10.65%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
10,017
shares
|
$1.58 Million
1.22% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Feb 10, 2025 Q4 2024 |
10,013
shares
|
$1.58 Million
1.08% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Barbara Oil Co.
Chicago, IL |
Feb 12, 2025 Q4 2024 |
10,000
shares
|
$1.57 Million
0.61% of portfolio
|
Q3 2021
Added 25.0%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
10,000
shares
|
$1.57 Million
0.95% of portfolio
|
Q1 2024
Reduced 0.6%
|
|
|
Trust Investment Advisors
|
Feb 11, 2025 Q4 2024 |
9,984
shares
|
$1.57 Million
0.96% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
9,953
shares
|
$1.57 Million
0.13% of portfolio
|
Q4 2024
Added 9.99%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
9,924
shares
|
$1.56 Million
0.7% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Feb 03, 2025 Q4 2024 |
9,919
shares
|
$1.56 Million
0.67% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Harbor Advisory Corp
|
Jan 29, 2025 Q4 2024 |
9,902
shares
|
$1.56 Million
0.47% of portfolio
|
Q4 2024
Reduced 54.09%
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
Nov 13, 2024 Q3 2024 |
9,900
shares
|
$1.56 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.0%
|