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 |
|---|---|---|---|---|---|
|
Brown Financial Advisory
|
Jan 23, 2025 Q4 2024 |
283
shares
|
$39,421
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Apr 29, 2025 Q1 2025 |
271
shares
|
$37,750
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Byrne Asset Management LLC
|
Apr 16, 2025 Q1 2025 |
270
shares
|
$37,611
0.04% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
266
shares
|
$37,053
0.02% of portfolio
|
Q4 2024
Reduced 26.72%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
255
shares
|
$35,521
0.01% of portfolio
|
Q3 2024
Reduced 17.74%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
254
shares
|
$35,382
0.01% of portfolio
|
Q4 2024
Reduced 33.51%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
250
shares
|
$34,825
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
249
shares
|
$34,685
0.01% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
238
shares
|
$33,153
0.03% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
235
shares
|
$32,735
0.02% of portfolio
|
Q3 2023
Reduced 39.74%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Feb 14, 2025 Q4 2024 |
234
shares
|
$32,596
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
234
shares
|
$32,596
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Adams Natural Resources Fund, Inc.
|
Apr 23, 2025 Q1 2025 |
225
shares
|
$31,342
0.01% of portfolio
|
Q1 2025
Reduced 99.96%
|
|
|
Ifs Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
213
shares
|
$29,670
0.03% of portfolio
|
Q1 2025
Added 119.59%
|
|
|
University Of Texas
|
Feb 18, 2025 Q4 2024 |
209
shares
|
$29,113
0.0% of portfolio
|
Q4 2024
Added 8.29%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
208
shares
|
$28,974
0.02% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
207
shares
|
$28,835
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
204
shares
|
$28,417
0.01% of portfolio
|
Q4 2024
Added 75.86%
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
200
shares
|
$27,860
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
200
shares
|
$27,860
0.02% of portfolio
|
Q2 2023
Reduced 41.18%
|
|
|
10 Elms LLP
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
200
shares
|
$27,860
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
183
shares
|
$25,491
0.01% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
179
shares
|
$24,934
0.01% of portfolio
|
Q4 2024
Reduced 11.82%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Feb 07, 2025 Q4 2024 |
178
shares
|
$24,795
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
174
shares
|
$24,238
0.03% of portfolio
|
Q4 2024
New holding
|