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 |
|---|---|---|---|---|---|
|
Blodgett Wealth Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
3,843
shares
|
$595,280
0.44% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
3,842
shares
|
$595,125
0.25% of portfolio
|
Q4 2024
Reduced 30.04%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
3,835
shares
|
$594,041
0.37% of portfolio
|
Q2 2024
Reduced 77.81%
|
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
3,832
shares
|
$593,576
0.08% of portfolio
|
Q4 2024
Added 6.89%
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
3,827
shares
|
$592,802
0.13% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Northern Capital Management, Inc.
|
Feb 10, 2025 Q4 2024 |
3,825
shares
|
$592,492
0.34% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
3,821
shares
|
$591,872
0.11% of portfolio
|
Q4 2024
Added 18.19%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jan 28, 2025 Q4 2024 |
3,818
shares
|
$591,408
0.36% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Summit Global Investments
Bountiful, UT |
Feb 11, 2025 Q4 2024 |
3,811
shares
|
$590,323
0.03% of portfolio
|
Q4 2024
Reduced 34.11%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
3,810
shares
|
$590,169
0.03% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Purus Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
3,802
shares
|
$588,929
0.23% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Intellus Advisors LLC
Naples, FL |
Feb 11, 2025 Q4 2024 |
3,802
shares
|
$588,929
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
3,797
shares
|
$588,155
0.06% of portfolio
|
Q3 2024
Reduced 14.19%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 08, 2024 Q3 2024 |
3,793
shares
|
$587,535
0.21% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Renaissance Investment Group LLC
|
Jan 16, 2025 Q4 2024 |
3,791
shares
|
$587,225
0.12% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jan 23, 2025 Q4 2024 |
3,782
shares
|
$585,831
0.35% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Feb 06, 2025 Q4 2024 |
3,781
shares
|
$585,676
0.31% of portfolio
|
Q4 2024
Reduced 6.32%
|
|
|
Hc Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
3,779
shares
|
$585,367
0.46% of portfolio
|
Q4 2024
Added 11.38%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 28, 2025 Q4 2024 |
3,778
shares
|
$585,212
0.21% of portfolio
|
Q3 2024
Reduced 10.28%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
3,767
shares
|
$583,508
0.06% of portfolio
|
Q4 2024
Reduced 10.84%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Feb 07, 2025 Q4 2024 |
3,766
shares
|
$583,353
0.17% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jan 31, 2025 Q4 2024 |
3,755
shares
|
$581,649
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
3,747
shares
|
$580,410
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
3,737
shares
|
$578,861
0.66% of portfolio
|
Q3 2023
Reduced 1.61%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
3,731
shares
|
$577,931
0.35% of portfolio
|
Q3 2024
Reduced 0.67%
|