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 |
|---|---|---|---|---|---|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
171
shares
|
$23,820
0.01% of portfolio
|
Q1 2025
Added 44.92%
|
|
|
Bayforest Capital LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
170
shares
|
$23,681
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
169
shares
|
$23,541
0.01% of portfolio
|
Q4 2024
Added 33.07%
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
168
shares
|
$23,402
0.02% of portfolio
|
Q3 2023
Reduced 47.17%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
166
shares
|
$23,123
0.01% of portfolio
|
Q1 2022
Added 6.41%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
165
shares
|
$22,984
0.02% of portfolio
|
Q1 2025
Reduced 70.38%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Feb 11, 2025 Q4 2024 |
164
shares
|
$22,845
0.0% of portfolio
|
Q3 2024
Reduced 95.91%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
150
shares
|
$20,895
0.02% of portfolio
|
Q1 2025
Reduced 68.75%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
148
shares
|
$20,616
0.01% of portfolio
|
Q1 2024
Reduced 2.63%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
144
shares
|
$20,059
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
141
shares
|
$19,641
0.01% of portfolio
|
Q4 2024
Reduced 5.37%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
140
shares
|
$19,502
0.0% of portfolio
|
Q1 2025
Added 75.0%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
137
shares
|
$19,084
0.01% of portfolio
|
Q4 2022
Added 19.13%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
136
shares
|
$18,944
0.04% of portfolio
|
Q4 2019
New holding
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
132
shares
|
$18,387
0.01% of portfolio
|
Q2 2024
Added 6.45%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Jan 15, 2025 Q4 2024 |
127
shares
|
$17,691
0.02% of portfolio
|
Q1 2024
Reduced 96.95%
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
125
shares
|
$17,412
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
125
shares
|
$17,412
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
118
shares
|
$16,437
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
114
shares
|
$15,880
0.01% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
111
shares
|
$15,462
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Feb 12, 2025 Q4 2024 |
100
shares
|
$13,930
0.0% of portfolio
|
Q4 2024
Reduced 79.17%
|
|
|
Robbins Farley LLC
Manchester, NH |
Apr 16, 2025 Q1 2025 |
100
shares
|
$13,930
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
90
shares
|
$12,537
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Feb 18, 2025 Q4 2024 |
87
shares
|
$12,119
0.01% of portfolio
|
Q4 2024
New holding
|