Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,133 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 $214 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
114
shares
|
$18,082
0.01% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
111
shares
|
$17,606
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
108
shares
|
$17,130
0.01% of portfolio
|
Q4 2024
Reduced 84.05%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Feb 12, 2025 Q4 2024 |
100
shares
|
$15,862
0.0% of portfolio
|
Q4 2024
Reduced 79.17%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jan 24, 2025 Q4 2024 |
100
shares
|
$15,862
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
97
shares
|
$15,386
0.01% of portfolio
|
Q4 2024
Added 304.17%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
90
shares
|
$14,275
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Feb 18, 2025 Q4 2024 |
87
shares
|
$13,799
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
83
shares
|
$13,165
0.0% of portfolio
|
Q2 2024
Reduced 43.92%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Feb 14, 2025 Q4 2024 |
82
shares
|
$13,006
0.01% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Tower View Investment Management & Research LLC
|
Feb 05, 2025 Q4 2024 |
81
shares
|
$12,848
0.01% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Groupe La Francaise
Paris, I0 |
Feb 14, 2025 Q4 2024 |
81
shares
|
$12,848
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Moser Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
80
shares
|
$12,689
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
80
shares
|
$12,689
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Feb 13, 2025 Q4 2024 |
74
shares
|
$11,737
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Conquis Financial LLC
Milbrae, CA |
Feb 12, 2025 Q4 2024 |
72
shares
|
$11,420
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
71
shares
|
$11,262
0.0% of portfolio
|
Q1 2024
Reduced 79.36%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Feb 14, 2025 Q4 2024 |
68
shares
|
$10,786
0.0% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
64
shares
|
$10,151
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
63
shares
|
$9,993
0.01% of portfolio
|
Q2 2022
Reduced 35.71%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
60
shares
|
$9,517
0.0% of portfolio
|
Q2 2024
Reduced 54.2%
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
56
shares
|
$8,882
0.0% of portfolio
|
Q1 2024
Reduced 71.43%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
Feb 13, 2025 Q4 2024 |
50
shares
|
$7,931
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
46
shares
|
$7,296
0.0% of portfolio
|
Q4 2024
Reduced 83.86%
|
|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
43
shares
|
$6,820
0.0% of portfolio
|
Q4 2024
New holding
|