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 |
|---|---|---|---|---|---|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
1,308
shares
|
$182,204
0.2% of portfolio
|
Q4 2022
New holding
|
|
|
Bts Asset Management, Inc.
|
Apr 16, 2025 Q1 2025 |
1,303
shares
|
$181,507
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
1,301
shares
|
$181,229
0.06% of portfolio
|
Q2 2023
Added 0.7%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
1,301
shares
|
$181,229
0.07% of portfolio
|
Q4 2024
Reduced 15.57%
|
|
|
Sanders Morris Harris LLC
|
Apr 08, 2025 Q1 2025 |
1,300
shares
|
$181,090
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Apr 22, 2025 Q1 2025 |
1,290
shares
|
$179,697
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Ckw Financial Group
|
Jan 22, 2025 Q4 2024 |
1,288
shares
|
$179,418
0.02% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Apr 17, 2025 Q1 2025 |
1,284
shares
|
$178,861
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
1,277
shares
|
$177,886
0.12% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Apr 11, 2025 Q1 2025 |
1,275
shares
|
$177,607
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
1,275
shares
|
$177,607
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Miller Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
1,274
shares
|
$177,468
0.09% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
1,274
shares
|
$177,468
0.16% of portfolio
|
Q3 2024
Reduced 21.07%
|
|
|
Bfi Infinity Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
1,271
shares
|
$177,050
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Vestor Capital, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
1,270
shares
|
$176,911
0.01% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Apr 22, 2025 Q1 2025 |
1,268
shares
|
$176,632
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Ewg Elevate Inc.
|
Apr 09, 2025 Q1 2025 |
1,265
shares
|
$176,214
0.09% of portfolio
|
Q1 2025
Reduced 56.3%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Apr 11, 2025 Q1 2025 |
1,263
shares
|
$175,935
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Motive Wealth Advisors
|
Apr 16, 2025 Q1 2025 |
1,259
shares
|
$175,378
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
1,253
shares
|
$174,542
0.07% of portfolio
|
Q4 2024
Added 286.73%
|
|
|
Glassy Mountain Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
1,249
shares
|
$173,985
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Apr 15, 2025 Q1 2025 |
1,239
shares
|
$172,592
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Investment Group, Inc.
|
Apr 25, 2025 Q1 2025 |
1,234
shares
|
$171,896
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
1,233
shares
|
$171,756
0.08% of portfolio
|
Q1 2025
Reduced 11.49%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Apr 24, 2025 Q1 2025 |
1,230
shares
|
$171,339
0.08% of portfolio
|
Q1 2025
Added 97.43%
|