Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,145 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 $222 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jan 24, 2025 Q4 2024 |
1,985
shares
|
$327,068
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
S&T Bank
Indiana, PA |
Feb 14, 2025 Q4 2024 |
1,983
shares
|
$326,738
0.09% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Feb 19, 2025 Q4 2024 |
1,978
shares
|
$325,915
0.27% of portfolio
|
Q4 2024
Reduced 33.6%
|
|
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
Feb 04, 2025 Q4 2024 |
1,976
shares
|
$325,585
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Renasant Bank
|
Feb 10, 2025 Q4 2024 |
1,969
shares
|
$324,432
0.2% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Jan 17, 2025 Q4 2024 |
1,968
shares
|
$324,267
0.17% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Kesler, Norman & Wride, LLC
|
Feb 12, 2025 Q4 2024 |
1,964
shares
|
$323,608
0.06% of portfolio
|
Q3 2024
Added 19.46%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 24, 2025 Q4 2024 |
1,962
shares
|
$323,278
0.1% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
1,958
shares
|
$322,619
0.07% of portfolio
|
Q4 2024
Added 29.07%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Feb 13, 2025 Q4 2024 |
1,953
shares
|
$321,795
0.07% of portfolio
|
Q2 2024
Reduced 3.65%
|
|
|
Financial Insights, Inc.
|
Mar 05, 2025 Q4 2024 |
1,950
shares
|
$321,301
0.11% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Feb 10, 2025 Q4 2024 |
1,949
shares
|
$321,136
0.13% of portfolio
|
Q4 2024
Reduced 7.1%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Feb 11, 2025 Q4 2024 |
1,945
shares
|
$320,477
0.1% of portfolio
|
Q4 2024
Reduced 55.87%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 29, 2025 Q4 2024 |
1,943
shares
|
$320,148
0.16% of portfolio
|
Q4 2024
Reduced 7.17%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jan 22, 2025 Q4 2024 |
1,934
shares
|
$318,665
0.14% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
1,933
shares
|
$318,500
0.03% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,932
shares
|
$318,335
0.15% of portfolio
|
Q4 2024
Reduced 19.77%
|
|
|
Krs Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,931
shares
|
$318,170
0.2% of portfolio
|
Q4 2024
Reduced 17.05%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Feb 14, 2025 Q4 2024 |
1,931
shares
|
$318,170
0.13% of portfolio
|
Q4 2024
Added 15.42%
|
|
|
Brewster Financial Planning LLC
|
Jan 23, 2025 Q4 2024 |
1,929
shares
|
$317,841
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
1,928
shares
|
$317,676
0.16% of portfolio
|
Q1 2024
Added 1.58%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
1,927
shares
|
$317,511
0.02% of portfolio
|
Q4 2024
Added 7.65%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
1,926
shares
|
$317,347
0.01% of portfolio
|
Q4 2024
Reduced 11.37%
|
|
|
Archetype Wealth Partners
Houston, TX |
Feb 14, 2025 Q4 2024 |
1,925
shares
|
$317,182
0.04% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
1,924
shares
|
$317,017
0.08% of portfolio
|
Q4 2024
New holding
|