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 |
|---|---|---|---|---|---|
|
Wooster Corthell Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
2,117
shares
|
$288,039
0.07% of portfolio
|
Q3 2021
Reduced 4.9%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
2,115
shares
|
$287,766
0.08% of portfolio
|
Q4 2024
Reduced 27.44%
|
|
|
Columbus Macro, LLC
|
Apr 17, 2025 Q1 2025 |
2,109
shares
|
$286,950
0.05% of portfolio
|
Q1 2025
Reduced 3.87%
|
|
|
Sunburst Financial Group, LLC
|
Jan 29, 2025 Q4 2024 |
2,109
shares
|
$286,950
0.08% of portfolio
|
Q4 2024
Added 10.59%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
2,109
shares
|
$286,950
0.11% of portfolio
|
Q4 2024
Reduced 33.47%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Feb 14, 2025 Q4 2024 |
2,106
shares
|
$286,542
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
West Bancorporation Inc
|
Apr 25, 2025 Q1 2025 |
2,103
shares
|
$286,134
0.25% of portfolio
|
Q4 2024
Reduced 8.68%
|
|
|
Greenup Street Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
2,100
shares
|
$285,726
0.08% of portfolio
|
Q1 2025
Reduced 6.04%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Apr 08, 2025 Q1 2025 |
2,099
shares
|
$285,589
0.06% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Feb 13, 2025 Q4 2024 |
2,099
shares
|
$285,589
0.09% of portfolio
|
Q4 2024
Reduced 24.33%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
2,096
shares
|
$285,181
0.15% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Core Commodity Management, LLC
Stamford, CT |
Feb 14, 2025 Q4 2024 |
2,096
shares
|
$285,181
0.14% of portfolio
|
Q4 2024
Reduced 80.99%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Mar 06, 2025 Q4 2024 |
2,094
shares
|
$284,909
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Reliant Investment Management, LLC
|
Apr 11, 2025 Q1 2025 |
2,093
shares
|
$284,773
0.19% of portfolio
|
Q1 2025
Added 17.72%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
2,092
shares
|
$284,637
0.13% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jan 14, 2025 Q4 2024 |
2,091
shares
|
$284,501
0.14% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Lavaca Capital LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
2,088
shares
|
$284,093
0.12% of portfolio
|
Q4 2024
Added 48.61%
|
|
|
Community Bank Of Raymore
|
Jan 16, 2025 Q4 2024 |
2,087
shares
|
$283,957
0.24% of portfolio
|
Q3 2021
Added 8.87%
|
|
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
Apr 11, 2025 Q1 2025 |
2,084
shares
|
$283,549
0.46% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Fortem Financial Group, LLC
|
Jan 06, 2025 Q4 2024 |
2,083
shares
|
$283,412
0.12% of portfolio
|
Q3 2024
Reduced 29.53%
|
|
|
Johnson Bixby & Associates, LLC
|
Apr 22, 2025 Q1 2025 |
2,080
shares
|
$283,004
0.06% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
2,079
shares
|
$282,868
0.06% of portfolio
|
Q4 2024
Reduced 3.48%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
2,078
shares
|
$282,732
0.03% of portfolio
|
Q4 2024
Added 9.37%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,078
shares
|
$282,732
0.05% of portfolio
|
Q4 2024
Added 12.81%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Feb 03, 2025 Q4 2024 |
2,077
shares
|
$282,596
0.13% of portfolio
|
Q4 2024
Added 10.66%
|