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 |
|---|---|---|---|---|---|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
4,953
shares
|
$767,219
0.26% of portfolio
|
Q4 2022
Reduced 4.8%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jan 17, 2025 Q4 2024 |
4,952
shares
|
$767,064
0.51% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
4,951
shares
|
$766,909
0.11% of portfolio
|
Q4 2024
Added 17.97%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
4,946
shares
|
$766,135
0.05% of portfolio
|
Q4 2023
Added 24.68%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
4,928
shares
|
$763,347
0.46% of portfolio
|
Q2 2023
Added 2.45%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
4,919
shares
|
$761,953
0.05% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
4,918
shares
|
$761,798
0.05% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Cross Staff Investments Inc
|
Jan 24, 2025 Q4 2024 |
4,914
shares
|
$761,178
0.55% of portfolio
|
Q4 2024
Reduced 5.63%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
4,892
shares
|
$757,770
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Amica Retiree Medical Trust
|
Feb 12, 2025 Q4 2024 |
4,887
shares
|
$756,996
0.67% of portfolio
|
Q4 2024
Reduced 8.02%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,872
shares
|
$754,672
0.03% of portfolio
|
Q3 2024
Added 4.73%
|
|
|
Hutner Capital Management Inc
Manchester, VT |
Nov 13, 2024 Q3 2024 |
4,862
shares
|
$753,123
0.36% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
4,859
shares
|
$752,659
0.23% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
4,856
shares
|
$752,194
0.21% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Moulton Wealth Management, Inc
|
Jan 16, 2025 Q4 2024 |
4,846
shares
|
$750,645
0.54% of portfolio
|
Q3 2022
Reduced 6.86%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
4,844
shares
|
$750,335
0.32% of portfolio
|
Q1 2024
Added 0.19%
|
|
|
Life Steps Financial, Inc.
|
Feb 03, 2025 Q4 2024 |
4,838
shares
|
$749,406
0.54% of portfolio
|
Q4 2024
Reduced 9.21%
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
4,836
shares
|
$749,096
0.46% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
4,834
shares
|
$748,786
0.19% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jan 27, 2025 Q4 2024 |
4,831
shares
|
$748,321
0.32% of portfolio
|
Q2 2024
Added 1.0%
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
4,829
shares
|
$748,012
0.26% of portfolio
|
Q4 2024
Added 5.81%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
4,828
shares
|
$747,857
0.46% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
4,807
shares
|
$744,604
0.31% of portfolio
|
Q3 2024
Reduced 8.75%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
4,806
shares
|
$744,449
0.25% of portfolio
|
Q4 2024
Reduced 8.94%
|
|
|
James Hambro & Partners
|
Jan 22, 2025 Q4 2024 |
4,800
shares
|
$743,520
0.03% of portfolio
|
Q3 2024
Reduced 0.35%
|