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 |
|---|---|---|---|---|---|
|
Vanguard Capital Wealth Advisors
|
Apr 11, 2025 Q1 2025 |
2,154
shares
|
$293,073
0.46% of portfolio
|
Q1 2025
Reduced 12.37%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Feb 11, 2025 Q4 2024 |
2,154
shares
|
$293,073
0.05% of portfolio
|
Q4 2024
Added 5.02%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Apr 21, 2025 Q1 2025 |
2,154
shares
|
$293,073
0.36% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
2,150
shares
|
$292,529
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
2,149
shares
|
$292,392
0.23% of portfolio
|
Q4 2024
Added 3.37%
|
|
|
Manchester Financial Inc
|
Jan 29, 2025 Q4 2024 |
2,146
shares
|
$291,984
0.07% of portfolio
|
Q4 2024
Reduced 17.11%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
2,142
shares
|
$291,440
0.03% of portfolio
|
Q1 2025
Added 11.16%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,141
shares
|
$291,304
0.07% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jan 30, 2025 Q4 2024 |
2,141
shares
|
$291,304
0.06% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Feb 14, 2025 Q4 2024 |
2,140
shares
|
$291,168
0.11% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
2,136
shares
|
$290,624
0.12% of portfolio
|
Q3 2024
Added 42.59%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Feb 12, 2025 Q4 2024 |
2,135
shares
|
$290,488
0.2% of portfolio
|
Q4 2024
Added 19.67%
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
2,134
shares
|
$290,352
0.58% of portfolio
|
Q3 2022
Added 1.33%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Apr 24, 2025 Q1 2025 |
2,131
shares
|
$289,943
0.43% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
Feb 14, 2025 Q4 2024 |
2,129
shares
|
$289,671
0.23% of portfolio
|
Q3 2024
Added 13.67%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
2,126
shares
|
$289,263
0.17% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Next Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
2,125
shares
|
$289,127
0.13% of portfolio
|
Q4 2024
Added 20.19%
|
|
|
Partners In Financial Planning
Salem, VA |
Apr 30, 2025 Q1 2025 |
2,125
shares
|
$289,127
0.07% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Apr 24, 2025 Q1 2025 |
2,123
shares
|
$288,855
0.11% of portfolio
|
Q1 2025
Reduced 23.25%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Feb 13, 2025 Q4 2024 |
2,122
shares
|
$288,719
0.13% of portfolio
|
Q4 2024
Reduced 12.46%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jan 31, 2025 Q4 2024 |
2,121
shares
|
$288,583
0.07% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
2,121
shares
|
$288,583
0.11% of portfolio
|
Q4 2024
Reduced 5.31%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Apr 17, 2025 Q1 2025 |
2,121
shares
|
$288,583
0.4% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Kendall Capital Management
|
Apr 25, 2025 Q1 2025 |
2,118
shares
|
$288,175
0.11% of portfolio
|
Q4 2024
Added 18.46%
|
|
|
Intergy Private Wealth, LLC
|
Apr 11, 2025 Q1 2025 |
2,117
shares
|
$288,039
0.14% of portfolio
|
Q1 2025
Added 19.6%
|