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 |
|---|---|---|---|---|---|
|
Compass Planning Associates Inc
Greenfield, MA |
Apr 14, 2025 Q1 2025 |
38
shares
|
$5,293
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
31
shares
|
$4,318
0.0% of portfolio
|
Q4 2024
Reduced 36.73%
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
30
shares
|
$4,179
0.0% of portfolio
|
Q4 2024
Reduced 68.42%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Feb 12, 2025 Q4 2024 |
30
shares
|
$4,179
0.0% of portfolio
|
Q3 2024
Reduced 96.36%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
30
shares
|
$4,179
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Feb 10, 2025 Q4 2024 |
29
shares
|
$4,039
0.0% of portfolio
|
Q3 2024
Reduced 93.18%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
27
shares
|
$3,761
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
27
shares
|
$3,761
0.0% of portfolio
|
Q2 2023
Reduced 63.01%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Feb 06, 2025 Q4 2024 |
26
shares
|
$3,621
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
25
shares
|
$3,482
0.0% of portfolio
|
Q2 2024
Reduced 24.24%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
22
shares
|
$3,064
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gs Investments, Inc.
|
Feb 11, 2025 Q4 2024 |
21
shares
|
$2,925
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Apr 22, 2025 Q1 2025 |
21
shares
|
$2,925
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
20
shares
|
$2,786
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
16
shares
|
$2,228
0.0% of portfolio
|
Q3 2024
Reduced 77.46%
|
|
|
Hwg Holdings LP
Houston, TX |
Apr 22, 2025 Q1 2025 |
10
shares
|
$1,393
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
7
shares
|
$975
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
5
shares
|
$696
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Meeder Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1
shares
|
$139
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quest Partners LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
1
shares
|
$139
0.0% of portfolio
|
Q4 2024
Reduced 75.0%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Apr 08, 2025 Q1 2025 |
1
shares
|
$139
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|