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 |
|---|---|---|---|---|---|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
1,930
shares
|
$262,595
0.06% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Brewster Financial Planning LLC
|
Apr 22, 2025 Q1 2025 |
1,929
shares
|
$262,459
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
1,928
shares
|
$262,323
0.16% of portfolio
|
Q1 2024
Added 1.58%
|
|
|
Archetype Wealth Partners
Houston, TX |
Feb 14, 2025 Q4 2024 |
1,925
shares
|
$261,915
0.04% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
1,924
shares
|
$261,779
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Apr 21, 2025 Q1 2025 |
1,924
shares
|
$261,779
0.24% of portfolio
|
Q1 2025
Added 13.24%
|
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
1,920
shares
|
$261,235
0.14% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Apr 18, 2025 Q1 2025 |
1,920
shares
|
$261,235
0.21% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Dash Acquisitions Inc.
|
Feb 03, 2025 Q4 2024 |
1,918
shares
|
$260,963
0.06% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
|
Krs Capital Management, LLC
|
Apr 11, 2025 Q1 2025 |
1,915
shares
|
$260,554
0.26% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Focused Wealth Management, Inc
|
Jan 28, 2025 Q4 2024 |
1,915
shares
|
$260,554
0.04% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Feb 12, 2025 Q4 2024 |
1,914
shares
|
$260,418
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Mathes Company, Inc.
|
Jan 31, 2025 Q4 2024 |
1,912
shares
|
$260,146
0.1% of portfolio
|
Q4 2024
Reduced 15.02%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Apr 15, 2025 Q1 2025 |
1,911
shares
|
$260,010
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebridge Financial Planning Group, LLC
|
Feb 18, 2025 Q4 2024 |
1,905
shares
|
$259,194
0.13% of portfolio
|
Q4 2024
Added 26.66%
|
|
|
Trinity Financial Advisors LLC
|
Apr 15, 2025 Q1 2025 |
1,900
shares
|
$258,514
0.05% of portfolio
|
Q1 2025
Added 34.75%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
1,900
shares
|
$258,514
0.21% of portfolio
|
Q1 2023
Added 24.51%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
1,897
shares
|
$258,105
0.11% of portfolio
|
Q1 2025
Reduced 60.53%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Apr 11, 2025 Q1 2025 |
1,896
shares
|
$257,969
0.14% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
1,884
shares
|
$256,337
0.16% of portfolio
|
Q2 2023
Reduced 12.33%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
1,882
shares
|
$256,064
0.12% of portfolio
|
Q4 2024
Reduced 59.74%
|
|
|
Jacobsen Capital Management
|
Apr 25, 2025 Q1 2025 |
1,881
shares
|
$255,928
0.14% of portfolio
|
Q1 2025
Added 18.45%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
1,881
shares
|
$255,928
0.09% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
1,880
shares
|
$255,792
0.22% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
1,879
shares
|
$255,656
0.12% of portfolio
|
Q1 2025
Reduced 1.98%
|