Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,199 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 $188 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
2,004
shares
|
$279,157
0.04% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
2,001
shares
|
$278,739
0.05% of portfolio
|
Q4 2024
Added 39.54%
|
|
|
Slow Capital, Inc.
|
Jan 22, 2025 Q4 2024 |
2,000
shares
|
$278,600
0.04% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
1,993
shares
|
$277,624
0.52% of portfolio
|
Q4 2021
New holding
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
1,991
shares
|
$277,346
0.09% of portfolio
|
Q3 2024
Reduced 7.74%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
1,989
shares
|
$277,067
0.27% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Feb 13, 2025 Q4 2024 |
1,985
shares
|
$276,510
0.05% of portfolio
|
Q1 2024
Reduced 1.68%
|
|
|
S&T Bank
Indiana, PA |
Feb 14, 2025 Q4 2024 |
1,983
shares
|
$276,231
0.09% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
1,980
shares
|
$275,814
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
Feb 04, 2025 Q4 2024 |
1,976
shares
|
$275,256
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Omnia Family Wealth, LLC
|
Apr 23, 2025 Q1 2025 |
1,969
shares
|
$274,281
0.14% of portfolio
|
Q1 2025
Added 30.92%
|
|
|
Renasant Bank
|
Feb 10, 2025 Q4 2024 |
1,969
shares
|
$274,281
0.2% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
1,967
shares
|
$274,003
0.07% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Kesler, Norman & Wride, LLC
|
Feb 12, 2025 Q4 2024 |
1,964
shares
|
$273,585
0.06% of portfolio
|
Q3 2024
Added 19.46%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Feb 13, 2025 Q4 2024 |
1,953
shares
|
$272,052
0.07% of portfolio
|
Q2 2024
Reduced 3.65%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Apr 21, 2025 Q1 2025 |
1,949
shares
|
$271,495
0.19% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Feb 10, 2025 Q4 2024 |
1,949
shares
|
$271,495
0.13% of portfolio
|
Q4 2024
Reduced 7.1%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Feb 11, 2025 Q4 2024 |
1,945
shares
|
$270,938
0.1% of portfolio
|
Q4 2024
Reduced 55.87%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
1,945
shares
|
$270,938
0.05% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Apr 24, 2025 Q1 2025 |
1,940
shares
|
$270,242
0.28% of portfolio
|
Q1 2025
Reduced 69.59%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
1,936
shares
|
$269,684
0.07% of portfolio
|
Q1 2025
Added 6.26%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
1,933
shares
|
$269,266
0.03% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,932
shares
|
$269,127
0.15% of portfolio
|
Q4 2024
Reduced 19.77%
|
|
|
Private Client Services, LLC
Louisville, KY |
Apr 08, 2025 Q1 2025 |
1,932
shares
|
$269,127
0.16% of portfolio
|
Q1 2025
Added 14.25%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Feb 14, 2025 Q4 2024 |
1,931
shares
|
$268,988
0.13% of portfolio
|
Q4 2024
Added 15.42%
|