Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,205 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 $183 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
38,209
shares
|
$5.2 Million
0.75% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Ellsworth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
38,131
shares
|
$5.19 Million
1.47% of portfolio
|
Q4 2024
Added 14.43%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
38,119
shares
|
$5.19 Million
0.17% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
Warren Street Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
38,008
shares
|
$5.17 Million
2.57% of portfolio
|
Q1 2025
Reduced 9.32%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Feb 03, 2025 Q4 2024 |
37,893
shares
|
$5.16 Million
1.67% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
37,825
shares
|
$5.15 Million
1.61% of portfolio
|
Q1 2025
Reduced 16.86%
|
|
|
Schulhoff & CO Inc
|
Feb 05, 2025 Q4 2024 |
37,749
shares
|
$5.14 Million
2.56% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
37,682
shares
|
$5.13 Million
0.43% of portfolio
|
Q4 2024
Reduced 12.23%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
37,650
shares
|
$5.12 Million
0.14% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Perkins Coie Trust CO
|
Apr 11, 2025 Q1 2025 |
37,633
shares
|
$5.12 Million
1.5% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Caption Management, LLC
Oklahoma City, OK |
Feb 14, 2025 Q4 2024 |
37,619
shares
|
$5.12 Million
0.06% of portfolio
|
Q4 2024
Reduced 70.91%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
37,608
shares
|
$5.12 Million
2.24% of portfolio
|
Q4 2024
Reduced 23.04%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
37,602
shares
|
$5.12 Million
0.9% of portfolio
|
Q3 2024
Reduced 17.64%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
37,538
shares
|
$5.11 Million
0.34% of portfolio
|
Q4 2024
Reduced 4.58%
|
|
|
Kinsale Capital Group, Inc.
|
Feb 05, 2025 Q4 2024 |
37,527
shares
|
$5.11 Million
1.46% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
37,450
shares
|
$5.1 Million
0.42% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
37,399
shares
|
$5.09 Million
0.48% of portfolio
|
Q4 2024
Reduced 4.47%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
37,220
shares
|
$5.06 Million
0.42% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Chesley Taft & Associates LLC
|
Apr 10, 2025 Q1 2025 |
37,176
shares
|
$5.06 Million
0.3% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
37,148
shares
|
$5.05 Million
0.46% of portfolio
|
Q4 2023
Added 1.92%
|
|
|
Lee Danner & Bass Inc
|
Apr 29, 2025 Q1 2025 |
37,041
shares
|
$5.04 Million
0.51% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
37,033
shares
|
$5.04 Million
0.3% of portfolio
|
Q1 2025
Added 7.72%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Feb 13, 2025 Q4 2024 |
36,976
shares
|
$5.03 Million
0.73% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
36,927
shares
|
$5.02 Million
0.65% of portfolio
|
Q3 2024
New holding
|
|
|
Quantessence Capital LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
36,793
shares
|
$5.01 Million
2.19% of portfolio
|
Q4 2024
New holding
|