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 |
|---|---|---|---|---|---|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
3,050
shares
|
$414,983
0.44% of portfolio
|
Q3 2022
Reduced 85.14%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Apr 10, 2025 Q1 2025 |
3,041
shares
|
$413,758
0.13% of portfolio
|
Q1 2025
Reduced 15.88%
|
|
|
Candriam S.C.A.
|
Feb 06, 2025 Q4 2024 |
3,032
shares
|
$412,533
0.0% of portfolio
|
Q2 2024
Reduced 53.98%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Apr 25, 2025 Q1 2025 |
3,032
shares
|
$412,533
0.45% of portfolio
|
Q1 2025
Reduced 11.22%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Apr 15, 2025 Q1 2025 |
3,029
shares
|
$412,125
0.19% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Feb 14, 2025 Q4 2024 |
3,026
shares
|
$411,717
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Members Trust CO
|
Jan 30, 2025 Q4 2024 |
3,023
shares
|
$411,309
0.02% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
3,022
shares
|
$411,173
0.13% of portfolio
|
Q4 2024
Added 4.31%
|
|
|
Avant Capital LLC
Lafayette, LA |
Feb 11, 2025 Q4 2024 |
3,020
shares
|
$410,901
0.37% of portfolio
|
Q4 2024
Added 4.82%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Feb 12, 2025 Q4 2024 |
3,020
shares
|
$410,901
0.31% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
3,017
shares
|
$410,493
0.07% of portfolio
|
Q1 2025
Reduced 61.38%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Apr 24, 2025 Q1 2025 |
3,012
shares
|
$409,812
0.37% of portfolio
|
Q3 2024
Reduced 19.79%
|
|
|
Better Money Decisions, LLC
|
Apr 10, 2025 Q1 2025 |
3,011
shares
|
$409,676
0.34% of portfolio
|
Q1 2025
Reduced 5.34%
|
|
|
Algert Global LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
3,010
shares
|
$409,540
0.01% of portfolio
|
Q4 2024
Added 21.86%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2025 Q1 2025 |
3,006
shares
|
$408,996
0.22% of portfolio
|
Q1 2025
Reduced 12.28%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
Feb 14, 2025 Q4 2024 |
2,996
shares
|
$407,635
0.06% of portfolio
|
Q1 2023
Added 12.21%
|
|
|
Teamwork Financial Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
2,990
shares
|
$406,819
0.07% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,988
shares
|
$406,547
0.09% of portfolio
|
Q2 2024
Added 75.46%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Feb 14, 2025 Q4 2024 |
2,988
shares
|
$406,547
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
2,987
shares
|
$406,411
0.39% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Sprott Inc.
Toronto, A6 |
Feb 04, 2025 Q4 2024 |
2,985
shares
|
$406,139
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
2,984
shares
|
$406,003
0.12% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
2,982
shares
|
$405,730
0.04% of portfolio
|
Q1 2025
Reduced 21.75%
|
|
|
Pettinga Financial Advisors, LLC
|
Feb 18, 2025 Q4 2024 |
2,973
shares
|
$404,506
0.1% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Apr 16, 2025 Q1 2025 |
2,971
shares
|
$404,234
0.73% of portfolio
|
Q4 2024
Reduced 30.99%
|