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 |
|---|---|---|---|---|---|
|
Prospect Financial Group LLC
Arlington, VA |
Feb 11, 2025 Q4 2024 |
1,648
shares
|
$229,566
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Feb 11, 2025 Q4 2024 |
1,647
shares
|
$229,427
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Esl Trust Services, LLC
|
Feb 14, 2025 Q4 2024 |
1,646
shares
|
$229,287
0.05% of portfolio
|
Q4 2024
Added 3478.26%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Apr 28, 2025 Q1 2025 |
1,645
shares
|
$229,148
0.2% of portfolio
|
Q1 2025
Reduced 7.11%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
1,641
shares
|
$228,591
0.15% of portfolio
|
Q1 2025
Added 10.8%
|
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
1,634
shares
|
$227,616
0.02% of portfolio
|
Q4 2024
Reduced 14.0%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
1,627
shares
|
$226,641
0.1% of portfolio
|
Q2 2024
Reduced 20.21%
|
|
|
Websterrogers Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
1,626
shares
|
$226,501
0.09% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Harvey Capital Management Inc
|
Apr 30, 2025 Q1 2025 |
1,625
shares
|
$226,362
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
1,618
shares
|
$225,387
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Well Done, LLC
|
Apr 21, 2025 Q1 2025 |
1,616
shares
|
$225,108
0.05% of portfolio
|
Q1 2025
Reduced 4.38%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Apr 22, 2025 Q1 2025 |
1,615
shares
|
$224,969
0.21% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Dopkins Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
1,613
shares
|
$224,690
0.14% of portfolio
|
Q1 2025
Reduced 68.45%
|
|
|
Peterson Wealth Services
|
Jan 29, 2025 Q4 2024 |
1,611
shares
|
$224,412
0.07% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
1,610
shares
|
$224,273
0.02% of portfolio
|
Q1 2024
Reduced 98.89%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Feb 13, 2025 Q4 2024 |
1,608
shares
|
$223,994
0.21% of portfolio
|
Q4 2024
Reduced 18.71%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
1,606
shares
|
$223,715
0.17% of portfolio
|
Q3 2023
Added 0.06%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Apr 23, 2025 Q1 2025 |
1,606
shares
|
$223,715
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Bay Rivers Group
|
Apr 10, 2025 Q1 2025 |
1,605
shares
|
$223,576
0.15% of portfolio
|
Q1 2025
Added 8.45%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
1,604
shares
|
$223,437
0.1% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
White Lighthouse Investment Management Inc.
|
Feb 04, 2025 Q4 2024 |
1,604
shares
|
$223,437
0.04% of portfolio
|
Q4 2024
Added 5.94%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
1,602
shares
|
$223,158
0.06% of portfolio
|
Q1 2025
Added 43.68%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
1,601
shares
|
$223,019
0.15% of portfolio
|
Q4 2024
Added 11.18%
|
|
|
Montis Financial, LLC
|
Feb 10, 2025 Q4 2024 |
1,600
shares
|
$222,880
0.07% of portfolio
|
Q4 2024
Added 8.25%
|
|
|
Sykon Capital LLC
Harrison, NY |
Feb 11, 2025 Q4 2024 |
1,600
shares
|
$222,880
0.08% of portfolio
|
Q4 2024
Reduced 5.88%
|