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 |
|---|---|---|---|---|---|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
1,230
shares
|
$171,339
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Apr 09, 2025 Q1 2025 |
1,229
shares
|
$171,199
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
West Coast Financial LLC
|
Apr 10, 2025 Q1 2025 |
1,226
shares
|
$170,781
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
1,225
shares
|
$170,642
0.19% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Apr 10, 2025 Q1 2025 |
1,220
shares
|
$169,946
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Apr 02, 2025 Q1 2025 |
1,220
shares
|
$169,946
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Apr 22, 2025 Q1 2025 |
1,218
shares
|
$169,667
0.08% of portfolio
|
Q1 2025
Reduced 16.17%
|
|
|
Tpg Financial Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
1,216
shares
|
$169,388
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Stewardship Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
1,211
shares
|
$168,692
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Holland Advisory Services, Inc.
|
Apr 11, 2025 Q1 2025 |
1,211
shares
|
$168,692
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Group, Inc.
|
Apr 10, 2025 Q1 2025 |
1,210
shares
|
$168,553
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Jag Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
1,209
shares
|
$168,413
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
1,206
shares
|
$167,995
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Insights, Inc.
|
Apr 24, 2025 Q1 2025 |
1,204
shares
|
$167,717
0.08% of portfolio
|
Q1 2025
Reduced 38.26%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
1,196
shares
|
$166,602
0.19% of portfolio
|
Q1 2022
Added 1.53%
|
|
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
1,195
shares
|
$166,463
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,184
shares
|
$164,931
0.01% of portfolio
|
Q4 2024
Added 6.09%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Feb 11, 2025 Q4 2024 |
1,148
shares
|
$159,916
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
1,140
shares
|
$158,802
0.04% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Feb 13, 2025 Q4 2024 |
1,133
shares
|
$157,826
0.11% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Hall Laurie J Trustee
|
Jan 16, 2025 Q4 2024 |
1,129
shares
|
$157,269
0.05% of portfolio
|
Q4 2023
Added 9.72%
|
|
|
Values First Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
1,118
shares
|
$155,737
0.09% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
1,109
shares
|
$154,483
0.0% of portfolio
|
Q4 2024
Reduced 48.89%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
1,096
shares
|
$152,672
0.03% of portfolio
|
Q1 2025
Added 38.21%
|
|
|
Mizuho Securities Co. Ltd.
|
Apr 21, 2025 Q1 2025 |
1,080
shares
|
$150,444
2.42% of portfolio
|
Q1 2025
Added 440.0%
|