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 |
|---|---|---|---|---|---|
|
Archvest Wealth Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
2,553
shares
|
$347,361
0.27% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
2,552
shares
|
$347,225
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
Feb 18, 2025 Q4 2024 |
2,552
shares
|
$347,225
0.06% of portfolio
|
Q4 2024
Reduced 10.96%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Apr 22, 2025 Q1 2025 |
2,552
shares
|
$347,225
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
2,551
shares
|
$347,089
0.11% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Midwest Heritage Bank, Fsb
|
Feb 06, 2025 Q4 2024 |
2,550
shares
|
$346,953
0.18% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
2,549
shares
|
$346,816
0.13% of portfolio
|
Q4 2024
Reduced 6.77%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Feb 14, 2025 Q4 2024 |
2,549
shares
|
$346,816
0.22% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
2,546
shares
|
$346,408
0.12% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Apr 28, 2025 Q1 2025 |
2,546
shares
|
$346,408
0.52% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Apr 11, 2025 Q1 2025 |
2,533
shares
|
$344,639
0.18% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Carrera Capital Advisors
Troy, MI |
Feb 06, 2025 Q4 2024 |
2,533
shares
|
$344,639
0.09% of portfolio
|
Q4 2024
Added 50.59%
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
2,527
shares
|
$343,823
0.3% of portfolio
|
Q2 2024
Reduced 0.86%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Feb 12, 2025 Q4 2024 |
2,519
shares
|
$342,735
0.09% of portfolio
|
Q3 2024
Added 9.57%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Feb 05, 2025 Q4 2024 |
2,519
shares
|
$342,735
0.09% of portfolio
|
Q3 2024
Added 9.19%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,518
shares
|
$342,599
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
2,517
shares
|
$342,463
0.15% of portfolio
|
Q4 2024
Reduced 12.33%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,507
shares
|
$341,102
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
2,506
shares
|
$340,966
0.16% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
2,502
shares
|
$340,422
0.06% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
2,502
shares
|
$340,422
0.22% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
2,500
shares
|
$340,150
0.07% of portfolio
|
Q4 2024
Added 58.23%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
2,493
shares
|
$339,197
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
2,487
shares
|
$338,381
0.05% of portfolio
|
Q1 2025
Added 78.92%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
2,486
shares
|
$338,245
0.12% of portfolio
|
Q1 2025
Reduced 78.66%
|