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 |
|---|---|---|---|---|---|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
1,382
shares
|
$192,512
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Obsidian Personal Planning Solutions LLC
|
Feb 13, 2025 Q4 2024 |
1,376
shares
|
$191,676
0.1% of portfolio
|
Q4 2024
Reduced 16.56%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
1,375
shares
|
$191,537
0.12% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
1,372
shares
|
$191,119
0.02% of portfolio
|
Q4 2024
Reduced 25.23%
|
|
|
O'Keefe Stevens Advisory, Inc.
|
Apr 09, 2025 Q1 2025 |
1,371
shares
|
$190,980
0.08% of portfolio
|
Q1 2025
Reduced 4.73%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Apr 23, 2025 Q1 2025 |
1,370
shares
|
$190,841
0.13% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
1,366
shares
|
$190,283
0.08% of portfolio
|
Q4 2024
Reduced 16.3%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Apr 14, 2025 Q1 2025 |
1,361
shares
|
$189,587
0.11% of portfolio
|
Q1 2025
Reduced 15.73%
|
|
|
First Citizens Financial Corp
|
Apr 03, 2025 Q1 2025 |
1,360
shares
|
$189,448
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Dorval Corp
Maple Grove, MN |
Apr 23, 2025 Q1 2025 |
1,357
shares
|
$189,030
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,355
shares
|
$188,751
0.07% of portfolio
|
Q4 2024
Added 7.2%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Feb 18, 2025 Q4 2024 |
1,352
shares
|
$188,333
0.13% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Whitcomb & Hess, Inc.
|
Apr 08, 2025 Q1 2025 |
1,346
shares
|
$187,497
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Apr 09, 2025 Q1 2025 |
1,344
shares
|
$187,219
1.09% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
1,343
shares
|
$187,079
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Emprise Bank
Wichita, KS |
Apr 01, 2025 Q1 2025 |
1,337
shares
|
$186,244
0.12% of portfolio
|
Q1 2025
Reduced 40.07%
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Apr 23, 2025 Q1 2025 |
1,337
shares
|
$186,244
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Apr 16, 2025 Q1 2025 |
1,336
shares
|
$186,104
0.15% of portfolio
|
Q1 2025
Reduced 7.42%
|
|
|
Elite Life Management LLC
Erie, PA |
Apr 24, 2025 Q1 2025 |
1,335
shares
|
$185,965
0.7% of portfolio
|
Q1 2025
New holding
|
|
|
Symmetry Partners, LLC
|
Apr 23, 2025 Q1 2025 |
1,334
shares
|
$185,826
0.03% of portfolio
|
Q1 2025
Reduced 24.68%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Apr 16, 2025 Q1 2025 |
1,333
shares
|
$185,686
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 21, 2025 Q1 2025 |
1,327
shares
|
$184,851
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Masso Torrence Wealth Management Inc.
|
Apr 22, 2025 Q1 2025 |
1,319
shares
|
$183,736
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,314
shares
|
$183,040
0.08% of portfolio
|
Q4 2024
Added 6.57%
|
|
|
Raub Brock Capital Management LP
|
Apr 16, 2025 Q1 2025 |
1,313
shares
|
$182,900
0.05% of portfolio
|
Q1 2025
Reduced 19.4%
|