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 |
|---|---|---|---|---|---|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
1,071
shares
|
$149,190
0.09% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Apr 29, 2025 Q1 2025 |
1,071
shares
|
$149,190
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
1,064
shares
|
$148,215
0.09% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
1,052
shares
|
$146,543
0.04% of portfolio
|
Q4 2024
Reduced 13.7%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
1,035
shares
|
$144,175
0.02% of portfolio
|
Q1 2025
Reduced 20.63%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
1,031
shares
|
$143,618
0.1% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
1,000
shares
|
$139,300
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cove Street Capital, LLC
El Segundo, CA |
Feb 12, 2025 Q4 2024 |
1,000
shares
|
$139,300
0.18% of portfolio
|
Q3 2017
New holding
|
|
|
Bnp Paribas
New York, NY |
Feb 14, 2025 Q4 2024 |
983
shares
|
$136,931
0.01% of portfolio
|
Q4 2024
Reduced 6.2%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
976
shares
|
$135,956
0.11% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
971
shares
|
$135,260
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
954
shares
|
$132,892
0.01% of portfolio
|
Q4 2024
Added 3.81%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Apr 21, 2025 Q1 2025 |
950
shares
|
$132,335
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
949
shares
|
$132,195
0.13% of portfolio
|
Q4 2024
Reduced 15.64%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
942
shares
|
$131,220
0.0% of portfolio
|
Q4 2024
Added 13.22%
|
|
|
Westchester Capital Management, Inc.
Omaha, NE |
Feb 07, 2025 Q4 2024 |
932
shares
|
$129,827
0.03% of portfolio
|
Q1 2023
Reduced 12.24%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Apr 29, 2025 Q1 2025 |
929
shares
|
$129,409
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
914
shares
|
$127,320
0.08% of portfolio
|
Q4 2024
Reduced 27.23%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
909
shares
|
$126,623
0.08% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Richelieu Gestion PLC
|
Apr 15, 2024 Q1 2024 |
900
shares
|
$125,370
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Disciplined Equity Management, Inc.
|
Apr 14, 2025 Q1 2025 |
900
shares
|
$125,370
0.11% of portfolio
|
Q1 2024
Reduced 30.77%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
899
shares
|
$125,230
0.24% of portfolio
|
Q2 2023
Reduced 0.11%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
895
shares
|
$124,673
0.08% of portfolio
|
Q1 2025
Reduced 25.73%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Jan 31, 2025 Q4 2024 |
890
shares
|
$123,977
0.06% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
887
shares
|
$123,559
0.05% of portfolio
|
Q4 2024
Reduced 5.74%
|