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 |
|---|---|---|---|---|---|
|
Lokken Investment Group LLC
|
Feb 12, 2025 Q4 2024 |
3,420
shares
|
$529,758
0.23% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
3,418
shares
|
$529,448
0.22% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Ma Private Wealth
|
Jan 24, 2025 Q4 2024 |
3,415
shares
|
$528,983
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
3,415
shares
|
$528,983
0.39% of portfolio
|
Q4 2024
Added 17.15%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
3,413
shares
|
$528,673
0.07% of portfolio
|
Q3 2024
Reduced 36.95%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
3,404
shares
|
$527,279
0.1% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
3,400
shares
|
$526,660
0.55% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Feb 12, 2025 Q4 2024 |
3,399
shares
|
$526,505
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,393
shares
|
$525,575
0.07% of portfolio
|
Q3 2024
Added 154.16%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
3,392
shares
|
$525,420
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
B Long Financial, LLC
Memphis, TN |
Jan 30, 2025 Q4 2024 |
3,390
shares
|
$525,111
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Feb 11, 2025 Q4 2024 |
3,387
shares
|
$524,646
0.13% of portfolio
|
Q4 2024
Added 12.86%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
3,378
shares
|
$523,252
0.03% of portfolio
|
Q2 2023
Added 8.83%
|
|
|
Rice Hall James & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
3,377
shares
|
$523,097
0.03% of portfolio
|
Q3 2024
Reduced 9.63%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
3,376
shares
|
$522,942
0.22% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Feb 10, 2025 Q4 2024 |
3,371
shares
|
$522,167
0.03% of portfolio
|
Q4 2024
Added 21.0%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
3,368
shares
|
$521,703
0.01% of portfolio
|
Q3 2024
Added 3309.92%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Feb 04, 2025 Q4 2024 |
3,356
shares
|
$519,844
0.31% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 13, 2025 Q4 2024 |
3,356
shares
|
$519,844
0.14% of portfolio
|
Q4 2024
Added 13.19%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
3,355
shares
|
$519,689
1.57% of portfolio
|
Q4 2022
Added 1743.41%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
3,350
shares
|
$518,915
0.04% of portfolio
|
Q4 2024
Added 6.55%
|
|
|
Eclectic Associates Inc
|
Jan 21, 2025 Q4 2024 |
3,345
shares
|
$518,140
0.16% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
3,339
shares
|
$517,211
0.13% of portfolio
|
Q2 2023
Reduced 3.8%
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
3,337
shares
|
$516,901
0.32% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
3,335
shares
|
$516,591
0.06% of portfolio
|
Q2 2024
Reduced 6.97%
|