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 |
|---|---|---|---|---|---|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
2,708
shares
|
$368,450
0.36% of portfolio
|
Q2 2024
Added 0.26%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
2,701
shares
|
$367,498
0.17% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Vpr Management LLC
Houston, TX |
Feb 13, 2025 Q4 2024 |
2,700
shares
|
$367,362
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Worth Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
2,698
shares
|
$367,089
0.28% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Apr 22, 2025 Q1 2025 |
2,698
shares
|
$367,089
0.22% of portfolio
|
Q1 2025
Reduced 36.92%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Feb 06, 2025 Q4 2024 |
2,695
shares
|
$366,681
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Rockbridge Capital Management LLC
Alexandria, VA |
Feb 14, 2025 Q4 2024 |
2,695
shares
|
$366,681
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Goldstream Capital Management LTD
|
Feb 14, 2025 Q4 2024 |
2,687
shares
|
$365,593
0.11% of portfolio
|
Q4 2024
Reduced 53.62%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Feb 14, 2025 Q4 2024 |
2,687
shares
|
$365,593
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
2,685
shares
|
$365,321
0.06% of portfolio
|
Q3 2024
Added 6.04%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Feb 14, 2025 Q4 2024 |
2,685
shares
|
$365,321
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
2,680
shares
|
$364,640
0.03% of portfolio
|
Q4 2024
Reduced 8.66%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
2,678
shares
|
$364,368
0.14% of portfolio
|
Q1 2025
Added 45.23%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Feb 11, 2025 Q4 2024 |
2,669
shares
|
$363,144
0.16% of portfolio
|
Q2 2024
Added 12.76%
|
|
|
Carmel Capital Partners, LLC
|
Feb 06, 2025 Q4 2024 |
2,668
shares
|
$363,008
0.16% of portfolio
|
Q4 2024
Added 17.84%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Apr 14, 2025 Q1 2025 |
2,659
shares
|
$361,783
0.26% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Feb 11, 2025 Q4 2024 |
2,656
shares
|
$361,375
0.02% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
South Street Advisors LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
2,654
shares
|
$361,103
0.06% of portfolio
|
Q4 2024
Reduced 82.77%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Feb 12, 2025 Q4 2024 |
2,654
shares
|
$361,103
0.26% of portfolio
|
Q4 2024
Reduced 15.48%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Mar 10, 2025 Q4 2024 |
2,652
shares
|
$360,831
0.31% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Phraction Management LLC
Stamford, CT |
Apr 28, 2025 Q1 2025 |
2,650
shares
|
$360,559
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Northstar Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
2,647
shares
|
$360,150
0.29% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,642
shares
|
$359,470
0.04% of portfolio
|
Q2 2024
Reduced 2.69%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
2,642
shares
|
$359,470
0.17% of portfolio
|
Q2 2024
Added 11.24%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
2,642
shares
|
$359,470
0.14% of portfolio
|
Q3 2024
New holding
|