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 |
|---|---|---|---|---|---|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
3,937
shares
|
$609,841
0.21% of portfolio
|
Q4 2024
Added 7.92%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
3,925
shares
|
$607,982
0.16% of portfolio
|
Q2 2022
Reduced 2.36%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
3,924
shares
|
$607,827
0.07% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
3,923
shares
|
$607,672
0.29% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
Feb 16, 2024 Q4 2023 |
3,922
shares
|
$607,517
0.21% of portfolio
|
Q4 2023
Reduced 50.49%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
3,913
shares
|
$606,123
0.29% of portfolio
|
Q1 2024
Added 59.58%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
3,908
shares
|
$605,349
0.28% of portfolio
|
Q4 2024
Added 6.17%
|
|
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
Jan 16, 2025 Q4 2024 |
3,904
shares
|
$604,729
0.3% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
3,902
shares
|
$604,419
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jan 16, 2025 Q4 2024 |
3,900
shares
|
$604,110
0.17% of portfolio
|
Q4 2024
Reduced 57.61%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
3,898
shares
|
$603,800
0.31% of portfolio
|
Q1 2024
Added 2.55%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
3,895
shares
|
$603,335
0.11% of portfolio
|
Q4 2024
Reduced 7.81%
|
|
|
Juncture Wealth Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
3,895
shares
|
$603,335
0.21% of portfolio
|
Q4 2024
Added 55.61%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
3,890
shares
|
$602,561
0.07% of portfolio
|
Q4 2024
Reduced 14.43%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
3,876
shares
|
$600,392
0.01% of portfolio
|
Q4 2022
Reduced 9.04%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
3,874
shares
|
$600,082
0.29% of portfolio
|
Q4 2024
Reduced 9.76%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
3,869
shares
|
$599,308
0.5% of portfolio
|
Q3 2024
Reduced 25.22%
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
3,865
shares
|
$598,688
0.32% of portfolio
|
Q3 2024
Added 10.87%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
3,865
shares
|
$598,688
0.06% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jan 17, 2025 Q4 2024 |
3,862
shares
|
$598,223
0.45% of portfolio
|
Q3 2024
Added 4.13%
|
|
|
Cowa, LLC
Tulsa, OK |
Feb 03, 2025 Q4 2024 |
3,859
shares
|
$597,759
0.26% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jan 17, 2025 Q4 2024 |
3,857
shares
|
$597,449
0.21% of portfolio
|
Q4 2024
Reduced 24.65%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
3,856
shares
|
$597,294
0.27% of portfolio
|
Q4 2021
New holding
|
|
|
Riversedge Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
3,850
shares
|
$596,365
0.13% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Blodgett Wealth Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
3,843
shares
|
$595,280
0.44% of portfolio
|
Q4 2024
Reduced 2.54%
|