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 |
|---|---|---|---|---|---|
|
Westbourne Investments, Inc.
Arlington, VA |
Feb 14, 2025 Q4 2024 |
3,316
shares
|
$451,174
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
3,295
shares
|
$448,317
0.07% of portfolio
|
Q4 2024
Added 89.91%
|
|
|
Joule Financial, LLC
|
Apr 11, 2025 Q1 2025 |
3,289
shares
|
$447,501
0.19% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Cairn Investment Group, Inc.
|
Apr 25, 2025 Q1 2025 |
3,285
shares
|
$446,957
0.31% of portfolio
|
Q1 2025
Added 9.5%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
3,277
shares
|
$445,868
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
|
$445,460
0.09% of portfolio
|
Q4 2024
Added 35.74%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Feb 14, 2025 Q4 2024 |
3,270
shares
|
$444,916
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
3,265
shares
|
$444,235
0.37% of portfolio
|
Q2 2023
Reduced 1.92%
|
|
|
Exchange Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
3,260
shares
|
$443,555
0.1% of portfolio
|
Q1 2025
Reduced 11.99%
|
|
|
St. Louis Trust CO
|
Feb 07, 2025 Q4 2024 |
3,260
shares
|
$443,555
0.07% of portfolio
|
Q3 2024
Reduced 26.89%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
3,260
shares
|
$443,555
0.16% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Chase Investment Counsel Corp
|
Feb 05, 2025 Q4 2024 |
3,259
shares
|
$443,419
0.16% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Apr 25, 2025 Q1 2025 |
3,257
shares
|
$443,147
0.29% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Legacy Trust
Grand Rapids, MI |
Apr 16, 2025 Q1 2025 |
3,250
shares
|
$442,195
0.13% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Apr 30, 2025 Q1 2025 |
3,244
shares
|
$441,378
0.18% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
3,243
shares
|
$441,242
0.21% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Feb 05, 2025 Q4 2024 |
3,241
shares
|
$440,970
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Apr 21, 2025 Q1 2025 |
3,239
shares
|
$440,698
0.41% of portfolio
|
Q1 2025
Added 7.64%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Apr 10, 2025 Q1 2025 |
3,233
shares
|
$439,881
0.49% of portfolio
|
Q1 2025
Added 4.29%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
3,232
shares
|
$439,745
0.08% of portfolio
|
Q1 2025
Added 8.31%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
3,225
shares
|
$438,793
0.07% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Feb 26, 2025 Q4 2024 |
3,223
shares
|
$438,521
0.1% of portfolio
|
Q4 2024
Added 10.79%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Feb 13, 2025 Q4 2024 |
3,221
shares
|
$438,249
0.18% of portfolio
|
Q4 2024
Reduced 15.08%
|
|
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
Mar 11, 2025 Q4 2024 |
3,220
shares
|
$438,113
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
3,214
shares
|
$437,296
0.08% of portfolio
|
Q4 2024
Added 15.57%
|