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 |
|---|---|---|---|---|---|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
10,189
shares
|
$1.59 Million
0.73% of portfolio
|
Q4 2023
Reduced 66.8%
|
|
|
Waddell & Associates, LLC
|
Feb 13, 2025 Q4 2024 |
10,183
shares
|
$1.59 Million
0.15% of portfolio
|
Q4 2024
Added 8.25%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
10,174
shares
|
$1.59 Million
0.49% of portfolio
|
Q2 2024
Added 17.65%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
10,169
shares
|
$1.59 Million
0.88% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Feb 14, 2025 Q4 2024 |
10,130
shares
|
$1.58 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
10,100
shares
|
$1.57 Million
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Athena Investment Management
|
Feb 05, 2025 Q4 2024 |
10,093
shares
|
$1.57 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
|
$1.57 Million
0.64% of portfolio
|
Q4 2024
Added 8.85%
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Jan 30, 2025 Q4 2024 |
10,042
shares
|
$1.57 Million
1.56% of portfolio
|
Q4 2024
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
10,039
shares
|
$1.56 Million
0.45% of portfolio
|
Q4 2024
Added 10.65%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
10,017
shares
|
$1.56 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
|
$1.56 Million
1.08% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Barbara Oil Co.
Chicago, IL |
Feb 12, 2025 Q4 2024 |
10,000
shares
|
$1.56 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
|
$1.56 Million
0.95% of portfolio
|
Q1 2024
Reduced 0.6%
|
|
|
Trust Investment Advisors
|
Feb 11, 2025 Q4 2024 |
9,984
shares
|
$1.56 Million
0.96% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
9,953
shares
|
$1.55 Million
0.13% of portfolio
|
Q4 2024
Added 9.99%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
9,924
shares
|
$1.55 Million
0.7% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Advisory Research Inc
Chicago, IL |
Feb 13, 2025 Q4 2024 |
9,923
shares
|
$1.55 Million
0.26% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Feb 03, 2025 Q4 2024 |
9,919
shares
|
$1.55 Million
0.67% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Harbor Advisory Corp
|
Jan 29, 2025 Q4 2024 |
9,902
shares
|
$1.54 Million
0.47% of portfolio
|
Q4 2024
Reduced 54.09%
|
|
|
Wambolt & Associates, LLC
|
Feb 11, 2025 Q4 2024 |
9,890
shares
|
$1.54 Million
0.46% of portfolio
|
Q4 2024
Reduced 17.51%
|
|
|
Searle & Co.
|
Oct 22, 2024 Q3 2024 |
9,846
shares
|
$1.53 Million
0.37% of portfolio
|
Q3 2024
Reduced 42.33%
|
|
|
44 Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
9,825
shares
|
$1.53 Million
0.56% of portfolio
|
Q4 2024
Reduced 12.71%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
9,821
shares
|
$1.53 Million
0.12% of portfolio
|
Q4 2024
Added 23.18%
|
|
|
Wbi Investments, Inc.
|
Feb 14, 2025 Q4 2024 |
9,819
shares
|
$1.53 Million
0.38% of portfolio
|
Q4 2024
New holding
|