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 |
|---|---|---|---|---|---|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
4,408
shares
|
$682,799
0.08% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
4,405
shares
|
$682,334
0.18% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
4,392
shares
|
$680,320
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,381
shares
|
$678,616
0.21% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
4,378
shares
|
$678,152
0.1% of portfolio
|
Q4 2024
Added 127.31%
|
|
|
Nova R Wealth, Inc.
|
Jan 30, 2025 Q4 2024 |
4,375
shares
|
$677,687
0.33% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
4,372
shares
|
$677,222
0.22% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Harbor Advisors LLC
|
Feb 11, 2025 Q4 2024 |
4,372
shares
|
$677,222
0.1% of portfolio
|
Q2 2017
New holding
|
|
|
Af Advisors, Inc.
|
Feb 12, 2025 Q4 2024 |
4,370
shares
|
$676,913
0.09% of portfolio
|
Q3 2023
Reduced 0.23%
|
|
|
Cadence Bank Na
|
Oct 27, 2022 Q3 2022 |
4,369
shares
|
$676,758
3.9% of portfolio
|
Q3 2022
Reduced 88.83%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Feb 05, 2025 Q4 2024 |
4,365
shares
|
$676,138
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
4,350
shares
|
$673,815
0.06% of portfolio
|
Q4 2023
Reduced 0.37%
|
|
|
Mcrae Capital Management Inc
|
Jan 29, 2025 Q4 2024 |
4,342
shares
|
$672,575
0.13% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
First National Bank Sioux Falls
|
Jan 13, 2025 Q4 2024 |
4,341
shares
|
$672,420
0.27% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
4,340
shares
|
$672,266
0.06% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Feb 07, 2025 Q4 2024 |
4,338
shares
|
$671,956
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
4,336
shares
|
$671,646
0.3% of portfolio
|
Q1 2024
Reduced 2.12%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
4,335
shares
|
$671,491
0.32% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Crestmont Private Wealth LLC
|
Jan 14, 2025 Q4 2024 |
4,334
shares
|
$671,336
0.28% of portfolio
|
Q3 2024
Reduced 19.81%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
4,334
shares
|
$671,336
0.1% of portfolio
|
Q4 2024
Reduced 28.03%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jan 29, 2025 Q4 2024 |
4,323
shares
|
$669,632
0.35% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Malaga Cove Capital, LLC
|
Oct 31, 2024 Q3 2024 |
4,320
shares
|
$669,168
0.27% of portfolio
|
Q3 2024
Added 64.82%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 22, 2025 Q4 2024 |
4,319
shares
|
$669,013
0.54% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
4,316
shares
|
$668,548
0.11% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
4,314
shares
|
$668,238
0.27% of portfolio
|
Q4 2024
Reduced 52.29%
|