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 |
|---|---|---|---|---|---|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
657
shares
|
$91,520
0.02% of portfolio
|
Q1 2025
Reduced 7.07%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
648
shares
|
$90,266
0.07% of portfolio
|
Q4 2022
Reduced 38.81%
|
|
|
Advantage Trust CO
Salina, KS |
Feb 03, 2025 Q4 2024 |
644
shares
|
$89,709
0.05% of portfolio
|
Q4 2024
Added 485.45%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
643
shares
|
$89,569
0.04% of portfolio
|
Q1 2023
Reduced 71.26%
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
638
shares
|
$88,873
0.05% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
631
shares
|
$87,898
0.03% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
630
shares
|
$87,759
0.05% of portfolio
|
Q1 2025
Added 6.06%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
628
shares
|
$87,480
0.05% of portfolio
|
Q1 2025
Reduced 12.78%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
610
shares
|
$84,973
0.03% of portfolio
|
Q1 2025
Reduced 17.01%
|
|
|
Swan Capital LLC
Pensacola, FL |
Feb 25, 2025 Q4 2024 |
597
shares
|
$83,162
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
594
shares
|
$82,744
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
563
shares
|
$78,425
0.06% of portfolio
|
Q4 2024
Reduced 87.92%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
561
shares
|
$78,147
0.06% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Mar 04, 2025 Q4 2024 |
561
shares
|
$78,147
0.04% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
557
shares
|
$77,590
0.09% of portfolio
|
Q4 2021
New holding
|
|
|
Clean Yield Group
|
Apr 14, 2025 Q1 2025 |
543
shares
|
$75,639
0.03% of portfolio
|
Q1 2025
Reduced 35.59%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
538
shares
|
$74,943
0.08% of portfolio
|
Q1 2025
Reduced 44.19%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
531
shares
|
$73,968
0.03% of portfolio
|
Q4 2024
Added 6.41%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Apr 01, 2025 Q4 2024 |
530
shares
|
$73,829
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
529
shares
|
$73,689
0.01% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
528
shares
|
$73,550
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
528
shares
|
$73,550
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
521
shares
|
$72,575
0.01% of portfolio
|
Q1 2025
Added 714.06%
|
|
|
Western Pacific Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
518
shares
|
$72,157
0.08% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
504
shares
|
$70,207
0.06% of portfolio
|
Q4 2024
Reduced 1.56%
|