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 |
|---|---|---|---|---|---|
|
Clare Market Investments LLC
Dallas, TX |
Feb 07, 2025 Q4 2024 |
3,615
shares
|
$559,963
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Pointe Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
3,608
shares
|
$558,879
0.3% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Prentice Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
3,604
shares
|
$558,259
0.15% of portfolio
|
Q4 2024
Added 8.13%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
3,602
shares
|
$557,949
0.56% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Jan 30, 2025 Q4 2024 |
3,599
shares
|
$557,485
0.17% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Sage Rhino Capital LLC
|
Feb 06, 2025 Q4 2024 |
3,598
shares
|
$557,330
0.12% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Mc Broom & Associates, LLC
|
Jan 29, 2025 Q4 2024 |
3,597
shares
|
$557,175
0.31% of portfolio
|
Q4 2023
Reduced 0.17%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
3,591
shares
|
$556,245
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
3,577
shares
|
$554,077
0.24% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Feb 11, 2025 Q4 2024 |
3,563
shares
|
$551,908
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jan 14, 2025 Q4 2024 |
3,552
shares
|
$550,204
0.1% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Birinyi Associates Inc
|
Feb 04, 2025 Q4 2024 |
3,550
shares
|
$549,895
0.14% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
3,550
shares
|
$549,895
0.1% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
3,547
shares
|
$549,430
0.11% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
Feb 06, 2025 Q4 2024 |
3,543
shares
|
$548,810
0.28% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
3,540
shares
|
$548,346
0.04% of portfolio
|
Q2 2023
Reduced 10.15%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jan 13, 2025 Q4 2024 |
3,540
shares
|
$548,346
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Black Point Wealth Management
Naples, FL |
Jan 17, 2025 Q4 2024 |
3,534
shares
|
$547,416
0.59% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Signature Wealth Management Partners, LLC
|
Jan 22, 2025 Q4 2024 |
3,530
shares
|
$546,797
0.36% of portfolio
|
Q3 2024
Reduced 37.52%
|
|
|
Wealth Architects, LLC
|
Feb 10, 2025 Q4 2024 |
3,530
shares
|
$546,797
0.06% of portfolio
|
Q4 2024
Added 24.34%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
3,524
shares
|
$545,867
0.36% of portfolio
|
Q2 2024
Reduced 2.89%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Jan 27, 2025 Q4 2024 |
3,520
shares
|
$545,248
0.29% of portfolio
|
Q4 2024
Added 19.85%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
3,511
shares
|
$543,853
0.05% of portfolio
|
Q4 2024
Reduced 16.88%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
3,509
shares
|
$543,544
0.2% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
3,506
shares
|
$543,079
0.21% of portfolio
|
Q3 2024
Reduced 5.17%
|