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 |
|---|---|---|---|---|---|
|
Sara Bay Financial
|
Apr 11, 2025 Q1 2025 |
1,799
shares
|
$250,600
0.13% of portfolio
|
Q1 2025
Reduced 15.58%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
1,797
shares
|
$250,322
0.08% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Apr 23, 2025 Q1 2025 |
1,797
shares
|
$250,322
0.32% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
1,796
shares
|
$250,182
0.08% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
1,796
shares
|
$250,182
0.22% of portfolio
|
Q1 2023
Added 0.9%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
1,788
shares
|
$249,068
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Wt Wealth Management
|
Feb 04, 2025 Q4 2024 |
1,787
shares
|
$248,929
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
1,784
shares
|
$248,511
0.06% of portfolio
|
Q1 2025
Reduced 6.4%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
1,783
shares
|
$248,371
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Apr 14, 2025 Q1 2025 |
1,775
shares
|
$247,257
0.19% of portfolio
|
Q1 2025
Added 11.71%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
1,775
shares
|
$247,257
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Jan 23, 2025 Q4 2024 |
1,774
shares
|
$247,118
0.12% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
1,773
shares
|
$246,978
0.09% of portfolio
|
Q1 2023
Reduced 4.27%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Apr 21, 2025 Q1 2025 |
1,772
shares
|
$246,839
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
1,770
shares
|
$246,561
0.1% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Planning Alternatives LTD
|
Feb 06, 2025 Q4 2024 |
1,763
shares
|
$245,585
0.04% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
1,751
shares
|
$243,914
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Capital Management LLC
|
Apr 16, 2025 Q1 2025 |
1,750
shares
|
$243,775
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,749
shares
|
$243,635
0.06% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
1,744
shares
|
$242,939
0.04% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
Jan 22, 2025 Q4 2024 |
1,744
shares
|
$242,939
0.14% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Terra Nova Asset Management LLC
|
Apr 23, 2025 Q1 2025 |
1,742
shares
|
$242,660
0.25% of portfolio
|
Q4 2024
Reduced 21.03%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
1,740
shares
|
$242,382
0.01% of portfolio
|
Q1 2025
Reduced 9.66%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
1,740
shares
|
$242,382
0.18% of portfolio
|
Q3 2024
Reduced 88.66%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
1,737
shares
|
$241,964
0.05% of portfolio
|
Q3 2022
Added 7.02%
|