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 |
|---|---|---|---|---|---|
|
Insight Wealth Partners, LLC
|
Feb 14, 2025 Q4 2024 |
2,386
shares
|
$324,639
0.05% of portfolio
|
Q4 2024
Reduced 14.69%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jan 23, 2025 Q4 2024 |
2,386
shares
|
$324,639
0.12% of portfolio
|
Q4 2024
Reduced 45.38%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Apr 16, 2025 Q1 2025 |
2,385
shares
|
$324,503
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
2,382
shares
|
$324,094
0.35% of portfolio
|
Q4 2024
Added 63.49%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
2,375
shares
|
$323,142
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
2,366
shares
|
$321,917
0.05% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
2,366
shares
|
$321,917
0.13% of portfolio
|
Q1 2025
Reduced 22.53%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Apr 28, 2025 Q1 2025 |
2,364
shares
|
$321,645
0.3% of portfolio
|
Q1 2025
Reduced 7.4%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Feb 13, 2025 Q4 2024 |
2,362
shares
|
$321,373
0.26% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
2,357
shares
|
$320,693
0.29% of portfolio
|
Q3 2024
Added 450.7%
|
|
|
Castle Ark Alternatives, LLC
Chicago, IL |
Nov 18, 2022 Q3 2022 |
2,350
shares
|
$319,741
2.89% of portfolio
|
Q2 2022
Reduced 4.08%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jan 16, 2025 Q4 2024 |
2,344
shares
|
$318,924
0.05% of portfolio
|
Q4 2024
Reduced 25.49%
|
|
|
North Point Portfolio Managers Corp
|
Apr 22, 2025 Q1 2025 |
2,343
shares
|
$318,788
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Sather Financial Group Inc
|
Jan 29, 2025 Q4 2024 |
2,342
shares
|
$318,652
0.03% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Objective Capital Management, LLC
|
Mar 18, 2025 Q4 2024 |
2,337
shares
|
$317,972
0.24% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
2,335
shares
|
$317,700
0.04% of portfolio
|
Q4 2024
Added 63.74%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
2,335
shares
|
$317,700
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Rede Wealth, LLC
|
Jan 28, 2025 Q4 2024 |
2,333
shares
|
$317,427
0.13% of portfolio
|
Q4 2024
Added 10.0%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
2,331
shares
|
$317,155
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Apr 23, 2025 Q1 2025 |
2,325
shares
|
$316,339
0.24% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Feb 10, 2025 Q4 2024 |
2,324
shares
|
$316,203
0.12% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Marotta Asset Management
|
Apr 02, 2025 Q1 2025 |
2,323
shares
|
$316,067
0.08% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
2,320
shares
|
$315,659
0.08% of portfolio
|
Q3 2024
Reduced 6.0%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Feb 14, 2025 Q4 2024 |
2,320
shares
|
$315,659
0.24% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Liberty Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
2,316
shares
|
$315,114
0.09% of portfolio
|
Q1 2025
Added 35.92%
|