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 |
|---|---|---|---|---|---|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
1,501
shares
|
$209,089
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Rebalance, LLC
Palo Alto, CA |
Apr 17, 2025 Q1 2025 |
1,501
shares
|
$209,089
0.02% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Atalanta Sosnoff Capital, LLC
|
Feb 14, 2025 Q4 2024 |
1,500
shares
|
$208,950
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Apr 15, 2025 Q1 2025 |
1,500
shares
|
$208,950
0.05% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Feb 11, 2025 Q4 2024 |
1,500
shares
|
$208,950
0.11% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Check Capital Management Inc
|
Jan 30, 2025 Q4 2024 |
1,500
shares
|
$208,950
0.01% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Mitchell Capital Management CO
|
Feb 05, 2025 Q4 2024 |
1,500
shares
|
$208,950
0.04% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Payden & Rygel
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
1,500
shares
|
$208,950
0.02% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,500
shares
|
$208,950
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ndvr, Inc.
Boston, MA |
Feb 14, 2025 Q4 2024 |
1,500
shares
|
$208,950
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Planning LLC
|
Apr 29, 2025 Q1 2025 |
1,499
shares
|
$208,810
0.07% of portfolio
|
Q1 2025
Reduced 10.67%
|
|
|
Life Planning Partners, Inc
|
Apr 17, 2025 Q1 2025 |
1,494
shares
|
$208,114
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Apr 09, 2025 Q1 2025 |
1,494
shares
|
$208,114
0.01% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Forth Right Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
1,492
shares
|
$207,835
0.09% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
Berkshire Money Management, Inc.
|
Apr 23, 2025 Q1 2025 |
1,491
shares
|
$207,696
0.03% of portfolio
|
Q1 2025
Reduced 16.52%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,491
shares
|
$207,696
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Bcm Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
1,490
shares
|
$207,557
0.05% of portfolio
|
Q4 2024
Reduced 11.26%
|
|
|
Penbrook Management LLC
|
Apr 01, 2025 Q1 2025 |
1,490
shares
|
$207,557
0.2% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Aletheian Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
1,488
shares
|
$207,278
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Apr 16, 2025 Q1 2025 |
1,487
shares
|
$207,139
0.07% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
1,481
shares
|
$206,303
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified Investment Strategies, LLC
|
Jan 23, 2025 Q4 2024 |
1,478
shares
|
$205,885
0.14% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Apr 29, 2025 Q1 2025 |
1,476
shares
|
$205,606
0.13% of portfolio
|
Q1 2024
Reduced 37.88%
|
|
|
West Chester Capital Advisors, Inc
|
Feb 14, 2025 Q4 2024 |
1,473
shares
|
$205,188
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Annandale Capital, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
1,471
shares
|
$204,910
0.03% of portfolio
|
Q4 2024
Added 5.68%
|