Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,282 institutions that hold shares in the stock, with a total of 1.33 Billion shares, which have been reported (via 13F filing form) to have a value of $182 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
May 12, 2025 Q1 2025 |
4,309
shares
|
$588,350
0.32% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Carderock Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
4,307
shares
|
$588,077
0.16% of portfolio
|
Q1 2024
Reduced 7.87%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
May 15, 2025 Q1 2025 |
4,291
shares
|
$585,893
0.28% of portfolio
|
Q1 2025
Added 19.49%
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
4,288
shares
|
$585,483
0.07% of portfolio
|
Q1 2025
Reduced 9.99%
|
|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
4,281
shares
|
$584,527
0.04% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
May 09, 2025 Q1 2025 |
4,280
shares
|
$584,391
0.08% of portfolio
|
Q1 2025
Added 15.99%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
4,278
shares
|
$584,118
0.22% of portfolio
|
Q1 2025
Added 9.64%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
May 14, 2025 Q1 2025 |
4,272
shares
|
$583,298
0.73% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
4,257
shares
|
$581,250
0.45% of portfolio
|
Q1 2025
Added 7.47%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
May 05, 2025 Q1 2025 |
4,257
shares
|
$581,250
0.59% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
4,256
shares
|
$581,114
0.47% of portfolio
|
Q1 2025
Reduced 14.05%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
4,254
shares
|
$580,841
0.12% of portfolio
|
Q1 2025
Reduced 11.06%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
4,252
shares
|
$580,568
0.34% of portfolio
|
Q1 2025
Added 10.67%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Apr 15, 2025 Q1 2025 |
4,251
shares
|
$580,431
0.32% of portfolio
|
Q1 2025
Reduced 6.47%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Apr 17, 2025 Q1 2025 |
4,248
shares
|
$580,021
0.45% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
4,239
shares
|
$578,793
0.09% of portfolio
|
Q1 2025
Added 31.52%
|
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
4,232
shares
|
$577,837
0.3% of portfolio
|
Q1 2025
Added 9.67%
|
|
|
Rs Crum Inc.
|
Apr 17, 2025 Q1 2025 |
4,230
shares
|
$577,564
0.2% of portfolio
|
Q4 2024
Added 68.59%
|
|
|
Collective Family Office LLC
|
Apr 03, 2025 Q1 2025 |
4,228
shares
|
$577,291
0.19% of portfolio
|
Q1 2025
Reduced 19.56%
|
|
|
Clarity Financial LLC
|
May 14, 2025 Q1 2025 |
4,225
shares
|
$576,881
0.08% of portfolio
|
Q1 2025
Reduced 24.74%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Apr 29, 2025 Q1 2025 |
4,223
shares
|
$576,608
0.54% of portfolio
|
Q1 2025
Reduced 28.01%
|
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
4,218
shares
|
$575,925
0.17% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Tom Russo
Gardner Russo & Quinn LLC
|
May 13, 2025 Q1 2025 |
4,217
shares
|
$575,789
0.01% of portfolio
|
Q1 2025
Reduced 5.55%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
4,217
shares
|
$575,789
0.22% of portfolio
|
Q1 2025
Reduced 41.77%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Apr 24, 2025 Q1 2025 |
4,211
shares
|
$574,969
0.08% of portfolio
|
Q1 2025
Reduced 0.33%
|