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 |
|---|---|---|---|---|---|
|
Fca Corp
Houston, TX |
Feb 11, 2025 Q4 2024 |
3,500
shares
|
$476,210
0.16% of portfolio
|
Q3 2024
Reduced 28.67%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Apr 14, 2025 Q1 2025 |
3,500
shares
|
$476,210
0.44% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
3,494
shares
|
$475,393
0.53% of portfolio
|
Q1 2023
Added 0.98%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
3,492
shares
|
$475,121
0.06% of portfolio
|
Q1 2025
Reduced 7.3%
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
3,492
shares
|
$475,121
0.06% of portfolio
|
Q4 2024
Added 6.85%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
3,491
shares
|
$474,985
0.16% of portfolio
|
Q4 2024
Reduced 12.55%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Apr 28, 2025 Q1 2025 |
3,488
shares
|
$474,577
0.14% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
3,488
shares
|
$474,577
0.15% of portfolio
|
Q1 2025
Added 6.24%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Apr 25, 2025 Q1 2025 |
3,481
shares
|
$473,624
0.28% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
3,479
shares
|
$473,352
0.36% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Omni Star Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
3,469
shares
|
$471,992
0.43% of portfolio
|
Q4 2024
Reduced 26.16%
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Apr 28, 2025 Q1 2025 |
3,468
shares
|
$471,856
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Rice Hall James & Associates, LLC
|
May 01, 2025 Q1 2025 |
3,467
shares
|
$471,720
0.04% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
3,466
shares
|
$471,583
0.07% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Feb 18, 2025 Q4 2024 |
3,465
shares
|
$471,447
0.36% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
3,464
shares
|
$471,311
0.16% of portfolio
|
Q4 2022
Reduced 19.05%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
3,464
shares
|
$471,311
0.06% of portfolio
|
Q4 2024
Reduced 23.26%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
3,464
shares
|
$471,311
0.33% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
3,460
shares
|
$470,767
0.41% of portfolio
|
Q2 2022
New holding
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Apr 11, 2025 Q1 2025 |
3,459
shares
|
$470,631
0.16% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Planned Solutions, Inc.
|
Apr 09, 2025 Q1 2025 |
3,454
shares
|
$469,951
0.25% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Feb 11, 2025 Q4 2024 |
3,450
shares
|
$469,407
0.1% of portfolio
|
Q4 2024
Added 43.99%
|
|
|
Crumly & Associates Inc.
|
Apr 22, 2025 Q1 2025 |
3,438
shares
|
$467,774
0.2% of portfolio
|
Q1 2025
Added 4.34%
|
|
|
Successful Portfolios LLC
|
Apr 11, 2025 Q1 2025 |
3,433
shares
|
$467,093
0.39% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Sage Rhino Capital LLC
|
Apr 30, 2025 Q1 2025 |
3,429
shares
|
$466,549
0.14% of portfolio
|
Q1 2025
Reduced 4.7%
|