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 |
|---|---|---|---|---|---|
|
Scientech Research LLC
Jersey City, NJ |
Feb 14, 2025 Q4 2024 |
2,486
shares
|
$338,245
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Apr 29, 2025 Q1 2025 |
2,482
shares
|
$337,700
0.25% of portfolio
|
Q1 2025
Added 11.35%
|
|
|
Sound View Advisors Inc.
Olympia, WA |
Feb 07, 2025 Q4 2024 |
2,478
shares
|
$337,156
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Alliance Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
2,468
shares
|
$335,796
0.22% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Apr 21, 2025 Q1 2025 |
2,468
shares
|
$335,796
0.57% of portfolio
|
Q1 2025
Added 3.44%
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
2,465
shares
|
$335,387
0.25% of portfolio
|
Q1 2025
Added 7.83%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Apr 04, 2025 Q1 2025 |
2,459
shares
|
$334,571
0.2% of portfolio
|
Q1 2025
Reduced 72.92%
|
|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
2,449
shares
|
$333,210
0.19% of portfolio
|
Q4 2024
Reduced 16.02%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Apr 23, 2025 Q1 2025 |
2,448
shares
|
$333,074
0.24% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Apr 14, 2025 Q1 2025 |
2,444
shares
|
$332,530
0.3% of portfolio
|
Q1 2025
Reduced 10.64%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Feb 14, 2025 Q4 2024 |
2,438
shares
|
$331,714
0.27% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Ivc Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
2,436
shares
|
$331,442
0.22% of portfolio
|
Q1 2025
Added 5.14%
|
|
|
Better Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
2,429
shares
|
$330,489
0.13% of portfolio
|
Q1 2025
Reduced 20.88%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
Apr 17, 2025 Q4 2024 |
2,429
shares
|
$330,489
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
2,425
shares
|
$329,945
0.11% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
2,424
shares
|
$329,809
0.12% of portfolio
|
Q1 2025
Reduced 4.34%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Feb 05, 2025 Q4 2024 |
2,421
shares
|
$329,401
0.12% of portfolio
|
Q1 2024
Reduced 3.55%
|
|
|
Baker Boyer National Bank
|
Apr 28, 2025 Q1 2025 |
2,411
shares
|
$328,040
0.15% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
2,400
shares
|
$326,544
0.07% of portfolio
|
Q1 2025
Reduced 5.21%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Feb 12, 2025 Q4 2024 |
2,400
shares
|
$326,544
0.09% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
2,399
shares
|
$326,407
0.18% of portfolio
|
Q4 2024
Added 39.8%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Feb 05, 2025 Q4 2024 |
2,396
shares
|
$325,999
0.14% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Apr 23, 2025 Q1 2025 |
2,391
shares
|
$325,319
0.17% of portfolio
|
Q1 2025
Reduced 12.93%
|
|
|
Capital Market Strategies LLC
|
Apr 04, 2025 Q1 2025 |
2,389
shares
|
$325,047
0.28% of portfolio
|
Q1 2025
Reduced 35.06%
|
|
|
Insight Wealth Partners, LLC
|
Feb 14, 2025 Q4 2024 |
2,386
shares
|
$324,639
0.05% of portfolio
|
Q4 2024
Reduced 14.69%
|