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 |
|---|---|---|---|---|---|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
188
shares
|
$28,459
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
180
shares
|
$27,248
0.01% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
178
shares
|
$26,945
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Jun 04, 2025 Q1 2025 |
175
shares
|
$26,491
0.0% of portfolio
|
Q1 2025
Reduced 90.54%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
174
shares
|
$26,340
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
171
shares
|
$25,885
0.01% of portfolio
|
Q1 2025
Added 44.92%
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
168
shares
|
$25,431
0.02% of portfolio
|
Q3 2023
Reduced 47.17%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
166
shares
|
$25,129
0.01% of portfolio
|
Q1 2022
Added 6.41%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
165
shares
|
$24,977
0.02% of portfolio
|
Q1 2025
Reduced 70.38%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
151
shares
|
$22,858
0.0% of portfolio
|
Q1 2025
Added 420.69%
|
|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
150
shares
|
$22,707
0.01% of portfolio
|
Q1 2025
Added 13.64%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
150
shares
|
$22,707
0.02% of portfolio
|
Q1 2025
Reduced 68.75%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
150
shares
|
$22,707
0.01% of portfolio
|
Q1 2025
Reduced 11.24%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
148
shares
|
$22,404
0.01% of portfolio
|
Q1 2024
Reduced 2.63%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
144
shares
|
$21,798
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
141
shares
|
$21,344
0.01% of portfolio
|
Q4 2024
Reduced 5.37%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
May 09, 2025 Q1 2025 |
141
shares
|
$21,344
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
137
shares
|
$20,739
0.01% of portfolio
|
Q4 2022
Added 19.13%
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
137
shares
|
$20,739
0.01% of portfolio
|
Q1 2025
Added 9.6%
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
137
shares
|
$20,739
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
137
shares
|
$20,739
0.0% of portfolio
|
Q1 2025
Added 426.92%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
137
shares
|
$20,739
0.02% of portfolio
|
Q1 2025
Added 356.67%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
136
shares
|
$20,587
0.04% of portfolio
|
Q4 2019
New holding
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
125
shares
|
$18,922
0.0% of portfolio
|
Q4 2022
Closed
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
125
shares
|
$18,922
0.03% of portfolio
|
Q1 2025
New holding
|