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 |
|---|---|---|---|---|---|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Apr 23, 2025 Q1 2025 |
1,878
shares
|
$261,605
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Feb 18, 2025 Q4 2024 |
1,877
shares
|
$261,466
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
1,872
shares
|
$260,769
0.05% of portfolio
|
Q4 2024
Reduced 10.47%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Apr 14, 2025 Q1 2025 |
1,870
shares
|
$260,491
0.3% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
1,868
shares
|
$260,212
0.15% of portfolio
|
Q3 2022
Reduced 27.26%
|
|
|
Orion Investment CO
St. Louis, MO |
Feb 12, 2025 Q4 2024 |
1,868
shares
|
$260,212
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
1,868
shares
|
$260,212
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
1,866
shares
|
$259,933
0.08% of portfolio
|
Q1 2025
Reduced 7.94%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Mar 10, 2025 Q4 2024 |
1,865
shares
|
$259,794
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Apr 23, 2025 Q1 2025 |
1,862
shares
|
$259,376
0.17% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
1,860
shares
|
$259,098
0.03% of portfolio
|
Q3 2022
Added 1.14%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Apr 25, 2025 Q1 2025 |
1,860
shares
|
$259,098
0.22% of portfolio
|
Q4 2024
Reduced 24.36%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
1,857
shares
|
$258,680
0.09% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Apr 11, 2025 Q1 2025 |
1,856
shares
|
$258,540
0.1% of portfolio
|
Q1 2025
Reduced 5.4%
|
|
|
Texas Capital Bancshares Inc
|
Feb 13, 2025 Q4 2024 |
1,854
shares
|
$258,262
0.11% of portfolio
|
Q4 2024
Reduced 3.84%
|
|
|
Fi3 Financial Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
1,853
shares
|
$258,122
0.1% of portfolio
|
Q4 2024
Reduced 16.79%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Apr 21, 2025 Q1 2025 |
1,853
shares
|
$258,122
0.02% of portfolio
|
Q1 2025
Reduced 9.83%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Apr 30, 2025 Q1 2025 |
1,853
shares
|
$258,122
0.23% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Loomis Sayles & CO L P
|
Feb 12, 2025 Q4 2024 |
1,852
shares
|
$257,983
0.0% of portfolio
|
Q4 2024
Reduced 23.25%
|
|
|
Fulcrum Equity Management
|
Mar 24, 2025 Q4 2024 |
1,851
shares
|
$257,844
0.28% of portfolio
|
Q4 2024
Reduced 52.16%
|
|
|
Burt Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
1,851
shares
|
$257,844
0.08% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Apr 25, 2025 Q1 2025 |
1,851
shares
|
$257,844
0.26% of portfolio
|
Q1 2025
Reduced 12.69%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
1,850
shares
|
$257,705
0.01% of portfolio
|
Q4 2024
Added 5.71%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
1,848
shares
|
$257,426
0.05% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Apr 14, 2025 Q1 2025 |
1,847
shares
|
$257,287
0.21% of portfolio
|
Q1 2025
Added 0.11%
|