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 |
|---|---|---|---|---|---|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
2,074
shares
|
$282,188
0.03% of portfolio
|
Q1 2025
Reduced 5.47%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
2,073
shares
|
$282,052
0.05% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
2,073
shares
|
$282,052
0.2% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Silver Lake Advisory, LLC
|
Apr 23, 2025 Q1 2025 |
2,072
shares
|
$281,916
0.15% of portfolio
|
Q1 2025
Reduced 10.15%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Jan 15, 2025 Q4 2024 |
2,072
shares
|
$281,916
0.17% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Apr 10, 2025 Q1 2025 |
2,068
shares
|
$281,372
0.04% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Apr 30, 2025 Q1 2025 |
2,067
shares
|
$281,236
0.37% of portfolio
|
Q1 2025
Reduced 14.48%
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
2,064
shares
|
$280,827
0.15% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
2,063
shares
|
$280,691
0.12% of portfolio
|
Q2 2022
Added 0.24%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
2,050
shares
|
$278,923
0.13% of portfolio
|
Q1 2025
Reduced 45.74%
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
2,047
shares
|
$278,514
0.27% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Feb 07, 2025 Q4 2024 |
2,044
shares
|
$278,106
0.12% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Feb 13, 2025 Q4 2024 |
2,038
shares
|
$277,290
0.17% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Southern Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
2,037
shares
|
$277,154
0.19% of portfolio
|
Q1 2025
Added 16.33%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Apr 16, 2025 Q1 2025 |
2,034
shares
|
$276,746
0.28% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
2,029
shares
|
$276,065
0.19% of portfolio
|
Q4 2024
Reduced 48.45%
|
|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
2,027
shares
|
$275,793
0.13% of portfolio
|
Q1 2025
Added 8.63%
|
|
|
Trust CO Of Kansas
Wichita, KS |
Apr 23, 2025 Q1 2025 |
2,022
shares
|
$275,113
0.18% of portfolio
|
Q4 2024
Reduced 66.56%
|
|
|
Corton Capital Inc.
Carrying Place, A6 |
Feb 13, 2025 Q4 2024 |
2,021
shares
|
$274,977
0.17% of portfolio
|
Q4 2024
Reduced 22.09%
|
|
|
Curated Wealth Partners LLC
|
Apr 15, 2025 Q1 2025 |
2,020
shares
|
$274,841
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Feb 14, 2025 Q4 2024 |
2,020
shares
|
$274,841
5.57% of portfolio
|
Q4 2024
New holding
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Apr 10, 2025 Q1 2025 |
2,018
shares
|
$274,569
0.13% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Apr 24, 2025 Q1 2025 |
2,016
shares
|
$274,296
0.27% of portfolio
|
Q1 2025
Added 8.15%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
2,009
shares
|
$273,344
0.09% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
2,008
shares
|
$273,208
0.03% of portfolio
|
Q4 2024
Added 0.25%
|