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 |
|---|---|---|---|---|---|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
2,909
shares
|
$450,604
0.09% of portfolio
|
Q3 2024
Reduced 50.27%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
2,906
shares
|
$450,139
0.09% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jan 08, 2025 Q4 2024 |
2,901
shares
|
$449,364
0.14% of portfolio
|
Q4 2024
Added 5.07%
|
|
|
Asset Allocation & Management Company, LLC
|
Jan 13, 2025 Q4 2024 |
2,900
shares
|
$449,210
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
2,900
shares
|
$449,210
0.02% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Pictet Bank & Trust LTD
|
Jan 30, 2025 Q4 2024 |
2,900
shares
|
$449,210
0.42% of portfolio
|
Q4 2024
Reduced 8.52%
|
|
|
Washburn Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
2,898
shares
|
$448,900
0.22% of portfolio
|
Q4 2024
Added 11.46%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
2,895
shares
|
$448,435
0.14% of portfolio
|
Q4 2024
Added 8.59%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
2,893
shares
|
$448,125
0.07% of portfolio
|
Q4 2024
Added 4.82%
|
|
|
Compton Financial Group, LLC
|
Jan 30, 2025 Q4 2024 |
2,887
shares
|
$447,196
0.12% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Holistic Financial Partners
|
Feb 04, 2025 Q4 2024 |
2,881
shares
|
$446,266
0.21% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Jan 16, 2025 Q4 2024 |
2,867
shares
|
$444,098
0.03% of portfolio
|
Q4 2024
Reduced 20.38%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
2,866
shares
|
$443,943
0.07% of portfolio
|
Q3 2024
Reduced 30.0%
|
|
|
Oakwell Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
2,862
shares
|
$443,323
0.12% of portfolio
|
Q4 2024
Reduced 18.81%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
2,859
shares
|
$442,859
0.2% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
First Dallas Securities Inc.
|
Jan 24, 2025 Q4 2024 |
2,845
shares
|
$440,690
0.17% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
2,844
shares
|
$440,535
0.05% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
2,840
shares
|
$439,916
0.12% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
2,838
shares
|
$439,606
0.09% of portfolio
|
Q4 2024
Reduced 53.1%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
2,835
shares
|
$439,141
0.1% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Feb 03, 2025 Q4 2024 |
2,831
shares
|
$438,521
0.22% of portfolio
|
Q4 2024
Added 11.19%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Jan 14, 2025 Q4 2024 |
2,828
shares
|
$438,057
0.28% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Richwood Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
2,827
shares
|
$437,902
0.34% of portfolio
|
Q4 2024
Added 22.81%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
2,826
shares
|
$437,747
0.17% of portfolio
|
Q1 2023
Added 1.73%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Feb 12, 2025 Q4 2024 |
2,823
shares
|
$437,282
0.28% of portfolio
|
Q4 2024
Added 0.79%
|