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 |
|---|---|---|---|---|---|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Jan 30, 2025 Q4 2024 |
3,599
shares
|
$489,679
0.17% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Mc Broom & Associates, LLC
|
Apr 16, 2025 Q1 2025 |
3,597
shares
|
$489,407
0.36% of portfolio
|
Q4 2023
Reduced 0.17%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
3,591
shares
|
$488,591
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Paulson Wealth Management Inc.
|
Feb 13, 2025 Q4 2024 |
3,586
shares
|
$487,911
0.14% of portfolio
|
Q4 2024
Reduced 25.82%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Apr 14, 2025 Q1 2025 |
3,582
shares
|
$487,366
0.63% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Jmac Enterprises LLC
|
Apr 22, 2025 Q1 2025 |
3,574
shares
|
$486,278
0.15% of portfolio
|
Q1 2025
Reduced 60.23%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
3,555
shares
|
$483,693
0.15% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Stillwater Wealth Management Group
Juno Beach, FL |
May 01, 2025 Q1 2025 |
3,555
shares
|
$483,693
0.51% of portfolio
|
Q1 2025
Added 22.46%
|
|
|
Birinyi Associates Inc
|
Feb 04, 2025 Q4 2024 |
3,550
shares
|
$483,013
0.14% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
3,550
shares
|
$483,013
0.1% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
3,547
shares
|
$482,604
0.11% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Apr 28, 2025 Q1 2025 |
3,545
shares
|
$482,332
0.26% of portfolio
|
Q1 2025
Added 79.22%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Apr 25, 2025 Q1 2025 |
3,544
shares
|
$482,196
0.19% of portfolio
|
Q1 2025
Added 16.93%
|
|
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
Feb 06, 2025 Q4 2024 |
3,543
shares
|
$482,060
0.28% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
3,540
shares
|
$481,652
0.04% of portfolio
|
Q2 2023
Reduced 10.15%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
3,540
shares
|
$481,652
0.12% of portfolio
|
Q1 2025
Added 126.05%
|
|
|
Signature Wealth Management Partners, LLC
|
Jan 22, 2025 Q4 2024 |
3,530
shares
|
$480,291
0.36% of portfolio
|
Q3 2024
Reduced 37.52%
|
|
|
Wealth Architects, LLC
|
Feb 10, 2025 Q4 2024 |
3,530
shares
|
$480,291
0.06% of portfolio
|
Q4 2024
Added 24.34%
|
|
|
Ellenbecker Investment Group
|
Apr 15, 2025 Q1 2025 |
3,518
shares
|
$478,659
0.11% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Charter Oak Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
3,514
shares
|
$478,114
0.05% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
3,511
shares
|
$477,706
0.05% of portfolio
|
Q4 2024
Reduced 16.88%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
3,509
shares
|
$477,434
0.2% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Apr 11, 2025 Q1 2025 |
3,506
shares
|
$477,026
0.57% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Helen Stephens Group, LLC
|
Apr 23, 2025 Q1 2025 |
3,504
shares
|
$476,754
0.17% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Drexel Morgan & Co.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
3,500
shares
|
$476,210
0.1% of portfolio
|
Q2 2024
Added 36.99%
|