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 |
|---|---|---|---|---|---|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
628
shares
|
$95,066
0.05% of portfolio
|
Q1 2025
Reduced 12.78%
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
604
shares
|
$91,433
0.01% of portfolio
|
Q1 2025
Added 60300.0%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
May 15, 2025 Q1 2025 |
600
shares
|
$90,828
0.05% of portfolio
|
Q1 2025
Reduced 32.58%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
594
shares
|
$89,919
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
585
shares
|
$88,557
0.02% of portfolio
|
Q1 2025
Added 20.12%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
584
shares
|
$88,405
0.02% of portfolio
|
Q2 2025
Reduced 21.4%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
564
shares
|
$85,378
0.09% of portfolio
|
Q1 2025
Reduced 50.87%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
563
shares
|
$85,226
0.06% of portfolio
|
Q4 2024
Reduced 87.92%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
561
shares
|
$84,924
0.06% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
557
shares
|
$84,318
0.09% of portfolio
|
Q4 2021
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
551
shares
|
$83,410
0.02% of portfolio
|
Q2 2025
Reduced 55.2%
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
543
shares
|
$82,199
0.02% of portfolio
|
Q1 2025
Reduced 35.59%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
538
shares
|
$81,442
0.08% of portfolio
|
Q1 2025
Reduced 44.19%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
530
shares
|
$80,231
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
528
shares
|
$79,928
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
521
shares
|
$78,868
0.01% of portfolio
|
Q1 2025
Added 714.06%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
519
shares
|
$78,566
0.04% of portfolio
|
Q1 2025
Added 23.57%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
515
shares
|
$77,960
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
May 16, 2025 Q1 2025 |
500
shares
|
$75,690
0.04% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
500
shares
|
$75,690
0.02% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Apr 17, 2025 Q1 2025 |
500
shares
|
$75,690
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
499
shares
|
$75,538
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
499
shares
|
$75,538
0.08% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
495
shares
|
$74,933
0.04% of portfolio
|
Q1 2025
Added 78.7%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
489
shares
|
$74,024
0.01% of portfolio
|
Q1 2025
New holding
|