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 |
|---|---|---|---|---|---|
|
Security National Bank
|
Apr 23, 2025 Q1 2025 |
4,085
shares
|
$557,765
0.13% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Deltec Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
4,081
shares
|
$557,219
0.15% of portfolio
|
Q1 2025
Reduced 36.04%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
4,081
shares
|
$557,219
0.12% of portfolio
|
Q1 2025
Added 18.29%
|
|
|
Mcrae Capital Management Inc
|
May 13, 2025 Q1 2025 |
4,071
shares
|
$555,854
0.15% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
4,062
shares
|
$554,625
0.32% of portfolio
|
Q1 2025
Added 11.01%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
4,060
shares
|
$554,352
0.14% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
4,059
shares
|
$554,215
0.16% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
May 13, 2025 Q1 2025 |
4,051
shares
|
$553,123
0.07% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Apr 11, 2025 Q1 2025 |
4,050
shares
|
$552,987
0.32% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Apr 30, 2025 Q1 2025 |
4,045
shares
|
$552,304
0.6% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Fire Capital Management LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
4,045
shares
|
$552,304
0.5% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
May 16, 2025 Q1 2025 |
4,042
shares
|
$551,894
0.48% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
4,042
shares
|
$551,894
0.26% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
May 12, 2025 Q1 2025 |
4,042
shares
|
$551,894
0.63% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
4,026
shares
|
$549,710
0.34% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
4,024
shares
|
$549,436
0.23% of portfolio
|
Q1 2024
Added 31.03%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
4,016
shares
|
$548,344
0.32% of portfolio
|
Q4 2023
Added 0.73%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Apr 24, 2025 Q1 2025 |
4,014
shares
|
$548,071
0.37% of portfolio
|
Q1 2025
Reduced 7.47%
|
|
|
Pingora Partners LLC
Wilson, WY |
May 15, 2025 Q1 2025 |
4,002
shares
|
$546,433
0.5% of portfolio
|
Q1 2025
Reduced 10.03%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
4,000
shares
|
$546,160
0.62% of portfolio
|
Q4 2021
New holding
|
|
|
Boit C F David
Boston, MA |
Apr 08, 2025 Q1 2025 |
4,000
shares
|
$546,160
0.34% of portfolio
|
Q2 2021
New holding
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
3,997
shares
|
$545,750
0.08% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
3,990
shares
|
$544,794
0.29% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Barry Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
3,989
shares
|
$544,658
0.18% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
3,984
shares
|
$543,975
0.14% of portfolio
|
Q1 2025
Added 15.98%
|