Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,212 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 $183 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
3,692
shares
|
$502,333
0.29% of portfolio
|
Q1 2025
Added 3.21%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
3,691
shares
|
$502,197
0.13% of portfolio
|
Q1 2025
Reduced 85.58%
|
|
|
Shilanski & Associates, Inc.
|
Apr 25, 2025 Q1 2025 |
3,690
shares
|
$502,061
0.19% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Feb 05, 2025 Q4 2024 |
3,690
shares
|
$502,061
0.05% of portfolio
|
Q4 2024
Reduced 96.24%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Apr 14, 2025 Q1 2025 |
3,687
shares
|
$501,653
0.09% of portfolio
|
Q4 2024
Reduced 46.87%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
3,684
shares
|
$501,245
0.05% of portfolio
|
Q1 2025
Added 12.56%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
3,678
shares
|
$500,428
0.15% of portfolio
|
Q4 2024
Added 11.49%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
3,673
shares
|
$499,748
0.19% of portfolio
|
Q3 2024
Added 7.62%
|
|
|
O Donnell Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
3,672
shares
|
$499,612
0.24% of portfolio
|
Q2 2024
Added 5.61%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
3,669
shares
|
$499,204
0.02% of portfolio
|
Q1 2025
Added 26.52%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
3,659
shares
|
$497,843
0.25% of portfolio
|
Q4 2024
Added 6.71%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
3,657
shares
|
$497,571
0.37% of portfolio
|
Q3 2022
Added 13.43%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
3,649
shares
|
$496,482
0.1% of portfolio
|
Q4 2023
Reduced 0.55%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Apr 22, 2025 Q1 2025 |
3,644
shares
|
$495,802
0.21% of portfolio
|
Q1 2025
Added 17.13%
|
|
|
America First Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
3,638
shares
|
$494,986
0.13% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Feb 12, 2025 Q4 2024 |
3,630
shares
|
$493,897
0.4% of portfolio
|
Q3 2022
Reduced 11.18%
|
|
|
Congress Park Capital LLC
|
Apr 21, 2025 Q1 2025 |
3,626
shares
|
$493,353
0.23% of portfolio
|
Q1 2025
Added 15.29%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
3,625
shares
|
$493,217
0.07% of portfolio
|
Q4 2024
Reduced 9.24%
|
|
|
Blodgett Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
3,618
shares
|
$492,265
0.52% of portfolio
|
Q1 2025
Reduced 5.85%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
3,617
shares
|
$492,129
0.11% of portfolio
|
Q1 2025
Added 27.58%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
3,613
shares
|
$491,584
0.13% of portfolio
|
Q1 2025
Added 4253.01%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
3,613
shares
|
$491,584
0.12% of portfolio
|
Q4 2024
Added 1976.44%
|
|
|
Redwood Financial Network Corp
|
Feb 13, 2025 Q4 2024 |
3,610
shares
|
$491,176
0.4% of portfolio
|
Q4 2024
Reduced 12.78%
|
|
|
Pointe Capital Management LLC
|
May 01, 2025 Q1 2025 |
3,608
shares
|
$490,904
0.36% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
F Dx Advisors, Inc.
|
May 01, 2025 Q1 2025 |
3,600
shares
|
$489,816
0.2% of portfolio
|
Q1 2025
Reduced 12.47%
|