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 |
|---|---|---|---|---|---|
|
Btc Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
1,921
shares
|
$316,523
0.03% of portfolio
|
Q4 2024
Reduced 65.36%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
1,920
shares
|
$316,358
0.12% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Dash Acquisitions Inc.
|
Feb 03, 2025 Q4 2024 |
1,918
shares
|
$316,028
0.06% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
1,917
shares
|
$315,864
0.11% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Focused Wealth Management, Inc
|
Jan 28, 2025 Q4 2024 |
1,915
shares
|
$315,534
0.04% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Feb 12, 2025 Q4 2024 |
1,914
shares
|
$315,369
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Mathes Company, Inc.
|
Jan 31, 2025 Q4 2024 |
1,912
shares
|
$315,040
0.1% of portfolio
|
Q4 2024
Reduced 15.02%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jan 14, 2025 Q4 2024 |
1,911
shares
|
$314,875
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebridge Financial Planning Group, LLC
|
Feb 18, 2025 Q4 2024 |
1,905
shares
|
$313,886
0.13% of portfolio
|
Q4 2024
Added 26.66%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
1,900
shares
|
$313,063
0.21% of portfolio
|
Q1 2023
Added 24.51%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Jan 24, 2025 Q4 2024 |
1,895
shares
|
$312,239
0.12% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
1,892
shares
|
$311,744
0.04% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Constitution Capital LLC
Shelton, CT |
Jan 15, 2025 Q4 2024 |
1,891
shares
|
$311,580
0.15% of portfolio
|
Q4 2024
Added 11.83%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
1,884
shares
|
$310,426
0.16% of portfolio
|
Q2 2023
Reduced 12.33%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
1,882
shares
|
$310,097
0.12% of portfolio
|
Q4 2024
Reduced 59.74%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
1,879
shares
|
$309,602
0.07% of portfolio
|
Q4 2024
Added 36.95%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Feb 18, 2025 Q4 2024 |
1,877
shares
|
$309,273
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
1,872
shares
|
$308,449
0.05% of portfolio
|
Q4 2024
Reduced 10.47%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 28, 2025 Q4 2024 |
1,869
shares
|
$307,955
0.06% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
1,868
shares
|
$307,790
0.15% of portfolio
|
Q3 2022
Reduced 27.26%
|
|
|
Orion Investment CO
St. Louis, MO |
Feb 12, 2025 Q4 2024 |
1,868
shares
|
$307,790
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
1,868
shares
|
$307,790
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Financial Planning, Inc.
|
Jan 31, 2025 Q4 2024 |
1,866
shares
|
$307,460
0.1% of portfolio
|
Q4 2024
Added 16.33%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Mar 10, 2025 Q4 2024 |
1,865
shares
|
$307,296
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 21, 2025 Q4 2024 |
1,864
shares
|
$307,131
0.09% of portfolio
|
Q4 2024
Reduced 1.11%
|