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 |
|---|---|---|---|---|---|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
886
shares
|
$123,419
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
884
shares
|
$123,141
0.34% of portfolio
|
Q3 2023
Added 6.0%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
882
shares
|
$122,862
0.12% of portfolio
|
Q1 2025
Added 15.45%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Feb 20, 2025 Q4 2024 |
881
shares
|
$122,723
0.39% of portfolio
|
Q4 2024
Added 233.14%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
880
shares
|
$122,584
0.08% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
842
shares
|
$117,290
0.28% of portfolio
|
Q3 2024
Reduced 69.16%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
806
shares
|
$112,275
0.06% of portfolio
|
Q4 2024
Added 20.84%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
794
shares
|
$110,604
0.03% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
O'Brien Wealth Partners LLC
|
Apr 28, 2025 Q1 2025 |
784
shares
|
$109,211
0.03% of portfolio
|
Q1 2025
Reduced 9.57%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
776
shares
|
$108,096
0.02% of portfolio
|
Q3 2023
Added 2.24%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Feb 10, 2025 Q4 2024 |
748
shares
|
$104,196
0.01% of portfolio
|
Q4 2024
Added 95.3%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
745
shares
|
$103,778
0.06% of portfolio
|
Q2 2024
Added 6.43%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
743
shares
|
$103,499
0.04% of portfolio
|
Q1 2025
Added 15.55%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
742
shares
|
$103,360
0.02% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
727
shares
|
$101,271
0.01% of portfolio
|
Q1 2025
Added 13.24%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
722
shares
|
$100,574
0.2% of portfolio
|
Q4 2024
Added 60.09%
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
718
shares
|
$100,017
0.1% of portfolio
|
Q4 2021
New holding
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
712
shares
|
$99,181
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
709
shares
|
$98,763
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
706
shares
|
$98,345
0.09% of portfolio
|
Q4 2024
Added 11.53%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
704
shares
|
$98,067
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Investment Research & Advisory Group, Inc.
|
Apr 21, 2025 Q1 2025 |
703
shares
|
$97,927
0.05% of portfolio
|
Q3 2021
Reduced 7.13%
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
702
shares
|
$97,788
0.08% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
684
shares
|
$95,281
0.01% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
661
shares
|
$92,077
0.03% of portfolio
|
Q1 2025
Added 5.76%
|