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 Services LLC
Melville, NY |
Apr 11, 2025 Q1 2025 |
1,471
shares
|
$204,910
0.14% of portfolio
|
Q1 2025
Reduced 28.17%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Apr 17, 2025 Q1 2025 |
1,467
shares
|
$204,353
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Cherrydale Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
1,461
shares
|
$203,517
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Rochester Wealth Strategies, LLC
Rochester, MI |
Apr 25, 2025 Q1 2025 |
1,459
shares
|
$203,238
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Finward Bancorp
Munster, IN |
Feb 13, 2025 Q4 2024 |
1,458
shares
|
$203,099
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Running Point Capital Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
1,457
shares
|
$202,960
0.07% of portfolio
|
Q4 2024
Reduced 52.34%
|
|
|
Marshall Financial Group LLC
|
Apr 16, 2025 Q1 2025 |
1,454
shares
|
$202,542
0.05% of portfolio
|
Q1 2025
Reduced 22.62%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
1,453
shares
|
$202,402
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Waypoint Wealth Partners Inc.
|
Jan 30, 2025 Q4 2024 |
1,451
shares
|
$202,124
0.06% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Headland Capital, LLC
Mt. Pleasant, SC |
Feb 14, 2025 Q4 2024 |
1,451
shares
|
$202,124
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
1,448
shares
|
$201,706
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
1,446
shares
|
$201,427
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Redw Wealth LLC
|
Apr 29, 2025 Q1 2025 |
1,443
shares
|
$201,009
0.09% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,441
shares
|
$200,731
0.15% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Paradiem, LLC
|
Apr 22, 2025 Q1 2025 |
1,439
shares
|
$200,452
0.07% of portfolio
|
Q2 2024
Reduced 7.87%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
1,439
shares
|
$200,452
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Feb 13, 2025 Q4 2024 |
1,437
shares
|
$200,174
0.05% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
1,436
shares
|
$200,034
0.07% of portfolio
|
Q2 2024
Added 1.7%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
1,436
shares
|
$200,034
0.06% of portfolio
|
Q3 2024
Added 15.99%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
1,434
shares
|
$199,756
0.02% of portfolio
|
Q2 2024
Added 7.74%
|
|
|
Transatlantique Private Wealth LLC
|
Feb 14, 2025 Q4 2024 |
1,433
shares
|
$199,616
0.08% of portfolio
|
Q4 2024
Reduced 20.08%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Feb 18, 2025 Q4 2024 |
1,433
shares
|
$199,616
0.1% of portfolio
|
Q4 2024
Reduced 18.72%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
1,431
shares
|
$199,338
0.19% of portfolio
|
Q1 2025
Reduced 5.36%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Apr 15, 2025 Q1 2025 |
1,427
shares
|
$198,781
0.19% of portfolio
|
Q1 2025
Reduced 55.67%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Apr 14, 2025 Q1 2025 |
1,427
shares
|
$198,781
0.24% of portfolio
|
Q1 2025
Added 0.07%
|