Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 3,943 institutions that hold shares in the stock, with a total of 1.33 Billion shares, which have been reported (via 13F filing form) to have a value of $202 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
776
shares
|
$117,874
0.02% of portfolio
|
Q3 2023
Added 2.24%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
764
shares
|
$116,051
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
745
shares
|
$113,165
0.06% of portfolio
|
Q2 2024
Added 6.43%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
736
shares
|
$111,798
0.02% of portfolio
|
Q2 2024
Reduced 34.98%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
735
shares
|
$111,646
0.03% of portfolio
|
Q4 2024
Reduced 22.47%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
732
shares
|
$111,190
0.07% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
720
shares
|
$109,368
0.05% of portfolio
|
Q4 2024
Reduced 15.99%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
718
shares
|
$109,064
0.07% of portfolio
|
Q4 2021
New holding
|
|
|
Proffitt & Goodson Inc
|
Feb 05, 2025 Q4 2024 |
707
shares
|
$107,393
0.02% of portfolio
|
Q4 2024
Reduced 5.1%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jan 21, 2025 Q4 2024 |
703
shares
|
$106,785
0.03% of portfolio
|
Q3 2021
Reduced 7.13%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
685
shares
|
$104,051
0.04% of portfolio
|
Q3 2024
Reduced 82.85%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
684
shares
|
$103,899
0.01% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
681
shares
|
$103,443
0.01% of portfolio
|
Q3 2024
Reduced 18.05%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
674
shares
|
$102,380
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
648
shares
|
$98,431
0.07% of portfolio
|
Q4 2022
Reduced 38.81%
|
|
|
Advantage Trust CO
Salina, KS |
Feb 03, 2025 Q4 2024 |
644
shares
|
$97,823
0.05% of portfolio
|
Q4 2024
Added 485.45%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Nov 01, 2024 Q3 2024 |
643
shares
|
$97,671
0.03% of portfolio
|
Q1 2023
Reduced 71.26%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
643
shares
|
$97,671
0.03% of portfolio
|
Q4 2024
Added 15.03%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
642
shares
|
$97,519
0.01% of portfolio
|
Q4 2024
Added 38.66%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
638
shares
|
$96,912
0.04% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
633
shares
|
$96,152
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
631
shares
|
$95,848
0.03% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
625
shares
|
$94,937
0.02% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2025 Q4 2024 |
623
shares
|
$94,633
0.03% of portfolio
|
Q2 2024
Reduced 17.15%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
619
shares
|
$94,026
0.07% of portfolio
|
Q3 2024
New holding
|