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 |
|---|---|---|---|---|---|
|
Fishman Jay A LTD
Troy, MI |
Jan 29, 2025 Q4 2024 |
3,098
shares
|
$479,880
0.04% of portfolio
|
Q4 2024
Reduced 45.87%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
3,091
shares
|
$478,795
0.09% of portfolio
|
Q4 2024
Reduced 9.22%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jan 23, 2025 Q4 2024 |
3,089
shares
|
$478,486
0.25% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
American Alpha Advisors, LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
3,071
shares
|
$475,697
0.39% of portfolio
|
Q4 2024
Reduced 6.63%
|
|
|
Better Wealth, LLC
|
Jan 22, 2025 Q4 2024 |
3,070
shares
|
$475,543
0.12% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Feb 07, 2025 Q4 2024 |
3,070
shares
|
$475,543
0.23% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Academy Capital Management Inc
Waco, TX |
Feb 06, 2025 Q4 2024 |
3,062
shares
|
$474,303
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
3,058
shares
|
$473,684
0.08% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Chatham Capital Group, Inc.
|
Feb 06, 2025 Q4 2024 |
3,057
shares
|
$473,529
0.07% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
3,054
shares
|
$473,064
0.06% of portfolio
|
Q4 2024
Reduced 6.43%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
3,054
shares
|
$473,064
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
3,050
shares
|
$472,445
0.44% of portfolio
|
Q3 2022
Reduced 85.14%
|
|
|
Straight Path Wealth Management
|
Feb 06, 2025 Q4 2024 |
3,044
shares
|
$471,515
0.19% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Whelan Financial
|
Oct 28, 2024 Q3 2024 |
3,034
shares
|
$469,966
0.18% of portfolio
|
Q3 2024
Reduced 6.3%
|
|
|
Candriam S.C.A.
|
Feb 06, 2025 Q4 2024 |
3,032
shares
|
$469,656
0.0% of portfolio
|
Q2 2024
Reduced 53.98%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Jan 31, 2025 Q4 2024 |
3,031
shares
|
$469,501
0.14% of portfolio
|
Q4 2024
Added 30.53%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
3,026
shares
|
$468,727
0.37% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Members Trust CO
|
Jan 30, 2025 Q4 2024 |
3,023
shares
|
$468,262
0.02% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
3,022
shares
|
$468,107
0.13% of portfolio
|
Q4 2024
Added 4.31%
|
|
|
Avant Capital LLC
Lafayette, LA |
Feb 11, 2025 Q4 2024 |
3,020
shares
|
$467,798
0.37% of portfolio
|
Q4 2024
Added 4.82%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Feb 12, 2025 Q4 2024 |
3,020
shares
|
$467,798
0.31% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Horizon Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
3,015
shares
|
$467,023
0.08% of portfolio
|
Q4 2024
Reduced 92.94%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Feb 10, 2025 Q4 2024 |
3,012
shares
|
$466,558
0.3% of portfolio
|
Q3 2024
Reduced 19.79%
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Feb 03, 2025 Q4 2024 |
3,009
shares
|
$466,094
0.33% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
3,005
shares
|
$465,474
0.33% of portfolio
|
Q3 2024
Reduced 0.6%
|