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 |
|---|---|---|---|---|---|
|
Outfitter Financial LLC
|
Feb 03, 2025 Q4 2024 |
4,148
shares
|
$642,525
0.48% of portfolio
|
Q2 2024
Reduced 17.83%
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
4,139
shares
|
$641,131
0.48% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
4,134
shares
|
$640,356
0.53% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Feb 07, 2025 Q4 2024 |
4,124
shares
|
$638,807
0.13% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
4,121
shares
|
$638,342
0.19% of portfolio
|
Q2 2023
Added 10.66%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Feb 06, 2025 Q4 2024 |
4,121
shares
|
$638,342
0.2% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
4,117
shares
|
$637,723
0.13% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
F Dx Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
4,113
shares
|
$637,103
0.17% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Jan 13, 2025 Q4 2024 |
4,104
shares
|
$635,709
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 21, 2025 Q4 2024 |
4,103
shares
|
$635,554
0.11% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Professional Advisory Services Inc
|
Jan 15, 2025 Q4 2024 |
4,100
shares
|
$635,090
0.08% of portfolio
|
Q2 2024
Reduced 1.73%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
4,092
shares
|
$633,850
0.1% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
4,091
shares
|
$633,695
0.15% of portfolio
|
Q1 2024
Added 0.91%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
4,089
shares
|
$633,386
0.3% of portfolio
|
Q3 2023
Reduced 13.42%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
4,088
shares
|
$633,231
0.15% of portfolio
|
Q4 2024
Added 13.12%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Feb 10, 2025 Q4 2024 |
4,087
shares
|
$633,076
0.33% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Security National Bank
|
Feb 10, 2025 Q4 2024 |
4,083
shares
|
$632,456
0.09% of portfolio
|
Q4 2024
Reduced 4.83%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
4,076
shares
|
$631,372
0.1% of portfolio
|
Q3 2024
Reduced 21.95%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Jan 24, 2025 Q4 2024 |
4,064
shares
|
$629,513
0.34% of portfolio
|
Q4 2024
Reduced 51.52%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Oct 30, 2024 Q3 2024 |
4,057
shares
|
$628,429
0.06% of portfolio
|
Q3 2024
Added 4.27%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
4,054
shares
|
$627,964
0.1% of portfolio
|
Q3 2024
Added 40.62%
|
|
|
Clarity Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
4,044
shares
|
$626,415
0.16% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Nebula Research & Development LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,043
shares
|
$626,260
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 15, 2025 Q4 2024 |
4,040
shares
|
$625,796
0.15% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
4,036
shares
|
$625,176
0.23% of portfolio
|
Q4 2024
Added 0.02%
|