Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,270 institutions that hold shares in the stock, with a total of 1.41 Billion shares, which have been reported (via 13F filing form) to have a value of $211 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
1,292
shares
|
$193,386
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ckw Financial Group
|
May 16, 2025 Q1 2025 |
1,290
shares
|
$193,087
0.03% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
May 09, 2025 Q1 2025 |
1,290
shares
|
$193,087
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Apr 22, 2025 Q1 2025 |
1,290
shares
|
$193,087
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Vestor Capital, LLC
Chicago, IL |
May 06, 2025 Q1 2025 |
1,284
shares
|
$192,189
0.02% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
May 05, 2025 Q1 2025 |
1,280
shares
|
$191,590
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
1,277
shares
|
$191,141
0.12% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,275
shares
|
$190,842
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
1,275
shares
|
$190,842
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
1,274
shares
|
$190,692
0.16% of portfolio
|
Q3 2024
Reduced 21.07%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
1,267
shares
|
$189,644
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
May 15, 2025 Q1 2025 |
1,266
shares
|
$189,494
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
May 02, 2025 Q1 2025 |
1,261
shares
|
$188,746
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
1,260
shares
|
$188,596
0.0% of portfolio
|
Q1 2025
Added 33.76%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
1,259
shares
|
$188,447
0.1% of portfolio
|
Q1 2025
Reduced 12.14%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
1,252
shares
|
$187,399
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Vista Private Wealth Partners. LLC
|
May 06, 2025 Q1 2025 |
1,241
shares
|
$185,752
0.08% of portfolio
|
Q1 2025
Added 4036.67%
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
1,240
shares
|
$185,603
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Apr 15, 2025 Q1 2025 |
1,239
shares
|
$185,453
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
1,238
shares
|
$185,303
0.2% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
May 13, 2025 Q1 2025 |
1,234
shares
|
$184,705
0.13% of portfolio
|
Q1 2025
Reduced 71.73%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
1,233
shares
|
$184,555
0.08% of portfolio
|
Q1 2025
Reduced 11.49%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
1,229
shares
|
$183,956
0.14% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
West Coast Financial LLC
|
Apr 10, 2025 Q1 2025 |
1,226
shares
|
$183,507
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
William Allan, LLC
|
May 05, 2025 Q1 2025 |
1,222
shares
|
$182,908
0.13% of portfolio
|
Q1 2025
New holding
|