Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,198 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 $189 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
86
shares
|
$11,979
0.01% of portfolio
|
Q1 2025
Reduced 87.24%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
83
shares
|
$11,561
0.0% of portfolio
|
Q2 2024
Reduced 43.92%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Feb 14, 2025 Q4 2024 |
82
shares
|
$11,422
0.01% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Groupe La Francaise
Paris, I0 |
Feb 14, 2025 Q4 2024 |
81
shares
|
$11,283
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Feb 13, 2025 Q4 2024 |
74
shares
|
$10,308
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Apr 22, 2025 Q1 2025 |
72
shares
|
$10,029
0.01% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Conquis Financial LLC
Milbrae, CA |
Feb 12, 2025 Q4 2024 |
72
shares
|
$10,029
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
71
shares
|
$9,890
0.0% of portfolio
|
Q1 2024
Reduced 79.36%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Feb 14, 2025 Q4 2024 |
68
shares
|
$9,472
0.0% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
66
shares
|
$9,193
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
63
shares
|
$8,775
0.01% of portfolio
|
Q2 2022
Reduced 35.71%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
60
shares
|
$8,358
0.0% of portfolio
|
Q2 2024
Reduced 54.2%
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
56
shares
|
$7,800
0.01% of portfolio
|
Q1 2025
Reduced 48.15%
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
56
shares
|
$7,800
0.0% of portfolio
|
Q1 2024
Reduced 71.43%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
55
shares
|
$7,661
0.01% of portfolio
|
Q1 2025
Added 30.95%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
Feb 13, 2025 Q4 2024 |
50
shares
|
$6,965
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
46
shares
|
$6,407
0.0% of portfolio
|
Q4 2024
Reduced 83.86%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
44
shares
|
$6,129
0.0% of portfolio
|
Q1 2025
Added 69.23%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
42
shares
|
$5,850
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
41
shares
|
$5,711
0.0% of portfolio
|
Q4 2024
Reduced 77.6%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
41
shares
|
$5,711
0.0% of portfolio
|
Q4 2024
Reduced 77.6%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
41
shares
|
$5,711
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Feb 11, 2025 Q4 2024 |
40
shares
|
$5,572
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2025 Q1 2025 |
39
shares
|
$5,432
0.38% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
38
shares
|
$5,293
0.0% of portfolio
|
Q4 2022
New holding
|