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 |
|---|---|---|---|---|---|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
3,214
shares
|
$437,296
0.1% of portfolio
|
Q4 2024
Reduced 20.33%
|
|
|
Whelan Financial
|
Apr 29, 2025 Q1 2025 |
3,211
shares
|
$436,888
0.21% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Apr 08, 2025 Q1 2025 |
3,210
shares
|
$436,752
0.13% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Alta Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
3,206
shares
|
$436,208
0.25% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Feb 13, 2025 Q4 2024 |
3,203
shares
|
$435,800
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
3,196
shares
|
$434,847
0.09% of portfolio
|
Q1 2025
Added 6.0%
|
|
|
Smart Money Group LLC
|
Apr 28, 2025 Q1 2025 |
3,195
shares
|
$434,711
0.5% of portfolio
|
Q1 2025
Reduced 12.49%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Feb 06, 2025 Q4 2024 |
3,195
shares
|
$434,711
0.11% of portfolio
|
Q2 2024
Reduced 23.84%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Feb 13, 2025 Q4 2024 |
3,194
shares
|
$434,575
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
3,188
shares
|
$433,759
0.14% of portfolio
|
Q1 2023
Added 0.95%
|
|
|
Summitry LLC
Foster City, CA |
Feb 11, 2025 Q4 2024 |
3,187
shares
|
$433,623
0.02% of portfolio
|
Q4 2024
Reduced 17.69%
|
|
|
Long View Wealth Management
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
3,187
shares
|
$433,623
0.16% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
3,179
shares
|
$432,534
0.12% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
3,177
shares
|
$432,262
0.31% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
David R. Rahn & Associates Inc.
|
Feb 04, 2025 Q4 2024 |
3,170
shares
|
$431,310
0.16% of portfolio
|
Q4 2024
Added 28.34%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Apr 15, 2025 Q1 2025 |
3,168
shares
|
$431,038
0.37% of portfolio
|
Q1 2025
Reduced 17.02%
|
|
|
Crown Oak Advisors, LLC
Piedmont, CA |
Apr 18, 2025 Q1 2025 |
3,165
shares
|
$430,629
0.27% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Apr 11, 2025 Q1 2025 |
3,164
shares
|
$430,493
0.28% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
First International Bank & Trust
Watford City, ND |
Jan 10, 2025 Q4 2024 |
3,162
shares
|
$430,221
0.15% of portfolio
|
Q4 2024
Added 50.86%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
3,160
shares
|
$429,949
0.36% of portfolio
|
Q4 2022
Added 0.7%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Apr 21, 2025 Q1 2025 |
3,155
shares
|
$429,269
0.3% of portfolio
|
Q1 2025
Reduced 7.18%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
3,154
shares
|
$429,133
0.09% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
3,150
shares
|
$428,589
0.15% of portfolio
|
Q4 2024
Added 5.92%
|
|
|
Eukles Asset Management
|
Apr 29, 2025 Q1 2025 |
3,146
shares
|
$428,044
0.24% of portfolio
|
Q1 2025
Added 7.48%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
3,141
shares
|
$427,364
0.11% of portfolio
|
Q1 2025
Added 1.62%
|