Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,275 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 $214 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Garrison Bradford & Associates Inc
New York, NY |
May 06, 2025 Q1 2025 |
1,000
shares
|
$151,380
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
976
shares
|
$147,746
0.11% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
971
shares
|
$146,989
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
967
shares
|
$146,384
0.13% of portfolio
|
Q1 2025
Added 36.39%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
960
shares
|
$145,324
0.06% of portfolio
|
Q1 2025
Added 52.14%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
950
shares
|
$143,811
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
949
shares
|
$143,659
0.13% of portfolio
|
Q4 2024
Reduced 15.64%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
943
shares
|
$142,751
0.01% of portfolio
|
Q1 2025
Added 26.07%
|
|
|
Westchester Capital Management, Inc.
Omaha, NE |
May 08, 2025 Q1 2025 |
932
shares
|
$141,086
0.04% of portfolio
|
Q1 2023
Reduced 12.24%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Apr 29, 2025 Q1 2025 |
929
shares
|
$140,632
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
914
shares
|
$138,361
0.01% of portfolio
|
Q1 2025
Added 619.69%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
909
shares
|
$137,604
0.09% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Richelieu Gestion PLC
|
Apr 15, 2024 Q1 2024 |
900
shares
|
$136,242
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Disciplined Equity Management, Inc.
|
Apr 14, 2025 Q1 2025 |
900
shares
|
$136,242
0.11% of portfolio
|
Q1 2024
Reduced 30.77%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
899
shares
|
$136,090
0.24% of portfolio
|
Q2 2023
Reduced 0.11%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
895
shares
|
$135,485
0.08% of portfolio
|
Q1 2025
Reduced 25.73%
|
|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
886
shares
|
$134,122
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
884
shares
|
$133,819
0.34% of portfolio
|
Q3 2023
Added 6.0%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
882
shares
|
$133,517
0.12% of portfolio
|
Q1 2025
Added 15.45%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
880
shares
|
$133,214
0.08% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
848
shares
|
$128,370
0.15% of portfolio
|
Q1 2025
Added 60.61%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
842
shares
|
$127,461
0.28% of portfolio
|
Q3 2024
Reduced 69.16%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
833
shares
|
$126,099
0.02% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
776
shares
|
$117,470
0.02% of portfolio
|
Q3 2023
Added 2.24%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
773
shares
|
$117,016
0.05% of portfolio
|
Q1 2025
Reduced 40.58%
|