Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,205 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 |
|---|---|---|---|---|---|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
3,421
shares
|
$465,461
0.07% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Lokken Investment Group LLC
|
Feb 12, 2025 Q4 2024 |
3,420
shares
|
$465,325
0.23% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Ma Private Wealth
|
May 01, 2025 Q1 2025 |
3,415
shares
|
$464,644
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Apr 17, 2025 Q1 2025 |
3,405
shares
|
$463,284
0.11% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Feb 14, 2025 Q4 2024 |
3,401
shares
|
$462,740
0.03% of portfolio
|
Q4 2024
Added 8.14%
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
3,400
shares
|
$462,604
0.55% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
3,392
shares
|
$461,515
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Constitution Capital LLC
Shelton, CT |
Apr 11, 2025 Q1 2025 |
3,391
shares
|
$461,379
0.32% of portfolio
|
Q1 2025
Added 79.32%
|
|
|
B Long Financial, LLC
Memphis, TN |
Jan 30, 2025 Q4 2024 |
3,390
shares
|
$461,243
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Feb 11, 2025 Q4 2024 |
3,387
shares
|
$460,835
0.13% of portfolio
|
Q4 2024
Added 12.86%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
3,379
shares
|
$459,746
0.06% of portfolio
|
Q1 2025
Added 6.02%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
3,378
shares
|
$459,610
0.03% of portfolio
|
Q2 2023
Added 8.83%
|
|
|
First National Corp
|
Apr 11, 2025 Q1 2025 |
3,372
shares
|
$458,794
0.13% of portfolio
|
Q1 2025
Added 8.6%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Feb 10, 2025 Q4 2024 |
3,371
shares
|
$458,658
0.03% of portfolio
|
Q4 2024
Added 21.0%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Apr 11, 2025 Q1 2025 |
3,361
shares
|
$457,297
0.25% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Feb 04, 2025 Q4 2024 |
3,356
shares
|
$456,617
0.31% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
3,355
shares
|
$456,481
1.57% of portfolio
|
Q4 2022
Added 1743.41%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Apr 29, 2025 Q1 2025 |
3,352
shares
|
$456,073
0.16% of portfolio
|
Q1 2025
Added 19.03%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
3,350
shares
|
$455,801
0.04% of portfolio
|
Q4 2024
Added 6.55%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
3,339
shares
|
$454,304
0.13% of portfolio
|
Q2 2023
Reduced 3.8%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Apr 28, 2025 Q1 2025 |
3,338
shares
|
$454,168
0.07% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Apr 15, 2025 Q1 2025 |
3,338
shares
|
$454,168
0.13% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Smith Shellnut Wilson LLC
|
Apr 17, 2025 Q1 2025 |
3,328
shares
|
$452,807
0.26% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Destiny Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
3,320
shares
|
$451,719
0.09% of portfolio
|
Q1 2025
Added 8.57%
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
Feb 07, 2025 Q4 2024 |
3,317
shares
|
$451,311
0.35% of portfolio
|
Q3 2024
Added 14.97%
|