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 |
|---|---|---|---|---|---|
|
Hardman Johnston Global Advisors LLC
|
Feb 04, 2025 Q4 2024 |
5,400
shares
|
$850,176
0.03% of portfolio
|
Q4 2023
Reduced 1.82%
|
|
|
Auxano Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
5,386
shares
|
$847,971
0.21% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
5,380
shares
|
$847,027
0.05% of portfolio
|
Q3 2024
Added 554.5%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
5,380
shares
|
$847,027
0.15% of portfolio
|
Q4 2024
Added 28.99%
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
5,379
shares
|
$846,869
0.31% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 23, 2024 Q2 2024 |
5,379
shares
|
$846,869
0.19% of portfolio
|
Q2 2024
Added 4.81%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
5,377
shares
|
$846,554
0.14% of portfolio
|
Q3 2024
Reduced 18.97%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
5,363
shares
|
$844,350
0.57% of portfolio
|
Q2 2024
Added 4.2%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
5,359
shares
|
$843,720
0.1% of portfolio
|
Q4 2024
Added 12.37%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Feb 04, 2025 Q4 2024 |
5,353
shares
|
$842,776
0.36% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
5,352
shares
|
$842,618
0.12% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jan 27, 2025 Q4 2024 |
5,352
shares
|
$842,618
0.1% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Arcadia Investment Management Corp
|
Feb 03, 2025 Q4 2024 |
5,349
shares
|
$842,146
0.12% of portfolio
|
Q4 2024
Reduced 25.85%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
5,345
shares
|
$841,516
0.29% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
5,343
shares
|
$841,201
0.22% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
Nov 14, 2024 Q3 2024 |
5,338
shares
|
$840,414
0.01% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
5,331
shares
|
$839,312
0.48% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
5,329
shares
|
$838,997
0.67% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
5,319
shares
|
$837,423
0.09% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
5,317
shares
|
$837,108
0.08% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Corps Capital Advisors, LLC
Southlake, TX |
Feb 03, 2025 Q4 2024 |
5,293
shares
|
$833,329
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
5,292
shares
|
$833,172
0.22% of portfolio
|
Q3 2024
Added 11.55%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
5,292
shares
|
$833,172
0.02% of portfolio
|
Q3 2024
Reduced 72.42%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Feb 10, 2025 Q4 2024 |
5,292
shares
|
$833,172
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 16, 2025 Q4 2024 |
5,289
shares
|
$832,700
0.84% of portfolio
|
Q4 2024
New holding
|