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 |
|---|---|---|---|---|---|
|
Stuart Chaussee & Associates, Inc.
|
Feb 13, 2025 Q4 2024 |
500
shares
|
$69,650
0.05% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
500
shares
|
$69,650
0.02% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Apr 17, 2025 Q1 2025 |
500
shares
|
$69,650
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
495
shares
|
$68,953
0.04% of portfolio
|
Q1 2025
Added 78.7%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
494
shares
|
$68,814
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
Feb 06, 2025 Q4 2024 |
494
shares
|
$68,814
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Feb 07, 2025 Q4 2024 |
487
shares
|
$67,839
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
487
shares
|
$67,839
0.02% of portfolio
|
Q4 2024
Reduced 15.74%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
479
shares
|
$66,724
0.04% of portfolio
|
Q4 2024
Added 95.51%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Apr 11, 2025 Q1 2025 |
478
shares
|
$66,585
0.03% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Tributary Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
470
shares
|
$65,471
0.01% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
465
shares
|
$64,774
0.02% of portfolio
|
Q3 2023
Reduced 0.85%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
464
shares
|
$64,635
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
463
shares
|
$64,495
0.02% of portfolio
|
Q4 2024
Reduced 6.46%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
462
shares
|
$64,356
0.05% of portfolio
|
Q4 2024
Reduced 40.85%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
459
shares
|
$63,938
0.02% of portfolio
|
Q4 2023
Added 7.75%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
457
shares
|
$63,660
0.04% of portfolio
|
Q4 2022
Reduced 2.56%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
454
shares
|
$63,242
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
453
shares
|
$63,102
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Tacita Capital Inc
Toronto, A6 |
Feb 06, 2025 Q4 2024 |
451
shares
|
$62,824
0.05% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Canton Hathaway, LLC
|
Apr 22, 2025 Q1 2025 |
449
shares
|
$62,545
0.02% of portfolio
|
Q3 2023
Added 102.25%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
444
shares
|
$61,849
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
441
shares
|
$61,431
0.03% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Hurley Capital, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
423
shares
|
$58,923
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
420
shares
|
$58,506
0.03% of portfolio
|
Q4 2024
New holding
|