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 |
|---|---|---|---|---|---|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
2,969
shares
|
$403,962
0.0% of portfolio
|
Q4 2024
Reduced 92.84%
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
2,968
shares
|
$403,826
0.06% of portfolio
|
Q2 2023
Reduced 1.03%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Apr 25, 2025 Q1 2025 |
2,968
shares
|
$403,826
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
2,966
shares
|
$403,553
0.34% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Xcel Wealth Management, LLC
|
Apr 28, 2025 Q1 2025 |
2,963
shares
|
$403,145
0.16% of portfolio
|
Q1 2025
Reduced 9.19%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
2,955
shares
|
$402,057
0.28% of portfolio
|
Q1 2022
Reduced 6.34%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
2,954
shares
|
$401,921
0.1% of portfolio
|
Q4 2024
Reduced 17.42%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
2,947
shares
|
$400,968
0.29% of portfolio
|
Q3 2024
Reduced 16.14%
|
|
|
Verum Partners LLC
Charlotte, NC |
Apr 11, 2025 Q1 2025 |
2,945
shares
|
$400,696
0.13% of portfolio
|
Q1 2025
Added 8.15%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Feb 13, 2025 Q4 2024 |
2,937
shares
|
$399,608
0.05% of portfolio
|
Q4 2024
Reduced 13.18%
|
|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
2,935
shares
|
$399,336
0.04% of portfolio
|
Q1 2025
Added 21.08%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Feb 06, 2025 Q4 2024 |
2,930
shares
|
$398,655
0.22% of portfolio
|
Q4 2024
Reduced 9.32%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
2,925
shares
|
$397,975
0.13% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Montz Harcus Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
2,923
shares
|
$397,703
0.27% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Triton Wealth Management, Pllc
|
Mar 18, 2025 Q4 2024 |
2,913
shares
|
$396,342
0.23% of portfolio
|
Q4 2024
Added 24.75%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
2,911
shares
|
$396,070
0.13% of portfolio
|
Q4 2024
Added 28.07%
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
Feb 12, 2025 Q4 2024 |
2,910
shares
|
$395,934
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
2,906
shares
|
$395,390
0.09% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Asset Allocation & Management Company, LLC
|
Apr 08, 2025 Q1 2025 |
2,900
shares
|
$394,574
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Apr 23, 2025 Q1 2025 |
2,900
shares
|
$394,574
0.58% of portfolio
|
Q1 2025
New holding
|
|
|
Washburn Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
2,898
shares
|
$394,301
0.22% of portfolio
|
Q4 2024
Added 11.46%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
2,895
shares
|
$393,893
0.11% of portfolio
|
Q1 2025
Added 7.7%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
2,893
shares
|
$393,621
0.07% of portfolio
|
Q4 2024
Added 4.82%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Apr 08, 2025 Q1 2025 |
2,891
shares
|
$393,349
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Wedge Capital Management L L P
|
Apr 14, 2025 Q1 2025 |
2,890
shares
|
$393,213
0.01% of portfolio
|
Q1 2025
Reduced 1.77%
|