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 |
|---|---|---|---|---|---|
|
Drexel Morgan & Co.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
3,500
shares
|
$542,150
0.1% of portfolio
|
Q2 2024
Added 36.99%
|
|
|
Fca Corp
Houston, TX |
Feb 11, 2025 Q4 2024 |
3,500
shares
|
$542,150
0.16% of portfolio
|
Q3 2024
Reduced 28.67%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
3,494
shares
|
$541,220
0.53% of portfolio
|
Q1 2023
Added 0.98%
|
|
|
Ellenbecker Investment Group
|
Jan 13, 2025 Q4 2024 |
3,493
shares
|
$541,065
0.09% of portfolio
|
Q4 2024
Reduced 15.57%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
3,493
shares
|
$541,065
0.29% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
3,492
shares
|
$540,910
0.06% of portfolio
|
Q4 2024
Added 6.85%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
3,491
shares
|
$540,755
0.16% of portfolio
|
Q4 2024
Reduced 12.55%
|
|
|
Helen Stephens Group, LLC
|
Jan 15, 2025 Q4 2024 |
3,489
shares
|
$540,446
0.15% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jan 28, 2025 Q4 2024 |
3,480
shares
|
$539,052
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
3,477
shares
|
$538,587
0.03% of portfolio
|
Q4 2024
Added 9.2%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
3,476
shares
|
$538,432
0.03% of portfolio
|
Q3 2024
Reduced 18.59%
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
3,467
shares
|
$537,038
0.32% of portfolio
|
Q3 2024
Reduced 5.45%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
3,464
shares
|
$536,573
0.16% of portfolio
|
Q4 2022
Reduced 19.05%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
3,464
shares
|
$536,573
0.06% of portfolio
|
Q4 2024
Reduced 23.26%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
3,464
shares
|
$536,573
0.33% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
3,460
shares
|
$535,954
0.41% of portfolio
|
Q2 2022
New holding
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
3,458
shares
|
$535,644
0.05% of portfolio
|
Q4 2024
Reduced 6.13%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
3,458
shares
|
$535,644
0.12% of portfolio
|
Q4 2024
Reduced 7.24%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jan 28, 2025 Q4 2024 |
3,458
shares
|
$535,644
0.06% of portfolio
|
Q4 2024
Added 27.09%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Feb 11, 2025 Q4 2024 |
3,450
shares
|
$534,405
0.1% of portfolio
|
Q4 2024
Added 43.99%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
3,435
shares
|
$532,081
0.1% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Jan 22, 2025 Q4 2024 |
3,428
shares
|
$530,997
0.37% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
3,427
shares
|
$530,842
0.21% of portfolio
|
Q4 2024
Reduced 33.69%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
3,421
shares
|
$529,912
0.07% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Lokken Investment Group LLC
|
Feb 12, 2025 Q4 2024 |
3,420
shares
|
$529,758
0.23% of portfolio
|
Q4 2024
Reduced 3.06%
|