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 |
|---|---|---|---|---|---|
|
West Michigan Advisors, LLC
Holland, MI |
Feb 05, 2025 Q4 2024 |
7,953
shares
|
$1.25 Million
0.39% of portfolio
|
Q4 2024
Reduced 11.18%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
7,945
shares
|
$1.25 Million
0.23% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Semanteon Capital Management, LP
Newton, MA |
Feb 11, 2025 Q4 2024 |
7,945
shares
|
$1.25 Million
0.62% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
Feb 10, 2025 Q4 2024 |
7,928
shares
|
$1.25 Million
0.67% of portfolio
|
Q4 2024
Reduced 7.07%
|
|
|
Addison Capital CO
|
Feb 10, 2025 Q4 2024 |
7,904
shares
|
$1.24 Million
0.48% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
7,886
shares
|
$1.24 Million
0.07% of portfolio
|
Q3 2022
Reduced 12.75%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
7,857
shares
|
$1.24 Million
0.15% of portfolio
|
Q4 2024
Reduced 4.8%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
7,843
shares
|
$1.23 Million
0.17% of portfolio
|
Q2 2023
Reduced 0.8%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
7,831
shares
|
$1.23 Million
0.74% of portfolio
|
Q4 2024
Added 8.07%
|
|
|
Ackerman Capital Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
7,807
shares
|
$1.23 Million
0.3% of portfolio
|
Q2 2024
Added 1.3%
|
|
|
Family Legacy, Inc.
|
Oct 15, 2024 Q3 2024 |
7,803
shares
|
$1.23 Million
0.39% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
7,802
shares
|
$1.23 Million
0.33% of portfolio
|
Q4 2024
Reduced 4.73%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
7,802
shares
|
$1.23 Million
0.89% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
7,790
shares
|
$1.23 Million
0.19% of portfolio
|
Q4 2024
Reduced 67.64%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
7,782
shares
|
$1.23 Million
0.29% of portfolio
|
Q4 2024
Reduced 12.69%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jan 24, 2025 Q4 2024 |
7,780
shares
|
$1.22 Million
0.58% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
7,774
shares
|
$1.22 Million
0.07% of portfolio
|
Q3 2024
Reduced 39.89%
|
|
|
Wendell David Associates Inc
|
Jan 17, 2025 Q4 2024 |
7,769
shares
|
$1.22 Million
0.11% of portfolio
|
Q1 2024
Reduced 0.41%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
7,765
shares
|
$1.22 Million
0.14% of portfolio
|
Q2 2023
Reduced 10.64%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 13, 2025 Q4 2024 |
7,761
shares
|
$1.22 Million
0.52% of portfolio
|
Q4 2024
Added 99.05%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
7,761
shares
|
$1.22 Million
0.82% of portfolio
|
Q3 2024
Added 8.7%
|
|
|
Blue Fin Capital, Inc.
|
Nov 05, 2024 Q3 2024 |
7,758
shares
|
$1.22 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
7,758
shares
|
$1.22 Million
0.21% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
7,753
shares
|
$1.22 Million
0.29% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
7,739
shares
|
$1.22 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.62%
|