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 |
|---|---|---|---|---|---|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
May 08, 2025 Q1 2025 |
3,980
shares
|
$543,429
0.36% of portfolio
|
Q1 2025
Added 705.67%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
3,970
shares
|
$542,063
0.13% of portfolio
|
Q2 2024
Reduced 6.54%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Apr 10, 2025 Q1 2025 |
3,967
shares
|
$541,654
0.37% of portfolio
|
Q1 2025
Added 12.06%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
3,956
shares
|
$540,152
0.42% of portfolio
|
Q2 2023
Reduced 27.82%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
3,952
shares
|
$539,606
0.16% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
May 12, 2025 Q1 2025 |
3,948
shares
|
$539,059
0.02% of portfolio
|
Q1 2024
Reduced 11.32%
|
|
|
Amica Retiree Medical Trust
|
May 13, 2025 Q1 2025 |
3,945
shares
|
$538,650
1.01% of portfolio
|
Q1 2025
Reduced 19.28%
|
|
|
Winning Points Advisors, LLC
Boca Raton, FL |
Nov 14, 2024 Q3 2024 |
3,944
shares
|
$538,513
0.84% of portfolio
|
Q3 2024
Reduced 15.55%
|
|
|
Cadent Capital Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
3,943
shares
|
$538,377
0.25% of portfolio
|
Q1 2025
Reduced 32.06%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
3,942
shares
|
$538,240
0.12% of portfolio
|
Q1 2025
Added 33.45%
|
|
|
Brave Asset Management Inc
|
Apr 10, 2025 Q1 2025 |
3,939
shares
|
$537,831
0.21% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
3,925
shares
|
$535,919
0.16% of portfolio
|
Q2 2022
Reduced 2.36%
|
|
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
Feb 16, 2024 Q4 2023 |
3,922
shares
|
$535,509
0.21% of portfolio
|
Q4 2023
Reduced 50.49%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
3,913
shares
|
$534,281
0.29% of portfolio
|
Q1 2024
Added 59.58%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
3,911
shares
|
$534,007
0.15% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
May 06, 2025 Q1 2025 |
3,908
shares
|
$533,598
0.74% of portfolio
|
Q1 2025
Reduced 8.86%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
3,901
shares
|
$532,642
0.29% of portfolio
|
Q1 2025
Added 9.49%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Apr 16, 2025 Q1 2025 |
3,900
shares
|
$532,506
0.18% of portfolio
|
Q4 2024
Reduced 57.61%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
3,898
shares
|
$532,232
0.31% of portfolio
|
Q1 2024
Added 2.55%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
May 15, 2025 Q1 2025 |
3,898
shares
|
$532,232
0.32% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Apr 21, 2025 Q1 2025 |
3,890
shares
|
$531,140
0.07% of portfolio
|
Q1 2025
Added 12.49%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
3,876
shares
|
$529,229
0.01% of portfolio
|
Q4 2022
Reduced 9.04%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
3,873
shares
|
$528,819
0.2% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Apr 29, 2025 Q1 2025 |
3,872
shares
|
$528,682
0.24% of portfolio
|
Q1 2025
Added 23.63%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
3,866
shares
|
$527,863
0.08% of portfolio
|
Q1 2025
Added 10.71%
|