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 |
|---|---|---|---|---|---|
|
Helium Advisors LLC
Everett, WA |
Feb 18, 2025 Q4 2024 |
3,136
shares
|
$426,684
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
3,132
shares
|
$426,139
0.28% of portfolio
|
Q3 2024
Reduced 37.17%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
May 01, 2025 Q1 2025 |
3,131
shares
|
$426,003
0.26% of portfolio
|
Q4 2024
Reduced 14.27%
|
|
|
Hfr Wealth Management, LLC
Niskayuna, NY |
Feb 06, 2025 Q4 2024 |
3,130
shares
|
$425,867
0.07% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jan 27, 2025 Q4 2024 |
3,128
shares
|
$425,595
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Flynn Zito Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
3,123
shares
|
$424,915
0.21% of portfolio
|
Q4 2024
Added 7.76%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
3,113
shares
|
$423,554
0.41% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
3,111
shares
|
$423,282
0.3% of portfolio
|
Q1 2024
Added 136.84%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
3,104
shares
|
$422,330
0.26% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
3,101
shares
|
$421,922
0.05% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Viewpoint Investment Partners Corp
|
Apr 16, 2025 Q1 2025 |
3,100
shares
|
$421,786
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
3,099
shares
|
$421,649
0.31% of portfolio
|
Q4 2022
Added 12.32%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
3,098
shares
|
$421,513
0.04% of portfolio
|
Q4 2024
Reduced 5.35%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
3,097
shares
|
$421,377
0.07% of portfolio
|
Q4 2024
Reduced 8.72%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Feb 13, 2025 Q4 2024 |
3,089
shares
|
$420,289
0.22% of portfolio
|
Q4 2024
Added 17.99%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jan 23, 2025 Q4 2024 |
3,089
shares
|
$420,289
0.25% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Ferguson Shapiro LLC
|
Apr 23, 2025 Q1 2025 |
3,088
shares
|
$420,153
0.33% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
May 01, 2025 Q1 2025 |
3,085
shares
|
$419,745
0.17% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
3,076
shares
|
$418,520
0.09% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Apr 21, 2025 Q1 2025 |
3,076
shares
|
$418,520
0.34% of portfolio
|
Q1 2025
Reduced 57.49%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Apr 11, 2025 Q4 2024 |
3,072
shares
|
$417,976
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
American Alpha Advisors, LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
3,071
shares
|
$417,840
0.39% of portfolio
|
Q4 2024
Reduced 6.63%
|
|
|
Chatham Capital Group, Inc.
|
Apr 10, 2025 Q1 2025 |
3,069
shares
|
$417,568
0.09% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Elmwood Wealth Management, Inc.
|
Apr 28, 2025 Q1 2025 |
3,068
shares
|
$417,432
0.23% of portfolio
|
Q1 2025
Reduced 10.24%
|
|
|
Academy Capital Management Inc
Waco, TX |
Feb 06, 2025 Q4 2024 |
3,062
shares
|
$416,615
0.07% of portfolio
|
Q4 2024
New holding
|