Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,282 institutions that hold shares in the stock, with a total of 1.33 Billion shares, which have been reported (via 13F filing form) to have a value of $184 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
69
shares
|
$9,510
0.0% of portfolio
|
Q1 2025
Added 122.58%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
May 14, 2025 Q1 2025 |
69
shares
|
$9,510
0.01% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
66
shares
|
$9,096
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
63
shares
|
$8,683
0.01% of portfolio
|
Q2 2022
Reduced 35.71%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
60
shares
|
$8,269
0.0% of portfolio
|
Q2 2024
Reduced 54.2%
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
56
shares
|
$7,718
0.01% of portfolio
|
Q1 2025
Reduced 48.15%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
55
shares
|
$7,580
0.01% of portfolio
|
Q1 2025
Added 30.95%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
May 09, 2025 Q1 2025 |
50
shares
|
$6,891
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
46
shares
|
$6,340
0.0% of portfolio
|
Q4 2024
Reduced 83.86%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
44
shares
|
$6,064
0.0% of portfolio
|
Q1 2025
Added 69.23%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Apr 30, 2025 Q1 2025 |
42
shares
|
$5,788
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
41
shares
|
$5,651
0.0% of portfolio
|
Q4 2024
Reduced 77.6%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
41
shares
|
$5,651
0.0% of portfolio
|
Q4 2024
Reduced 77.6%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2025 Q1 2025 |
39
shares
|
$5,375
0.38% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
38
shares
|
$5,237
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Apr 14, 2025 Q1 2025 |
38
shares
|
$5,237
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
35
shares
|
$4,824
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
27
shares
|
$3,721
0.0% of portfolio
|
Q2 2023
Reduced 63.01%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
25
shares
|
$3,445
0.0% of portfolio
|
Q2 2024
Reduced 24.24%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
May 02, 2025 Q1 2025 |
25
shares
|
$3,445
0.0% of portfolio
|
Q1 2025
Reduced 99.91%
|
|
|
Gs Investments, Inc.
|
May 08, 2025 Q1 2025 |
21
shares
|
$2,894
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Apr 22, 2025 Q1 2025 |
21
shares
|
$2,894
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
21
shares
|
$2,894
0.06% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
14
shares
|
$1,929
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
11
shares
|
$1,516
0.0% of portfolio
|
Q1 2025
Reduced 99.4%
|