Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 3,898 institutions that hold shares in the stock, with a total of 1.32 Billion shares, which have been reported (via 13F filing form) to have a value of $206 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
1,883
shares
|
$294,350
0.08% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
1,879
shares
|
$293,725
0.07% of portfolio
|
Q4 2024
Added 36.95%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Nov 07, 2024 Q3 2024 |
1,877
shares
|
$293,412
0.11% of portfolio
|
Q2 2024
Reduced 1.37%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 28, 2025 Q4 2024 |
1,869
shares
|
$292,162
0.06% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
1,868
shares
|
$292,005
0.15% of portfolio
|
Q3 2022
Reduced 27.26%
|
|
|
Orion Investment CO
St. Louis, MO |
Nov 12, 2024 Q3 2024 |
1,868
shares
|
$292,005
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 21, 2025 Q4 2024 |
1,864
shares
|
$291,380
0.09% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jan 29, 2025 Q4 2024 |
1,864
shares
|
$291,380
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Groupama Asset Managment
Paris, I0 |
Nov 15, 2024 Q3 2024 |
1,863
shares
|
$291,224
0.01% of portfolio
|
Q3 2024
Reduced 99.15%
|
|
|
Terril Brothers, Inc.
|
Nov 04, 2024 Q3 2024 |
1,861
shares
|
$290,911
0.1% of portfolio
|
Q3 2024
Reduced 8.91%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
1,860
shares
|
$290,755
0.03% of portfolio
|
Q3 2022
Added 1.14%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
1,860
shares
|
$290,755
0.19% of portfolio
|
Q4 2024
Reduced 24.36%
|
|
|
Mokan Wealth Management Inc.
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
1,852
shares
|
$289,504
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
1,850
shares
|
$289,192
0.11% of portfolio
|
Q3 2024
Added 11.85%
|
|
|
Aaf Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
1,846
shares
|
$288,566
0.14% of portfolio
|
Q3 2024
Reduced 19.88%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
1,845
shares
|
$288,410
0.24% of portfolio
|
Q3 2024
Reduced 9.16%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jan 10, 2025 Q4 2024 |
1,845
shares
|
$288,410
0.19% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
1,844
shares
|
$288,254
0.08% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,843
shares
|
$288,097
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,842
shares
|
$287,941
0.08% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Hilton Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
1,837
shares
|
$287,159
0.02% of portfolio
|
Q3 2024
Reduced 24.81%
|
|
|
Burt Wealth Advisors
|
Oct 31, 2024 Q3 2024 |
1,835
shares
|
$286,847
0.07% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
1,835
shares
|
$286,847
0.14% of portfolio
|
Q4 2024
Added 18.16%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
1,835
shares
|
$286,847
0.02% of portfolio
|
Q3 2024
Added 152.41%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
1,833
shares
|
$286,534
0.05% of portfolio
|
Q3 2024
Added 7.82%
|