Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,018 institutions that hold shares in the stock, with a total of 1.35 Billion shares, which have been reported (via 13F filing form) to have a value of $209 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 12, 2024 Q3 2024 |
4,500
shares
|
$697,050
0.22% of portfolio
|
Q2 2024
Reduced 13.91%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
4,499
shares
|
$696,895
0.09% of portfolio
|
Q4 2024
Added 8.12%
|
|
|
Defined Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,493
shares
|
$695,965
0.44% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Ocean Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
4,488
shares
|
$695,191
0.14% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Lm Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
4,479
shares
|
$693,797
0.11% of portfolio
|
Q4 2024
Reduced 57.28%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
4,474
shares
|
$693,022
0.06% of portfolio
|
Q4 2024
Reduced 37.97%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Oct 09, 2024 Q3 2024 |
4,473
shares
|
$692,867
0.5% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Act Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
4,468
shares
|
$692,093
0.3% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Tom Russo
Gardner Russo & Quinn LLC
|
Feb 12, 2025 Q4 2024 |
4,465
shares
|
$691,628
0.01% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
4,459
shares
|
$690,699
0.04% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
4,453
shares
|
$689,769
0.04% of portfolio
|
Q4 2024
Reduced 27.01%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
4,452
shares
|
$689,614
0.31% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
4,450
shares
|
$689,305
0.13% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Deseret Mutual Benefit Administrators
|
Feb 03, 2025 Q4 2024 |
4,441
shares
|
$687,910
0.32% of portfolio
|
Q4 2024
Added 5.66%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
4,441
shares
|
$687,910
0.68% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
4,439
shares
|
$687,601
0.06% of portfolio
|
Q3 2024
Added 15.18%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
4,435
shares
|
$686,981
0.52% of portfolio
|
Q1 2024
Added 3.09%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
4,431
shares
|
$686,361
0.38% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
4,425
shares
|
$685,432
0.09% of portfolio
|
Q4 2024
Reduced 7.6%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
4,425
shares
|
$685,432
0.1% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Howard Capital Management Group, LLC
|
Jan 16, 2025 Q4 2024 |
4,418
shares
|
$684,348
0.04% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Feb 03, 2025 Q4 2024 |
4,417
shares
|
$684,193
0.08% of portfolio
|
Q4 2024
Reduced 25.58%
|
|
|
Amarillo National Bank
|
Jan 30, 2025 Q4 2024 |
4,416
shares
|
$684,038
0.12% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
4,415
shares
|
$683,883
1.29% of portfolio
|
Q3 2023
Reduced 4.56%
|
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
4,412
shares
|
$683,418
0.09% of portfolio
|
Q4 2024
Added 30.15%
|