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 |
|---|---|---|---|---|---|
|
Gordian Advisors LLC
Tucson, AZ |
Feb 05, 2025 Q4 2024 |
1,600
shares
|
$222,880
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Chip Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
1,597
shares
|
$222,462
0.02% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Feb 14, 2025 Q4 2024 |
1,596
shares
|
$222,322
0.03% of portfolio
|
Q4 2024
Reduced 98.43%
|
|
|
Ade, LLC
|
Jan 16, 2025 Q4 2024 |
1,595
shares
|
$222,183
0.14% of portfolio
|
Q3 2024
Reduced 21.62%
|
|
|
Fishman Jay A LTD
Troy, MI |
Apr 22, 2025 Q1 2025 |
1,595
shares
|
$222,183
0.03% of portfolio
|
Q1 2025
Reduced 48.52%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,591
shares
|
$221,626
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Stone Point Wealth LLC
|
Apr 24, 2025 Q1 2025 |
1,586
shares
|
$220,929
0.09% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
1,585
shares
|
$220,790
0.05% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Richard P Slaughter Associates Inc
|
Apr 10, 2025 Q1 2025 |
1,579
shares
|
$219,954
0.08% of portfolio
|
Q1 2025
Reduced 89.37%
|
|
|
Armstrong Henry H Associates Inc
|
Apr 08, 2025 Q1 2025 |
1,578
shares
|
$219,815
0.03% of portfolio
|
Q3 2024
Reduced 5.96%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Apr 23, 2025 Q1 2025 |
1,578
shares
|
$219,815
0.29% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
1,577
shares
|
$219,676
0.11% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Level Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
1,576
shares
|
$219,536
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
H&H Retirement Design & Management Inc
|
Apr 22, 2025 Q1 2025 |
1,576
shares
|
$219,536
0.17% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Mcia Inc
|
Apr 28, 2025 Q1 2025 |
1,573
shares
|
$219,118
0.06% of portfolio
|
Q1 2025
Added 16.0%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
1,573
shares
|
$219,118
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Consilio Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
1,567
shares
|
$218,283
0.11% of portfolio
|
Q1 2025
Added 11.93%
|
|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
1,565
shares
|
$218,004
0.39% of portfolio
|
Q4 2022
Reduced 11.33%
|
|
|
Landaas & CO
Milwaukee, WI |
Feb 27, 2025 Q4 2024 |
1,564
shares
|
$217,865
0.06% of portfolio
|
Q4 2024
Reduced 5.1%
|
|
|
4 J Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
1,562
shares
|
$217,586
0.26% of portfolio
|
Q2 2024
Added 6.84%
|
|
|
Mbe Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
1,556
shares
|
$216,750
0.14% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Apr 22, 2025 Q1 2025 |
1,555
shares
|
$216,611
0.21% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Apr 14, 2025 Q1 2025 |
1,551
shares
|
$216,054
0.24% of portfolio
|
Q1 2025
Added 9.92%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Apr 29, 2025 Q1 2025 |
1,551
shares
|
$216,054
0.54% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Feb 12, 2025 Q4 2024 |
1,550
shares
|
$215,915
0.11% of portfolio
|
Q4 2023
Added 16.06%
|