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 |
|---|---|---|---|---|---|
|
Alta Wealth Advisors LLC
|
Jan 23, 2025 Q4 2024 |
3,334
shares
|
$516,436
0.21% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Feb 12, 2025 Q4 2024 |
3,323
shares
|
$514,732
0.1% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
3,321
shares
|
$514,422
0.19% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
Feb 07, 2025 Q4 2024 |
3,317
shares
|
$513,803
0.35% of portfolio
|
Q3 2024
Added 14.97%
|
|
|
Planned Solutions, Inc.
|
Jan 16, 2025 Q4 2024 |
3,303
shares
|
$511,634
0.21% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
3,295
shares
|
$510,395
0.15% of portfolio
|
Q4 2024
Reduced 11.04%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
3,295
shares
|
$510,395
0.07% of portfolio
|
Q4 2024
Added 89.91%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
3,293
shares
|
$510,085
0.05% of portfolio
|
Q4 2024
Added 8.14%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
3,277
shares
|
$507,607
0.06% of portfolio
|
Q3 2024
Reduced 13.15%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Feb 12, 2025 Q4 2024 |
3,274
shares
|
$507,142
0.09% of portfolio
|
Q4 2024
Added 35.74%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
3,273
shares
|
$506,987
0.04% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Jan 29, 2025 Q4 2024 |
3,271
shares
|
$506,677
0.06% of portfolio
|
Q2 2024
Reduced 75.55%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Nov 13, 2024 Q3 2024 |
3,269
shares
|
$506,368
0.13% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
3,268
shares
|
$506,213
0.09% of portfolio
|
Q4 2024
Reduced 24.65%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
3,265
shares
|
$505,748
0.37% of portfolio
|
Q2 2023
Reduced 1.92%
|
|
|
Xcel Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
3,263
shares
|
$505,438
0.13% of portfolio
|
Q4 2024
Reduced 19.39%
|
|
|
St. Louis Trust CO
|
Feb 07, 2025 Q4 2024 |
3,260
shares
|
$504,974
0.07% of portfolio
|
Q3 2024
Reduced 26.89%
|
|
|
Chase Investment Counsel Corp
|
Feb 05, 2025 Q4 2024 |
3,259
shares
|
$504,819
0.16% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Joule Financial, LLC
|
Jan 15, 2025 Q4 2024 |
3,254
shares
|
$504,044
0.17% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jan 17, 2025 Q4 2024 |
3,252
shares
|
$503,734
0.25% of portfolio
|
Q4 2024
Reduced 11.12%
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
3,248
shares
|
$503,115
0.09% of portfolio
|
Q3 2024
Reduced 13.29%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
3,245
shares
|
$502,650
0.14% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
3,241
shares
|
$502,030
0.23% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Feb 05, 2025 Q4 2024 |
3,241
shares
|
$502,030
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
3,238
shares
|
$501,566
0.13% of portfolio
|
Q3 2024
Reduced 12.13%
|