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 |
|---|---|---|---|---|---|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 22, 2025 Q4 2024 |
5,079
shares
|
$786,737
0.22% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
5,072
shares
|
$785,652
0.13% of portfolio
|
Q4 2024
Reduced 10.15%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
5,053
shares
|
$782,709
0.05% of portfolio
|
Q4 2024
Reduced 16.8%
|
|
|
Copperwynd Financial, LLC
|
Feb 10, 2025 Q4 2024 |
5,049
shares
|
$782,090
0.2% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
5,047
shares
|
$781,780
0.12% of portfolio
|
Q4 2024
Added 10.87%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
5,038
shares
|
$780,386
0.19% of portfolio
|
Q4 2024
Reduced 15.51%
|
|
|
Unified Investment Management
Atlanta, GA |
Feb 06, 2025 Q4 2024 |
5,035
shares
|
$779,921
0.83% of portfolio
|
Q4 2024
New holding
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
5,029
shares
|
$778,992
0.08% of portfolio
|
Q3 2024
Reduced 79.16%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Nov 14, 2024 Q3 2024 |
5,027
shares
|
$778,682
0.46% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
5,026
shares
|
$778,527
0.5% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Feb 11, 2025 Q4 2024 |
5,024
shares
|
$778,217
0.33% of portfolio
|
Q4 2024
Added 9.62%
|
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
5,023
shares
|
$778,062
0.35% of portfolio
|
Q4 2024
Added 9.39%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
5,016
shares
|
$776,978
0.49% of portfolio
|
Q1 2022
Added 2.03%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
5,007
shares
|
$775,584
0.43% of portfolio
|
Q4 2024
Added 6.71%
|
|
|
Cfo4 Life Group, LLC
|
Feb 10, 2025 Q4 2024 |
5,006
shares
|
$775,429
0.13% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
American Assets Inc
|
Feb 07, 2025 Q4 2024 |
5,000
shares
|
$774,500
0.22% of portfolio
|
Q1 2020
New holding
|
|
|
Opus Investment Management Inc
|
Feb 11, 2025 Q4 2024 |
5,000
shares
|
$774,500
0.53% of portfolio
|
Q3 2023
Reduced 85.47%
|
|
|
Seelaus Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
5,000
shares
|
$774,500
0.7% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
4,977
shares
|
$770,937
0.11% of portfolio
|
Q2 2024
Reduced 26.96%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
4,969
shares
|
$769,698
0.31% of portfolio
|
Q4 2024
Added 18.31%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
4,966
shares
|
$769,233
0.09% of portfolio
|
Q4 2024
Added 23.5%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
4,964
shares
|
$768,923
0.31% of portfolio
|
Q3 2023
Added 4.42%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
4,961
shares
|
$768,458
0.48% of portfolio
|
Q4 2024
Added 9.2%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
4,954
shares
|
$767,374
0.11% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
4,954
shares
|
$767,374
0.02% of portfolio
|
Q4 2024
Added 33.5%
|