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 |
|---|---|---|---|---|---|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
4,313
shares
|
$668,083
0.45% of portfolio
|
Q2 2022
Added 6.31%
|
|
|
Advisory Resource Group
|
Jan 28, 2025 Q4 2024 |
4,313
shares
|
$668,083
0.16% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Carderock Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
4,307
shares
|
$667,154
0.16% of portfolio
|
Q1 2024
Reduced 7.87%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Feb 12, 2025 Q4 2024 |
4,305
shares
|
$666,844
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Feb 11, 2025 Q4 2024 |
4,296
shares
|
$665,450
0.27% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 28, 2025 Q4 2024 |
4,296
shares
|
$665,450
0.42% of portfolio
|
Q4 2024
Reduced 8.93%
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
4,292
shares
|
$664,830
0.39% of portfolio
|
Q3 2024
Added 7.09%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
4,291
shares
|
$664,675
0.25% of portfolio
|
Q4 2024
Reduced 5.86%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
4,290
shares
|
$664,521
0.15% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
4,280
shares
|
$662,972
0.13% of portfolio
|
Q4 2024
Reduced 6.37%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Jan 28, 2025 Q4 2024 |
4,277
shares
|
$662,507
0.3% of portfolio
|
Q4 2024
Reduced 9.14%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
4,272
shares
|
$661,732
0.21% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
4,242
shares
|
$657,085
0.08% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2024 Q3 2024 |
4,241
shares
|
$656,930
0.27% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
4,239
shares
|
$656,621
0.42% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Hummer Financial Advisory Services Inc
|
Jan 13, 2025 Q4 2024 |
4,233
shares
|
$655,691
0.49% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Rs Crum Inc.
|
Feb 10, 2025 Q4 2024 |
4,230
shares
|
$655,227
0.16% of portfolio
|
Q4 2024
Added 68.59%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Feb 10, 2025 Q4 2024 |
4,225
shares
|
$654,452
0.06% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
4,215
shares
|
$652,903
0.37% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
4,213
shares
|
$652,593
0.03% of portfolio
|
Q3 2024
Reduced 36.34%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Feb 11, 2025 Q4 2024 |
4,210
shares
|
$652,129
0.01% of portfolio
|
Q4 2024
Reduced 60.17%
|
|
|
Fractal Investments LLC
|
Jan 27, 2025 Q4 2024 |
4,200
shares
|
$650,580
0.09% of portfolio
|
Q3 2023
Added 90.91%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
4,187
shares
|
$648,566
0.36% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
4,183
shares
|
$647,946
0.03% of portfolio
|
Q4 2024
Reduced 5.92%
|
|
|
Horan Securities, Inc.
|
Feb 07, 2025 Q4 2024 |
4,159
shares
|
$644,229
0.23% of portfolio
|
Q4 2024
Reduced 3.5%
|