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 |
|---|---|---|---|---|---|
|
Brown Financial Advisory
|
Apr 29, 2025 Q1 2025 |
123
shares
|
$18,619
0.01% of portfolio
|
Q1 2025
Reduced 56.54%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
119
shares
|
$18,014
0.01% of portfolio
|
Q1 2025
Added 32.22%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
118
shares
|
$17,862
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Valley Forge Investment Consultants Inc Adv
|
May 08, 2025 Q1 2025 |
100
shares
|
$15,138
0.01% of portfolio
|
Q4 2024
Reduced 79.17%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jul 17, 2025 Q2 2025 |
100
shares
|
$15,138
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
100
shares
|
$15,138
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
96
shares
|
$14,532
0.01% of portfolio
|
Q1 2025
Reduced 80.95%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
89
shares
|
$13,472
0.01% of portfolio
|
Q1 2025
Added 117.07%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
86
shares
|
$13,018
0.01% of portfolio
|
Q1 2025
Added 437.5%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
86
shares
|
$13,018
0.01% of portfolio
|
Q1 2025
Reduced 87.24%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
May 06, 2025 Q1 2025 |
83
shares
|
$12,564
0.01% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
80
shares
|
$12,110
0.0% of portfolio
|
Q4 2024
Reduced 42.86%
|
|
|
Tower View Investment Management & Research LLC
|
Apr 22, 2025 Q1 2025 |
72
shares
|
$10,899
0.01% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
69
shares
|
$10,445
0.0% of portfolio
|
Q1 2025
Added 122.58%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
May 14, 2025 Q1 2025 |
69
shares
|
$10,445
0.01% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
66
shares
|
$9,991
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
63
shares
|
$9,536
0.01% of portfolio
|
Q2 2022
Reduced 35.71%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
60
shares
|
$9,082
0.0% of portfolio
|
Q2 2024
Reduced 54.2%
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
56
shares
|
$8,477
0.01% of portfolio
|
Q1 2025
Reduced 48.15%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
55
shares
|
$8,325
0.01% of portfolio
|
Q1 2025
Added 30.95%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
May 09, 2025 Q1 2025 |
50
shares
|
$7,569
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
46
shares
|
$6,963
0.0% of portfolio
|
Q4 2024
Reduced 83.86%
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
45
shares
|
$6,812
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
44
shares
|
$6,660
0.0% of portfolio
|
Q1 2025
Added 69.23%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
42
shares
|
$6,357
0.0% of portfolio
|
Q1 2024
New holding
|