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 |
|---|---|---|---|---|---|
|
Compton Financial Group, LLC
|
Apr 11, 2025 Q1 2025 |
2,887
shares
|
$392,805
0.14% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Holistic Financial Partners
|
Feb 04, 2025 Q4 2024 |
2,881
shares
|
$391,988
0.21% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
|
First Bancorp, Inc
|
Apr 22, 2025 Q1 2025 |
2,880
shares
|
$391,852
0.31% of portfolio
|
Q1 2025
Added 13.52%
|
|
|
Rtd Financial Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
2,872
shares
|
$390,764
0.06% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Oakwell Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
2,862
shares
|
$389,403
0.12% of portfolio
|
Q4 2024
Reduced 18.81%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Apr 14, 2025 Q1 2025 |
2,862
shares
|
$389,403
0.17% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
2,859
shares
|
$388,995
0.2% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
2,851
shares
|
$387,907
0.26% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
First Dallas Securities Inc.
|
Jan 24, 2025 Q4 2024 |
2,845
shares
|
$387,090
0.17% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Apr 10, 2025 Q1 2025 |
2,845
shares
|
$387,090
0.26% of portfolio
|
Q1 2025
Added 6.43%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
2,844
shares
|
$386,954
0.05% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Apr 23, 2025 Q4 2024 |
2,842
shares
|
$386,682
0.18% of portfolio
|
Q4 2024
Reduced 18.94%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
2,840
shares
|
$386,410
0.12% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
2,838
shares
|
$386,138
0.09% of portfolio
|
Q2 2024
Added 98.17%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Apr 21, 2025 Q1 2025 |
2,833
shares
|
$385,457
0.4% of portfolio
|
Q1 2025
Added 12.15%
|
|
|
Richwood Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
2,827
shares
|
$384,641
0.34% of portfolio
|
Q4 2024
Added 22.81%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
2,826
shares
|
$384,505
0.17% of portfolio
|
Q1 2023
Added 1.73%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Apr 15, 2025 Q1 2025 |
2,826
shares
|
$384,505
0.23% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Feb 12, 2025 Q4 2024 |
2,823
shares
|
$384,097
0.28% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Centiva Capital, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
2,822
shares
|
$383,961
0.01% of portfolio
|
Q4 2024
Reduced 80.52%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Apr 17, 2025 Q1 2025 |
2,821
shares
|
$383,825
0.08% of portfolio
|
Q1 2025
Added 25.16%
|
|
|
Atwater Malick LLC
|
Apr 11, 2025 Q1 2025 |
2,818
shares
|
$383,417
0.16% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
2,816
shares
|
$383,144
0.1% of portfolio
|
Q4 2024
Added 5.82%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
2,814
shares
|
$382,872
0.08% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Apr 29, 2025 Q1 2025 |
2,813
shares
|
$382,736
0.26% of portfolio
|
Q1 2025
Added 9.71%
|